Whalen Wealth Management Inc. Grows Holdings in Meta Platforms, Inc. $META

Whalen Wealth Management Inc. increased its stake in Meta Platforms, Inc. (NASDAQ:META) by 39.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,962 shares of the social networking company’s stock after acquiring an additional 1,685 shares during the period. Meta Platforms makes up approximately 2.6% of Whalen Wealth Management Inc.’s investment portfolio, making the stock its 9th biggest position. Whalen Wealth Management Inc.’s holdings in Meta Platforms were worth $4,378,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the stock. Bare Financial Services Inc bought a new position in Meta Platforms during the 2nd quarter valued at $30,000. Evergreen Private Wealth LLC lifted its holdings in shares of Meta Platforms by 237.5% in the second quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock valued at $40,000 after buying an additional 38 shares during the period. Briaud Financial Planning Inc bought a new position in Meta Platforms during the second quarter valued at about $42,000. Knuff & Co LLC bought a new position in Meta Platforms during the second quarter valued at about $44,000. Finally, WFA Asset Management Corp grew its holdings in 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 acquiring an additional 20 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Insider Activity at Meta Platforms

In related news, Director Robert M. Kimmitt sold 600 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were 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 in the company, valued at approximately $4,476,894.45. This trade represents a 7.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Susan J. Li sold 6,875 shares of the company’s stock in a transaction that occurred on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $4,190,037.50. Following the completion of the transaction, the chief financial officer owned 88,370 shares in the company, valued at approximately $53,857,980.20. This represents a 7.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 42,074 shares of company stock worth $26,478,698. Company insiders own 13.61% of the company’s stock.

Meta Platforms Trading Down 0.9%

NASDAQ META opened at $658.77 on Friday. The firm’s 50 day moving average price is $659.76 and its two-hundred day moving average price is $707.30. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The stock has a market cap of $1.66 trillion, a price-to-earnings ratio of 29.10, a PEG ratio of 1.38 and a beta of 1.28.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.74 by $0.51. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company had revenue of $51.24 billion during the quarter, compared to analyst estimates of $49.34 billion. During the same quarter in the prior year, the company earned $6.03 earnings per share. The company’s revenue for the quarter was up 26.2% on a year-over-year basis. Equities analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th will be given a dividend of $0.525 per share. The ex-dividend date is Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 9.28%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. Barclays cut their price target on shares of Meta Platforms from $810.00 to $770.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. Piper Sandler cut their target price on shares of Meta Platforms from $880.00 to $840.00 and set an “overweight” rating for the company in a research note on Thursday, October 30th. Wedbush reduced their target price on shares of Meta Platforms from $920.00 to $880.00 and set an “outperform” rating for the company in a report on Friday. Truist Financial decreased their price target on shares of Meta Platforms from $900.00 to $875.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Finally, Erste Group Bank downgraded Meta Platforms from a “buy” rating to a “hold” rating in a research report on Monday, November 10th. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $818.59.

More Meta Platforms News

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

• Positive Sentiment: Meta is reported to be developing new multimodal AI — an image/video model codenamed “Mango” and a text model called “Avocado” targeted for H1‑2026, which could accelerate product differentiation and ad/engagement upgrades. Read More.
• Positive Sentiment: U.S. federal action on AI (an executive order to create a national AI framework) is being viewed as a net positive for Big Tech — it could reduce a patchwork of state rules and lower compliance complexity for large platforms like Meta. Read More.
• Neutral Sentiment: Wedbush trimmed its price target from $920 to $880 but kept an “outperform” rating — the cut tempers upside expectations but the firm still implies substantial upside vs. current levels. Read More.
• Negative Sentiment: Austrias Supreme Court ruled Meta’s personalized ad model unlawful and ordered sweeping user‑data access changes across the EU — this is a binding precedent that raises regulatory, compliance and revenue risk in Europe. Read More.
• Negative Sentiment: Several insiders (including General Counsel Jennifer Newstead and COO Javier Olivan) have sold blocks of shares in recent weeks — repeated insider sales can be perceived negatively by the market even if amounts are small relative to overall holdings. Read More. Read More.

Meta Platforms Company Profile

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.