Meta Platforms, Inc. $META Position Boosted by J.Safra Asset Management Corp

J.Safra Asset Management Corp boosted its position in Meta Platforms, Inc. (NASDAQ:META) by 51.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 9,301 shares of the social networking company’s stock after buying an additional 3,167 shares during the period. Meta Platforms accounts for approximately 0.4% of J.Safra Asset Management Corp’s holdings, making the stock its 26th biggest holding. J.Safra Asset Management Corp’s holdings in Meta Platforms were worth $6,830,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Goldstone Financial Group LLC grew its position in shares of Meta Platforms by 44.4% during the 3rd quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock valued at $2,756,000 after buying an additional 1,153 shares during the last quarter. Spirepoint Private Client LLC boosted its stake in Meta Platforms by 2.7% in the second quarter. Spirepoint Private Client LLC now owns 4,080 shares of the social networking company’s stock valued at $3,011,000 after acquiring an additional 109 shares during the period. Diversify Advisory Services LLC grew its holdings in shares of Meta Platforms by 10.4% during the second quarter. Diversify Advisory Services LLC now owns 55,431 shares of the social networking company’s stock valued at $43,790,000 after purchasing an additional 5,224 shares during the last quarter. CW Advisors LLC raised its position in shares of Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock worth $130,467,000 after purchasing an additional 38,432 shares during the period. Finally, Sequoia Financial Advisors LLC lifted its holdings in shares of Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after purchasing an additional 20,912 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Stock Up 2.1%

Shares of Meta Platforms stock opened at $672.36 on Tuesday. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25. The company has a market cap of $1.69 trillion, a P/E ratio of 29.70, a P/E/G ratio of 1.33 and a beta of 1.29. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The stock has a 50-day moving average price of $643.56 and a 200 day moving average price of $696.35.

Meta Platforms (NASDAQ:META) last issued its earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share for the quarter, beating analysts’ consensus estimates of $6.74 by $0.51. The company had revenue of $51.24 billion for the quarter, compared to the consensus estimate of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The firm’s quarterly revenue was up 26.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $6.03 EPS. As a group, analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were given a $0.525 dividend. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio is presently 9.28%.

Analyst Ratings Changes

A number of research analysts recently commented on the company. Royal Bank Of Canada lowered their price objective on Meta Platforms from $840.00 to $810.00 and set an “outperform” rating for the company in a research note on Thursday, October 30th. Wells Fargo & Company reduced their price objective on shares of Meta Platforms from $795.00 to $754.00 and set an “overweight” rating for the company in a report on Friday. Morgan Stanley decreased their price target on Meta Platforms from $820.00 to $750.00 and set an “overweight” rating for the company in a research note on Thursday, December 11th. Rosenblatt Securities restated a “buy” rating and set a $1,117.00 price objective on shares of Meta Platforms in a research report on Wednesday, January 14th. Finally, Stifel Nicolaus decreased their target price on Meta Platforms from $875.00 to $785.00 and set a “buy” rating on the stock in a report on Friday. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $822.00.

Key Meta Platforms News

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

• Positive Sentiment: Meta will test paid premium subscriptions across Instagram, Facebook and WhatsApp that unlock advanced AI and exclusive features — a potential new recurring-revenue stream and direct monetization of AI capabilities. Meta to test premium subscriptions
• Positive Sentiment: Rothschild & Co (Redburn) upgraded META to a “buy” and raised its price target to $900, a bullish analyst endorsement that supports upside sentiment. Analyst upgrade
• Positive Sentiment: Analysts and commentators continue to highlight Meta’s large cash generation and shareholder returns (centuries of buybacks/dividends-equivalent commentary), underscoring capital return potential as a support for the stock. Shareholder returns article
• Neutral Sentiment: Multiple firms trimmed price targets (Roth MKM, Raymond James, KeyCorp, Stifel) while many left buy/strong‑buy ratings intact — trimming near‑term upside expectations but not ending bullish views. Price target moves
• Neutral Sentiment: Q4 earnings and, importantly, 2026 expense/capex guidance are focal points this week — investors are positioning for details on AI infrastructure and Reality Labs spending that will drive near‑term volatility. Expense guidance focus
• Negative Sentiment: Meta temporarily blocked teens from interacting with some AI characters — a user‑experience/regulatory response that could limit engagement or product rollouts while safety policies are refined. Meta blocks teens from AI characters
• Negative Sentiment: Meta faces a high-profile trial this week over youth addiction claims alongside TikTok and YouTube, increasing legal and reputational risk that investors factor into valuation. Youth addiction trial
• Negative Sentiment: Countries are advancing restrictions on children’s social‑media use (e.g., Egypt exploring new limits), adding regulatory headwinds and potential regional usage impacts. Egypt social media restrictions
• Negative Sentiment: Ongoing investor concern over hefty AI infra and Reality Labs capex — even as management trims headcount — keeps valuation sensitive to guidance and near‑term margin pressure. Capex fears / pre-earnings

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 517 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $608.35, for a total value of $314,516.95. Following the transaction, the chief operating officer owned 10,649 shares in the company, valued at $6,478,319.15. The trade was a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The stock was sold at an average price of $658.69, for a total value of $341,860.11. Following the sale, the insider directly owned 28,658 shares of the company’s stock, valued at $18,876,738.02. This trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 39,596 shares of company stock valued at $24,277,237 in the last quarter. Company insiders own 13.61% of the company’s stock.

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.