CFM Wealth Partners LLC Has $20.35 Million Position in Meta Platforms, Inc. $META

Key Points

• CFM Wealth Partners LLC increased its stake in Meta to 30,826 shares valued at $20.35 million, representing about 2.9% of the firm's portfolio and making Meta its sixth-largest holding.
• Meta beat Q1 expectations with EPS of $10.44 (vs. $6.67 est.) and $56.31 billion in revenue (up 33.1% YoY), but shares fell after the company raised 2026 capital-expenditure guidance to fund a major AI data‑center buildout.
• Institutional investors own roughly 79.9% of Meta, while insiders sold over 167,000 shares (~$107 million) last quarter; the company also pays a quarterly dividend of $0.525 ($2.10 annual, ~0.3% yield).

CFM Wealth Partners LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,826 shares of the social networking company's stock after acquiring an additional 1,244 shares during the quarter. Meta Platforms makes up approximately 2.9% of CFM Wealth Partners LLC's portfolio, making the stock its 6th largest position. CFM Wealth Partners LLC's holdings in Meta Platforms were worth $20,348,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the company. Sentinel Pension Advisors LLC grew its stake in shares of Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock worth $672,000 after acquiring an additional 14 shares in the last quarter. Alpine Bank Wealth Management grew its stake in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock worth $3,159,000 after acquiring an additional 14 shares in the last quarter. Valued Wealth Advisors LLC grew its stake in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock worth $334,000 after acquiring an additional 14 shares in the last quarter. Vista Capital Partners Inc. grew its stake in shares of Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock worth $794,000 after acquiring an additional 14 shares in the last quarter. Finally, Forza Wealth Management LLC grew its stake in shares of Meta Platforms by 3.9% in the 3rd quarter. Forza Wealth Management LLC now owns 402 shares of the social networking company's stock worth $295,000 after acquiring an additional 15 shares in the last quarter. Institutional investors own 79.91% of the company's stock.

Key Meta Platforms News

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

• Positive Sentiment: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $608.74 on Friday. The company has a quick ratio of 2.60, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a market capitalization of $1.54 trillion, a PE ratio of 22.13, a P/E/G ratio of 0.99 and a beta of 1.31. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25. The company has a 50-day moving average price of $629.62 and a two-hundred day moving average price of $648.40.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts' consensus estimates of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company's quarterly revenue was up 33.1% on a year-over-year basis. During the same quarter last year, the business earned $6.43 earnings per share. Equities analysts forecast that Meta Platforms, Inc. will post 29.81 EPS for the current year.

Meta Platforms Announces Dividend

The firm 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 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date was Monday, March 16th. Meta Platforms's dividend payout ratio (DPR) is currently 7.63%.

Insiders Place Their Bets

In other news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the firm's stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company's stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 167,155 shares of company stock worth $107,067,129 over the last quarter. 13.61% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on the stock. Arete Research reiterated a "neutral" rating on shares of Meta Platforms in a research note on Thursday, March 5th. Weiss Ratings reiterated a "buy (b)" rating on shares of Meta Platforms in a research note on Friday, March 27th. Stifel Nicolaus reduced their price target on shares of Meta Platforms from $805.00 to $780.00 and set a "buy" rating for the company in a research report on Friday. DA Davidson increased their price target on shares of Meta Platforms from $825.00 to $850.00 and gave the company a "buy" rating in a research report on Thursday, January 29th. Finally, Scotiabank increased their price target on shares of Meta Platforms from $685.00 to $700.00 and gave the company a "sector perform" rating in a research report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms currently has an average rating of "Moderate Buy" and an average target price of $840.67.

Meta Platforms Company 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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