Meta Platforms, Inc. $META Stake Boosted by Integrated Wealth Concepts LLC

Key Points

• Institutional ownership increased: Integrated Wealth Concepts raised its Meta stake by 3% to 84,817 shares worth approximately $47.8 million. Institutional investors collectively own 79.91% of Meta’s stock.
• Analysts remain bullish: Meta has a “Moderate Buy” consensus rating, with 44 Buy and three Strong Buy recommendations and an average price target of $787.86, despite some firms recently lowering targets.
• AI growth is balanced by rising risks: Meta is expanding its Muse and enterprise-AI initiatives to diversify revenue beyond advertising, while investors remain concerned about escalating infrastructure costs, competition, privacy issues and regulation. Shares opened at $739.43, up 3.3%, while recent quarterly earnings per share missed estimates despite 28% year-over-year revenue growth.

Integrated Wealth Concepts LLC increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 3.0% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 84,817 shares of the social networking company's stock after acquiring an additional 2,443 shares during the period. Integrated Wealth Concepts LLC's holdings in Meta Platforms were worth $47,776,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of META. Community Bank N.A. boosted its position in Meta Platforms by 8.8% in the second quarter. Community Bank N.A. now owns 892 shares of the social networking company's stock worth $502,000 after purchasing an additional 72 shares during the last quarter. NewEdge Advisors LLC grew its stake in shares of Meta Platforms by 3.7% during the 2nd quarter. NewEdge Advisors LLC now owns 422,101 shares of the social networking company's stock valued at $237,765,000 after purchasing an additional 15,070 shares during the period. GFG Capital LLC increased its position in shares of Meta Platforms by 27.5% during the 2nd quarter. GFG Capital LLC now owns 22,639 shares of the social networking company's stock valued at $12,752,000 after purchasing an additional 4,879 shares during the last quarter. IFP Advisors Inc increased its position in shares of Meta Platforms by 2.2% during the 2nd quarter. IFP Advisors Inc now owns 41,474 shares of the social networking company's stock valued at $23,362,000 after purchasing an additional 908 shares during the last quarter. Finally, Baird Financial Group Inc. lifted its stake in shares of Meta Platforms by 2.0% in the 2nd quarter. Baird Financial Group Inc. now owns 1,701,240 shares of the social networking company's stock worth $958,292,000 after purchasing an additional 33,196 shares during the period. Institutional investors own 79.91% of the company's stock.

Analyst Ratings Changes

A number of equities analysts recently issued reports on META shares. Daiwa Securities Group dropped their price objective on shares of Meta Platforms from $790.00 to $687.00 and set a "buy" rating on the stock in a report on Tuesday, August 4th. KeyCorp upped their target price on shares of Meta Platforms from $780.00 to $900.00 and gave the company an "overweight" rating in a report on Wednesday, September 23rd. Piper Sandler increased their price target on shares of Meta Platforms from $785.00 to $875.00 and gave the stock an "overweight" rating in a research report on Friday. Roth Capital cut their price objective on shares of Meta Platforms from $820.00 to $750.00 and set a "buy" rating for the company in a research report on Monday, August 3rd. Finally, President Capital upgraded Meta Platforms from a "neutral" rating to a "buy" rating and upped their price objective for the stock from $660.00 to $897.00 in a research note on Thursday, September 24th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have given a Buy rating and ten have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $787.86.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta expanded Muse for Small Business, adding integrations with Shopify, QuickBooks, Stripe, Canva, Dropbox and Slack. The initiative could create subscription, transaction and enterprise-software revenue streams while reducing the company’s reliance on digital advertising. Meta expands Muse AI agent for small businesses
• Positive Sentiment: Analysts highlighted Muse’s rapid adoption and potential to become a multibillion-dollar growth catalyst. Its integration with Meta’s large Facebook, Instagram, Messenger and WhatsApp user base may support future subscriptions, commerce fees, advertising improvements and AI-api revenue. Beyond advertising: analysts align on Meta Muse
• Positive Sentiment: Meta’s push into business AI was reinforced by its new Meta Enterprise Platform and the hiring of former MongoDB CEO Chirantan “CJ” Desai to lead the effort. The move signals an attempt to monetize substantial AI infrastructure spending through corporate customers. Meta launches enterprise AI platform
• Positive Sentiment: Monness Crespi & Hardt raised its META price target to $830 from $730 and maintained a Buy rating. Analysts also point to AI-driven increases in advertising engagement, clicks and conversions as evidence that current investments may strengthen Meta’s core business. Meta Platforms price target raised
• Neutral Sentiment: Meta CEO Mark Zuckerberg sold 27,474 shares for approximately $21.4 million under a pre-arranged Rule 10b5-1 plan. Because the sale was scheduled in advance, it is not necessarily a signal about the company’s outlook. Mark Zuckerberg sells Meta shares
• Negative Sentiment: OpenAI unveiled its always-on Dots agents, creating a direct competitive threat to Muse in consumer and enterprise AI. Reports that Muse exposed private information, including a user’s address, also raise privacy, safety, regulatory and reputational risks. OpenAI unveils Dots agents
• Negative Sentiment: Investors continue to weigh Meta’s sharply higher AI and data-center expenses against uncertain returns. The company also faces scrutiny over teen safety, data practices and potential regulation, which could increase costs or constrain monetization.

Insider Transactions at Meta Platforms

In related news, CEO Mark Zuckerberg sold 27,474 shares of the stock in a transaction dated Thursday, September 24th. The stock was sold at an average price of $777.44, for a total transaction of $21,359,386.56. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Andrew Bosworth sold 7,848 shares of the business's stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total value of $4,379,184.00. Following the completion of the transaction, the chief technology officer directly owned 828 shares in the company, valued at approximately $462,024. This represents a 90.46% 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. Over the last 90 days, insiders have sold 150,307 shares of company stock valued at $101,851,357. 13.53% of the stock is owned by corporate insiders.

Meta Platforms Stock Up 3.3%

Shares of META stock opened at $739.43 on Wednesday. The company has a market capitalization of $1.88 trillion, a price-to-earnings ratio of 27.85, a PEG ratio of 1.25 and a beta of 1.25. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $779.82. The company's fifty day moving average price is $618.47 and its 200-day moving average price is $613.86. The company has a debt-to-equity ratio of 0.32, a current ratio of 2.23 and a quick ratio of 2.23.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its earnings results 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 firm had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The company's quarterly revenue was up 28.0% on a year-over-year basis. During the same period in the prior year, the company posted $7.14 EPS. Sell-side analysts expect that Meta Platforms, Inc. will post 27.94 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Stockholders of record on Monday, September 21st were paid a $0.5250 dividend. The ex-dividend date of this dividend was Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms's dividend payout ratio is 7.91%.

Meta Platforms Company Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.

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