Triad Wealth Partners LLC Buys 1,502 Shares of Meta Platforms, Inc. $META

Triad Wealth Partners LLC lifted its stake in Meta Platforms, Inc. (NASDAQ:META) by 33.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,058 shares of the social networking company’s stock after acquiring an additional 1,502 shares during the period. Triad Wealth Partners LLC’s holdings in Meta Platforms were worth $4,449,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Bare Financial Services Inc bought a new position in shares of Meta Platforms during the 2nd quarter worth approximately $30,000. Briaud Financial Planning Inc acquired a new stake in Meta Platforms in the second quarter valued at approximately $42,000. Knuff & Co LLC purchased a new position in Meta Platforms in the second quarter worth $44,000. WFA Asset Management Corp increased its position in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after purchasing an additional 20 shares in the last quarter. Finally, Spurstone Advisory Services LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter valued at $59,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on META shares. TD Cowen restated a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Redburn Partners set a $900.00 price target on Meta Platforms in a report on Monday. BMO Capital Markets boosted their price target on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research note on Thursday. Bank of America increased their price objective on shares of Meta Platforms from $810.00 to $885.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Sanford C. Bernstein reiterated an “outperform” rating and issued a $900.00 target price (up from $870.00) on shares of Meta Platforms in a research note on Thursday. Five analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $847.98.

Meta Platforms Stock Down 3.0%

META stock opened at $716.50 on Friday. The company has a market capitalization of $1.81 trillion, a P/E ratio of 30.49, a price-to-earnings-growth ratio of 1.46 and a beta of 1.29. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The firm’s fifty day simple moving average is $652.06 and its 200-day simple moving average is $696.11. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 1.98.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating 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 the consensus estimate of $58.33 billion. During the same period in the previous year, the firm posted $8.02 earnings per share. The firm’s quarterly revenue was up 23.8% on a year-over-year basis. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.

Meta Platforms Dividend Announcement

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

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Q4 beat + AI narrative shift: Meta reported stronger‑than‑expected Q4 revenue and EPS and management framed ad strength as early proof that AI investments are improving monetization and engagement — a narrative some analysts now call an AI profit cycle. Meta’s Story Just Flipped — Seeking Alpha
• Positive Sentiment: Strong guidance & analyst upgrades: Q1 revenue guidance topped Street expectations and many firms raised price targets or reiterated buys, supporting the recent rally and giving institutional investors cover to support higher valuations. MarketBeat: Meta Soars After‑Hours
• Neutral Sentiment: Business diversification tests: Meta is piloting premium subscriptions for Instagram/Facebook/WhatsApp and expanding AI features — potential long‑term upside but unclear near‑term revenue impact. CNBC: Premium subscription tests
• Neutral Sentiment: Supply deals validate buildout but signal capital intensity: large supplier agreements (e.g., with Corning) back the AI data‑center plan while confirming heavy multi‑year spending. CNBC: Corning deal
• Negative Sentiment: Massive 2026 CapEx: Management guided to $115B–$135B of capex for 2026 — far above prior levels — raising near‑term cash intensity and margin dilution concerns despite management saying operating income should hold. Reuters: CapEx rise
• Negative Sentiment: Reality Labs drag: XR/Reality Labs continues to burn cash (multi‑billion losses), creating an ongoing margin headwind and execution risk for non‑ad businesses. TechCrunch: $19B VR burn
• Negative Sentiment: Regulatory & reputational headlines: A New Mexico trial alleging platforms exposed minors to exploitation and reports about content‑blocking controversies add legal and reputational risk that can pressure multiple‑quarter sentiment. Reuters: New Mexico trial
• Negative Sentiment: Near‑term profit‑taking & headline noise: high short‑term expectations after the rally, occasional pundit criticism (e.g., Jim Cramer) and small insider sales add to volatility and can push the stock down after its run. 247WallSt: Jim Cramer critique

Insider Transactions at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $618.28, for a total value of $358,602.40. Following the sale, the director owned 5,587 shares in the company, valued at approximately $3,454,330.36. This represents a 9.40% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, COO Javier Olivan sold 517 shares of the firm’s stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $665.00, for a total transaction of $343,805.00. Following the sale, the chief operating officer directly owned 10,132 shares in the company, valued at $6,737,780. The trade was a 4.85% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 40,113 shares of company stock worth $24,621,042 over the last quarter. 13.61% of the stock is currently owned by insiders.

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.