Meta Platforms, Inc. $META Shares Bought by Strategic Planning Group LLC

Strategic Planning Group LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META) by 61.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,549 shares of the social networking company’s stock after purchasing an additional 10,445 shares during the quarter. Meta Platforms accounts for 2.7% of Strategic Planning Group LLC’s holdings, making the stock its 11th biggest position. Strategic Planning Group LLC’s holdings in Meta Platforms were worth $20,232,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in META. Creative Capital Management Investments LLC increased its holdings in shares of Meta Platforms by 29.6% in the third quarter. Creative Capital Management Investments LLC now owns 219 shares of the social networking company’s stock valued at $161,000 after buying an additional 50 shares in the last quarter. Visionary Horizons LLC grew its holdings in shares of Meta Platforms by 2.4% in the 3rd quarter. Visionary Horizons LLC now owns 1,282 shares of the social networking company’s stock worth $942,000 after acquiring an additional 30 shares during the last quarter. Citizens National Bank Trust Department raised its position in shares of Meta Platforms by 11.7% during the third quarter. Citizens National Bank Trust Department now owns 6,752 shares of the social networking company’s stock worth $4,959,000 after purchasing an additional 708 shares during the period. Chokshi & Queen Wealth Advisors Inc lifted its holdings in shares of Meta Platforms by 121.4% during the third quarter. Chokshi & Queen Wealth Advisors Inc now owns 5,665 shares of the social networking company’s stock valued at $4,160,000 after purchasing an additional 3,106 shares during the last quarter. Finally, Legacy CG LLC boosted its position in shares of Meta Platforms by 44.7% in the 3rd quarter. Legacy CG LLC now owns 7,396 shares of the social networking company’s stock valued at $5,431,000 after purchasing an additional 2,285 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Trading Up 0.9%

Shares of NASDAQ:META opened at $620.80 on Friday. The firm has a fifty day moving average of $641.05 and a two-hundred day moving average of $701.04. The company has a quick ratio of 1.98, a current ratio of 1.98 and a debt-to-equity ratio of 0.15. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25. The firm has a market capitalization of $1.56 trillion, a P/E ratio of 27.42, a price-to-earnings-growth ratio of 1.22 and a beta of 1.29.

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

Meta Platforms Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend 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 9.28%.

Analyst Ratings Changes

Several research firms have issued reports on META. Jefferies Financial Group cut their price objective on Meta Platforms from $950.00 to $910.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Wall Street Zen lowered shares of Meta Platforms from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Monness Crespi & Hardt reduced their price target on shares of Meta Platforms from $860.00 to $808.00 and set a “buy” rating for the company in a research report on Thursday, October 30th. Citizens Jmp reiterated an “outperform” rating and set a $900.00 price objective (up from $750.00) on shares of Meta Platforms in a research report on Monday, November 24th. Finally, Arete Research set a $718.00 target price on shares of Meta Platforms in a research note on Thursday, December 4th. Four analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and an average target price of $822.96.

Insider Activity

In other Meta Platforms news, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction that occurred on Monday, January 12th. The shares were sold at an average price of $653.00, for a total value of $337,601.00. Following the completion of the sale, the chief operating officer directly owned 11,166 shares in the company, valued at $7,291,398. The trade was a 4.43% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the stock in a transaction on Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total transaction of $341,860.11. Following the transaction, the insider owned 28,658 shares in the company, valued at approximately $18,876,738.02. This trade represents a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 40,571 shares of company stock worth $25,137,541 in the last three months. 13.61% of the stock is owned by insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Big‑tech energy partnerships reduce a major execution risk for Meta’s planned AI/data‑center buildout by securing long‑term baseload power and prepayment support — lowers power/capex uncertainty for Meta Compute. Read More.
• Positive Sentiment: Additional nuclear supply/partner signals (Terrapower reports) similarly bolster Meta’s ability to scale tens/hundreds of gigawatts for AI compute — a strategic enabler for long‑term AI ambitions. Read More.
• Positive Sentiment: Wikimedia signed deals giving major AI developers access to Wikipedia content (Meta is a partner) — improves training data access and reduces a content‑quality/permission risk for LLM work. Read More.
• Positive Sentiment: Some analysts remain bullish and have reaffirmed/raised targets (e.g., Rosenblatt), supporting upside expectations if Meta’s AI investments translate into ad or device monetization. Read More.
• Neutral Sentiment: Meta Compute — Zuckerberg’s large new data‑center initiative — clarifies strategy (control over AI compute) but implies materially higher capex and longer payback; investors will watch execution and FCF impact. Read More.
• Neutral Sentiment: Upcoming quarterly results (Q4 & full‑year 2025) are set for Jan. 28 — a near‑term catalyst that could confirm ad momentum or quantify 2026 capex guidance. Read More.
• Negative Sentiment: Reality Labs cuts (~1,500 jobs, ~10% of the division) signal a pullback from metaverse projects; saves costs but raises execution and product risk for VR/metaverse roadmaps and could weigh on sentiment. Read More.
• Negative Sentiment: Some analysts trimmed targets and issued pessimistic forecasts citing very large 2026 capex and falling free cash flow — creating pressure and increased volatility ahead of results. Read More.
• Negative Sentiment: Insider selling by COO Javier Oliván (recent small, repeated sales disclosed) can amplify short‑term selling narratives even if transactions are routine. Read More.
• Negative Sentiment: Ongoing regulatory/legal matters (e.g., WhatsApp appeals, global scrutiny) remain background risks that could add costs or limit product rollouts in key markets. Read More.

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.