BAM Wealth Management LLC purchased a new stake in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,933 shares of the social networking company’s stock, valued at approximately $1,420,000. Meta Platforms accounts for about 1.1% of BAM Wealth Management LLC’s portfolio, making the stock its 19th biggest holding.
Several other hedge funds have also added to or reduced their stakes in the company. Bare Financial Services Inc acquired a new position in Meta Platforms in the second quarter valued at approximately $30,000. Briaud Financial Planning Inc acquired a new position in shares of Meta Platforms in the 2nd quarter valued at $42,000. Knuff & Co LLC acquired a new position in shares of Meta Platforms in the 2nd quarter valued at $44,000. WFA Asset Management Corp boosted its position in shares of Meta Platforms by 42.6% in the 2nd 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 during the last quarter. Finally, Spurstone Advisory Services LLC acquired a new stake in shares of Meta Platforms during the second quarter worth $59,000. Institutional investors own 79.91% of the company’s stock.
Insider Activity
In related news, COO Javier Olivan sold 517 shares of the business’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 transaction, the chief operating officer directly owned 10,132 shares of the company’s stock, valued at approximately $6,737,780. The trade was a 4.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jennifer Newstead sold 519 shares of Meta Platforms stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total transaction of $341,860.11. Following the transaction, the insider directly owned 28,658 shares of the company’s stock, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 39,077 shares of company stock valued at $23,955,958 over the last three months. Insiders own 13.61% of the company’s stock.
Meta Platforms Stock Performance
Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same period in the previous year, the firm posted $8.02 EPS. Equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.
Meta Platforms Announces Dividend
The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.
Trending Headlines about Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Company guided to ~30% revenue growth for Q1 (its fastest growth guide since 2021), reinforcing confidence in ad recovery and AI-driven monetization. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
- Positive Sentiment: Q4 results widely characterized as a “grand slam”: revenue and EPS beat, strong ad margins and signs that AI is boosting impressions and engagement. That underpins buy-side enthusiasm. Meta Platforms: Pounding The Table After A ‘Grand Slam’ Quarter
- Positive Sentiment: Multiple analysts raised price targets and reiterated bullish ratings (Cantor Fitzgerald, Argus, Barclays and others), lifting consensus targets and fueling conviction that upside remains. Cantor Fitzgerald Hikes Price Target on Meta Platforms
- Positive Sentiment: Analysts and outlets highlight that Meta’s AI investments are already improving advertising efficiency and sales momentum — a core driver of near-term profit growth. Meta’s Ad Engine Powers Growth Despite Soaring Costs: Analyst
- Positive Sentiment: Macro/strategic narratives: Meta is being picked by some outlets as a top Magnificent Seven buy for 2026 on its scale, growth trajectory and AI positioning. Meta Emerges as Top Pick Among Magnificent Seven Stocks for 2026
- Neutral Sentiment: Speculative upside stories are circulating (talk of $1,000+ targets), which can boost momentum but are not consensus. Could Meta Platforms Stock Hit $1,000 in 2026?
- Neutral Sentiment: Some firms maintained Hold/Neutral stances even while many raised targets — a reminder not all analysts are uniformly bullish. Needham Hold Rating Reiterated
- Negative Sentiment: Huge planned AI/datacenter capex (discussed across coverage) raises near-term free‑cash‑flow and execution risk; some investors worry the spending pace could pressure margins and returns. Meta Platforms’ $135 Billion Bet Makes Complete Sense
- Negative Sentiment: Legal and product risks: a patent lawsuit targeting Meta’s smart-glasses efforts and a trial in New Mexico add headline risk that could dent sentiment if judgments or injunctions occur. Patent Lawsuit Tests Meta Smart Glasses Meta on trial: Jury selection to begin in Santa Fe
Analysts Set New Price Targets
Several equities analysts have weighed in on the company. Morgan Stanley increased their target price on Meta Platforms from $750.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday. TD Cowen reissued a “buy” rating on shares of Meta Platforms in a research note on Tuesday, January 13th. Wedbush upped their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday. Roth Mkm reduced their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Finally, Robert W. Baird boosted their price target on shares of Meta Platforms from $815.00 to $830.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms has an average rating of “Moderate Buy” and a consensus price target of $848.50.
Read Our Latest Research Report on META
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.
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