Meta Platforms, Inc. $META Position Increased by Madison Wealth Partners Inc

Key Points

• Madison Wealth Partners increased its Meta stake by 33.6% in the second quarter, bringing its holdings to 3,031 shares valued at approximately $1.7 million. Institutional investors and hedge funds collectively own 79.91% of the company.
• Meta reported quarterly revenue of $60.8 billion, up 28% year over year and above estimates, but earnings per share of $6.18 missed the $7.19 consensus forecast.
• The company declared a quarterly dividend of $0.525, or $2.10 annually, while analysts maintained a “Moderate Buy” consensus rating with an average price target of $788.88.

Madison Wealth Partners Inc increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 33.6% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,031 shares of the social networking company's stock after buying an additional 763 shares during the quarter. Madison Wealth Partners Inc's holdings in Meta Platforms were worth $1,707,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the stock. George Kaiser Family Foundation boosted its position in Meta Platforms by 432.5% during the 2nd quarter. George Kaiser Family Foundation now owns 3,653 shares of the social networking company's stock worth $2,058,000 after acquiring an additional 2,967 shares during the period. Emerald Investment Advisers LLC increased its holdings in shares of Meta Platforms by 8.1% during the second quarter. Emerald Investment Advisers LLC now owns 33,124 shares of the social networking company's stock valued at $18,658,000 after purchasing an additional 2,495 shares during the period. Brilliance Asset Management Ltd. bought a new stake in shares of Meta Platforms during the second quarter valued at about $23,172,000. Westpac Banking Corp raised its stake in shares of Meta Platforms by 0.8% during the second quarter. Westpac Banking Corp now owns 48,156 shares of the social networking company's stock valued at $27,126,000 after purchasing an additional 394 shares in the last quarter. Finally, Avanda Investment Management Pte. Ltd. raised its stake in shares of Meta Platforms by 28.1% during the second quarter. Avanda Investment Management Pte. Ltd. now owns 2,920 shares of the social networking company's stock valued at $1,645,000 after purchasing an additional 640 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $673.31 on Thursday. Meta Platforms, Inc. has a 52 week low of $520.26 and a 52 week high of $790.80. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32. The stock has a market cap of $1.72 trillion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 1.16 and a beta of 1.25. The company's 50-day moving average price is $605.39 and its two-hundred day moving average price is $609.16.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion for the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business's revenue for the quarter was up 28.0% on a year-over-year basis. During the same quarter last year, the business posted $7.14 EPS. As a group, sell-side analysts anticipate that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 28th. Shareholders of record on Monday, September 21st will be given a $0.525 dividend. The ex-dividend date is Monday, September 21st. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms's payout ratio is 7.91%.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 9,196 shares of Meta Platforms stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $550.61, for a total value of $5,063,409.56. Following the transaction, the chief financial officer directly owned 13,186 shares in the company, valued at $7,260,343.46. The trade was a 41.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Aaron Anderson sold 3,240 shares of the business's stock in a transaction on Thursday, September 3rd. The stock was sold at an average price of $618.06, for a total value of $2,002,514.40. Following the sale, the chief accounting officer directly owned 6,271 shares in the company, valued at $3,875,854.26. This trade represents a 34.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 61,758 shares of company stock valued at $37,709,420 in the last 90 days. 13.53% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

META has been the subject of a number of recent analyst reports. Wedbush increased their target price on shares of Meta Platforms from $595.00 to $650.00 and gave the company a "neutral" rating in a research report on Friday, September 11th. Phillip Securities raised shares of Meta Platforms to a "strong-buy" rating in a research note on Monday, August 3rd. Robert W. Baird decreased their price objective on shares of Meta Platforms from $830.00 to $750.00 and set an "outperform" rating for the company in a report on Thursday, July 30th. Arete Research set a $735.00 price objective on shares of Meta Platforms and gave the company a "buy" rating in a research note on Tuesday, June 2nd. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $810.00 target price on shares of Meta Platforms in a report on Monday, June 1st. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $788.88.

Key Meta Platforms News

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

• Positive Sentiment: AI subscriptions create a potential new revenue stream. Meta launched Meta One subscription tiers offering expanded access to AI tools and premium features across Facebook, Instagram and WhatsApp. The company says the program has reached 15 million subscriptions and trials, supporting the case that Meta can generate recurring revenue beyond advertising. Reuters article on Meta One subscriptions
• Positive Sentiment: Analysts remain bullish. Rosenblatt reaffirmed a Buy rating with an $886 price target, while JPMorgan highlighted improving AI monetization and better advertising performance. Citi also said next week’s developers conference could provide a catalyst if Meta unveils compelling AI and hardware updates. Citi commentary on Meta’s upcoming event
• Positive Sentiment: New hardware and infrastructure initiatives could broaden Meta’s AI ecosystem. Meta reportedly plans to launch camera-free smart glasses this fall, while expanded use of proprietary AI chips could reduce reliance on Nvidia and potentially lower computing costs. Reuters article on camera-free smart glasses
• Neutral Sentiment: Management is defending a faster, company-led AI development strategy. CEO Mark Zuckerberg said Meta delayed its Muse AI agent to address safety concerns but opposed broad development slowdowns, favoring independent evaluators and internal safeguards.
• Negative Sentiment: Regulatory and execution risks remain. BMO identified expanding age-verification requirements as a potential challenge, while new restrictions on youth-oriented advertising practices could increase Meta’s legal and compliance costs. Investors are also watching the company’s large AI infrastructure commitments, which could pressure free cash flow if advertising growth or AI utilization disappoints.
• Neutral Sentiment: Insider selling adds a limited cautionary signal. COO Javier Olivan sold shares worth roughly $1.0 million under a pre-arranged Rule 10b5-1 trading plan. The transactions reduce his holdings but do not necessarily indicate a change in management’s outlook.

About Meta Platforms

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company's principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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