Revolve Wealth Partners LLC Has $5.78 Million Stock Holdings in Meta Platforms, Inc. $META

Key Points

• Revolve Wealth Partners increased its Meta Platforms stake by 14.7% in the second quarter, owning 10,259 shares valued at approximately $5.78 million. Institutional investors collectively hold 79.91% of Meta’s outstanding stock.
• Analysts maintain a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $785.32, despite several recent target-price reductions.
• Meta’s latest quarter showed 28% year-over-year revenue growth to $60.8 billion, but earnings per share missed estimates. The company also faces pressure from heavy AI infrastructure spending, regulatory risks and recent insider stock sales.

Revolve Wealth Partners LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 14.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,259 shares of the social networking company's stock after acquiring an additional 1,316 shares during the quarter. Revolve Wealth Partners LLC's holdings in Meta Platforms were worth $5,779,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Ashton Thomas Securities LLC increased its position in shares of Meta Platforms by 17.4% during the first quarter. Ashton Thomas Securities LLC now owns 18,000 shares of the social networking company's stock valued at $10,299,000 after buying an additional 2,670 shares during the period. Keybank National Association OH lifted its holdings in Meta Platforms by 15.7% in the fourth quarter. Keybank National Association OH now owns 133,798 shares of the social networking company's stock worth $88,319,000 after buying an additional 18,169 shares during the period. WMS Group LLC bought a new stake in Meta Platforms during the 4th quarter valued at approximately $876,000. Consolidated Investment Group LLC boosted its position in Meta Platforms by 61.2% during the 4th quarter. Consolidated Investment Group LLC now owns 7,900 shares of the social networking company's stock valued at $5,215,000 after acquiring an additional 3,000 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of Meta Platforms by 3.8% during the 4th quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock worth $132,015,115,000 after acquiring an additional 7,269,279 shares during the period. Institutional investors and hedge funds own 79.91% of the company's stock.

Insiders Place Their Bets

In other news, insider Curtis J. Mahoney sold 2,079 shares of the company's stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total value of $1,268,023.68. Following the transaction, the insider directly owned 1,118 shares in the company, valued at approximately $681,890.56. This represents a 65.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of the firm's stock in a transaction on Monday, July 6th. The stock was sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer owned 9,498 shares in the company, valued at $5,708,013.06. The trade was a 26.06% 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. In the last ninety days, insiders sold 36,715 shares of company stock worth $22,374,725. Corporate insiders own 13.53% of the company's stock.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on META shares. Cantor Fitzgerald decreased their price objective on Meta Platforms from $770.00 to $680.00 and set an "overweight" rating for the company in a report on Thursday, July 30th. TD Cowen lowered their price objective on Meta Platforms from $800.00 to $750.00 and set a "buy" rating for the company in a research report on Thursday, July 30th. Raymond James Financial boosted their target price on shares of Meta Platforms from $825.00 to $850.00 and gave the company a "strong-buy" rating in a report on Tuesday, July 21st. Stifel Nicolaus reduced their target price on shares of Meta Platforms from $805.00 to $780.00 and set a "buy" rating on the stock in a research report on Friday, May 1st. Finally, Wolfe Research reiterated an "outperform" rating and issued a $700.00 price target on shares of Meta Platforms in a research note on Thursday, July 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $785.32.

Meta Platforms Price Performance

Shares of Meta Platforms stock opened at $594.92 on Tuesday. The stock has a market cap of $1.50 trillion, a P/E ratio of 22.41, a P/E/G ratio of 1.00 and a beta of 1.25. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The stock's fifty day moving average is $597.51 and its 200 day moving average is $621.66. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The social networking company reported $6.18 earnings per share for the quarter, missing analysts' consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. During the same period last year, the company earned $7.14 EPS. The business's revenue was up 28.0% on a year-over-year basis. Sell-side analysts anticipate that Meta Platforms, Inc. will post 28.84 earnings per share for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Stockholders of record on Monday, June 15th were paid a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. Meta Platforms's dividend payout ratio is currently 7.91%.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Muse Glimmer strengthens Meta’s AI positioning. Meta released Muse Glimmer, a 30-billion-parameter open-weight model licensed under Apache 2.0. Designed for autonomous AI agents, 4-bit quantization allows it to run locally on high-end consumer computers rather than exclusively through cloud infrastructure. The release could expand developer adoption, accelerate innovation and challenge the closed-model strategies of OpenAI and Anthropic. Meta returns to open source with Muse Glimmer
• Positive Sentiment: Zuckerberg outlined a broad AI distribution strategy. CEO Mark Zuckerberg said Meta intends to make advanced AI—including open models and personal AI agents—widely available and affordable. Investors may view the approach as a way to commoditize competing AI software while using developer feedback and improved models to increase engagement and advertising performance across Facebook and Instagram. Meta launches new AI model as Zuckerberg champions open-weight push
• Neutral Sentiment: The strategy remains a long-term bet. Meta’s second-quarter revenue increased 28% year over year to $60.8 billion, supported by strong ad impressions and pricing, but the company missed the consensus EPS estimate. The open-weight launch may improve Meta’s competitive position, yet the financial benefits are indirect and could take time to materialize. Meta Platforms stock overview
• Negative Sentiment: AI spending continues to pressure near-term returns. Meta expects full-year capital expenditures of approximately $130 billion to $145 billion. The spending has sharply reduced free cash flow and compressed operating margins, prompting concerns that AI infrastructure investments may not generate sufficient demand or earnings growth soon enough. Meta’s Free Cash Flow Will Surge
• Negative Sentiment: Regulatory and trust risks remain overhangs. Meta faces a U.S. trial brought by four states that could involve claims of up to $1.4 trillion, while separate child-safety rulings and public skepticism toward AI and Meta’s smart glasses add reputational risk. These headlines could limit enthusiasm despite the company’s strong balance sheet. Meta faces $1.4T penalties

Meta Platforms Company 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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