Goodman Advisory Group LLC Increases Position in Meta Platforms, Inc. $META

Goodman Advisory Group LLC boosted its position in Meta Platforms, Inc. (NASDAQ:META) by 14.3% in the 3rd quarter, Holdings Channel reports. The fund owned 9,861 shares of the social networking company’s stock after purchasing an additional 1,233 shares during the period. Meta Platforms makes up about 1.8% of Goodman Advisory Group LLC’s investment portfolio, making the stock its 23rd biggest position. Goodman Advisory Group LLC’s holdings in Meta Platforms were worth $7,242,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in META. Goldstone Financial Group LLC boosted its position in shares of Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after acquiring an additional 1,153 shares during the last quarter. CW Advisors LLC raised its stake in Meta Platforms by 27.8% during the second quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after purchasing an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC boosted its holdings in shares of Meta Platforms by 34.2% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock valued at $38,373,000 after purchasing an additional 13,311 shares during the last quarter. Cherokee Insurance Co purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at $3,321,000. Finally, Becker Capital Management Inc. increased its holdings in shares of Meta Platforms by 5.0% during the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock worth $25,741,000 after buying an additional 1,657 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently weighed in on the company. Bank of America lifted their target price on Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $900.00 price objective (up from $870.00) on shares of Meta Platforms in a research note on Thursday, January 29th. TD Cowen reissued a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Citizens Jmp restated an “outperform” rating and issued a $900.00 price target (up from $750.00) on shares of Meta Platforms in a report on Monday, November 24th. Finally, Cantor Fitzgerald reiterated an “overweight” rating and set a $860.00 price objective (up from $750.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $844.44.

Insider Activity

In related news, COO Javier Olivan sold 2,461 shares of the firm’s stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the completion of the sale, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. This trade represents a 16.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 161,446 shares of company stock worth $103,451,688. 13.61% of the stock is currently owned by company insiders.

Meta Platforms Stock Performance

Shares of NASDAQ:META opened at $638.18 on Friday. The business’s 50-day simple moving average is $653.98 and its 200 day simple moving average is $678.88. The company has a market cap of $1.61 trillion, a P/E ratio of 27.16, a PEG ratio of 1.02 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25.

Meta Platforms (NASDAQ:META) last released its quarterly 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 return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter in the prior year, the business earned $8.02 EPS. Meta Platforms’s quarterly revenue was up 23.8% compared to the same quarter last year. On average, sell-side analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be paid a $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is 8.94%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta unveiled a roadmap for four new in‑house AI chips (MTIA 300/400/450/500) aimed at inference workloads and faster iterative deployments — a long‑term win for gross‑margin control and scalability if Meta can reduce third‑party hardware spend. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Facebook Marketplace rolled out Meta AI features that auto‑write listings and suggest prices — these product improvements can increase seller throughput and ad/commerce monetization. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta expanded AI‑driven scam detection across Facebook, WhatsApp and Messenger, which helps reduce fraud liability and could improve user trust and engagement. Meta Rolls Out New Scam Alerts Across Facebook, WhatsApp, and Messenger
• Positive Sentiment: Investor endorsement: Michael Cuggino cited Meta as an AI pick for its cost discipline — a vote of confidence that may support long‑term investor sentiment. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Analysts at Evercore flagged that large internet names (including Meta) may be oversold amid AI/geopolitical worries — this could imply a rebound if sentiment stabilizes. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Neutral Sentiment: Meta acquired Moltbook, a niche social network for AI agents — strategically relevant for agent research but commercially unproven; more of a signal on R&D direction than immediate revenue impact. Meta to acquire Moltbook, the social network for AI agents
• Negative Sentiment: Insider selling: COO Javier Olivan reduced holdings in recent SEC filings — such sizable insider disposals can spook short‑term investors even if routine. Insider sale filing
• Negative Sentiment: Regulatory risk: UK regulators and lawmakers are pressing big tech (including Meta) to do more to keep children off platforms — potential for stricter rules or compliance costs in key markets. UK watchdogs press Meta, TikTok, Snap and YouTube to block children
• Negative Sentiment: Public skepticism on costs: Commentary (e.g., Jim Cramer) asking why Meta retains ~78k employees if AI boosts productivity raises investor questions about future headcount, restructuring and near‑term cost cuts. Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
• Negative Sentiment: Market reaction note: coverage flagged that Meta fell more than the broader market on the latest session — signaling profit‑taking or short‑term risk aversion despite the strategic positives. Here’s Why Meta Platforms (META) Fell More Than Broader Market

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.