Trifecta Capital Advisors LLC Boosts Stock Holdings in Meta Platforms, Inc. $META

Key Points

• Trifecta Capital Advisors increased its Meta Platforms stake by 5.2% in the fourth quarter, buying 1,139 more shares and lifting its holdings to 23,129 shares valued at about $15.3 million.
• Meta reported strong quarterly results, with EPS of $10.44 versus the $6.67 consensus estimate and revenue of $56.31 billion, up 33.1% from a year earlier.
• Institutional ownership remains high, and analyst sentiment is still broadly positive: 79.91% of shares are held by institutions, and the stock carries a consensus rating of “Moderate Buy” with an average price target of $840.31.

Trifecta Capital Advisors LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 23,129 shares of the social networking company's stock after purchasing an additional 1,139 shares during the period. Meta Platforms makes up approximately 2.3% of Trifecta Capital Advisors LLC's portfolio, making the stock its 13th biggest holding. Trifecta Capital Advisors LLC's holdings in Meta Platforms were worth $15,267,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Alpine Bank Wealth Management increased its position in shares of Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock worth $3,159,000 after purchasing an additional 14 shares during the last quarter. Valued Wealth Advisors LLC lifted its stake in shares of Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock worth $334,000 after acquiring an additional 14 shares during the period. First National Bank Sioux Falls raised its holdings in shares of Meta Platforms by 0.7% in the 4th quarter. First National Bank Sioux Falls now owns 2,001 shares of the social networking company's stock worth $1,321,000 after purchasing an additional 14 shares in the last quarter. Levin Capital Strategies L.P. grew its stake in Meta Platforms by 1.4% during the 4th quarter. Levin Capital Strategies L.P. now owns 984 shares of the social networking company's stock valued at $649,000 after acquiring an additional 14 shares in the last quarter. Finally, Vista Capital Partners Inc. grew its stake in Meta Platforms by 1.3% during the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued at $794,000 after acquiring an additional 14 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock.

Meta Platforms Price Performance

Meta Platforms stock opened at $609.63 on Monday. The company has a market capitalization of $1.54 trillion, a P/E ratio of 22.16, a P/E/G ratio of 1.07 and a beta of 1.25. The firm's fifty day simple moving average is $627.67 and its 200-day simple moving average is $645.30. The company has a current ratio of 2.35, a quick ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 1-year low of $520.26 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.67 by $3.77. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The business had revenue of $56.31 billion during the quarter, compared to the consensus estimate of $55.56 billion. During the same period in the prior year, the firm earned $6.43 EPS. Meta Platforms's quarterly revenue was up 33.1% compared to the same quarter last year. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.68 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently disclosed 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. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms's dividend payout ratio (DPR) is presently 7.63%.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Javier Olivan sold 2,778 shares of Meta Platforms stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the sale, the chief operating officer owned 10,557 shares of the company's stock, valued at approximately $6,645,103.65. This represents a 20.83% 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. In the last three months, insiders sold 167,676 shares of company stock valued at $107,299,848. Company insiders own 13.61% of the company's stock.

More Meta Platforms News

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

• Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
• Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
• Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
• Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
• Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
• Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title

Analyst Ratings Changes

Several research firms have weighed in on META. Piper Sandler reaffirmed an "overweight" rating and set a $800.00 target price (down from $880.00) on shares of Meta Platforms in a research note on Thursday, April 30th. Arete Research reiterated a "neutral" rating on shares of Meta Platforms in a research note on Thursday, March 5th. BMO Capital Markets upped their price objective on shares of Meta Platforms from $710.00 to $730.00 and gave the company a "market perform" rating in a research note on Thursday, January 29th. Raymond James Financial dropped their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a "strong-buy" rating on the stock in a research note on Monday, January 26th. Finally, Citigroup reiterated an "outperform" rating on shares of Meta Platforms in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $840.31.

About Meta Platforms

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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