Truxt Investmentos Ltda. Makes New Investment in Meta Platforms, Inc. $META

Truxt Investmentos Ltda. bought a new stake in shares of Meta Platforms, Inc. (NASDAQ:META) in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund bought 1,399 shares of the social networking company’s stock, valued at approximately $1,027,000. Meta Platforms comprises approximately 1.5% of Truxt Investmentos Ltda.’s portfolio, making the stock its 17th largest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in META. Brighton Jones LLC grew its position in shares of Meta Platforms by 1.7% during the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC increased its stake in Meta Platforms by 10.2% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock valued at $5,537,000 after purchasing an additional 875 shares in the last quarter. Headwater Capital Co Ltd raised its holdings in Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after purchasing an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new position in shares of Meta Platforms during the second quarter worth $213,000. Finally, Capital & Planning LLC acquired a new position in shares of Meta Platforms in the 2nd quarter valued at $322,000. 79.91% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on META. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $810.00 price objective on shares of Meta Platforms in a research note on Thursday, January 29th. Oppenheimer lowered Meta Platforms from an “outperform” rating to a “market perform” rating in a research report on Thursday, October 30th. Morgan Stanley boosted their price objective on Meta Platforms from $750.00 to $825.00 and gave the company an “overweight” rating in a research report on Thursday, January 29th. Piper Sandler increased their target price on Meta Platforms from $840.00 to $880.00 and gave the stock an “overweight” rating in a research note on Thursday, January 29th. Finally, Rothschild & Co Redburn set a $900.00 price target on shares of Meta Platforms in a research note on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average price target of $845.50.

Meta Platforms Price Performance

Shares of META opened at $668.69 on Thursday. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The stock has a market capitalization of $1.69 trillion, a P/E ratio of 28.45, a P/E/G ratio of 1.15 and a beta of 1.28. The company has a 50 day moving average of $658.54 and a 200-day moving average of $694.25.

Meta Platforms (NASDAQ:META) last announced 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. The business had revenue of $59.89 billion during the quarter, compared to analysts’ expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The firm’s revenue was up 23.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $8.02 earnings per share. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Stockholders of record on Monday, December 15th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio is currently 8.94%.

More Meta Platforms News

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

• Positive Sentiment: Bill Ackman’s Pershing Square disclosed a roughly $2B (~10% of the fund) position, calling META undervalued and an AI beneficiary — a high‑profile institutional endorsement that can attract other buyers and supports the AI growth narrative. Ackman Bets on Meta (Reuters)
• Positive Sentiment: Hardware traction: EssilorLuxottica says it more than tripled sales of Meta AI (Ray‑Ban) glasses in 2025 — evidence Reality Labs products can scale and diversify revenue beyond ads if momentum continues. Ray‑Ban Maker Triples Meta AI Glasses Sales (CNBC)
• Positive Sentiment: AI capacity bet: Meta began construction on a $10B Indiana data center to expand AI compute — a long‑term positive for ad/product innovation, though it raises near‑term capex. Meta $10B Indiana Data Center (Reuters)
• Positive Sentiment: Analyst/investor interest: Multiple funds (Fisher, others) increased stakes and several brokers raised price targets or reiterated overweight ratings — supportive for sentiment. Analyst Coverage & Institutional Activity (MarketBeat)
• Neutral Sentiment: Insider selling: COO Javier Olivan sold 517 shares (~$343k) — a modest, routine sale that is unlikely to signal major change in outlook by itself. Insider Filing (SEC)
• Negative Sentiment: Russia blocks WhatsApp: Authorities removed WhatsApp from an official directory, effectively blocking the app for ~100M users — a material engagement and revenue risk in that market. Russia Blocks WhatsApp (Reuters)
• Negative Sentiment: Legal/reputational pressure: Day‑to‑day trial testimony (former execs, witnesses) alleges platform harms; defense testimony (Instagram chief) seeks to limit addiction claims — but litigation uncertainty and potential regulatory action remain a drag. Trial Coverage (Yahoo)
• Negative Sentiment: Regional legal loss: A German court told a Meta subsidiary to pay ~€30M to Deutsche Telekom — modest financially but a reminder of ongoing operational/legal frictions. German Ruling (Reuters)

Insider Buying and Selling

In other Meta Platforms news, CFO Susan J. Li sold 6,875 shares of the firm’s stock in a transaction that occurred on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $4,190,037.50. Following the completion of the transaction, the chief financial officer directly owned 88,370 shares in the company, valued at $53,857,980.20. This trade represents a 7.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, COO Javier Olivan sold 2,610 shares of the company’s stock in a transaction that occurred on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $1,590,690.60. Following the sale, the chief operating officer owned 9,784 shares in the company, valued at approximately $5,962,956.64. This represents a 21.06% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 39,078 shares of company stock worth $24,016,453 over the last three months. Company insiders own 13.61% of the company’s stock.

Meta Platforms Company 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.