Meta Platforms, Inc. $META Shares Sold by Wedge Capital Management L L P NC

Wedge Capital Management L L P NC lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 3.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 94,025 shares of the social networking company’s stock after selling 3,272 shares during the quarter. Meta Platforms makes up about 1.2% of Wedge Capital Management L L P NC’s holdings, making the stock its 14th largest holding. Wedge Capital Management L L P NC’s holdings in Meta Platforms were worth $69,050,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC grew its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd boosted its position in Meta Platforms by 294.7% during the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after acquiring an additional 112,000 shares during the last quarter. Harvest Portfolios Group Inc. grew its stake in Meta Platforms by 47.6% during the 1st quarter. Harvest Portfolios Group Inc. now owns 64,122 shares of the social networking company’s stock valued at $36,957,000 after acquiring an additional 20,674 shares in the last quarter. Finally, PKS Advisory Services LLC raised its holdings in Meta Platforms by 118.9% in the 1st quarter. PKS Advisory Services LLC now owns 4,190 shares of the social networking company’s stock valued at $2,417,000 after acquiring an additional 2,276 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the company. Truist Financial lowered their target price on Meta Platforms from $900.00 to $875.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Raymond James Financial reissued a “strong-buy” rating and set a $825.00 price objective (down previously from $900.00) on shares of Meta Platforms in a research note on Thursday, October 30th. Rosenblatt Securities restated a “buy” rating and issued a $1,117.00 target price on shares of Meta Platforms in a report on Friday, December 5th. DA Davidson set a $825.00 price target on Meta Platforms in a report on Thursday, October 30th. Finally, Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research report on Thursday, October 30th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and a consensus target price of $820.22.

Insider Buying and Selling at Meta Platforms

In related news, CAO Aaron Anderson sold 726 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $591.60, for a total value of $429,501.60. Following the sale, the chief accounting officer owned 6,035 shares in the company, valued at approximately $3,570,306. The trade was a 10.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 11,690 shares of the firm’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total value of $6,935,793.90. Following the transaction, the chief technology officer owned 2,415 shares of the company’s stock, valued at $1,432,843.65. This trade represents a 82.88% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 42,074 shares of company stock valued at $26,359,548. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Price Performance

Shares of META opened at $664.94 on Wednesday. The firm has a 50-day simple moving average of $657.80 and a two-hundred day simple moving average of $707.04. The stock has a market cap of $1.68 trillion, a PE ratio of 29.37, a P/E/G ratio of 1.38 and a beta of 1.28. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, topping the consensus estimate of $6.74 by $0.51. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The firm had revenue of $51.24 billion for the quarter, compared to analyst estimates of $49.34 billion. During the same period in the prior year, the business posted $6.03 EPS. The business’s revenue for the quarter was up 26.2% compared to the same quarter last year. As a group, analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio is 9.28%.

Key Meta Platforms News

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

• Positive Sentiment: Baird reaffirmed an “Outperform” on META and kept a high $815 price target (slightly trimmed), signaling continued analyst confidence in ad recovery and AI-driven margin upside. Read More.
• Positive Sentiment: Multiple analysts and outlets remain bullish on Meta heading into 2026, reinforcing demand as investors position for AI monetization and ad strength. Read More.
• Positive Sentiment: Product/AI momentum: reports of a new “Mango” AI model plus a software update that improves noise reduction on Meta’s AI glasses support expectations for differentiated AI features that can boost engagement and ad conversion. Read More. · Read More.
• Neutral Sentiment: Ads Uploader exits beta in 30 countries — could improve ad operations for agencies and gradually lift ad spend efficiency, but near-term revenue impact is likely incremental. Read More.
• Neutral Sentiment: Technical/market notes show momentum cooling below ~$675 resistance — relevant for short?term traders but not a direct fundamental change. Read More.
• Negative Sentiment: Italy’s antitrust authority ordered Meta to suspend WhatsApp contract terms that could exclude rival AI chatbots while it investigates suspected abuse of dominance — a concrete regulatory action that raises the risk of fines, forced product changes or broader scrutiny in Europe. Read More.
• Negative Sentiment: Policy/product headwinds for creators and SMBs: reports Meta is testing pay?walls/limits on links in Facebook posts — could reduce engagement and advertiser ROI if broadly applied, risking some ad demand. Read More.
• Negative Sentiment: Insider selling: COO Javier Oliván and insider Jennifer Newstead disclosed small sales this week (hundreds of shares each). Amounts are modest relative to holdings but can be read negatively by short?term traders. Read More. · Read More.
• Negative Sentiment: Reputational/regulatory reminder: FTC data on rental scams originating from Facebook listings underscores ongoing trust/safety risks that can attract enforcement and depress user engagement. Read More.

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.