Meta Platforms, Inc. $META Shares Acquired by Isthmus Partners LLC

Isthmus Partners LLC grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 44.8% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 2,690 shares of the social networking company’s stock after purchasing an additional 832 shares during the quarter. Isthmus Partners LLC’s holdings in Meta Platforms were worth $1,975,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Coyle Financial Counsel LLC increased its position in Meta Platforms by 26.8% during the 3rd quarter. Coyle Financial Counsel LLC now owns 2,085 shares of the social networking company’s stock valued at $1,531,000 after buying an additional 441 shares in the last quarter. Greenwoods Asset Management Hong Kong Ltd. grew its stake in shares of Meta Platforms by 23.7% during the third quarter. Greenwoods Asset Management Hong Kong Ltd. now owns 1,225,964 shares of the social networking company’s stock worth $900,323,000 after acquiring an additional 234,622 shares during the last quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in shares of Meta Platforms by 16.4% during the third quarter. Empirical Financial Services LLC d.b.a. Empirical Wealth Management now owns 104,570 shares of the social networking company’s stock valued at $76,794,000 after acquiring an additional 14,741 shares in the last quarter. Lion Street Advisors LLC increased its holdings in shares of Meta Platforms by 79.6% during the third quarter. Lion Street Advisors LLC now owns 3,176 shares of the social networking company’s stock valued at $2,332,000 after acquiring an additional 1,408 shares in the last quarter. Finally, Convergence Financial LLC raised its position in shares of Meta Platforms by 4.1% in the 3rd quarter. Convergence Financial LLC now owns 7,207 shares of the social networking company’s stock valued at $5,292,000 after purchasing an additional 287 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Ratings Changes

Several analysts have weighed in on the stock. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Meta Platforms from $880.00 to $920.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Raymond James Financial reduced their target price on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research note on Monday, January 26th. Rosenblatt Securities lifted their price target on Meta Platforms from $1,117.00 to $1,144.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Wall Street Zen lowered Meta Platforms from a “buy” rating to a “hold” rating in a report on Saturday, November 1st. Three investment analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, Meta Platforms has an average rating of “Moderate Buy” and a consensus price target of $844.44.

Insider Activity

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total value of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares in the company, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Robert M. Kimmitt sold 580 shares of the firm’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $646.00, for a total value of $374,680.00. Following the sale, the director owned 6,167 shares in the company, valued at $3,983,882. This trade represents a 8.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 103,837 shares of company stock valued at $66,356,760. 13.61% of the stock is currently owned by company insiders.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Major AMD GPU agreement strengthens Meta’s AI scale and supplier diversification, supporting long‑term ad/AI monetization potential even as it implies higher capital spending. META Taps AMD GPUs
• Positive Sentiment: Report that Meta will rent Google TPUs to accelerate model development gives the company faster access to compute and reduces dependence on any single vendor, aiding short‑term AI progress. Google signs multibillion-dollar AI chip deal with Meta
• Positive Sentiment: Meta’s quarterly cash dividend ($0.525/share) adds a modest income component and can help stabilize the stock amid a heavy AI capex cycle. MarketBeat META overview
• Neutral Sentiment: Meta is reportedly planning a stablecoin/payments pilot in H2 2026 — a long‑term monetization opportunity that could boost creator payouts and cross‑border settlement, but timing, partners and regulation remain key uncertainties. CoinDesk: Meta stablecoin plans
• Neutral Sentiment: Short interest in META declined meaningfully in February, reducing a potential downside crowd and making rallies easier to sustain (short‑covering risk lower).
• Negative Sentiment: Insider selling: CFO Susan Li reported large share sales (most recently disclosed Feb. 24 filing), and COO Javier Olivan sold shares — routine but can be interpreted negatively by some investors. SEC filing: Susan J. Li sale
• Negative Sentiment: Ongoing litigation and regulatory scrutiny — high‑profile U.S. trial over alleged social‑media harm and EU antitrust disputes — keep headline risk and potential compliance costs elevated. Reuters: social‑media trial Reuters: EU court adviser on antitrust
• Negative Sentiment: AI talent movement (e.g., OpenAI hiring a Meta researcher) and high ongoing capex projections (guidance points to elevated 2026 spending) are reminders that competition for talent and costly infrastructure could pressure margins before long‑term gains materialize. Reuters: OpenAI hires Meta researcher

Meta Platforms Stock Performance

Shares of META stock opened at $657.01 on Friday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. 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 $1.66 trillion, a PE ratio of 27.96, a price-to-earnings-growth ratio of 1.01 and a beta of 1.28. The business has a 50-day simple moving average of $656.04 and a 200-day simple moving average of $686.79.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same period last year, the company earned $8.02 earnings per share. Meta Platforms’s revenue for the quarter was up 23.8% compared to the same quarter last year. On average, equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s payout ratio is 8.94%.

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.