Meta Platforms, Inc. $META Stock: N10 Wealth LLC Raises Holdings

N10 Wealth LLC increased its position in Meta Platforms, Inc. (NASDAQ:META) by 25.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 19,904 shares of the social networking company’s stock after purchasing an additional 4,089 shares during the period. Meta Platforms makes up 4.0% of N10 Wealth LLC’s investment portfolio, making the stock its 9th largest holding. N10 Wealth LLC’s holdings in Meta Platforms were worth $14,434,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Auto Owners Insurance Co lifted its position in shares of Meta Platforms by 76,587.7% during the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after purchasing an additional 105,154,977 shares in the last quarter. Corient Private Wealth LP grew its stake in Meta Platforms by 723.1% in the 2nd quarter. Corient Private Wealth LP now owns 8,801,764 shares of the social networking company’s stock valued at $4,957,946,000 after purchasing an additional 7,732,446 shares during the period. Jupiter Topco LLC bought a new position in shares of Meta Platforms during the 2nd quarter valued at approximately $2,948,486,000. Corient Private Wealth LLC increased its stake in shares of Meta Platforms by 488.1% during the 4th quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company’s stock worth $3,608,445,000 after purchasing an additional 4,537,076 shares during the last quarter. Finally, State Street Corp grew its holdings in Meta Platforms by 4.0% during the second quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock valued at $51,841,811,000 after purchasing an additional 3,510,123 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Meta Platforms Trading Down 3.3%

Shares of META stock opened at $737.54 on Thursday. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23. The firm has a fifty day moving average price of $650.50 and a 200-day moving average price of $623.78. The company has a market cap of $1.88 trillion, a price-to-earnings ratio of 27.78, a PEG ratio of 1.33 and a beta of 1.19. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $779.82.

Meta Platforms (NASDAQ:META) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. During the same period in the previous year, the firm earned $7.14 earnings per share. The firm’s quarterly revenue was up 28.0% on a year-over-year basis. As a group, equities analysts predict that Meta Platforms, Inc. will post 27.94 earnings per share for the current year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, September 28th. Stockholders of record on Monday, September 21st were issued a $0.5250 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, September 21st. Meta Platforms’s payout ratio is 7.91%.

Key Meta Platforms News

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

• Positive Sentiment: Meta’s new Muse Wonder and Muse Wonder Full AI models are strengthening its competitive position. Muse Wonder ranked second in a 57-model accounting benchmark, ahead of OpenAI and Google models, supporting the view that Meta is narrowing the gap with leading AI developers. Muse Wonder benchmark article
• Positive Sentiment: Bank of America reiterated its Buy rating and $810 price target, while Guggenheim raised its target to $850 and Truist maintained a bullish $1,000 target. Analysts cited Meta’s large user base, AI distribution and potential future revenue from personal AI agents. Bank of America AI outlook
• Positive Sentiment: Meta expanded WhatsApp with free guest voice and video calling for non-account holders, potentially improving adoption and business utility by removing registration and download barriers. WhatsApp guest calling article
• Neutral Sentiment: Wall Street remains broadly constructive but divided. KeyCorp and Rosenblatt reaffirmed bullish ratings with targets of $900 and $886, respectively, while Goldman Sachs cut its target from $860 to $762 but retained a Buy rating. The differing views reflect uncertainty over AI monetization and investment requirements.
• Negative Sentiment: Goldman Sachs cited rising operating expenses, while other commentary warned that accelerated Meta Superintelligence Labs investment could pressure free cash flow and lead to valuation compression around the upcoming third-quarter earnings report.
• Negative Sentiment: COO Javier Olivan disclosed sales totaling 1,575 shares at an average $728.10. Both transactions were conducted under a pre-arranged Rule 10b5-1 plan, reducing their signaling value, but the sales still represent a notable reduction in his direct holdings.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on META. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 target price (down from $850.00) on shares of Meta Platforms in a report on Thursday, July 30th. UBS Group boosted their price target on shares of Meta Platforms from $715.00 to $884.00 and gave the stock a “buy” rating in a research note on Wednesday. Wolfe Research reiterated an “outperform” rating and set a $700.00 price objective on shares of Meta Platforms in a research report on Thursday, July 30th. Robert W. Baird decreased their price target on shares of Meta Platforms from $830.00 to $750.00 and set an “outperform” rating on the stock in a research note on Thursday, July 30th. Finally, Barclays reduced their price objective 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. Three investment analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $801.53.

Insider Activity

In other Meta Platforms news, CTO Andrew Bosworth sold 7,848 shares of Meta Platforms stock in a transaction 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 completion of the transaction, the chief technology officer directly owned 828 shares of the company’s stock, valued at $462,024. This trade represents a 90.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mark Zuckerberg sold 27,474 shares of the business’s stock in a transaction that occurred on Thursday, September 24th. The stock was sold at an average price of $777.44, for a total value of $21,359,386.56. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 149,797 shares of company stock valued at $102,180,385 in the last quarter. Company insiders own 13.53% of the company’s stock.

Meta Platforms Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.