Meta Platforms, Inc. $META Stock Sold by One Wealth Capital Management LLC

One Wealth Capital Management LLC decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 41.5% during the third quarter, Holdings Channel reports. The fund owned 5,243 shares of the social networking company’s stock after selling 3,723 shares during the period. Meta Platforms makes up about 1.4% of One Wealth Capital Management LLC’s holdings, making the stock its 16th biggest holding. One Wealth Capital Management LLC’s holdings in Meta Platforms were worth $3,802,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently made changes to their positions in META. Fairtree Asset Management Pty Ltd increased its holdings in shares of Meta Platforms by 18.6% during the second quarter. Fairtree Asset Management Pty Ltd now owns 18,777 shares of the social networking company’s stock valued at $10,577,000 after acquiring an additional 2,939 shares in the last quarter. Madison Wealth Partners Inc boosted its stake in Meta Platforms by 33.6% in the 2nd quarter. Madison Wealth Partners Inc now owns 3,031 shares of the social networking company’s stock worth $1,707,000 after purchasing an additional 763 shares in the last quarter. William John Sempolinski bought a new position in Meta Platforms in the 2nd quarter worth about $3,107,000. Sone Capital Management LLC grew its position in Meta Platforms by 38.2% during the 2nd quarter. Sone Capital Management LLC now owns 16,059 shares of the social networking company’s stock valued at $9,046,000 after purchasing an additional 4,440 shares during the last quarter. Finally, Lakewood Capital Management LP grew its position in Meta Platforms by 63.7% during the 2nd quarter. Lakewood Capital Management LP now owns 115,985 shares of the social networking company’s stock valued at $65,333,000 after purchasing an additional 45,130 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Analysts Set New Price Targets

A number of research firms have weighed in on META. Moffett Nathanson reduced their price objective on shares of Meta Platforms from $800.00 to $740.00 and set a “buy” rating for the company in a research note on Thursday, July 30th. New Street Research dropped their target price on shares of Meta Platforms from $730.00 to $700.00 and set a “buy” rating on the stock in a research note on Friday, July 31st. Monness Crespi & Hardt reiterated a “buy” rating and set a $875.00 price target on shares of Meta Platforms in a report on Thursday, October 22nd. CICC Research reduced their price target on shares of Meta Platforms from $773.00 to $700.00 and set an “outperform” rating for the company in a research report on Friday, July 31st. Finally, Wells Fargo & Company decreased their price objective on shares of Meta Platforms from $1,000.00 to $995.00 and set an “overweight” rating for the company in a report on Thursday, October 22nd. Three equities research analysts have rated the stock with a Strong Buy rating, forty-seven have assigned a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $833.12.

Insider Activity at Meta Platforms

In other Meta Platforms news, CEO Mark Zuckerberg sold 27,474 shares of the business’s stock in a transaction dated Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the company’s stock in a transaction dated Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the completion of the sale, the chief accounting officer owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. The trade was a 34.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 150,015 shares of company stock valued at $102,464,300 in the last ninety days. Corporate insiders own 13.53% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: AMD partnership strengthens AI infrastructure: Advanced Micro Devices plans to invest $1 billion in Meta’s stock while collaborating on multi-generation Instinct processors, CPUs and gigawatt-scale data-center deployments. The agreement could diversify Meta’s chip supply and improve computing efficiency. Advanced Micro Devices’ Meta Platforms Partnership Goes Beyond a $1 Billion Investment
• Positive Sentiment: Advertising engine remains a key support: Recent analysis highlighted rising ad prices, stronger impressions and AI-driven improvements to ad conversions and Reels engagement. Analysts remain optimistic that Meta’s AI tools, including Muse, can support long-term revenue and earnings growth. Meta’s Pullback Just Changed the AI Risk/Reward
• Positive Sentiment: Analyst support and AI upside: Daiwa Securities raised its Meta price target to $779 from $687, while other commentary characterized the recent pullback as an attractive entry point and cited potential gains from AI-powered commerce and advertising. Daiwa Securities Adjusts Price Target on Meta Platforms to $779
• Neutral Sentiment: New consumer AI products broaden Meta’s options: Meta launched Style Sketch, an AI fashion app that creates outfit ideas from users’ clothing, following the launch of the AI pet app Waddle World. These experiments could increase engagement, but their revenue potential remains unproven. Meta quietly launches an AI fashion app called Style Sketch
• Negative Sentiment: AI financing raises dilution and cash-flow concerns: Meta’s roughly $95 billion capital-raising plan, including common and convertible preferred shares, provides funding for AI infrastructure but increases shareholder dilution. Quarterly capital expenditures also pushed free cash flow negative, potentially limiting buybacks and dividends. Meta Just Priced a Stock Sale at $625 a Share
• Negative Sentiment: Legal and regulatory pressure continues: Meta delayed new commercial terms for publishers after objections and faces a major U.S. trial over alleged social-media harms to young users. These matters could create additional costs and reputational risk. Meta delays indefinitely its rollout of new commercial terms
• Negative Sentiment: Muse execution remains uncertain: Meta removed an Instagram ad promoting Muse’s ability to identify unfollowers, underscoring product-positioning and user-trust risks as the company expands its AI services. Meta took down its ad touting Muse

Meta Platforms Trading Up 2.0%

Shares of META stock opened at $624.52 on Friday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $779.82. The company has a current ratio of 1.90, a quick ratio of 1.90 and a debt-to-equity ratio of 0.30. The firm’s 50 day moving average is $668.65 and its 200 day moving average is $632.39. The stock has a market capitalization of $1.59 trillion, a P/E ratio of 21.29, a P/E/G ratio of 1.06 and a beta of 1.19.

Meta Platforms (NASDAQ:META) last posted its earnings results on Thursday, October 22nd. The social networking company reported $7.40 EPS for the quarter, topping analysts’ consensus estimates of $6.54 by $0.86. The business had revenue of $64.60 billion during the quarter, compared to the consensus estimate of $63.34 billion. Meta Platforms had a net margin of 31.15% and a return on equity of 30.73%. The firm’s revenue was up 26.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.25 EPS. Research analysts expect that Meta Platforms, Inc. will post 28.98 earnings per share for the current year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, September 28th. Investors of record on Monday, September 21st were given a dividend of $0.5250 per share. The ex-dividend date was Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s payout ratio is 7.16%.

About Meta Platforms

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company’s principal platforms include Facebook, Instagram, Messenger, WhatsApp, and Threads, which enable users to connect, communicate, share content, and discover products and services.

Meta also operates Reality Labs, its division focused on virtual, augmented, and mixed reality technologies. Reality Labs develops products such as Meta Quest virtual reality headsets and related software and experiences, along with research and hardware intended to support immersive computing.