Meta Platforms, Inc. $META Shares Sold by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 43,387 shares of the social networking company’s stock after selling 1,012 shares during the period. Meta Platforms accounts for about 2.0% of KMG Fiduciary Partners LLC’s holdings, making the stock its 10th biggest position. KMG Fiduciary Partners LLC’s holdings in Meta Platforms were worth $28,639,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. J. L. Bainbridge & Co. Inc. raised its position in Meta Platforms by 8.1% in the 4th quarter. J. L. Bainbridge & Co. Inc. now owns 74,067 shares of the social networking company’s stock valued at $48,891,000 after purchasing an additional 5,541 shares during the last quarter. Emergent Wealth Advisors LLC grew its position in Meta Platforms by 21.1% during the 4th quarter. Emergent Wealth Advisors LLC now owns 1,055 shares of the social networking company’s stock worth $697,000 after purchasing an additional 184 shares during the last quarter. Accurate Wealth Management LLC grew its position in Meta Platforms by 3.3% during the 4th quarter. Accurate Wealth Management LLC now owns 13,767 shares of the social networking company’s stock worth $8,989,000 after purchasing an additional 440 shares during the last quarter. Generate Investment Management Ltd increased its stake in Meta Platforms by 32.1% in the fourth quarter. Generate Investment Management Ltd now owns 163,498 shares of the social networking company’s stock valued at $107,923,000 after purchasing an additional 39,711 shares during the period. Finally, Sherman Wealth Management LLC purchased a new stake in shares of Meta Platforms in the fourth quarter valued at about $320,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Key Meta Platforms News

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

• Positive Sentiment: Meta launched new Ray?Ban prescription smart glasses and Oakley updates that add hands?free features (nutrition logging, real?time translation), reinforcing growth prospects for Reality Labs and consumer AR wearables. Article Title Article Title
• Positive Sentiment: Meta and Corning broke ground on a large optical?cable expansion in North Carolina to support AI data?center buildout—strengthening Meta’s supply chain for AI infrastructure. Article Title
• Positive Sentiment: Analysts and market pieces highlight Meta’s AI and engagement feature rollouts (and recent product launches) as drivers for ad growth; buy?side firms including Morgan Stanley/others continue to call the pullback a tactical buying opportunity. Article Title Article Title
• Neutral Sentiment: Meta is testing Instagram Plus (paid tier) and other monetization experiments; these could boost ARPU if scaled, but are currently limited pilot programs. Article Title
• Neutral Sentiment: Meta is sharing retail and wearables learnings with partners to help physical retail for its AI/VR products—incremental channel development, uncertain near?term revenue impact. Article Title
• Negative Sentiment: Meta suffered two major legal setbacks: a New Mexico ruling holding it accountable for child safety and an LA jury finding apps were designed to addict teens—both raise potential damages, regulatory pressure and litigation risk. Article Title
• Negative Sentiment: Indonesia summoned Meta over non?compliance with new rules protecting under?16 users, and regulators in other markets are flagging potential breaches—heightening compliance costs and moderation burdens. Article Title
• Negative Sentiment: Meta announced another round of layoffs impacting ~168 Washington state employees, signalling continued cost actions but also operational disruption in key VR/Reality teams. Article Title

Meta Platforms Trading Up 6.7%

Shares of Meta Platforms stock opened at $572.13 on Wednesday. The firm has a market cap of $1.45 trillion, a price-to-earnings ratio of 24.35, a price-to-earnings-growth ratio of 0.83 and a beta of 1.30. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company’s 50-day simple moving average is $641.61 and its 200-day simple moving average is $663.23. 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 announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter last year, the firm earned $8.02 earnings per share. The firm’s revenue was up 23.8% compared to the same quarter last year. As a group, equities research analysts anticipate 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 Thursday, March 26th. Stockholders of record on Monday, March 16th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms’s dividend payout ratio is 8.94%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on META. KeyCorp decreased their target price on shares of Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a research note on Monday, January 26th. Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a research report on Thursday, March 5th. Jefferies Financial Group upped their price objective on Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Stifel Nicolaus increased their price objective on Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Scotiabank lifted their target price on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research note on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $845.54.

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 2,461 shares of the firm’s stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the sale, the chief operating officer directly owned 12,108 shares of the company’s stock, valued at $7,746,335.16. This trade represents a 16.89% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 161,448 shares of company stock valued at $103,333,788. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Company 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.