Meta Platforms, Inc. $META Shares Acquired by Red Door Wealth Management LLC

Red Door Wealth Management LLC boosted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 131.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,424 shares of the social networking company’s stock after purchasing an additional 14,447 shares during the quarter. Meta Platforms makes up about 1.7% of Red Door Wealth Management LLC’s investment portfolio, making the stock its 12th largest holding. Red Door Wealth Management LLC’s holdings in Meta Platforms were worth $16,782,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Westchester Capital Management Inc. acquired a new position in Meta Platforms in the third quarter worth $26,000. Evergreen Private Wealth LLC boosted its holdings in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after purchasing an additional 35 shares during the period. PMV Capital Advisers LLC boosted its holdings in Meta Platforms by 26.3% in the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company’s stock worth $63,000 after purchasing an additional 20 shares during the period. Aster Capital Management DIFC Ltd acquired a new position in Meta Platforms in the third quarter worth $71,000. Finally, Dorato Capital Management acquired a new position in Meta Platforms in the fourth quarter worth $62,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Price Performance

Shares of NASDAQ META opened at $629.83 on Friday. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The firm’s 50-day simple moving average is $628.78 and its 200 day simple moving average is $654.74. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market cap of $1.59 trillion, a P/E ratio of 26.80, a P/E/G ratio of 0.97 and a beta of 1.31.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion for the quarter, compared to analysts’ expectations of $58.33 billion. During the same period in the previous year, the business earned $8.02 earnings per share. The company’s revenue was up 23.8% on a year-over-year basis. Equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were paid 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 was Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Meta Platforms News Roundup

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

• Positive Sentiment: Muse Spark launch strengthens Meta’s AI narrative — investors see the new LLM as evidence Meta can compete with other big‑model providers and begin monetizing AI via commerce, APIs and ad tools; early analyst support and bullish writeups helped lift shares. Meta’s AI Outlook Brightens With Muse Spark Release
• Positive Sentiment: Expanded $21B CoreWeave deal gives Meta committed AI compute capacity through 2032 — reduces operational risk of running large models, signals scale and continuity for AI roadmaps (though it implies heavy future spending). CoreWeave signs $21 billion AI cloud deal with Meta
• Positive Sentiment: Analyst support is improving — CFRA upgraded Meta to Strong Buy and some firms remain constructive on share recovery tied to AI gains, helping sentiment. CFRA Just Upgraded Meta to Strong Buy. The AI Turnaround Story Is Getting Hard to Argue With
• Neutral Sentiment: Street price targets and ratings are mixed — some firms trimmed targets while keeping outperform/buy ratings, reflecting confidence in long‑term AI upside but concern over valuation and spend. (See recent Wolfe/KeyCorp/Rosenblatt notes.)
• Negative Sentiment: Massachusetts Supreme Judicial Court ruled Meta must face a state lawsuit alleging features were designed to addict teens — the decision increases legal and regulatory risk and could widen damages exposure if similar suits progress. Meta must face youth addiction lawsuit by Massachusetts, court rules
• Negative Sentiment: Meta pulled ads recruiting potential plaintiffs for social‑media addiction suits — a defensive PR/legal move that underscores ongoing litigation pressure and recent adverse jury outcomes. Meta pulls ads aimed at recruiting plaintiffs for social media addiction lawsuits

Insider Activity at Meta Platforms

In related news, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction dated Monday, March 23rd. The shares were sold at an average price of $605.38, for a total transaction of $560,581.88. Following the sale, the chief operating officer directly owned 13,335 shares in the company, valued at $8,072,742.30. The trade was a 6.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 160,931 shares of company stock worth $102,997,526 over the last ninety days. 13.61% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on META. Truist Financial lifted their price objective on shares of Meta Platforms from $875.00 to $900.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Argus reaffirmed a “buy” rating and issued a $800.00 price objective on shares of Meta Platforms in a report on Monday, February 2nd. Stifel Nicolaus lifted their price objective on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Scotiabank lifted their price objective on shares of Meta Platforms from $685.00 to $700.00 and gave the stock a “sector perform” rating in a report on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $900.00 target price on Meta Platforms in a research note on Monday, January 26th. Four research analysts have rated the stock with a Strong Buy rating, thirty-eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus price target of $838.04.

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.