Transcend Capital Advisors LLC Buys 1,270 Shares of Meta Platforms, Inc. $META

Transcend Capital Advisors LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 8.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 17,148 shares of the social networking company’s stock after purchasing an additional 1,270 shares during the quarter. Meta Platforms makes up 0.9% of Transcend Capital Advisors LLC’s investment portfolio, making the stock its 20th largest position. Transcend Capital Advisors LLC’s holdings in Meta Platforms were worth $12,593,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new stake in Meta Platforms during the second quarter valued at approximately $23,155,393,000. Laurel Wealth Advisors LLC raised its position in shares of Meta Platforms by 73,443.1% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock valued at $6,212,506,000 after buying an additional 8,405,558 shares in the last quarter. State Street Corp lifted its holdings in shares of Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the last quarter. Vanguard Group Inc. grew its position in Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares in the last quarter. Finally, Corient Private Wealth LLC increased its stake in Meta Platforms by 103.5% in the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock valued at $1,475,166,000 after acquiring an additional 1,016,667 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Insider Activity

In other Meta Platforms news, CFO Susan J. Li sold 6,875 shares of the company’s stock in a transaction on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total value of $4,190,037.50. Following the completion of the transaction, the chief financial officer directly owned 88,370 shares in the company, valued at approximately $53,857,980.20. This represents a 7.22% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Robert M. Kimmitt sold 600 shares of the firm’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $609.35, for a total transaction of $365,610.00. Following the completion of the sale, the director directly owned 7,347 shares of the company’s stock, valued at approximately $4,476,894.45. This represents a 7.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 38,561 shares of company stock valued at $23,673,584. 13.61% of the stock is owned by insiders.

Meta Platforms News Roundup

Here are the key news stories impacting Meta Platforms this week:

• Positive Sentiment: Big-capex boost: Meta’s plan to spend up to $135 billion in 2026 continues to be a major positive catalyst for investors who view it as funding AI, data centers and long‑term growth — the announcement previously drove a large share pop and is supporting bullish sentiment. META Pops 10% on $135b Capex Announcement
• Positive Sentiment: Institutional support: Diamond Hill Capital increased its stake, a signal that some money managers remain confident in Meta’s fundamentals and long‑run thesis. Institutional buying can underpin the stock even amid headline noise. Diamond Hill boosts stake
• Neutral Sentiment: AI/data center progress & deal activity: Reporting indicates an AI/data‑center deal is advancing while related corporate developments proceed — commercially positive but still distant from immediate revenue recognition. Child safety lawsuit proceeds as AI data center deal advances
• Neutral Sentiment: Reality Labs repositioning: Meta’s CTO called cuts to Reality Labs “a real cause for sadness” but reiterated the company remains bullish on VR — suggests management is reallocating capital toward higher‑growth AI and data infrastructure. Meta CTO on Reality Labs cuts
• Negative Sentiment: EU antitrust escalation: The European Commission has sent a statement of objections and signaled it may impose interim measures to stop Meta from blocking rival AI assistants on WhatsApp — a material regulatory risk that could weaken Meta’s AI distribution advantages in Europe and force product changes or fines. Meta has publicly criticised the move, but the threat of fast interim remedies increases near‑term uncertainty. EU threatens Meta with interim measure
• Negative Sentiment: Legal exposure in U.S. trials: Opening arguments began in high‑profile cases (New Mexico, LA) alleging addictive design and child‑safety failures; unsealed researcher documents alleging large numbers of exploited minors amplify reputational and litigation risk and could lead to damages or stricter regulation. These proceedings keep downside risk elevated for investors. Meta and YouTube Created ‘Digital Casinos,’ Lawyers Argue

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $677.37 on Tuesday. The company’s fifty day simple moving average is $657.49 and its two-hundred day simple moving average is $694.73. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The firm has a market cap of $1.71 trillion, a PE ratio of 28.82, a price-to-earnings-growth ratio of 1.13 and a beta of 1.28. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. During the same period in the prior year, the business posted $8.02 earnings per share. Meta Platforms’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Analysts Set New Price Targets

META has been the subject of a number of research reports. Jefferies Financial Group upped their price objective on Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Roth Mkm cut their target price on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research note on Monday, January 26th. Arete Research set a $718.00 price target on shares of Meta Platforms in a research report on Thursday, December 4th. Evercore boosted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Scotiabank upped their price objective on shares of Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research note on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $847.40.

About Meta Platforms

Meta Platforms, Inc (NASDAQ: META), formerly Facebook, Inc, is a global technology company best known for building social networking services and immersive computing platforms. Founded in 2004 and headquartered in Menlo Park, California, the company operates a family of consumer-facing products and services that connect users, creators and businesses. In October 2021 the company rebranded as Meta to reflect an expanded strategic focus on augmented and virtual reality technologies alongside its social media businesses.

Meta’s core consumer products include Facebook, Instagram, WhatsApp and Messenger, which enable social networking, messaging, content sharing and community building across mobile and desktop devices.