Meta Platforms (META) reported third-quarter 2026 revenue of $64.60 billion, up 26% year over year, and net income of $9.86 billion, up from $2.71 billion a year earlier. Diluted earnings per share were $3.83, compared with $1.05.
The company said third-quarter costs and expenses included a $9.89 billion charge tied to its agreement with 52 U.S. state attorneys general over teen mental health and social media litigation. Meta also announced plans to establish publicly listed, non-voting Class C common stock effective January 2027.
- Family daily active people averaged 3.64 billion in September, up 3% year over year.
- Ad impressions increased 10%, while average price per ad rose 14%.
- Fourth-quarter revenue is projected at $73 billion to $76 billion.
- Third-quarter capital expenditures, including principal payments on finance leases, totaled $34.91 billion.
- Meta expects 2026 capital expenditures of $135 billion to $145 billion.
$META Insider Trading Activity
$META insiders have traded $META stock on the open market 173 times in the past 6 months. Of those trades, 0 have been purchases and 173 have been sales.
Here’s a breakdown of recent trading of $META stock by insiders over the last 6 months:
- CHRISTOPHER K COX (Chief Product Officer) has made 0 purchases and 5 sales selling 80,000 shares for an estimated $55,020,391.
- JAVIER OLIVAN (Chief Operating Officer) has made 0 purchases and 115 sales selling 35,712 shares for an estimated $22,788,190.
- MARK ZUCKERBERG (COB and CEO) has made 0 purchases and 10 sales selling 27,474 shares for an estimated $21,359,454.
- SUSAN J LI (Chief Financial Officer) has made 0 purchases and 22 sales selling 22,645 shares for an estimated $13,435,233.
- ANDREW BOSWORTH (Chief Technology Officer) has made 0 purchases and 9 sales selling 15,695 shares for an estimated $9,148,826.
- CURTIS J. MAHONEY (Chief Legal Officer) has made 0 purchases and 2 sales selling 3,638 shares for an estimated $2,137,945.
- AARON ANDERSON (Chief Accounting Officer) sold 3,240 shares for an estimated $2,002,507
- ROBERT M KIMMITT has made 0 purchases and 3 sales selling 1,504 shares for an estimated $901,817.
- PEGGY ALFORD has made 0 purchases and 2 sales selling 873 shares for an estimated $503,554.
- MARC L ANDREESSEN has made 0 purchases and 4 sales selling 426 shares for an estimated $250,907.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$META Hedge Fund Activity
We have seen 2,584 institutional investors add shares of $META stock to their portfolio, and 2,172 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 45,944,387 shares (+inf%) to their portfolio in Q2 2026, for an estimated $25,880,013,753
- INVESCO LTD. added 22,767,345 shares (+145.9%) to their portfolio in Q2 2026, for an estimated $12,824,617,765
- FMR LLC removed 20,719,009 shares (-17.8%) from their portfolio in Q2 2026, for an estimated $11,670,810,579
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 15,438,261 shares (+inf%) to their portfolio in Q2 2026, for an estimated $8,696,218,038
- CAPITAL RESEARCH GLOBAL INVESTORS added 8,709,803 shares (+28.2%) to their portfolio in Q2 2026, for an estimated $4,906,144,931
- BLACKROCK, INC. added 4,553,693 shares (+2.7%) to their portfolio in Q2 2026, for an estimated $2,565,049,729
- WELLINGTON MANAGEMENT GROUP LLP removed 4,464,151 shares (-38.2%) from their portfolio in Q2 2026, for an estimated $2,514,611,616
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$META Congressional Stock Trading
Members of Congress have traded $META stock 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $META stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARIA ELVIRA SALAZAR has traded it 3 times. They made 2 purchases worth up to $30,000 on 09/22 and 1 sale worth up to $15,000 on 09/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 08/20.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/17 and 0 sales.
- REPRESENTATIVE MATTHEW VAN EPPS sold up to $15,000 on 06/16.
- REPRESENTATIVE JOHN MCGUIRE purchased up to $15,000 on 06/04.
- REPRESENTATIVE DAN CRENSHAW sold up to $15,000 on 06/01.
- REPRESENTATIVE MICHAEL A. RULLI purchased up to $15,000 on 05/06.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
