Solidarity Wealth LLC Buys 3,437 Shares of Meta Platforms, Inc. $META

Key Points

• Solidarity Wealth LLC raised its stake in Meta by 51.6%, acquiring 3,437 shares to hold 10,093 shares worth about $6.66 million, roughly 1.4% of the firm's holdings and its 22nd largest position.
• Meta posted a strong quarter with $10.44 EPS versus $6.67 expected and $56.31 billion in revenue (up 33.1% year‑over‑year), supporting robust margins and a MarketBeat consensus of "Moderate Buy" with a $840.31 target.
• Insiders have been active sellers: CFO Susan Li sold 56,571 shares (~$36.5M) and insiders disposed of 168,193 shares (~$107.6M) in the past 90 days, while institutional ownership remains high at about 79.9%.

Solidarity Wealth LLC lifted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 51.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,093 shares of the social networking company's stock after acquiring an additional 3,437 shares during the quarter. Meta Platforms makes up approximately 1.4% of Solidarity Wealth LLC's holdings, making the stock its 22nd biggest position. Solidarity Wealth LLC's holdings in Meta Platforms were worth $6,662,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in META. Westchester Capital Management Inc. bought a new position in shares of Meta Platforms during the 3rd quarter valued at approximately $26,000. Key Capital Management INC bought a new position in shares of Meta Platforms during the 4th quarter valued at approximately $48,000. Fairway Wealth LLC grew its stake in shares of Meta Platforms by 36.8% during the 4th quarter. Fairway Wealth LLC now owns 78 shares of the social networking company's stock valued at $51,000 after acquiring an additional 21 shares during the period. Dorato Capital Management bought a new position in shares of Meta Platforms during the 4th quarter valued at approximately $62,000. Finally, PMV Capital Advisers LLC grew its stake in shares of Meta Platforms by 26.3% during the 4th quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock valued at $63,000 after acquiring an additional 20 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Trading Up 1.3%

META stock opened at $612.88 on Thursday. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.35 and a quick ratio of 2.35. The company has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 22.28, a PEG ratio of 1.05 and a beta of 1.25. The business has a 50 day simple moving average of $628.12 and a two-hundred day simple moving average of $646.01.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, beating analysts' consensus estimates of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The company's quarterly revenue was up 33.1% compared to the same quarter last year. During the same period in the prior year, the company earned $6.43 EPS. Research analysts anticipate that Meta Platforms, Inc. will post 30.03 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders 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 dividend yield of 0.3%. The ex-dividend date was Monday, March 16th. Meta Platforms's dividend payout ratio is currently 7.63%.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on META. Tigress Financial boosted their price objective on Meta Platforms from $935.00 to $945.00 and gave the company a "strong-buy" rating in a research note on Wednesday, March 18th. Cantor Fitzgerald dropped their price target on Meta Platforms from $850.00 to $750.00 and set an "overweight" rating for the company in a research note on Thursday, April 30th. Scotiabank upped their price target on Meta Platforms from $685.00 to $700.00 and gave the stock a "sector perform" rating in a research note on Thursday, January 29th. Royal Bank Of Canada restated an "outperform" rating and issued a $810.00 price target on shares of Meta Platforms in a research note on Thursday, April 30th. Finally, Argus restated a "buy" rating and issued a $800.00 price target on shares of Meta Platforms in a research note on Monday, February 2nd. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, Meta Platforms currently has an average rating of "Moderate Buy" and a consensus target price of $840.31.

Insider Activity

In other news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction that occurred 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 transaction, the chief technology officer owned 2,841 shares of the company's stock, valued at $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 168,193 shares of company stock worth $107,642,717. 13.61% of the stock is currently owned by insiders.

Key Meta Platforms News

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

• Positive Sentiment: Strong Q1 execution — analysts and coverage emphasize Meta's beat on revenue and EPS and continued ad/margin strength, underpinning investor confidence in cash flow to fund AI investment. Meta: Keep Calm And Focus On Muse, Spark, And Record Revenue Growth
• Positive Sentiment: AI product roadmap — multiple reports (FT/Reuters) say Meta is building advanced, agentic personal AI assistants and consumer-facing agents, reinforcing the company's long-term TAM for AI monetization. This helps justify heavy capex for AI infrastructure. Meta plans advanced 'agentic' AI assistant for users, FT reports
• Positive Sentiment: Capex demand signal from suppliers — a MarketBeat piece highlights Corning's $6B supply deal with Meta as part of hyperscale optical contracts, signaling durable infrastructure spend that supports Meta’s AI buildout. Light Speed Returns: Corning Cashes In on NVIDIA Growth
• Neutral Sentiment: Insider activity — Meta COO Javier Olivan sold shares via a pre-arranged Rule 10b5‑1 plan (reported May 4), reducing his holdings; typical for planned programmatic selling and not an immediate red flag. SEC Filing: Javier Olivan ownership
• Neutral Sentiment: Analyst moves — Mizuho trimmed its price target slightly (from $850 to $835) but kept an outperform view, reflecting continued bullishness despite higher AI spending and elevated valuation debate. Benzinga coverage
• Negative Sentiment: Copyright suits and publisher litigation — major publishers (Elsevier, Macmillan, McGraw Hill, etc.) filed suits alleging Meta used copyrighted works to train Llama; litigation could lead to damages or costly settlements and increases model deployment risk. Major publishers sue Meta for copyright infringement over AI training
• Negative Sentiment: Regulatory & litigation pressure — Meta asked a judge to overturn a landmark social‑media addiction verdict and faces state actions seeking large damages; EU/Irish probes and potential orders on WhatsApp also raise compliance costs and uncertainty. Meta asks California judge to throw out landmark social media addiction verdict

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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