Steinberganna Wealth Management acquired a new position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 1,803 shares of the social networking company’s stock, valued at approximately $1,324,000.

A number of other institutional investors also recently bought and sold shares of META. Vanguard Group Inc. increased its position in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after acquiring an additional 1,532,568 shares during the period. State Street Corp grew its stake in shares of Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Kingstone Capital Partners Texas LLC increased its holdings in shares of Meta Platforms by 608,429.2% in the second quarter. Kingstone Capital Partners Texas LLC now owns 59,775,823 shares of the social networking company’s stock valued at $44,119,937,000 after purchasing an additional 59,766,000 shares during the period. Geode Capital Management LLC increased its holdings in shares of Meta Platforms by 1.3% in the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after purchasing an additional 682,768 shares during the period. Finally, Norges Bank purchased a new stake in shares of Meta Platforms during the second quarter worth approximately $23,155,393,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Meta Platforms news, CTO Andrew Bosworth sold 11,690 shares of the company’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total value of $6,935,793.90. Following the transaction, the chief technology officer directly owned 2,415 shares in the company, valued at approximately $1,432,843.65. This represents a 82.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Aaron Anderson sold 726 shares of Meta Platforms stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $591.60, for a total transaction of $429,501.60. Following the sale, the chief accounting officer owned 6,035 shares of the company’s stock, valued at approximately $3,570,306. This trade represents a 10.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 40,571 shares of company stock valued at $25,137,541. Company insiders own 13.61% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on META. Jefferies Financial Group lowered their price objective on shares of Meta Platforms from $950.00 to $910.00 and set a “buy” rating on the stock in a research report on Thursday, October 30th. Cowen restated a “buy” rating on shares of Meta Platforms in a research note on Tuesday. Zacks Research downgraded shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a report on Tuesday, November 18th. Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a research note on Thursday, October 30th. Finally, Morgan Stanley reduced their price objective on shares of Meta Platforms from $820.00 to $750.00 and set an “overweight” rating for the company in a research report on Thursday, December 11th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus target price of $822.96.

Get Our Latest Report on Meta Platforms

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Deals that de‑risk Meta’s AI/data‑center power needs — Meta has signed prepayment/partnership agreements (e.g., Oklo) to secure long‑term baseload energy for its Prometheus supercluster and broader Meta Compute buildout, lowering a major execution risk for its massive data‑center plans. Oklo’s Meta Deal De-Risks the Story—Rebound Setup Emerging
• Positive Sentiment: BofA and other firms show constructive analyst interest — BofA reiterated/maintained a buy stance tied to Meta’s AI infra progress; Rosenblatt and some boutiques have also been positive recently, which can support sentiment if execution continues. BofA Securities Asserts Buy Stance
• Positive Sentiment: Hardware demand signal — reports say Meta is discussing doubling Ray‑Ban Meta glasses output, signaling potential early revenue diversification from AI wearables beyond advertising. Meta mulls doubling output of Ray‑Ban glasses
• Neutral Sentiment: Meta Compute initiative is long‑term strategic but capital intensive — the plan to build “tens/hundreds of gigawatts” of compute capacity underscores AI ambition (control and optionality) but raises timing and ROI questions for investors. Meta Compute: Inside Zuckerberg’s Massive Data Center Bet
• Neutral Sentiment: Wikipedia/API partnerships broaden AI training access — Meta joins others to formalize access to Wikipedia content for LLM training; strategic but not an immediate revenue driver. Wikipedia signs AI content training deals
• Neutral Sentiment: Near‑term catalyst: Q4/2025 earnings and 2026 guidance (scheduled Jan. 28) — results and explicit capex/FCF guidance will likely be the primary short‑term driver. Meta to Announce Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Reality Labs headcount cuts (~1,000–1,500 jobs) signal a pullback in metaverse investment — while lowering costs, the layoffs underscore a strategic pivot (and product risk) away from VR, which can unsettle investors focused on long‑term innovation stories. Meta Cuts Reality Labs Jobs
• Negative Sentiment: Capex and free‑cash‑flow pressure — analysts and articles highlight materially higher 2026 capex and declining LTM FCF, which has prompted some downgrades and valuation concerns; that pressure can weigh on the stock until FCF trends stabilize. Meta Compute: Capex/FCF analysis
• Negative Sentiment: Insider selling / high‑profile sales — recent disclosures show COO Javier Olivan has sold blocks of shares; combined with other negative headlines this can amplify short‑term selling pressure. SEC filing: Olivan sale
• Negative Sentiment: Analyst downgrades and valuation skepticism — some firms have trimmed targets or expressed caution about the funding intensity and timing of AI monetization, which keeps shares vulnerable to multiple compression. Analyst downgrade reports

Meta Platforms Trading Down 0.1%

Shares of META opened at $620.25 on Friday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The firm has a market capitalization of $1.56 trillion, a P/E ratio of 27.40, a PEG ratio of 1.23 and a beta of 1.29. The firm’s 50-day moving average is $641.02 and its two-hundred day moving average is $700.22.

Meta Platforms (NASDAQ:META – Get Free Report) last released 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 analysts’ expectations of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company’s revenue was up 26.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.03 EPS. On average, research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 9.28%.

Meta Platforms Company Profile

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding META? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Meta Platforms, Inc. (NASDAQ:META – Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

Before you consider Meta Platforms, you’ll want to hear this.

MarketBeat keeps track of Wall Street’s top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on… and Meta Platforms wasn’t on the list.

While Meta Platforms currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

The 10 Best AI Stocks to Own in 2026

Wondering where to start (or end) with AI stocks? These 10 simple stocks can help investors build long-term wealth as artificial intelligence continues to grow into the future.

Get This Free Report