Marietta Wealth Management LLC Purchases 1,263 Shares of Meta Platforms, Inc. $META

Key Points

• Marietta Wealth Management increased its stake in Meta by 7.5%, buying 1,263 shares to hold 18,040 shares worth $11.908 million, which represents 1.4% of its portfolio and is its 21st largest holding.
• Meta beat Q1 estimates, reporting $10.44 EPS (vs. $6.67 expected) and $56.31 billion in revenue (up 33.1% year‑over‑year); MarketBeat shows a consensus rating of "Moderate Buy" with an average target of $840.67.
• Institutional ownership is high at about 79.9%, but insider selling has been notable—166,638 shares (~$106.7 million) sold in the past 90 days, including transactions by COO Javier Oliván and Director Robert Kimmitt under Rule 10b5‑1 plans.

Marietta Wealth Management LLC lifted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.5% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 18,040 shares of the social networking company's stock after purchasing an additional 1,263 shares during the quarter. Meta Platforms comprises 1.4% of Marietta Wealth Management LLC's investment portfolio, making the stock its 21st biggest holding. Marietta Wealth Management LLC's holdings in Meta Platforms were worth $11,908,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the company. State Street Corp boosted its position in shares of Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after purchasing an additional 1,650,435 shares in the last quarter. Capital World Investors boosted its position in shares of Meta Platforms by 0.7% during the third quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock valued at $28,823,375,000 after purchasing an additional 278,180 shares in the last quarter. Invesco Ltd. boosted its position in shares of Meta Platforms by 0.8% during the third quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock valued at $12,597,374,000 after purchasing an additional 142,229 shares in the last quarter. Legal & General Group Plc boosted its position in shares of Meta Platforms by 4.1% during the third quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock valued at $10,525,258,000 after purchasing an additional 558,792 shares in the last quarter. Finally, Bank of New York Mellon Corp boosted its position in shares of Meta Platforms by 3.7% during the third quarter. Bank of New York Mellon Corp now owns 13,619,341 shares of the social networking company's stock valued at $10,001,772,000 after purchasing an additional 481,276 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have commented on META. Canaccord Genuity Group boosted their target price on Meta Platforms from $900.00 to $930.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft boosted their target price on Meta Platforms from $880.00 to $920.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Citigroup reissued an "outperform" rating on shares of Meta Platforms in a report on Thursday, January 29th. Tigress Financial boosted their target price on Meta Platforms from $935.00 to $945.00 and gave the stock a "strong-buy" rating in a report on Wednesday, March 18th. Finally, Bank of America dropped their target price on Meta Platforms from $885.00 to $820.00 and set a "buy" rating on the stock in a report on Monday, April 20th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $840.67.

Meta Platforms Stock Down 0.0%

META stock opened at $608.74 on Monday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The stock has a market capitalization of $1.54 trillion, a P/E ratio of 22.13, a P/E/G ratio of 0.98 and a beta of 1.25. The business has a fifty day moving average price of $629.62 and a 200-day moving average price of $647.50.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company had revenue of $56.31 billion for the quarter, compared to analysts' expectations of $55.56 billion. During the same period last year, the firm posted $6.43 earnings per share. Meta Platforms's revenue was up 33.1% compared to the same quarter last year. Equities analysts forecast that Meta Platforms, Inc. will post 30.82 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

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

Insider Buying and Selling at Meta Platforms

In related news, COO Javier Olivan sold 629 shares of the stock in a transaction on Monday, April 27th. The stock was sold at an average price of $670.84, for a total transaction of $421,958.36. Following the sale, the chief operating officer directly owned 2,372 shares of the company's stock, valued at $1,591,232.48. This trade represents a 20.96% decrease in their ownership of the stock. The transaction 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, Director Robert M. Kimmitt sold 580 shares of the stock in a transaction on Wednesday, April 15th. The shares were sold at an average price of $667.00, for a total value of $386,860.00. Following the sale, the director directly owned 3,847 shares in the company, valued at $2,565,949. This trade represents a 13.10% 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. Insiders have sold 166,638 shares of company stock worth $106,697,681 over the last ninety days. 13.61% of the stock is currently owned by insiders.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

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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