Iams Wealth Management LLC Has $3.69 Million Holdings in Meta Platforms, Inc. $META

Key Points

• Iams Wealth Management LLC boosted its stake in Meta Platforms by 40.7% in Q4 to 5,595 shares worth $3.693 million, making Meta its 14th-largest holding (1.3% of the fund).
• Meta beat Q4 estimates with $8.88 EPS vs. $8.16 expected and revenue of $59.89 billion (up 23.8% YoY); the stock trades at a market cap of $1.71 trillion and a P/E of 28.74.
• Management struck a multiyear deal to use AWS Graviton5 chips and announced plans to cut ~10% of staff and freeze hiring to fund AI, but notable insider sales and privacy/ESG concerns pose execution and regulatory risks.

Iams Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 40.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,595 shares of the social networking company's stock after buying an additional 1,619 shares during the quarter. Meta Platforms makes up 1.3% of Iams Wealth Management LLC's holdings, making the stock its 14th biggest position. Iams Wealth Management LLC's holdings in Meta Platforms were worth $3,693,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently made changes to their positions in the company. Westchester Capital Management Inc. acquired a new stake in shares of Meta Platforms in the 3rd quarter valued at approximately $26,000. Key Capital Management INC acquired a new stake in shares of Meta Platforms in the 4th quarter valued at approximately $48,000. Evergreen Private Wealth LLC boosted its holdings in shares of Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock valued at $65,000 after buying an additional 35 shares during the last quarter. PMV Capital Advisers LLC boosted its holdings in shares of Meta Platforms by 26.3% in the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock valued at $63,000 after buying an additional 20 shares during the last quarter. Finally, Aster Capital Management DIFC Ltd acquired a new stake in shares of Meta Platforms in the 3rd quarter valued at approximately $71,000. Institutional investors and hedge funds own 79.91% of the company's stock.

Meta Platforms Trading Up 0.1%

META stock opened at $675.50 on Monday. 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 stock has a market cap of $1.71 trillion, a price-to-earnings ratio of 28.74, a price-to-earnings-growth ratio of 1.10 and a beta of 1.31. The company has a fifty day moving average price of $628.34 and a two-hundred day moving average price of $649.13. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 38.61% and a net margin of 30.08%.The company's quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter last year, the business earned $8.02 EPS. Equities analysts anticipate that Meta Platforms, Inc. will post 29.83 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently disclosed 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. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's dividend payout ratio (DPR) is presently 8.94%.

Wall Street Analyst Weigh In

Several brokerages have issued reports on META. Wolfe Research cut their price target on Meta Platforms from $850.00 to $800.00 and set an "outperform" rating for the company in a report on Friday, April 10th. Bank of America reduced their price objective on shares of Meta Platforms from $885.00 to $820.00 and set a "buy" rating for the company in a research report on Monday, April 20th. Rosenblatt Securities reduced their price objective on shares of Meta Platforms from $1,144.00 to $1,015.00 and set a "buy" rating for the company in a research report on Thursday, April 9th. Canaccord Genuity Group lifted their price objective on shares of Meta Platforms from $900.00 to $930.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Finally, Guggenheim reaffirmed a "buy" rating and set a $850.00 price objective on shares of Meta Platforms in a research report on Thursday. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $837.09.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to deploy tens of millions of AWS Graviton5 cores to power its agentic AI workloads — investors view this as a scalable, cost-efficient way to boost AI capacity and cut future capex risk. Meta strikes deal with Amazon's cloud unit to use its CPU chips
• Positive Sentiment: Management announced plans to cut ~10% of the workforce (~8,000 roles) and freeze hiring for ~6,000 openings to "run more efficiently" and offset AI investments — a move markets often reward when paired with heavy AI capex. Meta will cut 10% of workforce as it pushes more into AI
• Positive Sentiment: Analyst support and buy-side interest (price-target upgrades and bullish notes on AI-driven ad monetization) are reinforcing the upside narrative around revenue and margins. Guggenheim reaffirms buy and sets $850 target
• Neutral Sentiment: Insider sales by the COO were disclosed (executed under a Rule 10b5‑1 plan) — routine but noted by traders watching insider activity. SEC filing: Javier Olivan insider sales
• Negative Sentiment: Staff reactions describe weeks of limbo and morale damage ("28 days of hell") ahead of the May cuts, raising execution and product-risk concerns if key teams are disrupted. Meta employees react to pending job cuts
• Negative Sentiment: Reports that Meta is tracking employee keystrokes and web usage to train AI models raise privacy/ethical questions and potential regulatory scrutiny that could create reputational or legal costs. Meta is tracking employee usage for AI training
• Negative Sentiment: Ongoing legal/ESG pressures (court rulings, shareholder proposals on human rights and AI energy/climate impacts) remain a medium-term headwind for sentiment and could spur additional disclosures or costs. Meta faces new ESG pressures

Insiders Place Their Bets

In other Meta Platforms news, COO Javier Olivan sold 2,778 shares of the stock in a transaction on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the transaction, the chief operating officer owned 10,557 shares in the company, valued at $6,645,103.65. This trade represents a 20.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the transaction, the chief technology officer owned 2,841 shares in the company, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 165,600 shares of company stock worth $106,023,973 in the last 90 days. Company insiders own 13.61% of the company's stock.

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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