Investment House LLC Lowers Stock Position in Meta Platforms, Inc. $META

Investment House LLC trimmed its stake in Meta Platforms, Inc. (NASDAQ:META) by 4.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 159,623 shares of the social networking company’s stock after selling 7,065 shares during the quarter. Meta Platforms makes up 5.6% of Investment House LLC’s holdings, making the stock its 2nd biggest position. Investment House LLC’s holdings in Meta Platforms were worth $117,224,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. International Assets Investment Management LLC raised its holdings in shares of Meta Platforms by 2.4% in the 3rd quarter. International Assets Investment Management LLC now owns 17,672 shares of the social networking company’s stock worth $12,716,000 after purchasing an additional 420 shares during the period. Global Assets Advisory LLC raised its stake in shares of Meta Platforms by 41.7% in the third quarter. Global Assets Advisory LLC now owns 6,837 shares of the social networking company’s stock valued at $5,021,000 after buying an additional 2,012 shares during the period. Biltmore Family Office LLC lifted its position in shares of Meta Platforms by 247.4% during the 3rd quarter. Biltmore Family Office LLC now owns 11,537 shares of the social networking company’s stock valued at $8,472,000 after buying an additional 8,216 shares during the last quarter. October Effect Ltd grew its stake in shares of Meta Platforms by 13.7% during the 3rd quarter. October Effect Ltd now owns 11,506 shares of the social networking company’s stock worth $8,450,000 after acquiring an additional 1,384 shares during the period. Finally, GDS Wealth Management increased its holdings in Meta Platforms by 2.5% in the 3rd quarter. GDS Wealth Management now owns 29,125 shares of the social networking company’s stock worth $21,389,000 after acquiring an additional 705 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Analyst Ratings Changes

META has been the subject of a number of research reports. Robert W. Baird increased their target price on shares of Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Wells Fargo & Company lifted their price objective on shares of Meta Platforms from $754.00 to $849.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Pivotal Research dropped their target price on Meta Platforms from $930.00 to $910.00 and set a “buy” rating on the stock in a research report on Thursday, January 29th. Roth Mkm reduced their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating for the company in a research report on Monday, January 26th. Finally, Citizens Jmp reissued an “outperform” rating and set a $900.00 price objective (up previously from $750.00) on shares of Meta Platforms in a report on Monday, November 24th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $848.50.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $706.41 on Tuesday. The stock’s 50-day simple moving average is $653.93 and its two-hundred day simple moving average is $696.00. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The firm has a market capitalization of $1.78 trillion, a P/E ratio of 30.06, a P/E/G ratio of 1.36 and a beta of 1.28. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate of $8.16 by $0.72. The company 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%. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $8.02 earnings per share. As a group, equities analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS 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 given a dividend of $0.525 per share. The ex-dividend date was Monday, December 15th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 517 shares of the stock in a transaction on Monday, January 26th. The stock was sold at an average price of $665.00, for a total value of $343,805.00. Following the transaction, the chief operating officer owned 10,132 shares of the company’s stock, valued at $6,737,780. This represents a 4.85% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were 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 $3,454,330.36. The trade was a 9.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 39,077 shares of company stock valued at $23,955,958. Insiders own 13.61% of the company’s stock.

More Meta Platforms News

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

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.