Earned Wealth Advisors LLC Purchases 3,539 Shares of Meta Platforms, Inc. $META

Key Points

• Earned Wealth Advisors LLC raised its stake in Meta by 42.5% in Q4, buying 3,539 shares to hold 11,863 shares worth about $7.83 million, and institutional investors now own roughly 79.91% of META.
• Positive operational moves — including a multi‑year deal to reserve up to 1 GW of space‑based solar for AI data centers, the new Muse Spark AI model, a Reliance JV in India, and a CBRE partnership — support Meta’s AI growth thesis but Wall Street will look to earnings for proof of durable monetization.
• Offsetting risks include geopolitics and regulation (China blocking the Manus deal, EU rules targeting cloud/AI, and FTC data on social‑media scams) and notable insider selling (165,600 shares, ~$106M), even as analysts maintain a consensus "Moderate Buy" with an average target near $837.09.

Earned Wealth Advisors LLC raised its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 42.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,863 shares of the social networking company's stock after buying an additional 3,539 shares during the quarter. Earned Wealth Advisors LLC's holdings in Meta Platforms were worth $7,831,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in META. Sentinel Pension Advisors LLC grew its stake in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after acquiring an additional 14 shares in the last quarter. Alpine Bank Wealth Management raised its stake in 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 purchasing an additional 14 shares in the last quarter. Valued Wealth Advisors LLC raised its stake in 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 purchasing an additional 14 shares in the last quarter. Vista Capital Partners Inc. boosted its holdings in 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 valued at $794,000 after purchasing an additional 14 shares during the period. Finally, V2 Financial group LLC boosted its holdings in Meta Platforms by 0.6% in the 3rd quarter. V2 Financial group LLC now owns 2,662 shares of the social networking company's stock valued at $1,955,000 after purchasing an additional 15 shares during the period. Institutional investors own 79.91% of the company's stock.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Meta signed a multi‑year agreement to reserve up to 1 GW of space‑based solar power to support its AI data‑center needs — a long‑dated but high‑profile effort to secure continuous renewable power for heavy AI compute, which supports the company’s long‑term AI growth and cost profile. Meta partners with space startup Overview Energy
• Positive Sentiment: Early reception to Meta’s new Muse Spark model is constructive — the product marks a shift in strategy (less open‑source Llama-style releases) and raises the stakes for CEO commentary on monetization at earnings. Positive AI-product signals can support multiple revenue levers if Wall Street sees a clear path to commercial adoption. Meta's new AI model shows early promise
• Positive Sentiment: Reliance‑Meta joint venture progress in India (appointing a founding CEO) signals faster enterprise AI deployment in a large market — a potential revenue growth channel outside core consumer ads. Reliance and Meta's joint venture signals India shift
• Positive Sentiment: Operational partnership with CBRE to train fiber technicians supports Meta’s data‑center expansion and network reliability, reducing execution risk on infrastructure rollouts tied to AI workloads. Meta Platforms partners with CBRE
• Neutral Sentiment: Analysts and commentary emphasize that advertising metrics (ad revenue and engagement) remain the primary near‑term driver; Q1 results and management guidance will determine whether recent AI‑driven ad strength is durable. Large moves are expected around the print. Advertising results remain key
• Neutral Sentiment: Market narratives warn investors to look for proof that AI spending is producing returns — elevated CapEx guidance or unclear ROI could pressure sentiment even if revenue beats. Traders expect volatility around the earnings release. Will this week's earnings be 'good enough'?
• Negative Sentiment: China has blocked Meta’s acquisition of AI startup Manus and Meta is preparing to unwind the deal — an unexpected setback that removes an incremental capability and highlights geopolitical risk for cross‑border AI deals. That raises strategic and execution uncertainty. Meta prepares to undo Manus acquisition
• Negative Sentiment: Broader regulatory pressure: EU regulators say new rules will target cloud and AI services — tighter rules could raise compliance costs and constrain go‑to‑market options for AI products in Europe. EU to target cloud services and AI
• Negative Sentiment: Reputational/regulatory drag: FTC data shows Americans lost $2.1B to social‑media scams last year, with >2/3 tied to Meta apps — policymakers and advertisers watch trust metrics, which can affect user engagement and ad pricing over time. Americans lost $2.1 billion to social media scams

Wall Street Analyst Weigh In

Several research analysts have recently commented on META shares. Barclays reaffirmed an "overweight" rating and set a $800.00 target price (up from $770.00) on shares of Meta Platforms in a report on Thursday, January 29th. KeyCorp cut their price target on Meta Platforms from $855.00 to $760.00 and set an "overweight" rating for the company in a research note on Thursday, April 9th. Scotiabank increased their price target on Meta Platforms from $685.00 to $700.00 and gave the stock a "sector perform" rating in a research report on Thursday, January 29th. Guggenheim restated a "buy" rating and set a $850.00 price objective on shares of Meta Platforms in a research note on Thursday, April 23rd. Finally, Wolfe Research dropped their price objective on Meta Platforms from $850.00 to $800.00 and set an "outperform" rating for the company in a report on Friday, April 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Meta Platforms has an average rating of "Moderate Buy" and a consensus target price of $837.09.

Insider Buying and Selling at Meta Platforms

In other news, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares of the company's stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Susan J. Li sold 56,571 shares of the business's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 165,600 shares of company stock worth $106,023,973. 13.61% of the stock is currently owned by insiders.

Meta Platforms Price Performance

META stock opened at $671.34 on Wednesday. The stock has a market cap of $1.70 trillion, a price-to-earnings ratio of 28.57, a P/E/G ratio of 1.10 and a beta of 1.31. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The company has a 50 day simple moving average of $629.76 and a 200 day simple moving average of $648.51. Meta Platforms, Inc. has a 1 year low of $520.26 and a 1 year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping analysts' consensus estimates of $8.16 by $0.72. The firm had revenue of $59.89 billion for the quarter, compared to analysts' expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The company's revenue was up 23.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $8.02 earnings per share. Research analysts anticipate that Meta Platforms, Inc. will post 29.83 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

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

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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