Bartlett & CO. Wealth Management LLC Purchases 6,362 Shares of Meta Platforms, Inc. $META

Key Points

• Bartlett & CO. Wealth Management LLC boosted its stake in Meta Platforms (META) by 4.0%, buying 6,362 shares to hold 163,517 shares worth about $107.94 million, representing 1.4% of its portfolio and its 19th largest position.
• Institutional ownership of Meta stands at 79.91%, with other notable moves including Headwater Capital adding 112,000 shares (now 150,000) and several firms both increasing and trimming positions.
• Meta recently beat quarterly estimates (EPS $8.88, revenue $59.89B), issued a quarterly dividend of $0.525, and has positive analyst sentiment (consensus "Moderate Buy" with a ~$838 target), but faces near‑term risks from planned layoffs (~8,000 jobs) and European regulatory pressure on WhatsApp AI access.

Bartlett & CO. Wealth Management LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 163,517 shares of the social networking company's stock after buying an additional 6,362 shares during the quarter. Meta Platforms makes up 1.4% of Bartlett & CO. Wealth Management LLC's portfolio, making the stock its 19th largest position. Bartlett & CO. Wealth Management LLC's holdings in Meta Platforms were worth $107,937,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in META. Brighton Jones LLC lifted its holdings in Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock valued at $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC lifted 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 in the last quarter. Headwater Capital Co Ltd lifted its holdings 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 in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Meta Platforms during the 2nd quarter valued at about $213,000. Finally, Capital & Planning LLC bought a new stake in Meta Platforms during the 2nd quarter valued at about $322,000. Institutional investors own 79.91% of the company's stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Expanded AI partnerships and infrastructure deals boost revenue/AI roadmap visibility — Meta deepened and extended its Broadcom AI‑chip relationship (scaling capacity through 2029), supporting faster AI feature rollout and higher ad/engagement monetization potential. Meta Platforms Taps AVGO for AI Expansion: Buy or Hold META Stock?
• Positive Sentiment: Large capacity commitments to CoreWeave underline sizable, long‑dated AI infrastructure spending that supports Meta’s compute roadmap and revenue mix. This signals durable demand for Meta’s AI stack and gives investors visibility on AI spend scale. CoreWeave's April Shockwave — Meta, Anthropic, Jane Street All Say Yes
• Positive Sentiment: Analyst support: TD Cowen reiterated a buy and assigned a high $820 price target, which can drive positive sentiment and flows into the stock. Meta Platforms NASDAQ: META Receives Buy Rating from TD Cowen
• Neutral Sentiment: Hardware pricing update: Meta will raise U.S. prices for Quest VR headsets to offset rising component costs — a margin/profitability mix impact that’s ambiguous for top‑line growth. Meta to raise Quest VR headset prices in US on rising component costs
• Neutral Sentiment: Insider sales: COO Javier Olivan sold shares under a pre‑arranged 10b5‑1 plan (disclosed SEC filing) — routine but noted by traders as liquidity/positioning data. SEC ownership filing
• Neutral Sentiment: Reputation/regulatory watch: Reports of AI‑generated fake influencer accounts across platforms (TikTok/Instagram/Facebook) add moderation and policy risk, but near‑term financial impact is uncertain. Hundreds of Fake Pro-Trump Avatars Emerge on Social Media
• Negative Sentiment: Major layoffs planned: Reuters reports Meta will cut roughly 10% of its global workforce (~8,000 jobs) in an initial wave targeted for May 20, with additional rounds later in 2026. That reduces near‑term operating costs but raises execution, morale and product roadmap risk; markets often react variably to large cuts. Exclusive: Meta targets May 20 for first wave of layoffs; additional cuts later in 2026
• Negative Sentiment: Regulatory pressure in Europe: The European Commission is considering interim measures to force WhatsApp policy rollbacks that could limit how third‑party AI services access WhatsApp Business — a potential hit to monetization plans in a key market. European Action On WhatsApp AI Access Tests Meta’s Monetization Plans

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on META. Weiss Ratings reiterated a "buy (b)" rating on shares of Meta Platforms in a report on Friday, March 27th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Meta Platforms from $880.00 to $920.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Monness Crespi & Hardt lifted their price objective on shares of Meta Platforms from $808.00 to $890.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Piper Sandler boosted their price target on shares of Meta Platforms from $840.00 to $880.00 and gave the company an "overweight" rating in a report on Thursday, January 29th. Finally, Pivotal Research reduced their price target on shares of Meta Platforms from $930.00 to $910.00 and set a "buy" rating for the company in a report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $837.72.

Meta Platforms Stock Up 1.7%

Shares of Meta Platforms stock opened at $688.55 on Friday. The firm's 50 day moving average price is $627.49 and its 200-day moving average price is $651.26. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a market cap of $1.74 trillion, a P/E ratio of 29.30, a PEG ratio of 1.05 and a beta of 1.31.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. During the same quarter in the previous year, the firm earned $8.02 EPS. The company's quarterly revenue was up 23.8% compared to the same quarter last year. On average, sell-side analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Shareholders of record on Monday, March 16th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms's payout ratio is currently 8.94%.

Insider Activity at Meta Platforms

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $667.00, for a total transaction of $386,860.00. Following the sale, the director owned 3,847 shares of the company's stock, valued at approximately $2,565,949. The trade was a 13.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 2,778 shares of the business's stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the sale, the chief operating officer directly owned 10,557 shares in the company, valued at approximately $6,645,103.65. This represents a 20.83% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 165,079 shares of company stock worth $105,624,755. 13.61% of the stock is owned by insiders.

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.

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