Iams Wealth Management LLC increased its stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 40.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,595 shares of the social networking company’s stock after purchasing an additional 1,619 shares during the period. Meta Platforms makes up 1.3% of Iams Wealth Management LLC’s holdings, making the stock its 14th biggest holding. Iams Wealth Management LLC’s holdings in Meta Platforms were worth $3,693,000 as of its most recent filing with the SEC.
A number of other hedge funds also recently modified their holdings of the stock. Sentinel Pension Advisors LLC increased its position in shares of Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after purchasing an additional 14 shares during the period. Alpine Bank Wealth Management increased its position in shares of Meta Platforms by 0.3% in the third 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 period. Valued Wealth Advisors LLC increased its position in shares of Meta Platforms by 3.2% in the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock worth $334,000 after purchasing an additional 14 shares during the period. Vista Capital Partners Inc. increased its position in shares of Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock worth $794,000 after purchasing an additional 14 shares during the period. Finally, JGP Wealth Management LLC increased its position in shares of Meta Platforms by 0.7% in the third quarter. JGP Wealth Management LLC now owns 2,274 shares of the social networking company’s stock worth $1,653,000 after purchasing an additional 15 shares during the period. Institutional investors own 79.91% of the company’s stock.
Key Stories Impacting Meta Platforms
Here are the key news stories impacting Meta Platforms this week:
- Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to deploy tens of millions of AWS Graviton5 cores to power its agentic AI workloads — investors view this as a scalable, cost-efficient way to boost AI capacity and cut future capex risk. Meta strikes deal with Amazon’s cloud unit to use its CPU chips
- Positive Sentiment: Management announced plans to cut ~10% of the workforce (~8,000 roles) and freeze hiring for ~6,000 openings to “run more efficiently” and offset AI investments — a move markets often reward when paired with heavy AI capex. Meta will cut 10% of workforce as it pushes more into AI
- Positive Sentiment: Analyst support and buy-side interest (price-target upgrades and bullish notes on AI-driven ad monetization) are reinforcing the upside narrative around revenue and margins. Guggenheim reaffirms buy and sets $850 target
- Neutral Sentiment: Insider sales by the COO were disclosed (executed under a Rule 10b5‑1 plan) — routine but noted by traders watching insider activity. SEC filing: Javier Olivan insider sales
- Negative Sentiment: Staff reactions describe weeks of limbo and morale damage (“28 days of hell”) ahead of the May cuts, raising execution and product-risk concerns if key teams are disrupted. Meta employees react to pending job cuts
- Negative Sentiment: Reports that Meta is tracking employee keystrokes and web usage to train AI models raise privacy/ethical questions and potential regulatory scrutiny that could create reputational or legal costs. Meta is tracking employee usage for AI training
- Negative Sentiment: Ongoing legal/ESG pressures (court rulings, shareholder proposals on human rights and AI energy/climate impacts) remain a medium-term headwind for sentiment and could spur additional disclosures or costs. Meta faces new ESG pressures
Insider Activity
Wall Street Analysts Forecast Growth
A number of research analysts recently commented on the company. Roth Mkm decreased their price target on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Robert W. Baird raised their price target on Meta Platforms from $815.00 to $830.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Cantor Fitzgerald restated an “overweight” rating and issued a $860.00 price target (up from $750.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Scotiabank raised their price target on Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a research report on Thursday, January 29th. Finally, Wedbush raised their price target on Meta Platforms from $880.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Four analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and an average target price of $837.09.
Read Our Latest Analysis on Meta Platforms
Meta Platforms Stock Performance
NASDAQ:META opened at $675.50 on Monday. The stock’s 50-day simple moving average is $628.34 and its 200 day simple moving average is $649.13. The firm has a market capitalization of $1.71 trillion, a PE ratio of 28.74, a price-to-earnings-growth ratio of 1.10 and a beta of 1.31. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $796.25.
Meta Platforms (NASDAQ:META – Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.Meta Platforms’s revenue was up 23.8% compared to the same quarter last year. During the same period last year, the firm posted $8.02 earnings per share. On average, analysts anticipate that Meta Platforms, Inc. will post 29.83 EPS for the current fiscal year.
Meta Platforms Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were paid a $0.525 dividend. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is 8.94%.
Meta Platforms 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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