Focus Partners Advisor Solutions LLC Boosts Stock Holdings in Meta Platforms, Inc. $META

Key Points

• Focus Partners Advisor Solutions LLC raised its position in Meta by 38.6% in Q3 to 37,004 shares, holdings now worth about $25.71 million.
• Significant insider selling was disclosed recently: COO Javier Olivan sold 2,461 shares and CFO Susan Li sold 56,571 shares, with total insider sales of 160,927 shares (~$103.16 million) over the last quarter.
• Analysts remain mostly positive—MarketBeat shows a consensus rating of "Moderate Buy" with a target price of $844.44—after Meta beat quarterly EPS/revenue estimates and announced a $0.525 quarterly dividend.

Focus Partners Advisor Solutions LLC raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 38.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 37,004 shares of the social networking company's stock after purchasing an additional 10,296 shares during the period. Focus Partners Advisor Solutions LLC's holdings in Meta Platforms were worth $25,711,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the company. Bay Colony Advisory Group Inc d b a Bay Colony Advisors raised its stake in shares of Meta Platforms by 0.4% during the second quarter. Bay Colony Advisory Group Inc d b a Bay Colony Advisors now owns 3,506 shares of the social networking company's stock worth $2,587,000 after acquiring an additional 13 shares in the last quarter. Vista Capital Partners Inc. increased its stake in shares of Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued at $794,000 after buying an additional 14 shares during the period. Trust Co of the South increased its stake in shares of Meta Platforms by 0.8% during the third quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock valued at $1,359,000 after buying an additional 14 shares during the period. Sentinel Pension Advisors LLC raised its holdings in shares of Meta Platforms by 1.6% during 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. Finally, Alpine Bank Wealth Management lifted its stake in Meta Platforms by 0.3% in the third 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 during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 2,461 shares of the company's stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the sale, the chief operating officer owned 12,108 shares in the company, valued at $7,746,335.16. This represents a 16.89% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the firm's stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 160,927 shares of company stock valued at $103,155,254. Corporate insiders own 13.61% of the company's stock.

Analysts Set New Price Targets

Several analysts recently weighed in on META shares. Roth Mkm cut their price target on shares of Meta Platforms from $850.00 to $800.00 and set a "buy" rating on the stock in a report on Monday, January 26th. DA Davidson raised their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Canaccord Genuity Group lifted their target price on shares of Meta Platforms from $900.00 to $930.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Sanford C. Bernstein reiterated an "outperform" rating and set a $900.00 price target (up from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $900.00 price target on shares of Meta Platforms in a research note on Monday, January 26th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $844.44.

Meta Platforms News Roundup

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

• Positive Sentiment: Closed multiyear AI/content and chip-supply deals that should improve model training quality and reduce sourcing risk — supports AI product road map and longer-term ad/engagement upside. Read More.
• Positive Sentiment: Signed paid content-licensing arrangements (reported coverage highlights a News Corp deal) and created a new applied-AI engineering organization to speed model development — both point to faster commercialization of AI features that can lift ad yields. Read More.
• Positive Sentiment: Prominent investors and some brokers continue to list META as a buy or top idea (e.g., inclusion on Bill Ackman-related lists and select upgrades), supporting demand from long-term investors. Read More.
• Neutral Sentiment: Company presented at investor conferences and several sell‑side reports reiterated valuation/scale arguments — useful for analyst color but not an immediate catalyst. Read More.
• Negative Sentiment: Wall Street downgrades and cut price targets citing concerns that Meta is “lagging on AI” — raises short-term growth and competition worries and likely contributed to intraday selling pressure. Read More.
• Negative Sentiment: Large insider sales disclosed: CFO Susan Li sold roughly $36.5M and COO Javier Olivan also executed significant sales — while often planned (tax/vesting), these filers increase headline risk and can create short-term supply. Read More.
• Negative Sentiment: Regulatory and competition pressure in Europe and Indonesia — Meta agreed to allow rival AI chatbots on WhatsApp in Europe (for a fee) to head off EU action, and Indonesia issued warnings over disinformation and algorithm transparency, adding compliance and revenue uncertainty in key markets. Read More. Read More.
• Negative Sentiment: 13F filings show several high‑profile managers trimmed or exited META in Q4 — signals profit‑taking and reduced conviction from some large investors. Read More.

Meta Platforms Stock Performance

Shares of META stock opened at $644.86 on Friday. Meta Platforms, Inc. has a 12 month low of $479.80 and a 12 month high of $796.25. The stock has a market cap of $1.63 trillion, a PE ratio of 27.44, a price-to-earnings-growth ratio of 1.00 and a beta of 1.30. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The company's fifty day moving average price is $654.99 and its 200-day moving average price is $681.16.

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

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Shareholders of record on Monday, March 16th will be 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 is Monday, March 16th. Meta Platforms's dividend payout ratio is 8.94%.

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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