Clearstead Advisors LLC Increases Holdings in Meta Platforms, Inc. $META

Posted by Brian Himes on Jun 4th, 2026

Clearstead Advisors LLC increased its holdings in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 99.9% in the fourth quarter, Holdings Channel reports. The firm owned 59,160 shares of the social networking company’s stock after acquiring an additional 29,564 shares during the period. Clearstead Advisors LLC’s holdings in Meta Platforms were worth $39,051,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Churchill Financial Advisors LLC purchased a new stake in Meta Platforms during the 4th quarter worth $2,923,000. Optimize Financial Inc boosted its position in Meta Platforms by 1.1% during the 4th quarter. Optimize Financial Inc now owns 2,008 shares of the social networking company’s stock worth $1,325,000 after purchasing an additional 22 shares during the period. Narus Financial Partners LLC boosted its position in Meta Platforms by 5.5% during the 4th quarter. Narus Financial Partners LLC now owns 3,868 shares of the social networking company’s stock worth $2,553,000 after purchasing an additional 202 shares during the period. RHL Group LLC purchased a new stake in Meta Platforms during the 4th quarter worth $28,000. Finally, Elite Life Management LLC boosted its position in Meta Platforms by 58.3% during the 4th quarter. Elite Life Management LLC now owns 1,805 shares of the social networking company’s stock worth $1,194,000 after purchasing an additional 665 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on META. Sanford C. Bernstein decreased their price objective on shares of Meta Platforms from $900.00 to $850.00 and set an “outperform” rating for the company in a research report on Thursday, April 30th. Piper Sandler began coverage on shares of Meta Platforms in a research report on Tuesday. They issued an “overweight” rating for the company. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $725.00 price objective (down from $825.00) on shares of Meta Platforms in a research report on Thursday, April 30th. Susquehanna raised shares of Meta Platforms from a “positive” rating to a “positive” rating in a research report on Tuesday. Finally, BNP Paribas Exane began coverage on shares of Meta Platforms in a research report on Tuesday. They issued an “outperform” rating for the company. Three analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and an average price target of $840.60.

Check Out Our Latest Analysis on META

Insider Activity

In related news, CFO Susan J. Li sold 9,195 shares of the stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $607.84, for a total transaction of $5,589,088.80. Following the sale, the chief financial officer owned 13,186 shares in the company, valued at $8,014,978.24. This represents a 41.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Robert M. Kimmitt sold 504 shares of the stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $629.29, for a total transaction of $317,162.16. Following the sale, the director owned 3,943 shares in the company, valued at approximately $2,481,290.47. This trade represents a 11.33% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 42,860 shares of company stock valued at $26,555,260 over the last quarter. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms News Roundup

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

Positive Sentiment: Meta launched an enterprise-focused AI “business agent” designed to help companies handle customer inquiries, recommend products, book appointments, and automate daily operations across WhatsApp, Messenger, and Instagram. Investors see this as a new subscription-like revenue opportunity beyond ads. Reuters article
Positive Sentiment: Coverage from multiple outlets suggested Meta’s AI agent strategy could expand into the business market and help diversify revenue, reinforcing the bull case that the company can monetize AI more effectively. CNBC article
Positive Sentiment: Areté Research upgraded Meta Platforms (META) from hold to strong-buy and set a $735 target, adding to the favorable analyst tone around the stock. Finviz reference
Positive Sentiment: Meta also won a partial legal victory in Europe after a court backed its challenge to the EU’s “gatekeeper” designation for Marketplace, which could reduce regulatory pressure on part of the business. Reuters article
Neutral Sentiment: Meta’s metaverse unit saw another management change, with Metaverse Products Group lead Gabriel Aul quietly leaving and being replaced by Saxs Persson. This is more of an internal reshuffle than a clear stock catalyst. Business Insider article
Negative Sentiment: Reuters reported that a high-profile hack exposed weaknesses in Meta’s AI support chatbot, highlighting security risks as the company automates sensitive account functions. Reuters article
Negative Sentiment: State attorneys general also urged a court to revive antitrust claims against Meta, keeping regulatory and legal overhangs in the background. MediaPost article

Meta Platforms Stock Performance

Shares of META stock opened at $622.98 on Thursday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. Meta Platforms, Inc. has a one year low of $520.26 and a one year high of $796.25. The company’s 50-day simple moving average is $618.18 and its 200-day simple moving average is $636.74. The stock has a market capitalization of $1.58 trillion, a price-to-earnings ratio of 22.65, a PEG ratio of 1.06 and a beta of 1.23.

Meta Platforms (NASDAQ:META – Get Free Report) last issued its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 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 for the quarter, compared to analysts’ expectations of $55.56 billion. During the same quarter last year, the company posted $6.43 earnings per share. The company’s quarterly revenue was up 33.1% compared to the same quarter last year. Equities analysts anticipate that Meta Platforms, Inc. will post 29.35 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 25th. Investors of record on Monday, June 15th will be paid a dividend of $0.525 per share. The ex-dividend date is Monday, June 15th. This represents a $2.10 annualized dividend and a yield of 0.3%. Meta Platforms’s dividend payout ratio is 7.63%.

About Meta Platforms

(Free Report)

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.