Meta Platforms, Inc. $META Shares Purchased by Goodman Advisory Group LLC

Key Points

• Goodman Advisory Group LLC raised its stake in Meta by 14.3% to 9,861 shares valued at $7.24M, and about 79.9% of Meta's stock is owned by hedge funds and other institutional investors.
• There has been notable insider selling: CFO Susan J. Li sold 56,571 shares (~$36.5M) and insiders disposed of 161,446 shares (~$103.5M) over the past 90 days, though insiders still own roughly 13.6% of the company.
• Meta beat quarterly estimates with $8.88 EPS vs. $8.16 expected and $59.89B revenue (+23.8% YoY); analysts hold a "Moderate Buy" consensus with a $844.44 average target, and the company announced a quarterly dividend of $0.525 (annualized $2.10, ~0.3% yield).

Goodman Advisory Group LLC raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 9,861 shares of the social networking company's stock after acquiring an additional 1,233 shares during the period. Meta Platforms makes up 1.8% of Goodman Advisory Group LLC's investment portfolio, making the stock its 23rd biggest holding. Goodman Advisory Group LLC's holdings in Meta Platforms were worth $7,242,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its holdings in shares of Meta Platforms by 1.7% during the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company's stock worth $20,230,000 after purchasing an additional 570 shares during the period. Revolve Wealth Partners LLC increased its stake in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company's stock valued at $5,537,000 after buying an additional 875 shares during the period. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company's stock valued at $86,454,000 after buying an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. purchased a new position in Meta Platforms during the 2nd quarter worth $213,000. Finally, Capital & Planning LLC acquired a new stake in shares of Meta Platforms in the 2nd quarter worth $322,000. 79.91% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Susan J. Li sold 56,571 shares of the business's stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the company's stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the sale, the chief technology officer owned 2,841 shares in the company, valued at $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 161,446 shares of company stock worth $103,451,688 in the last ninety days. Insiders own 13.61% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Rothschild & Co Redburn set a $900.00 target price on shares of Meta Platforms in a report on Monday, January 26th. Raymond James Financial cut their price target on shares of Meta Platforms from $825.00 to $800.00 and set a "strong-buy" rating for the company in a report on Monday, January 26th. TD Cowen restated a "buy" rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Rosenblatt Securities boosted their target price on Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Finally, Jefferies Financial Group increased their target price on Meta Platforms from $910.00 to $1,000.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Meta Platforms currently has an average rating of "Moderate Buy" and a consensus target price of $844.44.

More Meta Platforms News

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

• Positive Sentiment: Meta unveiled a roadmap for four new in‑house AI chips (MTIA 300/400/450/500) aimed at inference workloads and faster iterative deployments — a long‑term win for gross‑margin control and scalability if Meta can reduce third‑party hardware spend. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Facebook Marketplace rolled out Meta AI features that auto‑write listings and suggest prices — these product improvements can increase seller throughput and ad/commerce monetization. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta expanded AI‑driven scam detection across Facebook, WhatsApp and Messenger, which helps reduce fraud liability and could improve user trust and engagement. Meta Rolls Out New Scam Alerts Across Facebook, WhatsApp, and Messenger
• Positive Sentiment: Investor endorsement: Michael Cuggino cited Meta as an AI pick for its cost discipline — a vote of confidence that may support long‑term investor sentiment. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Analysts at Evercore flagged that large internet names (including Meta) may be oversold amid AI/geopolitical worries — this could imply a rebound if sentiment stabilizes. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Neutral Sentiment: Meta acquired Moltbook, a niche social network for AI agents — strategically relevant for agent research but commercially unproven; more of a signal on R&D direction than immediate revenue impact. Meta to acquire Moltbook, the social network for AI agents
• Negative Sentiment: Insider selling: COO Javier Olivan reduced holdings in recent SEC filings — such sizable insider disposals can spook short‑term investors even if routine. Insider sale filing
• Negative Sentiment: Regulatory risk: UK regulators and lawmakers are pressing big tech (including Meta) to do more to keep children off platforms — potential for stricter rules or compliance costs in key markets. UK watchdogs press Meta, TikTok, Snap and YouTube to block children
• Negative Sentiment: Public skepticism on costs: Commentary (e.g., Jim Cramer) asking why Meta retains ~78k employees if AI boosts productivity raises investor questions about future headcount, restructuring and near‑term cost cuts. Cramer: Why does Meta need 78,000 employees if AI makes them 10x more productive?
• Negative Sentiment: Market reaction note: coverage flagged that Meta fell more than the broader market on the latest session — signaling profit‑taking or short‑term risk aversion despite the strategic positives. Here's Why Meta Platforms (META) Fell More Than Broader Market

Meta Platforms Trading Down 2.5%

NASDAQ:META opened at $638.18 on Friday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. 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 stock has a fifty day simple moving average of $653.98 and a 200-day simple moving average of $678.88. The company has a market capitalization of $1.61 trillion, a PE ratio of 27.16, a price-to-earnings-growth ratio of 1.02 and a beta of 1.30.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The firm had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm's revenue for the quarter was up 23.8% on a year-over-year basis. During the same period last year, the firm posted $8.02 EPS. On average, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share 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. Stockholders of record on Monday, March 16th will be paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms's dividend payout ratio (DPR) is 8.94%.

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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