Leeward Financial Partners LLC Lowers Stock Holdings in Meta Platforms, Inc. $META

Leeward Financial Partners LLC lowered its stake in Meta Platforms, Inc. (NASDAQ:META) by 40.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,111 shares of the social networking company’s stock after selling 2,744 shares during the period. Leeward Financial Partners LLC’s holdings in Meta Platforms were worth $2,316,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. RHL Group LLC acquired a new position in Meta Platforms in the 4th quarter valued at $28,000. Strategic Wealth Advisors LLC acquired a new position in shares of Meta Platforms during the fourth quarter worth about $29,000. Advantage Trust Co purchased a new position in Meta Platforms during the second quarter worth about $28,000. Axiom Investment Management LLC purchased a new position in Meta Platforms during the first quarter worth about $36,000. Finally, Safe Harbor Fiduciary LLC acquired a new stake in Meta Platforms in the fourth quarter valued at about $42,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Meta launched Muse, a personal AI agent that can interact with Facebook, Instagram and third-party applications to perform tasks such as sending emails, booking travel, shopping and making payments. The product includes free and paid subscription tiers, offering a potential new revenue stream beyond digital advertising. Meta launches AI agent that can access other apps to send emails, make payments
• Positive Sentiment: The rollout follows the release of Muse Spark 1.3, a model aimed at coding and extended agentic tasks. Investors viewed the development as evidence that Meta’s substantial AI investment could eventually generate financial returns; Bank of America reportedly continues to see meaningful upside in the stock. Meta stock jumps 4% after Muse Spark 1.3: why BofA still sees 32% upside
• Positive Sentiment: Meta and Panmnesia proposed a data-center architecture designed to connect computing resources more tightly for extremely large AI models. The initiative supports Meta’s strategy of building extensive AI infrastructure and could improve long-term computing efficiency. One Chip, One Datacenter: Meta and Panmnesia Extend Tight Coupling Beyond the Rack with CXL
• Neutral Sentiment: Analysts and investors remain divided over Meta’s large AI infrastructure spending, reportedly including a potential $130 billion capital-expenditure commitment. Strong advertising growth and user monetization support the investment case, but the scale of spending raises execution and return-on-investment concerns. Wall Street Keeps Asking How Much Meta Will Spend
• Negative Sentiment: Muse increases Meta’s exposure to privacy, security and consumer-trust concerns because it can access sensitive information and act across other applications. Reports noted internal concerns about potential misuse or mishandling of personal data, which could increase regulatory and reputational risks. Meta pushes into personal AI agents as company faces public reckoning over privacy and safety
• Negative Sentiment: Meta faces continuing legal pressure, including a reported lawsuit alleging facial-recognition data was used to train smart-glasses systems. Separately, the company’s chief accounting officer sold 3,240 shares under a pre-arranged Rule 10b5-1 plan; the planned nature of the sale reduces its significance, but insider selling may weigh modestly on sentiment.

Wall Street Analyst Weigh In

META has been the topic of a number of analyst reports. Wedbush reaffirmed a “neutral” rating and issued a $595.00 price objective on shares of Meta Platforms in a report on Tuesday, September 1st. Benchmark reissued a “hold” rating on shares of Meta Platforms in a report on Thursday, August 27th. Cantor Fitzgerald reduced their price target on Meta Platforms from $770.00 to $680.00 and set an “overweight” rating for the company in a report on Thursday, July 30th. Barclays decreased their price target on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a research note on Thursday, July 30th. Finally, Bank of America dropped their price objective on Meta Platforms from $835.00 to $810.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $785.22.

Meta Platforms Stock Down 0.5%

META opened at $613.48 on Wednesday. The business’s fifty day moving average is $598.23 and its two-hundred day moving average is $608.68. 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 company has a market cap of $1.56 trillion, a price-to-earnings ratio of 23.11, a PEG ratio of 1.07 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $790.80.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 earnings per share (EPS) for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The firm had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period last year, the firm earned $7.14 EPS. The company’s quarterly revenue was up 28.0% compared to the same quarter last year. Analysts anticipate that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Insider Activity

In other news, CTO Andrew Bosworth sold 7,848 shares of the stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total value of $4,379,184.00. Following the sale, the chief technology officer directly owned 828 shares in the company, valued at $462,024. This represents a 90.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the firm’s stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total transaction of $2,002,514.40. Following the transaction, the chief accounting officer directly owned 6,271 shares of the company’s stock, valued at approximately $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 36,227 shares of company stock worth $21,205,509 in the last three months. Company insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.