Meta Platforms, Inc. $META Stock Position Lowered by Journey Retirement Planning & Investment Management LLC

Journey Retirement Planning & Investment Management LLC reduced its holdings in Meta Platforms, Inc. (NASDAQ:META) by 14.0% in the 3rd quarter, Holdings Channel reports. The fund owned 4,560 shares of the social networking company’s stock after selling 740 shares during the period. Meta Platforms makes up about 2.2% of Journey Retirement Planning & Investment Management LLC’s portfolio, making the stock its 8th biggest position. Journey Retirement Planning & Investment Management LLC’s holdings in Meta Platforms were worth $3,307,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in META. Auto Owners Insurance Co raised its holdings in shares of Meta Platforms by 76,587.7% in the 4th quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock worth $69,502,379,000 after buying an additional 105,154,977 shares in the last quarter. Corient Private Wealth LP lifted its holdings in Meta Platforms by 723.1% during the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after purchasing an additional 7,732,446 shares during the last quarter. Jupiter Topco LLC acquired a new position in Meta Platforms in the second quarter valued at about $2,948,486,000. Corient Private Wealth LLC grew its stake in Meta Platforms by 488.1% during the fourth quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after buying an additional 4,537,076 shares during the last quarter. Finally, State Street Corp raised its stake in shares of Meta Platforms by 4.0% in the second quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after acquiring an additional 3,510,123 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Moffett Nathanson lowered their price target on shares of Meta Platforms from $800.00 to $740.00 and set a “buy” rating for the company in a report on Thursday, July 30th. President Capital upgraded Meta Platforms from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $660.00 to $897.00 in a research report on Thursday, September 24th. JPMorgan Chase & Co. upped their target price on shares of Meta Platforms from $820.00 to $920.00 and gave the company an “overweight” rating in a research note on Thursday, September 24th. Piper Sandler lifted their target price on Meta Platforms from $785.00 to $875.00 and gave the stock an “overweight” rating in a report on Friday, September 25th. Finally, Citic Securities dropped their target price on shares of Meta Platforms from $770.00 to $718.00 and set a “buy” rating on the stock in a report on Monday, August 3rd. Three research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and a consensus target price of $791.86.

Insider Buying and Selling at Meta Platforms

In other news, CTO Andrew Bosworth sold 7,848 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the sale, the chief technology officer owned 828 shares in the company, valued at $462,024. This represents a 90.46% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Zuckerberg sold 27,474 shares of the firm’s stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 148,222 shares of company stock worth $101,033,627. 13.53% of the stock is owned by corporate insiders.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Advertising remains the core bullish argument. Meta’s revenue increased 28% year over year to $60.8 billion in fiscal second-quarter 2026, and micro-drama content is emerging as a potential source of incremental advertising demand. Why Meta is winning the micro drama wars
• Positive Sentiment: Analysts remain constructive on Meta’s AI-driven growth. TD Cowen reaffirmed a Buy rating with an $865 price target, while Wells Fargo sees a path toward a substantially higher valuation if AI improves ad performance and creates new revenue streams. Meta Could Hit $1,000, Says Wells Fargo
• Positive Sentiment: Meta is expanding its AI ecosystem. The company’s Muse agent, enterprise AI platform and AI-enabled smart-glasses strategy could provide new commerce, productivity and hardware opportunities beyond traditional social-media advertising. Meta’s decision to ban ByteDance and TikTok advertising in several markets also intensifies its competitive positioning. Inside Mark Zuckerberg’s Decision to Pull the Trigger on Meta’s A.I. Agent
• Neutral Sentiment: Meta’s AI investment is producing both growth and financial strain. Revenue growth is strong, but free cash flow fell to $784 million from $8.55 billion a year earlier as data-center and AI infrastructure spending surged. Investors need evidence that Muse and other AI projects can eventually generate returns. Meta’s Sales Jumped 28% While Free Cash Flow Shrank
• Negative Sentiment: Muse faces adoption and monetization obstacles. Jefferies found that roughly one-third of tested websites blocked the agent, while Amazon reportedly blocked it, potentially delaying Meta’s plans to earn transaction fees from AI-powered commerce. Analysts also question whether the service can become profitable at scale. Meta’s Muse AI agent blocked by one-third of websites tested
• Negative Sentiment: Regulatory and reputational risks remain a drag. Florida is pursuing restrictions on teen access and infinite-scroll features, while criticism surrounding the film The Social Reckoning and Meta’s handling of harmful AI-generated content could increase scrutiny. A planned-transaction sale by COO Javier Olivan adds a modest insider-selling concern. Meta Stock Falls as Florida Asks a Court to Switch Off Infinite Scroll for Teens

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $718.67 on Friday. The company has a 50 day moving average of $640.98 and a 200 day moving average of $620.09. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $779.82. The stock has a market cap of $1.83 trillion, a P/E ratio of 27.07, a P/E/G ratio of 1.26 and a beta of 1.19.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s revenue was up 28.0% compared to the same quarter last year. During the same quarter last year, the business posted $7.14 EPS. As a group, sell-side analysts forecast that Meta Platforms, Inc. will post 27.94 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, September 28th. Investors of record on Monday, September 21st were issued a dividend of $0.5250 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, September 21st. Meta Platforms’s payout ratio is currently 7.91%.

Meta Platforms Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.