Global Assets Advisory LLC Boosts Stock Holdings in Meta Platforms, Inc. $META

Global Assets Advisory LLC lifted its stake in Meta Platforms, Inc. (NASDAQ:META) by 41.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 6,837 shares of the social networking company’s stock after buying an additional 2,012 shares during the period. Meta Platforms makes up approximately 1.5% of Global Assets Advisory LLC’s holdings, making the stock its 14th largest holding. Global Assets Advisory LLC’s holdings in Meta Platforms were worth $5,021,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC grew its holdings in shares of Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Meta Platforms by 10.2% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock valued at $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd boosted its position in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after buying an additional 112,000 shares during the period. Kavar Capital Partners Group LLC boosted its position in Meta Platforms by 3.6% during the 2nd quarter. Kavar Capital Partners Group LLC now owns 2,383 shares of the social networking company’s stock valued at $1,759,000 after buying an additional 82 shares during the period. Finally, HB Wealth Management LLC grew its holdings in Meta Platforms by 0.5% in the 2nd quarter. HB Wealth Management LLC now owns 74,891 shares of the social networking company’s stock worth $55,277,000 after acquiring an additional 342 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

Insider Buying and Selling at Meta Platforms

In other news, CTO Andrew Bosworth sold 11,690 shares of the business’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $593.31, for a total value of $6,935,793.90. Following the sale, the chief technology officer directly owned 2,415 shares of the company’s stock, valued at $1,432,843.65. The trade was a 82.88% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Javier Olivan sold 2,610 shares of the company’s stock in a transaction that occurred on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $1,590,690.60. Following the completion of the sale, the chief operating officer owned 9,784 shares in the company, valued at $5,962,956.64. The trade was a 21.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 39,077 shares of company stock valued at $23,955,958. 13.61% of the stock is currently owned by company insiders.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Company guided to ~30% revenue growth for Q1 (its fastest growth guide since 2021), reinforcing confidence in ad recovery and AI-driven monetization. Meta Platforms Posted Its Fastest Growth Guide in Years—Now What?
• Positive Sentiment: Q4 results widely characterized as a “grand slam”: revenue and EPS beat, strong ad margins and signs that AI is boosting impressions and engagement. That underpins buy-side enthusiasm. Meta Platforms: Pounding The Table After A ‘Grand Slam’ Quarter
• Positive Sentiment: Multiple analysts raised price targets and reiterated bullish ratings (Cantor Fitzgerald, Argus, Barclays and others), lifting consensus targets and fueling conviction that upside remains. Cantor Fitzgerald Hikes Price Target on Meta Platforms
• Positive Sentiment: Analysts and outlets highlight that Meta’s AI investments are already improving advertising efficiency and sales momentum — a core driver of near-term profit growth. Meta’s Ad Engine Powers Growth Despite Soaring Costs: Analyst
• Positive Sentiment: Macro/strategic narratives: Meta is being picked by some outlets as a top Magnificent Seven buy for 2026 on its scale, growth trajectory and AI positioning. Meta Emerges as Top Pick Among Magnificent Seven Stocks for 2026
• Neutral Sentiment: Speculative upside stories are circulating (talk of $1,000+ targets), which can boost momentum but are not consensus. Could Meta Platforms Stock Hit $1,000 in 2026?
• Neutral Sentiment: Some firms maintained Hold/Neutral stances even while many raised targets — a reminder not all analysts are uniformly bullish. Needham Hold Rating Reiterated
• Negative Sentiment: Huge planned AI/datacenter capex (discussed across coverage) raises near-term free‑cash‑flow and execution risk; some investors worry the spending pace could pressure margins and returns. Meta Platforms’ $135 Billion Bet Makes Complete Sense
• Negative Sentiment: Legal and product risks: a patent lawsuit targeting Meta’s smart-glasses efforts and a trial in New Mexico add headline risk that could dent sentiment if judgments or injunctions occur. Patent Lawsuit Tests Meta Smart Glasses Meta on trial: Jury selection to begin in Santa Fe

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on META shares. BMO Capital Markets increased their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a report on Thursday, January 29th. DA Davidson increased their price objective on Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Arete Research set a $718.00 target price on Meta Platforms in a research note on Thursday, December 4th. Wolfe Research restated an “outperform” rating and set a $850.00 target price (up previously from $800.00) on shares of Meta Platforms in a report on Thursday. Finally, Rothschild & Co Redburn upgraded shares of Meta Platforms from a “neutral” rating to a “buy” rating and lifted their price target for the company from $740.00 to $900.00 in a report on Monday, January 26th. Five research analysts have rated the stock with a Strong Buy rating, forty-one have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $848.50.

Meta Platforms Price Performance

META opened at $706.41 on Tuesday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market cap of $1.78 trillion, a price-to-earnings ratio of 30.06, a price-to-earnings-growth ratio of 1.36 and a beta of 1.28. The stock has a fifty day simple moving average of $653.93 and a two-hundred day simple moving average of $696.00. Meta Platforms, Inc. has a 12-month low of $479.80 and a 12-month high of $796.25.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts’ consensus estimates of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company’s revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $8.02 EPS. Research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently announced 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. 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 currently 8.94%.

About Meta Platforms

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.