CM Wealth Advisors LLC Has $2.52 Million Holdings in Meta Platforms, Inc. $META

Key Points

• CM Wealth Advisors increased its Meta position by 28.4% in the second quarter, owning 4,469 shares valued at approximately $2.52 million. Meta represented about 0.5% of the firm’s portfolio, while institutional investors collectively owned 79.91% of the company.
• Meta reported quarterly revenue of $60.8 billion, up 28% year over year and above estimates, but earnings of $6.18 per share missed the $7.19 consensus forecast. The stock was trading near $648, with a 12-month range of $520.26 to $790.80.
• The company declared a quarterly dividend of $0.525 per share, equivalent to a 0.3% yield, while analysts maintained a “Moderate Buy” consensus and an average price target of $787.54. Investors are also focused on Meta’s AI-agent opportunities, alongside monetization, privacy, regulatory and execution risks.

CM Wealth Advisors LLC raised its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 28.4% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,469 shares of the social networking company's stock after acquiring an additional 988 shares during the quarter. Meta Platforms makes up about 0.5% of CM Wealth Advisors LLC's investment portfolio, making the stock its 18th largest holding. CM Wealth Advisors LLC's holdings in Meta Platforms were worth $2,517,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of META. Auto Owners Insurance Co increased its position in 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 worth $69,502,379,000 after buying an additional 105,154,977 shares during the last quarter. Norges Bank bought a new stake in Meta Platforms in the fourth quarter valued at approximately $22,152,075,000. Corient Private Wealth LLC lifted its position in shares of Meta Platforms by 488.1% in the fourth quarter. Corient Private Wealth LLC now owns 5,466,595 shares of the social networking company's stock valued at $3,608,445,000 after buying an additional 4,537,076 shares during the last quarter. State Street Corp boosted its stake in shares of Meta Platforms by 5.1% during the 4th quarter. State Street Corp now owns 90,841,345 shares of the social networking company's stock worth $59,963,463,000 after acquiring an additional 4,395,763 shares during the period. Finally, Amundi increased its holdings in shares of Meta Platforms by 56.2% during the 4th quarter. Amundi now owns 10,043,955 shares of the social networking company's stock worth $6,629,913,000 after acquiring an additional 3,613,211 shares during the last quarter. Institutional investors own 79.91% of the company's stock.

Meta Platforms Stock Performance

Meta Platforms stock opened at $648.03 on Monday. The company has a quick ratio of 2.23, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.65 trillion, a PE ratio of 24.41, a P/E/G ratio of 1.12 and a beta of 1.25. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. The business's 50-day moving average price is $601.58 and its two-hundred day moving average price is $608.74.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS 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 firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same quarter in the previous year, the company posted $7.14 earnings per share. The firm's revenue was up 28.0% on a year-over-year basis. As a group, analysts expect that Meta Platforms, Inc. will post 28.17 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 28th. Stockholders of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date of this dividend is Monday, September 21st. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms's dividend payout ratio (DPR) is 7.91%.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on META. UBS Group cut their target price on shares of Meta Platforms from $766.00 to $715.00 and set a "buy" rating for the company in a research note on Thursday, July 30th. Sanford C. Bernstein reissued an "outperform" rating and issued a $800.00 price target on shares of Meta Platforms in a report on Thursday, July 30th. Rosenblatt Securities raised their price objective on shares of Meta Platforms from $883.00 to $886.00 and gave the stock a "buy" rating in a research report on Thursday, August 27th. Citizens Jmp reduced their price objective on Meta Platforms from $800.00 to $770.00 and set a "market outperform" rating for the company in a report on Thursday, July 30th. Finally, Cantor Fitzgerald reaffirmed a "neutral" rating on shares of Meta Platforms in a research report on Friday. Four analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $787.54.

Key Meta Platforms News

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

• Positive Sentiment: Muse gains early consumer traction: Meta’s new AI agent reportedly reached No. 2 or No. 3 on the U.S. App Store shortly after its launch. Muse can interact with social platforms and outside services, while paid tiers priced at $20 and $100 per month create a potential new revenue stream beyond advertising. Meta's AI agent Muse is now the No. 2 app in the US
• Positive Sentiment: JPMorgan upgraded the stock: JPMorgan raised Meta to Overweight from Neutral and increased its price target to $820, citing meaningful growth potential from frontier AI models and agentic products. The upgrade helped reinforce the bullish view that Meta can diversify beyond advertising. JPMorgan upgrades Meta on AI models and agents
• Positive Sentiment: AI infrastructure optionality: Analysts believe Meta’s large AI-compute investments could eventually support a cloud-computing or infrastructure business, adding an opportunity not currently reflected in the valuation. The company’s strong revenue growth and substantial cash resources support this investment thesis.
• Positive Sentiment: Quarterly dividend declared: Meta announced a $0.525-per-share dividend payable September 28 to shareholders of record September 21. While the yield is modest, the payout signals confidence in ongoing cash generation.
• Neutral Sentiment: Legal settlement viewed as manageable: Commentary suggests Meta’s potential $18 billion social-media-addiction settlement, spread over a decade, may have a limited impact on annual free cash flow. Resolving the litigation could also remove an overhang, but the headline liability remains material.
• Negative Sentiment: Monetization and privacy concerns: Muse’s usefulness depends on access to users’ inboxes, accounts and payments, raising adoption and privacy questions. Analysts remain uncertain about conversion rates and near-term revenue.
• Negative Sentiment: AI execution and regulatory risks: A prominent AI researcher is leaving Meta for Anthropic, while an internal effort to capture employee screens for AI training reportedly triggered resistance. Meta is also discussing possible teen social-media restrictions in South Korea, and TikTok rejected Meta advertisements urging participation in a child-safety settlement.

Insider Transactions at Meta Platforms

In related news, CTO Andrew Bosworth sold 7,848 shares of the business's stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total value of $4,379,184.00. Following the completion of the sale, the chief technology officer directly owned 828 shares of the company's stock, valued at $462,024. The trade was a 90.46% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the business's stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the sale, the chief operating officer owned 9,498 shares of the company's stock, valued at approximately $5,708,013.06. This represents a 26.06% 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 90 days, insiders sold 60,183 shares of company stock worth $36,673,495. Corporate 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.

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