Concord Wealth Partners Has $8.29 Million Stake in Meta Platforms, Inc. $META

Key Points

• Concord Wealth Partners boosted its Q4 stake in Meta Platforms by 9.7% to 12,560 shares valued at $8.29 million, representing about 1.1% of its portfolio and its 24th-largest holding.
• Meta delivered a strong quarter (revenue +33.1%, EPS $10.44 vs. $6.67 est.), drawing institutional buying, but faces investor concerns over massive 2026 capex plans ($125–$145B) and recent insider selling that could add near-term pressure.

Concord Wealth Partners boosted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 9.7% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,560 shares of the social networking company's stock after purchasing an additional 1,111 shares during the period. Meta Platforms accounts for approximately 1.1% of Concord Wealth Partners' holdings, making the stock its 24th largest holding. Concord Wealth Partners' holdings in Meta Platforms were worth $8,291,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Ashton Thomas Private Wealth LLC increased its holdings in Meta Platforms by 34.2% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company's stock valued at $38,373,000 after purchasing an additional 13,311 shares in the last quarter. Becker Capital Management Inc. increased its stake in shares of Meta Platforms by 5.0% in the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company's stock valued at $25,741,000 after buying an additional 1,657 shares during the period. Diversified Trust Co. increased its stake in shares of Meta Platforms by 4.1% in the 4th quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company's stock valued at $55,487,000 after buying an additional 3,336 shares during the period. Cramer Rosenthal Mcglynn LLC increased its stake in shares of Meta Platforms by 16.2% in the 3rd quarter. Cramer Rosenthal Mcglynn LLC now owns 6,933 shares of the social networking company's stock valued at $5,091,000 after buying an additional 968 shares during the period. Finally, Consolidated Investment Group LLC increased its stake in shares of Meta Platforms by 61.2% in the 4th quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company's stock valued at $5,215,000 after buying an additional 3,000 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms News Summary

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

• Positive Sentiment: Q1 beat and valuation support — analysts highlight a 33% revenue increase and large EPS beat, arguing META is undervalued after the pullback; this reinforces buy thesis given strong ad monetization and cash flow. Meta Is Undervalued, But Will Need A Second Growth Engine (Rating Upgrade)
• Positive Sentiment: Institutional accumulation — Fisher Asset Management recently increased its Meta stake, signaling continued confidence from large investors and supporting near-term demand for shares. Fisher Asset Management Boosts Meta Stake With 75,590 Shares
• Positive Sentiment: Data-center demand validation — Corning disclosed a multi-year, $6B supply agreement that names Meta among hyperscale customers, validating ongoing infrastructure commitment that underpins Meta’s AI/data-center strategy. Light Speed Returns: Corning Cashes In on NVIDIA Growth
• Neutral Sentiment: Product roadmap — reports say Meta is building a consumer-friendly agentic AI assistant, which could drive longer-term user/product monetization but is still early-stage. Big Tech's Personal AI Agents Are Coming for the to-Do List
• Neutral Sentiment: Financing activity — Bloomberg-sourced reports say Meta is working on up to ~$13B in data-center financing for an El Paso build; that eases near-term cash outflow but also signals large ongoing capital needs. Here’s Why Meta Platforms (META) Is Among the 10 Strong Buy S&P 500 Stocks to Invest In
• Neutral Sentiment: Legal update — Meta has asked a judge to overturn a landmark jury verdict in a social-media addiction case; an appeal reduces immediate downside but legal overhang remains. Meta asks California judge to throw out landmark social media addiction verdict
• Negative Sentiment: Massive capex concern — coverage highlights Meta’s projected 2026 capex of $125–$145B (plus an extra $10B on AI), which keeps investors anxious about cash deployment, near-term margins, and capital returns. Tens of Thousands of Tech Workers Are Being Laid Off in 2026. The $725 Billion That Replaced Them Is Going to Four Companies.
• Negative Sentiment: Insider selling — COO Javier Olivan executed stock sales under a 10b5-1 plan; while pre-arranged, such disclosures can add to short-term selling pressure. SEC filing: Javier Olivan insider sale
• Negative Sentiment: Analyst pushback — some firms (eg. Mizuho) have trimmed expectations, reflecting concern that ad growth and margin leverage may slow as Meta scales heavy infra spending. Mizuho Has Lowered Expectations for Meta Platforms NASDAQ: META Stock Price

Meta Platforms Stock Up 0.6%

Shares of Meta Platforms stock opened at $616.81 on Friday. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The business has a fifty day simple moving average of $627.67 and a 200 day simple moving average of $645.30. The stock has a market cap of $1.56 trillion, a PE ratio of 22.42, a price-to-earnings-growth ratio of 1.07 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping analysts' consensus estimates of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion during the quarter, compared to analysts' expectations of $55.56 billion. During the same period in the previous year, the firm earned $6.43 earnings per share. The firm's quarterly revenue was up 33.1% compared to the same quarter last year. Research analysts predict that Meta Platforms, Inc. will post 29.67 EPS for the current year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms's payout ratio is 7.63%.

Analyst Ratings Changes

Several equities research analysts have recently commented on META shares. Truist Financial lowered their target price on Meta Platforms from $900.00 to $840.00 and set a "buy" rating for the company in a research note on Thursday, April 30th. Monness Crespi & Hardt lifted their target price on Meta Platforms from $808.00 to $890.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Piper Sandler reissued an "overweight" rating and issued a $800.00 target price (down from $880.00) on shares of Meta Platforms in a research note on Thursday, April 30th. JPMorgan Chase & Co. reissued a "neutral" rating and issued a $725.00 target price (down from $825.00) on shares of Meta Platforms in a research note on Thursday, April 30th. Finally, DA Davidson lifted their target price on Meta Platforms from $825.00 to $850.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $840.31.

Insiders Place Their Bets

In related news, Director Robert M. Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the completion of the sale, the director directly owned 3,847 shares of the company's stock, valued at $2,565,949. The trade was a 13.10% decrease in their ownership of the stock. The sale 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 926 shares of Meta Platforms stock in a transaction on Monday, May 4th. The stock was sold at an average price of $607.74, for a total value of $562,767.24. Following the sale, the chief operating officer directly owned 7,779 shares of the company's stock, valued at approximately $4,727,609.46. This trade represents a 10.64% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 168,193 shares of company stock valued at $107,642,717. 13.61% of the stock is owned by insiders.

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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