Tilia Fiduciary Partners Inc. Purchases 3,270 Shares of Meta Platforms, Inc. $META

Key Points

• Tilia Fiduciary Partners more than doubled its Meta stake in the third quarter, adding 3,270 shares to hold 6,122 shares valued at approximately $4.44 million. Institutional investors collectively own 79.91% of Meta’s stock.
• Meta reported 28% year-over-year revenue growth to $60.8 billion, though quarterly EPS of $6.18 fell short of the $7.19 consensus estimate. The company also pays a quarterly dividend of $0.525 per share, yielding about 0.3%.
• Shares opened at $718.67, while analysts maintain a Moderate Buy consensus with an average price target of $791.86. Investors remain focused on Meta’s AI-driven growth and advertising potential, balanced against heavy infrastructure spending, regulatory scrutiny and adoption challenges for its AI initiatives.

Tilia Fiduciary Partners Inc. raised its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 114.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 6,122 shares of the social networking company's stock after acquiring an additional 3,270 shares during the period. Meta Platforms makes up about 2.2% of Tilia Fiduciary Partners Inc.'s portfolio, making the stock its 13th biggest position. Tilia Fiduciary Partners Inc.'s holdings in Meta Platforms were worth $4,439,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. Auto Owners Insurance Co raised its position in shares of Meta Platforms by 76,587.7% in the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company's stock worth $69,502,379,000 after acquiring an additional 105,154,977 shares during the period. State Street Corp grew its holdings in Meta Platforms by 4.0% in the 2nd quarter. State Street Corp now owns 92,033,963 shares of the social networking company's stock valued at $51,841,811,000 after buying an additional 3,510,123 shares in the last quarter. Bank of America Corp DE increased its position in Meta Platforms by 14.6% during the first quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company's stock worth $12,036,491,000 after purchasing an additional 2,673,494 shares during the last quarter. Invesco Ltd. increased its holdings in shares of Meta Platforms by 6.1% during the 4th quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company's stock worth $12,013,948,000 after buying an additional 1,046,715 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in Meta Platforms by 1.3% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company's stock worth $7,230,426,000 after acquiring an additional 162,909 shares during the last quarter. 79.91% of the stock is owned by hedge funds and other institutional investors.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $718.67 on Friday. The firm has a market capitalization of $1.83 trillion, a PE ratio of 27.07, a price-to-earnings-growth ratio of 1.25 and a beta of 1.19. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two 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. The stock's 50-day simple moving average is $640.98 and its 200-day simple moving average is $620.09.

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 company had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period in the previous year, the business posted $7.14 EPS. The firm's revenue for the quarter was up 28.0% compared to the same quarter last year. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 27.94 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

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

Meta Platforms News Summary

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

• Positive Sentiment: Advertising remains the core bullish argument. Meta’s revenue increased 28% year over year to $60.8 billion in fiscal second-quarter 2026, and micro-drama content is emerging as a potential source of incremental advertising demand. Why Meta is winning the micro drama wars
• Positive Sentiment: Analysts remain constructive on Meta’s AI-driven growth. TD Cowen reaffirmed a Buy rating with an $865 price target, while Wells Fargo sees a path toward a substantially higher valuation if AI improves ad performance and creates new revenue streams. Meta Could Hit $1,000, Says Wells Fargo
• Positive Sentiment: Meta is expanding its AI ecosystem. The company’s Muse agent, enterprise AI platform and AI-enabled smart-glasses strategy could provide new commerce, productivity and hardware opportunities beyond traditional social-media advertising. Meta’s decision to ban ByteDance and TikTok advertising in several markets also intensifies its competitive positioning. Inside Mark Zuckerberg’s Decision to Pull the Trigger on Meta’s A.I. Agent
• Neutral Sentiment: Meta’s AI investment is producing both growth and financial strain. Revenue growth is strong, but free cash flow fell to $784 million from $8.55 billion a year earlier as data-center and AI infrastructure spending surged. Investors need evidence that Muse and other AI projects can eventually generate returns. Meta’s Sales Jumped 28% While Free Cash Flow Shrank
• Negative Sentiment: Muse faces adoption and monetization obstacles. Jefferies found that roughly one-third of tested websites blocked the agent, while Amazon reportedly blocked it, potentially delaying Meta’s plans to earn transaction fees from AI-powered commerce. Analysts also question whether the service can become profitable at scale. Meta’s Muse AI agent blocked by one-third of websites tested
• Negative Sentiment: Regulatory and reputational risks remain a drag. Florida is pursuing restrictions on teen access and infinite-scroll features, while criticism surrounding the film The Social Reckoning and Meta’s handling of harmful AI-generated content could increase scrutiny. A planned-transaction sale by COO Javier Olivan adds a modest insider-selling concern. Meta Stock Falls as Florida Asks a Court to Switch Off Infinite Scroll for Teens

Analysts Set New Price Targets

A number of equities research analysts have weighed in on the stock. Erste Group Bank upgraded shares of Meta Platforms from a "hold" rating to a "buy" rating in a research report on Tuesday, July 7th. UBS Group restated an "overweight" rating on shares of Meta Platforms in a report on Wednesday, September 23rd. Wedbush increased their price objective on shares of Meta Platforms from $595.00 to $650.00 and gave the stock a "neutral" rating in a research report on Friday, September 11th. Jefferies Financial Group increased their price objective on shares of Meta Platforms from $710.00 to $875.00 and gave the stock a "buy" rating in a research report on Tuesday, September 22nd. Finally, Tigress Financial reiterated a "strong-buy" rating and issued a $945.00 target price (down from $995.00) on shares of Meta Platforms in a report on Thursday, September 24th. Three analysts have rated the stock with a Strong Buy rating, forty-five have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $791.86.

Insider Activity at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 946 shares of the company's stock in a transaction that occurred on Monday, October 5th. The stock was sold at an average price of $728.08, for a total transaction of $688,763.68. Following the completion of the sale, the chief operating officer directly owned 7,878 shares of the company's stock, valued at $5,735,814.24. This represents a 10.72% 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, insider Christopher K. Cox sold 40,000 shares of the company's stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $712.76, for a total value of $28,510,400.00. Following the sale, the insider owned 184,516 shares of the company's stock, valued at $131,515,624.16. This trade represents a 17.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 148,222 shares of company stock worth $101,033,627 in the last 90 days. 13.53% of the stock is owned by insiders.

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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