Revolve Wealth Partners LLC Raises Stock Position in Meta Platforms, Inc. $META

Revolve Wealth Partners LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META) by 14.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 10,259 shares of the social networking company’s stock after purchasing an additional 1,316 shares during the period. Revolve Wealth Partners LLC’s holdings in Meta Platforms were worth $5,779,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently modified their holdings of META. Ares Financial Consulting LLC lifted its holdings in Meta Platforms by 2.4% in the second quarter. Ares Financial Consulting LLC now owns 1,070 shares of the social networking company’s stock valued at $603,000 after acquiring an additional 25 shares during the period. Bay Rivers Group grew its stake in shares of Meta Platforms by 5.3% during the 2nd quarter. Bay Rivers Group now owns 10,096 shares of the social networking company’s stock worth $5,687,000 after purchasing an additional 509 shares during the period. Matrix Trust Co grew its stake in shares of Meta Platforms by 18.2% during the 2nd quarter. Matrix Trust Co now owns 1,301 shares of the social networking company’s stock worth $733,000 after purchasing an additional 200 shares during the period. Tenzing Financial LLC increased its holdings in shares of Meta Platforms by 1.3% during the 2nd quarter. Tenzing Financial LLC now owns 1,210 shares of the social networking company’s stock valued at $726,000 after purchasing an additional 16 shares in the last quarter. Finally, World Equity Group Inc. increased its holdings in shares of Meta Platforms by 7.9% during the 2nd quarter. World Equity Group Inc. now owns 9,808 shares of the social networking company’s stock valued at $5,524,000 after purchasing an additional 716 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Meta Platforms Stock Performance

Shares of META stock opened at $594.92 on Tuesday. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The firm has a market cap of $1.50 trillion, a P/E ratio of 22.41, a P/E/G ratio of 1.00 and a beta of 1.25. The firm’s 50 day moving average price is $597.51 and its 200-day moving average price is $621.66. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s revenue for the quarter was up 28.0% on a year-over-year basis. During the same quarter last year, the business posted $7.14 EPS. As a group, equities research analysts predict that Meta Platforms, Inc. will post 28.84 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms’s payout ratio is presently 7.91%.

Wall Street Analysts Forecast Growth

META has been the topic of a number of recent analyst reports. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a report on Wednesday, July 8th. Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a report on Tuesday, July 7th. Robert W. Baird decreased their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating for the company in a research report on Thursday, July 30th. KeyCorp lowered their target price on shares of Meta Platforms from $790.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Wall Street Zen cut Meta Platforms from a “buy” rating to a “hold” rating in a research report on Saturday, May 16th. Four research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $785.32.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Muse Glimmer strengthens Meta’s AI positioning. Meta released Muse Glimmer, a 30-billion-parameter open-weight model licensed under Apache 2.0. Designed for autonomous AI agents, 4-bit quantization allows it to run locally on high-end consumer computers rather than exclusively through cloud infrastructure. The release could expand developer adoption, accelerate innovation and challenge the closed-model strategies of OpenAI and Anthropic. Meta returns to open source with Muse Glimmer
• Positive Sentiment: Zuckerberg outlined a broad AI distribution strategy. CEO Mark Zuckerberg said Meta intends to make advanced AI—including open models and personal AI agents—widely available and affordable. Investors may view the approach as a way to commoditize competing AI software while using developer feedback and improved models to increase engagement and advertising performance across Facebook and Instagram. Meta launches new AI model as Zuckerberg champions open-weight push
• Neutral Sentiment: The strategy remains a long-term bet. Meta’s second-quarter revenue increased 28% year over year to $60.8 billion, supported by strong ad impressions and pricing, but the company missed the consensus EPS estimate. The open-weight launch may improve Meta’s competitive position, yet the financial benefits are indirect and could take time to materialize. Meta Platforms stock overview
• Negative Sentiment: AI spending continues to pressure near-term returns. Meta expects full-year capital expenditures of approximately $130 billion to $145 billion. The spending has sharply reduced free cash flow and compressed operating margins, prompting concerns that AI infrastructure investments may not generate sufficient demand or earnings growth soon enough. Meta’s Free Cash Flow Will Surge
• Negative Sentiment: Regulatory and trust risks remain overhangs. Meta faces a U.S. trial brought by four states that could involve claims of up to $1.4 trillion, while separate child-safety rulings and public skepticism toward AI and Meta’s smart glasses add reputational risk. These headlines could limit enthusiasm despite the company’s strong balance sheet. Meta faces $1.4T penalties

Insiders Place Their Bets

In related news, Director Robert M. Kimmitt sold 500 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $561.56, for a total value of $280,780.00. Following the sale, the director owned 2,943 shares in the company, valued at approximately $1,652,671.08. The trade was a 14.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 837 shares of the stock in a transaction dated Monday, July 27th. The stock was sold at an average price of $607.85, for a total value of $508,770.45. Following the transaction, the chief operating officer directly owned 6,290 shares in the company, valued at approximately $3,823,376.50. The trade was a 11.74% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 36,715 shares of company stock valued at $22,374,725 over the last ninety days. Insiders own 13.53% of the company’s stock.

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.