Silicon Valley Capital Partners Grows Stock Position in Meta Platforms, Inc. $META

Posted by Geri Gentry on Aug 2nd, 2026

Silicon Valley Capital Partners raised its position in shares of Meta Platforms, Inc. (NASDAQ:META – Free Report) by 5.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 65,685 shares of the social networking company’s stock after purchasing an additional 3,343 shares during the quarter. Meta Platforms accounts for about 3.7% of Silicon Valley Capital Partners’ investment portfolio, making the stock its 9th largest position. Silicon Valley Capital Partners’ holdings in Meta Platforms were worth $37,580,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of META. Brighton Jones LLC lifted its stake in shares of Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after buying an additional 570 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd increased its stake in Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in Meta Platforms during the second quarter valued at about $213,000. Finally, Capital & Planning LLC bought a new stake in Meta Platforms during the second quarter valued at about $322,000. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Price Performance

Meta Platforms stock opened at $556.71 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The company has a quick ratio of 2.35, a current ratio of 2.23 and a debt-to-equity ratio of 0.32. The firm’s fifty day moving average is $601.16 and its 200 day moving average is $622.97. The company has a market cap of $1.41 trillion, a price-to-earnings ratio of 20.97, a PEG ratio of 0.93 and a beta of 1.25.

Meta Platforms (NASDAQ:META – Get Free Report) last posted its earnings results 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). The business had revenue of $60.80 billion during the quarter, compared to the consensus estimate of $60.22 billion. Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business’s quarterly revenue was up 28.0% on a year-over-year basis. During the same quarter last year, the firm earned $7.14 earnings per share. Sell-side analysts forecast that Meta Platforms, Inc. will post 28.99 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 25th. Shareholders of record on Monday, June 15th were paid a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s payout ratio is presently 7.91%.

Analyst Upgrades and Downgrades

META has been the topic of several research analyst reports. Truist Financial lowered their price objective on Meta Platforms from $840.00 to $770.00 and set a “buy” rating on the stock in a research report on Thursday. Roth Capital reiterated a “buy” rating on shares of Meta Platforms in a research report on Thursday, April 30th. Sanford C. Bernstein reissued an “outperform” rating and set a $800.00 target price on shares of Meta Platforms in a research note on Thursday. TD Cowen lowered their price target on Meta Platforms from $800.00 to $750.00 and set a “buy” rating on the stock in a report on Thursday. Finally, Erste Group Bank upgraded Meta Platforms from a “hold” rating to a “buy” rating in a research note on Tuesday, July 7th. Three analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Meta Platforms presently has a consensus rating of “Moderate Buy” and a consensus target price of $789.95.

View Our Latest Stock Analysis on Meta Platforms

Key Meta Platforms News

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

Positive Sentiment: Meta’s core advertising business remains strong. Second-quarter revenue increased 28% year over year to $60.8 billion, while ad impressions, pricing, engagement and AI-powered recommendation tools continued to improve. Advantage+ advertising reportedly reached a $75 billion annualized run rate. Meta: Buy The AI Spending Panic
Positive Sentiment: Several analysts and investment commentators view the selloff as an opportunity, arguing that Meta’s advertising engine can fund its AI investments and that AI is already improving ad performance, personalization and user engagement. Meta also highlighted potential enterprise AI products, personal AI agents and new applications. Buy Meta’s Earnings Drop
Positive Sentiment: Despite reductions, major firms retained bullish ratings and price targets, including UBS at $715, Baird at $750, Cantor Fitzgerald at $680 and Rosenblatt at $883. The targets imply substantial long-term upside if Meta converts AI spending into monetization. Meta Given New Price Target at Baird
Neutral Sentiment: The earnings miss was partly affected by approximately $2.4 billion in legal charges and $1.2 billion in severance costs. Excluding these items, supporters argue that underlying profitability was healthier, but reported margins still declined.
Negative Sentiment: Meta reported $6.18 in quarterly EPS, below expectations near $7.19, while free cash flow fell to only $784 million from $31.9 billion in operating cash flow as AI data-center capital expenditures surged. Investors remain unconvinced that the spending will generate adequate returns soon. Tech’s AI Buildout Has Ballooning Price Tag
Negative Sentiment: Future AI-related lease obligations reached $279 billion, increasing concerns about balance-sheet commitments and execution risk. Additional legal and regulatory pressure includes a wrongful-death lawsuit alleging that social-media companies harmed minors, plus an Indian police case involving Meta’s India chief over Facebook posts depicting Prime Minister Narendra Modi. Meta’s AI Splurge Lays Bare Its Compute Conundrum

Insider Activity at Meta Platforms

In related news, COO Javier Olivan sold 837 shares of Meta Platforms stock in a transaction dated Monday, July 27th. The shares were sold at an average price of $607.85, for a total transaction of $508,770.45. Following the completion of the transaction, the chief operating officer directly owned 6,290 shares of the company’s stock, valued at approximately $3,823,376.50. The trade was a 11.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 500 shares of the business’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $607.75, for a total value of $303,875.00. Following the transaction, the director owned 3,443 shares of the company’s stock, valued at $2,092,483.25. This trade represents a 12.68% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 39,325 shares of company stock worth $23,979,087 over the last three months. 13.53% of the stock is currently owned by insiders.

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.