Meta Platforms, Inc. $META Stock Holdings Raised by Heirloom Wealth Management

Key Points

• Heirloom Wealth Management boosted its Meta stake by 40.0% to 27,986 shares (worth about $18.47M), making Meta roughly 4.3% of the firm's portfolio and its 9th‑largest holding.
• Meta beat quarterly expectations with EPS $8.88 vs $8.16 and revenue of $59.89B (up 23.8% YoY), while accelerating its AI/hardware push — including new Ray‑Ban smart glasses, a VA clinical VR partnership, and hires to build AI hardware — to expand non‑advertising revenue streams.
• Institutional ownership is high (~79.9%) and analysts show a "Moderate Buy" bias, but insiders sold about 160,931 shares (~$103M) last quarter and Meta faces rising legal/regulatory risk and recent layoffs that could weigh on the stock near term.

Heirloom Wealth Management increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 40.0% during the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 27,986 shares of the social networking company's stock after acquiring an additional 7,989 shares during the period. Meta Platforms makes up approximately 4.3% of Heirloom Wealth Management's holdings, making the stock its 9th largest holding. Heirloom Wealth Management's holdings in Meta Platforms were worth $18,473,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. State Street Corp boosted its stake in shares of Meta Platforms by 1.9% in 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 during the period. Capital World Investors increased its stake in Meta Platforms by 0.7% during the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock worth $28,823,375,000 after buying an additional 278,180 shares during the period. Norges Bank purchased a new stake in Meta Platforms during the 2nd quarter worth $23,155,393,000. Invesco Ltd. lifted its holdings in Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock worth $12,597,374,000 after buying an additional 142,229 shares in the last quarter. Finally, Legal & General Group Plc lifted its holdings in Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock worth $10,525,258,000 after buying an additional 558,792 shares in the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock.

Meta Platforms Price Performance

NASDAQ:META opened at $574.46 on Monday. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a 50 day moving average of $637.79 and a 200-day moving average of $659.06. The firm has a market capitalization of $1.45 trillion, a PE ratio of 24.45, a price-to-earnings-growth ratio of 0.89 and a beta of 1.31. 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 released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business's revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $8.02 EPS. Analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued 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 0.4%. Meta Platforms's payout ratio is 8.94%.

Key Meta Platforms News

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

• Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
• Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
• Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
• Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
• Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
• Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta's Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
• Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat's next for Meta in the wake of trial losses and layoffs?
• Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on META. JPMorgan Chase & Co. raised their target price on Meta Platforms from $800.00 to $825.00 and gave the company an "overweight" rating in a research note on Thursday, January 29th. Barclays reiterated an "overweight" rating and issued a $800.00 price target (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Rothschild & Co Redburn set a $900.00 price target on Meta Platforms in a report on Monday, January 26th. Mizuho lifted their price objective on Meta Platforms from $815.00 to $850.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Finally, Robert W. Baird upped their target price on Meta Platforms from $815.00 to $830.00 and gave the company an "outperform" rating in a research report on Thursday, January 29th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $843.57.

Insider Activity

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the business's stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer directly owned 2,841 shares of the company's stock, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the company's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 160,931 shares of company stock valued at $102,997,526. 13.61% of the stock is currently owned by company insiders.

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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