Ithaka Group LLC Has $40.05 Million Position in Meta Platforms, Inc. $META

Ithaka Group LLC lowered its holdings in Meta Platforms, Inc. (NASDAQ:META) by 1.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 54,538 shares of the social networking company’s stock after selling 890 shares during the quarter. Meta Platforms accounts for about 6.8% of Ithaka Group LLC’s investment portfolio, making the stock its 4th biggest holding. Ithaka Group LLC’s holdings in Meta Platforms were worth $40,052,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock worth $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Meta Platforms by 10.2% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after buying an additional 875 shares during the last quarter. Headwater Capital Co Ltd grew its holdings in shares of 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 acquiring an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. purchased a new stake in Meta Platforms during the second quarter valued at $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms in the second quarter valued at about $322,000. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Meta Platforms news, CFO Susan J. Li sold 56,571 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the business’s stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer directly owned 2,841 shares in the company, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 160,927 shares of company stock worth $103,155,254 in the last three months. 13.61% of the stock is owned by company insiders.

Meta Platforms Stock Down 1.1%

META opened at $660.41 on Friday. The stock has a market cap of $1.67 trillion, a price-to-earnings ratio of 28.10, a price-to-earnings-growth ratio of 1.04 and a beta of 1.30. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The firm’s fifty day moving average is $655.36 and its 200 day moving average is $682.50. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25.

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

Meta Platforms Dividend Announcement

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

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Signed a multiyear AI content‑licensing deal with News Corp that provides paid access to news content for training/retrieval — supports AI product quality and reduces legal/quality risk around training data. Read More.
• Positive Sentiment: Created a new applied AI engineering organization to speed model development and partner with its Superintelligence Lab — signals accelerated product rollout and continued R&D investment that can boost ad/product monetization. Read More.
• Positive Sentiment: Erste Group upgraded META from “hold” to “buy”, adding a positive analyst catalyst that can support demand in the stock.
• Neutral Sentiment: Company presentation at Morgan Stanley TMT conference provided additional management commentary and analyst color — useful for positioning but not an immediate catalyst. Read More.
• Neutral Sentiment: Arete Research reaffirmed a “neutral” rating, offering little directional pressure today.
• Negative Sentiment: Under EU antitrust pressure, Meta will allow rival AI chatbots onto WhatsApp in Europe (via its Business API) for a fee for the next 12 months — a concession that reduces immediate regulatory risk but highlights EU scrutiny and could erode WhatsApp exclusivity. Read More.
• Negative Sentiment: Large insider sales disclosed this week — CFO Susan Li sold ~56,571 shares (~$36.5M) and COO Javier Olivan also sold shares — which can create headline pressure and short‑term selling even if plan‑driven. Read More. • Read More.
• Negative Sentiment: Regulatory/reputational pressure from Indonesia, which issued a “stern warning” over disinformation and gambling content and pressed for greater algorithm transparency — potential compliance costs or restrictions in a large market. Read More.
• Negative Sentiment: Operational risks surfaced: recent U.S. user outages (short‑term engagement/ad impression risk) and reports Meta scrapped its second‑generation Olympus AI chip effort — the latter could raise execution risk and greater reliance on external GPU suppliers. Read More. • Read More.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on META shares. Citizens Jmp restated an “outperform” rating and set a $900.00 price target (up from $750.00) on shares of Meta Platforms in a research note on Monday, November 24th. Wedbush boosted their target price on shares of Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Jefferies Financial Group upped their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Wolfe Research reiterated an “outperform” rating and set a $850.00 price target (up from $800.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Finally, Zacks Research downgraded shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, November 18th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average price target of $844.44.

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.