Joel Isaacson & Co. LLC Has $38.51 Million Stock Holdings in Meta Platforms, Inc. $META

Joel Isaacson & Co. LLC increased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 12.8% in the 3rd quarter, Holdings Channel.com reports. The fund owned 52,436 shares of the social networking company’s stock after buying an additional 5,935 shares during the quarter. Meta Platforms comprises about 1.4% of Joel Isaacson & Co. LLC’s holdings, making the stock its 16th biggest position. Joel Isaacson & Co. LLC’s holdings in Meta Platforms were worth $38,508,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of META. Bare Financial Services Inc bought a new stake in Meta Platforms in the second quarter worth approximately $30,000. Briaud Financial Planning Inc bought a new stake in Meta Platforms in the second quarter worth $42,000. Knuff & Co LLC bought a new stake in Meta Platforms in the second quarter worth $44,000. WFA Asset Management Corp increased its position in Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock worth $49,000 after buying an additional 20 shares during the last quarter. Finally, Spurstone Advisory Services LLC bought a new position in Meta Platforms during the second quarter valued at about $59,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Stock Performance

NASDAQ META opened at $738.31 on Friday. The company’s fifty day moving average is $649.61 and its two-hundred day moving average is $696.14. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. The firm has a market capitalization of $1.86 trillion, a price-to-earnings ratio of 31.42, a P/E/G ratio of 1.33 and a beta of 1.29.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 39.91%. The business had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter last year, the company earned $8.02 earnings per share. The firm’s revenue was up 23.8% on a year-over-year basis. Equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is currently 9.28%.

Key Meta Platforms News

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

• Positive Sentiment: Q4 beat and strong guidance — Meta reported $59.9B revenue and $8.88 EPS (both above estimates) and guided Q1 revenue to $53.5B–$56.5B, signaling continued ad strength and giving investors confidence the AI investments are starting to lift monetization. CNBC: Meta beats on top, bottom lines, gives stronger-than-expected forecast
• Positive Sentiment: Wall Street upgrades and target increases — Multiple firms raised price targets and ratings after the print, reflecting renewed analyst conviction in revenue upside and AI tailwinds (several targets now imply double‑digit upside). MarketBeat: Meta Soars After-Hours
• Positive Sentiment: Technical/market momentum — Analysts and technical commentators note the stock reclaimed key levels and is showing breakout momentum after earnings, which supports further near‑term buying. FXEmpire: Technical Breakout Signals Higher Prices
• Neutral Sentiment: Local PR / community investment — Meta committed $50M to develop a Sac State downtown center; positive for brand and local relations but unlikely to move fundamentals materially. BizJournals: Meta commits $50M to Sac State downtown center
• Neutral Sentiment: Product tests to diversify revenue — Meta is testing premium subscription tiers across Instagram/Facebook/WhatsApp; potential upside long term but unclear near‑term revenue impact. CNET: Meta confirms testing of premium subscriptions
• Negative Sentiment: Huge 2026 CapEx ramp announced — Management expects 2026 capital expenditures of roughly $115B–$135B to build AI infrastructure, a front‑loaded commitment that raises questions about near‑term returns and margin pressure. Reuters: Meta expects annual capital expenditures to rise
• Negative Sentiment: Reality Labs remains a drag — The XR/Reality Labs unit posted an operating loss (~$6.02B in Q4) and prior reporting shows large cash burn, highlighting ongoing margin risk. CNBC: Reality Labs posts $6.02B loss
• Negative Sentiment: XR cash burn and uncertainty — Reporting that Reality Labs burned ~$19B recently (and has had layoffs) is a reminder that Meta’s non‑ad investments are costly and uncertain. TechCrunch: Meta burned $19B on VR
• Negative Sentiment: Small insider sale — COO Javier Oliván sold 517 shares (disclosed); amount is modest but some investors note insider sales when evaluating sentiment. SEC filing: Oliván insider sale

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the company. Mizuho increased their price objective on Meta Platforms from $815.00 to $850.00 and gave the company an “outperform” rating in a report on Thursday. Wells Fargo & Company increased their price target on Meta Platforms from $754.00 to $849.00 and gave the company an “overweight” rating in a report on Thursday. Rothschild & Co Redburn raised shares of Meta Platforms from a “neutral” rating to a “buy” rating and lifted their price target for the company from $740.00 to $900.00 in a research report on Monday. Raymond James Financial decreased their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a report on Monday. Finally, Stifel Nicolaus lifted their target price on shares of Meta Platforms from $785.00 to $820.00 and gave the stock a “buy” rating in a report on Thursday. Five equities research analysts have rated the stock with a Strong Buy rating, forty have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $847.98.

Insider Activity

In related news, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $618.28, for a total value of $358,602.40. Following the completion of the transaction, the director directly owned 5,587 shares of the company’s stock, valued at $3,454,330.36. This trade represents a 9.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Javier Olivan sold 517 shares of Meta Platforms stock in a transaction on Monday, January 26th. The stock was sold at an average price of $665.00, for a total transaction of $343,805.00. Following the sale, the chief operating officer owned 10,132 shares in the company, valued at $6,737,780. This represents a 4.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 40,113 shares of company stock worth $24,621,042. Company insiders own 13.61% of the company’s stock.

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.