Tranquility Partners LLC Acquires 749 Shares of Meta Platforms, Inc. $META

Tranquility Partners LLC increased its holdings in Meta Platforms, Inc. (NASDAQ:META) by 266.5% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 1,030 shares of the social networking company’s stock after acquiring an additional 749 shares during the quarter. Tranquility Partners LLC’s holdings in Meta Platforms were worth $756,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Bay Colony Advisory Group Inc d b a Bay Colony Advisors grew its position in shares of Meta Platforms by 0.4% during the 2nd quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company’s stock valued at $2,587,000 after acquiring an additional 13 shares during the period. Hemington Wealth Management lifted its position in Meta Platforms by 0.6% during the second quarter. Hemington Wealth Management now owns 2,223 shares of the social networking company’s stock valued at $1,641,000 after purchasing an additional 14 shares in the last quarter. Trust Co of the South grew its holdings in Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after purchasing an additional 14 shares during the period. Sentinel Pension Advisors LLC increased its position in Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after buying an additional 14 shares in the last quarter. Finally, Alpine Bank Wealth Management increased its position in Meta Platforms by 0.3% in the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after buying an additional 14 shares in the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Meta Platforms News Roundup

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

• Positive Sentiment: Q4 beat and strong guidance — Meta reported $59.9B revenue and $8.88 EPS (both above estimates) and guided Q1 revenue to $53.5B–$56.5B, signaling continued ad strength and giving investors confidence the AI investments are starting to lift monetization. CNBC: Meta beats on top, bottom lines, gives stronger-than-expected forecast
• Positive Sentiment: Wall Street upgrades and target increases — Multiple firms raised price targets and ratings after the print, reflecting renewed analyst conviction in revenue upside and AI tailwinds (several targets now imply double‑digit upside). MarketBeat: Meta Soars After-Hours
• Positive Sentiment: Technical/market momentum — Analysts and technical commentators note the stock reclaimed key levels and is showing breakout momentum after earnings, which supports further near‑term buying. FXEmpire: Technical Breakout Signals Higher Prices
• Neutral Sentiment: Local PR / community investment — Meta committed $50M to develop a Sac State downtown center; positive for brand and local relations but unlikely to move fundamentals materially. BizJournals: Meta commits $50M to Sac State downtown center
• Neutral Sentiment: Product tests to diversify revenue — Meta is testing premium subscription tiers across Instagram/Facebook/WhatsApp; potential upside long term but unclear near‑term revenue impact. CNET: Meta confirms testing of premium subscriptions
• Negative Sentiment: Huge 2026 CapEx ramp announced — Management expects 2026 capital expenditures of roughly $115B–$135B to build AI infrastructure, a front‑loaded commitment that raises questions about near‑term returns and margin pressure. Reuters: Meta expects annual capital expenditures to rise
• Negative Sentiment: Reality Labs remains a drag — The XR/Reality Labs unit posted an operating loss (~$6.02B in Q4) and prior reporting shows large cash burn, highlighting ongoing margin risk. CNBC: Reality Labs posts $6.02B loss
• Negative Sentiment: XR cash burn and uncertainty — Reporting that Reality Labs burned ~$19B recently (and has had layoffs) is a reminder that Meta’s non‑ad investments are costly and uncertain. TechCrunch: Meta burned $19B on VR
• Negative Sentiment: Small insider sale — COO Javier Oliván sold 517 shares (disclosed); amount is modest but some investors note insider sales when evaluating sentiment. SEC filing: Oliván insider sale

Meta Platforms Stock Performance

Shares of NASDAQ META opened at $738.31 on Friday. The company has a market cap of $1.86 trillion, a P/E ratio of 31.42, a P/E/G ratio of 1.33 and a beta of 1.29. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. The firm’s fifty day moving average is $649.61 and its two-hundred day moving average is $696.14.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 39.91%. The business had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter in the prior year, the firm earned $8.02 EPS. The business’s revenue was up 23.8% on a year-over-year basis. As a group, analysts anticipate that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

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

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 517 shares of the stock in a transaction that occurred on Monday, January 26th. The stock was sold at an average price of $665.00, for a total transaction of $343,805.00. Following the completion of the transaction, the chief operating officer directly owned 10,132 shares in the company, valued at approximately $6,737,780. This represents a 4.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the business’s 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 completion of the sale, the insider owned 28,658 shares in the company, valued at $18,876,738.02. This represents a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 40,113 shares of company stock valued at $24,621,042 in the last ninety days. Corporate insiders own 13.61% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on META shares. JPMorgan Chase & Co. boosted their price objective on Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday. Wedbush lifted their price target on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday. Wall Street Zen cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Saturday, November 1st. Redburn Partners set a $900.00 price objective on shares of Meta Platforms in a research report on Monday. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $850.00 target price (up previously from $800.00) on shares of Meta Platforms in a report on Thursday. Five investment analysts have rated the stock with a Strong Buy rating, forty have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Meta Platforms currently has a consensus rating of “Moderate Buy” and a consensus price target of $847.98.

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.