Performance Wealth Partners LLC Has $6.84 Million Position in Meta Platforms, Inc. $META

Performance Wealth Partners LLC cut its position in Meta Platforms, Inc. (NASDAQ:METAFree Report) by 84.2% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,137 shares of the social networking company’s stock after selling 64,559 shares during the quarter. Performance Wealth Partners LLC’s holdings in Meta Platforms were worth $6,837,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Abbot Financial Management Inc. boosted its stake in shares of Meta Platforms by 53.5% in the second quarter. Abbot Financial Management Inc. now owns 2,845 shares of the social networking company’s stock valued at $1,603,000 after buying an additional 991 shares during the period. Ashton Thomas Securities LLC increased its stake in Meta Platforms by 17.4% during the 1st quarter. Ashton Thomas Securities LLC now owns 18,000 shares of the social networking company’s stock worth $10,299,000 after acquiring an additional 2,670 shares during the period. WMS Group LLC bought a new position in Meta Platforms during the 4th quarter worth $876,000. Czech National Bank raised its holdings in Meta Platforms by 4.9% in the 2nd quarter. Czech National Bank now owns 625,079 shares of the social networking company’s stock valued at $352,101,000 after acquiring an additional 29,411 shares in the last quarter. Finally, Signature Estate & Investment Advisors LLC raised its holdings in Meta Platforms by 2.5% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 118,460 shares of the social networking company’s stock valued at $78,195,000 after acquiring an additional 2,871 shares in the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Meta Platforms

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

  • Positive Sentiment: JPMorgan upgraded Meta from Neutral to Overweight and raised its price target from $640 to $820, citing the company’s frontier AI models and AI-agent opportunity as potential growth drivers beyond advertising. JPMorgan upgrades Meta on AI models and agents
  • Positive Sentiment: Meta’s Muse AI agent gained significant early traction, reportedly reaching the No. 2 position among U.S. apps. Its free and paid subscription tiers could create a recurring revenue stream and help monetize Meta’s substantial AI investments. Meta’s AI agent Muse reaches No. 2 app ranking
  • Positive Sentiment: Meta’s board declared a quarterly cash dividend of $0.525 per share, payable September 28 to shareholders of record September 21. The dividend adds to shareholder returns and signals confidence in cash generation. Meta announces quarterly cash dividend
  • Neutral Sentiment: Investors remain divided over whether Muse can become a material financial catalyst. Dedicated computing, security and inference costs could pressure margins before subscription revenue scales, while Meta continues to commit heavily to AI infrastructure.
  • Negative Sentiment: Star AI researcher Andrew Tulloch is leaving Meta for Anthropic. The departure raises concerns about Meta’s ability to retain high-value technical talent amid intensifying competition for AI researchers. Top AI researcher leaves Meta for Anthropic
  • Negative Sentiment: Meta faces renewed privacy and regulatory scrutiny as Muse can access sensitive information and perform actions across third-party applications. Reports of fraudulent cryptocurrency advertisements and related lawsuits add to reputational and legal risks.
  • Negative Sentiment: COO Javier Olivan sold shares worth approximately $3.3 million in two transactions under a pre-arranged Rule 10b5-1 plan. Although scheduled sales are less concerning, the sizable reduction in his direct holdings may weigh modestly on sentiment.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. Weiss Ratings downgraded Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, June 26th. Truist Financial dropped their price target on Meta Platforms from $770.00 to $763.00 and set a “buy” rating for the company in a research note on Thursday, August 27th. Wedbush reaffirmed a “neutral” rating and issued a $595.00 price target on shares of Meta Platforms in a research note on Tuesday, September 1st. Needham & Company LLC reaffirmed a “hold” rating on shares of Meta Platforms in a research report on Thursday, August 27th. Finally, Rosenblatt Securities increased their price objective on shares of Meta Platforms from $883.00 to $886.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Meta Platforms has a consensus rating of “Moderate Buy” and a consensus price target of $787.54.

View Our Latest Analysis on META

Insider Activity

In related news, CTO Andrew Bosworth sold 7,848 shares of Meta Platforms stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $4,379,184.00. Following the sale, the chief technology officer directly owned 828 shares of the company’s stock, valued at approximately $462,024. The trade was a 90.46% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $558.00, for a total transaction of $869,922.00. Following the transaction, the insider owned 1,957 shares of the company’s stock, valued at approximately $1,092,006. This represents a 44.34% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 41,581 shares of company stock valued at $24,506,695. Corporate insiders own 13.53% of the company’s stock.

Meta Platforms Trading Down 1.4%

Shares of META stock opened at $644.38 on Friday. Meta Platforms, Inc. has a fifty-two week low of $520.26 and a fifty-two week high of $790.80. The stock’s fifty day moving average price is $600.28 and its two-hundred day moving average price is $608.66. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. The company has a market cap of $1.64 trillion, a PE ratio of 24.27, a P/E/G ratio of 1.13 and a beta of 1.25.

Meta Platforms (NASDAQ:METAGet Free Report) last posted its quarterly earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing analysts’ consensus estimates of $7.19 by ($1.01). Meta Platforms had a return on equity of 33.18% and a net margin of 29.83%.The business had revenue of $60.80 billion for the quarter, compared to analyst estimates of $60.22 billion. During the same period last year, the firm posted $7.14 EPS. Meta Platforms’s quarterly revenue was up 28.0% on a year-over-year basis. Equities analysts predict that Meta Platforms, Inc. will post 28.17 EPS for the current fiscal year.

About Meta Platforms

(Free Report)

Meta Platforms, Inc develops technologies that help people connect, communicate and build communities online. The company’s principal products include Facebook, Instagram, Messenger, WhatsApp and Threads, which enable social networking, messaging, content sharing and digital communication.

Meta generates most of its business through advertising displayed across its family of apps. It also develops artificial intelligence technologies, business messaging tools and hardware and software through its Reality Labs division, including Quest virtual- and mixed-reality devices and related experiences.

The company was founded as Facebook in 2004 by Mark Zuckerberg and was renamed Meta Platforms in 2021 to reflect its broader focus on building the metaverse.

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Institutional Ownership by Quarter for Meta Platforms (NASDAQ:META)

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