Meta Platforms, Inc. $META Shares Bought by MBL Wealth LLC

Key Points

• MBL Wealth LLC raised its stake in Meta by 24.9% in Q4, adding 1,888 shares to hold 9,483 shares worth about $6.26 million, while overall institutional ownership is roughly 79.9%.
• Meta signed a multi‑year strategic deal with Broadcom to support its in‑house training and inference chips and committed to a multi‑gigawatt infrastructure rollout through 2029, which de‑risks its chip roadmap and bolsters long‑term AI margin potential.
• Industry data projects Meta will overtake Google as the world’s largest digital‑ad seller this year, a bullish revenue outlook as the company (market cap ≈ $1.68T) approaches its Q1 earnings release on April 29.

MBL Wealth LLC raised its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 9,483 shares of the social networking company's stock after acquiring an additional 1,888 shares during the period. MBL Wealth LLC's holdings in Meta Platforms were worth $6,260,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of META. State Street Corp raised its holdings in Meta Platforms by 1.9% in the 2nd quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock valued at $64,158,971,000 after acquiring an additional 1,650,435 shares during the last quarter. Danske Bank A S acquired a new position in Meta Platforms in the 3rd quarter valued at $1,191,175,000. Concentrum Wealth Management raised its holdings in Meta Platforms by 948.7% in the 3rd quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after acquiring an additional 1,124,998 shares during the last quarter. Corient Private Wealth LLC raised its holdings in Meta Platforms by 103.5% in the 2nd quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company's stock valued at $1,475,166,000 after acquiring an additional 1,016,667 shares during the last quarter. Finally, Mercer Global Advisors Inc. ADV raised its holdings in Meta Platforms by 209.3% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 430,434 shares of the social networking company's stock valued at $314,340,000 after acquiring an additional 824,276 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Meta Platforms News Roundup

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

• Positive Sentiment: Meta struck a multi‑year strategic deal with Broadcom to support its in‑house MTIA (training & inference) chips and committed to a large-scale (multi‑gigawatt / one‑gigawatt) infrastructure rollout through 2029 — a major capex and AI-infrastructure win that de‑risks Meta’s chip roadmap and supports long‑term AI margin leverage. Meta inks deal with Broadcom for custom AI chips
• Positive Sentiment: Industry data (eMarketer/WSJ coverage) projects Meta will overtake Google as the world’s largest digital‑ad seller this year — a bullish revenue narrative that supports higher ad monetization expectations heading into Q1 results. Meta poised surpass Google in digital ad revenue
• Positive Sentiment: Prominent investors and some sell‑side coverage continue to back Meta as a growth name (Bank of America, Philippe Laffont mentions, Bill Ackman interest), which can attract flows and support multiple expansion versus peers. Wall Street Firms Assert Meta as a Top Growth Stock
• Neutral Sentiment: Meta scheduled its Q1 2026 earnings release for April 29 — a near‑term catalyst where ad growth and AI spend commentary could move the stock materially. Meta to Announce First Quarter 2026 Results
• Neutral Sentiment: Several analysts trimmed price targets (Stifel, Wolfe Research) but maintained constructive ratings — modest recalibration rather than a broad sell‑signal; watch revisions after the April earnings print. Stifel target cut on META
• Neutral Sentiment: Company disclosed upcoming board changes (including director Hock E. Tan), which investors will monitor for governance and potential conflicts related to the Broadcom relationship. Meta Platforms Announces Upcoming Board of Directors Changes
• Negative Sentiment: An Italian court approved a class action over Facebook data scraping in Italy, exposing Meta to potential damages, legal costs and reputational risk in Europe. Italy court allows class action against Meta
• Negative Sentiment: Regulatory pressure persists — the Philippines ordered Meta to tighten measures against “panic‑inducing” fake news, and other jurisdictions’ scrutiny of platform content and scams could weigh on operations and compliance costs. Philippines Orders Meta to Tighten Measures
• Negative Sentiment: Internal AI experiments (e.g., a photorealistic AI likeness of Mark Zuckerberg for employees) have drawn critical press and could pose short‑term PR/reputational headwinds. Meta builds AI replica of Zuckerberg

Meta Platforms Trading Up 4.4%

META stock opened at $662.36 on Wednesday. The company has a market cap of $1.68 trillion, a price-to-earnings ratio of 28.19, a PEG ratio of 0.98 and a beta of 1.31. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The business has a fifty day simple moving average of $626.76 and a 200-day simple moving average of $651.90. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly 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. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm had revenue of $59.89 billion during the quarter, compared to analysts' expectations of $58.33 billion. During the same period in the prior year, the company earned $8.02 EPS. The firm's revenue was up 23.8% on a year-over-year basis. On average, equities research analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The firm also recently declared 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. 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 8.94%.

Insider Buying and Selling

In related news, CFO Susan J. Li sold 56,571 shares of the company's stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company's stock in a transaction on Monday, March 16th. The stock was sold at an average price of $632.02, for a total transaction of $366,571.60. Following the sale, the director directly owned 4,427 shares of the company's stock, valued at approximately $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 160,414 shares of company stock valued at $102,659,925. Company insiders own 13.61% of the company's stock.

Wall Street Analyst Weigh In

META has been the subject of several analyst reports. Arete Research reiterated a "neutral" rating on shares of Meta Platforms in a report on Thursday, March 5th. Truist Financial upped their price objective on Meta Platforms from $875.00 to $900.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Piper Sandler upped their price objective on Meta Platforms from $840.00 to $880.00 and gave the stock an "overweight" rating in a report on Thursday, January 29th. Rosenblatt Securities dropped their price objective on Meta Platforms from $1,144.00 to $1,015.00 and set a "buy" rating for the company in a report on Thursday, April 9th. Finally, Bank of America upped their price objective on Meta Platforms from $810.00 to $885.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $837.72.

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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