Talon Private Wealth LLC Purchases 2,315 Shares of Meta Platforms, Inc. $META

Key Points

• Talon Private Wealth increased its Meta Platforms stake by 136.7% in the second quarter, purchasing 2,315 additional shares and bringing its holdings to 4,008 shares valued at approximately $2.26 million.
• Other institutional investors also raised their positions, with institutional and hedge-fund ownership reaching 79.91% of Meta’s outstanding stock.
• Meta reported quarterly revenue of $60.8 billion, up 28% year over year, but earnings of $6.18 per share missed analyst expectations. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $787.86, while the company pays a quarterly dividend of $0.525 per share.

Talon Private Wealth LLC boosted its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 136.7% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,008 shares of the social networking company's stock after acquiring an additional 2,315 shares during the quarter. Talon Private Wealth LLC's holdings in Meta Platforms were worth $2,258,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in META. Marathon Wealth Advisors LLC lifted its stake in Meta Platforms by 4.3% in the second quarter. Marathon Wealth Advisors LLC now owns 7,016 shares of the social networking company's stock valued at $3,952,000 after acquiring an additional 287 shares during the last quarter. Junto Capital Management LP increased its stake in shares of Meta Platforms by 104.1% during the 2nd quarter. Junto Capital Management LP now owns 110,841 shares of the social networking company's stock worth $62,436,000 after purchasing an additional 56,537 shares during the last quarter. Miramontes Capital LLC increased its stake in shares of Meta Platforms by 7.1% during the 2nd quarter. Miramontes Capital LLC now owns 4,813 shares of the social networking company's stock worth $2,711,000 after purchasing an additional 321 shares during the last quarter. Core Capital Management & Research inc. bought a new stake in shares of Meta Platforms in the 2nd quarter valued at about $348,000. Finally, Capstone Financial Advisors Inc. raised its holdings in shares of Meta Platforms by 10.5% in the 2nd quarter. Capstone Financial Advisors Inc. now owns 3,345 shares of the social networking company's stock valued at $1,884,000 after purchasing an additional 318 shares during the period. Institutional investors and hedge funds own 79.91% of the company's stock.

Meta Platforms Trading Down 1.6%

Shares of Meta Platforms stock opened at $726.91 on Thursday. The firm has a 50-day moving average of $620.47 and a 200-day moving average of $614.49. The stock has a market cap of $1.85 trillion, a PE ratio of 27.38, a PEG ratio of 1.29 and a beta of 1.25. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $779.82. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. During the same quarter last year, the company posted $7.14 earnings per share. The company's revenue was up 28.0% on a year-over-year basis. As a group, sell-side analysts forecast that Meta Platforms, Inc. will post 27.94 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, September 28th. Shareholders of record on Monday, September 21st were given a dividend of $0.5250 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, September 21st. Meta Platforms's dividend payout ratio is presently 7.91%.

Insider Activity at Meta Platforms

In other Meta Platforms news, insider Christopher K. Cox sold 40,000 shares of the firm's stock in a transaction on Monday, September 21st. The stock was sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the transaction, the insider owned 184,516 shares in the company, valued at $131,515,624.16. This trade represents a 17.82% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 Meta Platforms stock in a transaction on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the completion of the transaction, the chief operating officer directly owned 9,498 shares of the company's stock, valued at $5,708,013.06. This represents a 26.06% 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. In the last three months, insiders sold 151,882 shares of company stock valued at $103,032,319. 13.53% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

META has been the subject of a number of research analyst reports. Susquehanna reduced their price target on Meta Platforms from $900.00 to $650.00 and set a "positive" rating for the company in a report on Thursday, July 30th. Guggenheim reissued a "buy" rating and set a $800.00 price target on shares of Meta Platforms in a research report on Tuesday, July 28th. Cantor Fitzgerald upped their price objective on Meta Platforms from $680.00 to $860.00 and gave the company an "overweight" rating in a research note on Wednesday, September 23rd. DZ Bank reaffirmed a "buy" rating on shares of Meta Platforms in a research report on Thursday, July 30th. Finally, The Goldman Sachs Group reiterated a "buy" rating and set a $725.00 target price (down from $815.00) on shares of Meta Platforms in a research note on Thursday, August 27th. Three research analysts have rated the stock with a Strong Buy rating, forty-four have issued a Buy rating and ten have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Meta Platforms currently has a consensus rating of "Moderate Buy" and an average price target of $787.86.

Meta Platforms News Summary

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

• Positive Sentiment: Meta is expanding its Muse AI agent to small businesses with integrations including Shopify, QuickBooks, Stripe, Canva, Slack and Dropbox. The move could diversify revenue beyond advertising and create opportunities in subscriptions, transaction fees and enterprise software. Meta expands Muse AI agent for small businesses
• Positive Sentiment: Analysts continue to view Muse as a potential multibillion-dollar growth catalyst, citing early adoption, integration across Meta’s apps and possible commercial API and subscription revenue. AI tools are also expected to improve advertising engagement and conversions. Analysts align on Meta Muse as a growth catalyst
• Positive Sentiment: Strategists argue Meta could be relatively resilient if AI infrastructure spending slows because it is using AI to enhance an existing advertising business rather than relying solely on hardware sales. A reported $27 billion AI-capacity agreement with Nebius also underscores continued infrastructure investment. Nvidia AI capex and Meta
• Neutral Sentiment: COO Javier Olivan sold shares under a pre-arranged Rule 10b5-1 plan. The transactions reduced his holdings, but scheduled sales generally provide a weaker signal than discretionary insider trading. SEC insider ownership filing
• Negative Sentiment: OpenAI launched Dots, an always-on AI agent positioned against Muse, raising concerns that Meta’s newest growth story could face powerful competition from OpenAI, Google and Apple. OpenAI follows Meta into personal agents
• Negative Sentiment: Reports alleging that Muse accessed private messages without permission have created privacy and reputational concerns, although Meta disputes the claims. Investors are also monitoring heavy AI and data-center spending, a recent quarterly EPS miss, and questions over whether the investment will generate sufficient returns. Meta disputes Muse privacy claim
• Negative Sentiment: CEO Mark Zuckerberg separately sold approximately $21.4 million of stock under a Rule 10b5-1 plan. While scheduled, the sale may add to short-term investor caution following the stock’s sharp rally. Mark Zuckerberg stock sale

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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