Meta Platforms (META) to Release Quarterly Earnings on Wednesday

Meta Platforms (NASDAQ:META) is expected to be issuing its Q4 2025 results after the market closes on Wednesday, January 28th. Analysts expect the company to announce earnings of $8.16 per share and revenue of $58.3301 billion for the quarter. Investors are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Wednesday, January 28, 2026 at 4:30 PM ET.

Meta Platforms (NASDAQ:META) last released its quarterly earnings data 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. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The company had revenue of $51.24 billion for the quarter, compared to the consensus estimate of $49.34 billion. During the same period in the previous year, the business earned $6.03 earnings per share. The company’s quarterly revenue was up 26.2% on a year-over-year basis. On average, analysts expect Meta Platforms to post $27 EPS for the current fiscal year and $30 EPS for the next fiscal year.

Meta Platforms Trading Up 2.1%

META stock opened at $672.36 on Tuesday. Meta Platforms has a 1-year low of $479.80 and a 1-year high of $796.25. 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 business’s 50 day moving average is $643.56 and its 200-day moving average is $696.35. The firm 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.

Meta Platforms Announces Dividend

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

Analyst Ratings Changes

Several research analysts have issued reports on the company. KeyCorp dropped their price objective on Meta Platforms from $875.00 to $835.00 and set an “overweight” rating for the company in a research note on Monday. UBS Group dropped their target price on shares of Meta Platforms from $915.00 to $830.00 and set a “buy” rating for the company in a research report on Tuesday, January 20th. Guggenheim reduced their price target on shares of Meta Platforms from $875.00 to $800.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Cantor Fitzgerald upped their price objective on shares of Meta Platforms from $720.00 to $750.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Finally, Benchmark cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, October 30th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $822.00.

Key Stories Impacting Meta Platforms

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 Activity

In related news, COO Javier Olivan sold 517 shares of Meta Platforms 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 completion of the sale, the chief operating officer directly owned 10,649 shares in the company, valued at $6,478,319.15. This trade represents a 4.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Jennifer Newstead sold 519 shares of the business’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 represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 39,596 shares of company stock valued at $24,277,237. Company insiders own 13.61% of the company’s stock.

Institutional Investors Weigh In On Meta Platforms

Several institutional investors have recently modified their holdings of the business. State Street Corp lifted its holdings in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after buying an additional 1,650,435 shares during the period. Capital World Investors lifted its stake in shares of Meta Platforms by 0.7% in the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company’s stock valued at $28,823,375,000 after purchasing an additional 278,180 shares during the period. Invesco Ltd. boosted its position in shares of Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company’s stock worth $12,597,374,000 after purchasing an additional 142,229 shares during the last quarter. Legal & General Group Plc boosted its position in shares of Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company’s stock worth $10,525,258,000 after purchasing an additional 558,792 shares during the last quarter. Finally, Raymond James Financial Inc. grew its position in shares of Meta Platforms by 2.1% during the 2nd quarter. Raymond James Financial Inc. now owns 3,737,448 shares of the social networking company’s stock worth $2,758,571,000 after buying an additional 76,496 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

About Meta Platforms

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.