Biltmore Family Office LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 247.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,537 shares of the social networking company’s stock after purchasing an additional 8,216 shares during the period. Meta Platforms comprises about 1.2% of Biltmore Family Office LLC’s portfolio, making the stock its 11th biggest position. Biltmore Family Office LLC’s holdings in Meta Platforms were worth $8,472,000 at the end of the most recent quarter.
Several other hedge funds have also made changes to their positions in the business. Vanguard Group Inc. increased its position in shares of Meta Platforms by 0.8% during the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after acquiring an additional 1,532,568 shares during the period. State Street Corp increased its holdings in Meta Platforms by 1.9% during the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the period. Geode Capital Management LLC raised its position in Meta Platforms by 1.3% in the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares in the last quarter. Norges Bank acquired a new stake in Meta Platforms in the 2nd quarter valued at about $23,155,393,000. Finally, Charles Schwab Investment Management Inc. boosted its stake in shares of Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock valued at $10,694,644,000 after buying an additional 262,550 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.
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
Insiders Place Their Bets
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on the stock. Morgan Stanley upped their target price on shares of Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research note on Thursday. Zacks Research downgraded shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Truist Financial lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Evercore ISI boosted their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research note on Thursday. Finally, KeyCorp cut their price target on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating on the stock in a research note on Monday, January 26th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and an average target price of $848.50.
Check Out Our Latest Analysis on Meta Platforms
Meta Platforms Stock Performance
NASDAQ META opened at $706.41 on Tuesday. The company has a fifty day moving average of $653.93 and a two-hundred day moving average of $696.00. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a market capitalization of $1.78 trillion, a PE ratio of 30.06, a P/E/G ratio of 1.36 and a beta of 1.28.
Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business’s quarterly revenue was up 23.8% on a year-over-year basis. During the same period in the previous year, the business earned $8.02 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current year.
Meta Platforms Announces Dividend
The firm also recently announced 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 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.
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.
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