Tranquility Partners LLC Increases Stake in Meta Platforms, Inc. $META

Tranquility Partners LLC boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 266.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 1,030 shares of the social networking company’s stock after buying an additional 749 shares during the period. Tranquility Partners LLC’s holdings in Meta Platforms were worth $756,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its stake in Meta Platforms by 0.4% in the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock worth $2,587,000 after purchasing an additional 13 shares during the period. Hemington Wealth Management boosted its holdings in shares of Meta Platforms by 0.6% during the 2nd quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock valued at $1,641,000 after buying an additional 14 shares in the last quarter. Trust Co of the South boosted its holdings in shares of Meta Platforms by 0.8% during the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after buying an additional 14 shares in the last quarter. Sentinel Pension Advisors LLC grew its position in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after buying an additional 14 shares during the period. Finally, Alpine Bank Wealth Management increased its stake in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after acquiring an additional 14 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Evercore ISI boosted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday. Monness Crespi & Hardt boosted their price target on Meta Platforms from $808.00 to $890.00 and gave the stock a “buy” rating in a research report on Thursday. DA Davidson upped their price target on Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday. Scotiabank lifted their price objective on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research note on Thursday. Finally, Morgan Stanley boosted their target price on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $847.98.

Meta Platforms Stock Up 10.4%

META stock opened at $738.31 on Friday. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The business has a fifty day moving average price of $649.61 and a 200-day moving average price of $696.14. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. The stock has a market capitalization of $1.86 trillion, a P/E ratio of 31.42, a P/E/G ratio of 1.33 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 39.91% and a net margin of 30.08%.The company had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period last year, the firm posted $8.02 earnings per share. Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. Equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal 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 dividend of $0.525 per share. 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 presently 9.28%.

Key Meta Platforms News

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

• Positive Sentiment: Q4 beat and strong guidance — Meta reported $59.9B revenue and $8.88 EPS (both above estimates) and guided Q1 revenue to $53.5B–$56.5B, signaling continued ad strength and giving investors confidence the AI investments are starting to lift monetization. CNBC: Meta beats on top, bottom lines, gives stronger-than-expected forecast
• Positive Sentiment: Wall Street upgrades and target increases — Multiple firms raised price targets and ratings after the print, reflecting renewed analyst conviction in revenue upside and AI tailwinds (several targets now imply double?digit upside). MarketBeat: Meta Soars After-Hours
• Positive Sentiment: Technical/market momentum — Analysts and technical commentators note the stock reclaimed key levels and is showing breakout momentum after earnings, which supports further near?term buying. FXEmpire: Technical Breakout Signals Higher Prices
• Neutral Sentiment: Local PR / community investment — Meta committed $50M to develop a Sac State downtown center; positive for brand and local relations but unlikely to move fundamentals materially. BizJournals: Meta commits $50M to Sac State downtown center
• Neutral Sentiment: Product tests to diversify revenue — Meta is testing premium subscription tiers across Instagram/Facebook/WhatsApp; potential upside long term but unclear near?term revenue impact. CNET: Meta confirms testing of premium subscriptions
• Negative Sentiment: Huge 2026 CapEx ramp announced — Management expects 2026 capital expenditures of roughly $115B–$135B to build AI infrastructure, a front?loaded commitment that raises questions about near?term returns and margin pressure. Reuters: Meta expects annual capital expenditures to rise
• Negative Sentiment: Reality Labs remains a drag — The XR/Reality Labs unit posted an operating loss (~$6.02B in Q4) and prior reporting shows large cash burn, highlighting ongoing margin risk. CNBC: Reality Labs posts $6.02B loss
• Negative Sentiment: XR cash burn and uncertainty — Reporting that Reality Labs burned ~$19B recently (and has had layoffs) is a reminder that Meta’s non?ad investments are costly and uncertain. TechCrunch: Meta burned $19B on VR
• Negative Sentiment: Small insider sale — COO Javier Oliván sold 517 shares (disclosed); amount is modest but some investors note insider sales when evaluating sentiment. SEC filing: Oliván insider sale

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 value of $365,610.00. Following the sale, the director 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 sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CAO Aaron Anderson sold 726 shares of Meta Platforms stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $591.60, for a total transaction of $429,501.60. Following the completion of the sale, the chief accounting officer directly owned 6,035 shares of the company’s stock, valued at approximately $3,570,306. This trade represents a 10.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 40,113 shares of company stock valued at $24,621,042 over the last quarter. 13.61% of the stock is owned by company insiders.

Meta Platforms 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.