Meta Platforms, Inc. $META Stake Lifted by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd boosted its stake in Meta Platforms, Inc. (NASDAQ:META) by 11.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 372,233 shares of the social networking company’s stock after purchasing an additional 38,448 shares during the quarter. Meta Platforms comprises approximately 2.9% of Mediolanum International Funds Ltd’s portfolio, making the stock its 4th biggest holding. Mediolanum International Funds Ltd’s holdings in Meta Platforms were worth $276,718,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of META. Oakworth Capital Inc. grew its stake in shares of Meta Platforms by 3.5% in the third quarter. Oakworth Capital Inc. now owns 2,163 shares of the social networking company’s stock worth $1,588,000 after purchasing an additional 73 shares during the last quarter. Financial Strategies Group Inc. increased its position in Meta Platforms by 3.3% during the 3rd quarter. Financial Strategies Group Inc. now owns 596 shares of the social networking company’s stock valued at $438,000 after buying an additional 19 shares in the last quarter. Gitterman Wealth Management LLC lifted its holdings in shares of Meta Platforms by 469.1% during the 3rd quarter. Gitterman Wealth Management LLC now owns 791 shares of the social networking company’s stock valued at $581,000 after buying an additional 652 shares during the period. Mutual Advisors LLC increased its position in shares of Meta Platforms by 10.0% during the 3rd quarter. Mutual Advisors LLC now owns 48,478 shares of the social networking company’s stock valued at $35,583,000 after purchasing an additional 4,402 shares during the last quarter. Finally, Uptick Partners LLC boosted its stake in shares of Meta Platforms by 33.3% during the 3rd quarter. Uptick Partners LLC now owns 1,785 shares of the social networking company’s stock worth $1,311,000 after acquiring an additional 446 shares during the last quarter. Institutional investors own 79.91% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Big-capex boost: Meta’s plan to spend up to $135 billion in 2026 continues to be a major positive catalyst for investors who view it as funding AI, data centers and long‑term growth — the announcement previously drove a large share pop and is supporting bullish sentiment. META Pops 10% on $135b Capex Announcement
• Positive Sentiment: Institutional support: Diamond Hill Capital increased its stake, a signal that some money managers remain confident in Meta’s fundamentals and long‑run thesis. Institutional buying can underpin the stock even amid headline noise. Diamond Hill boosts stake
• Neutral Sentiment: AI/data center progress & deal activity: Reporting indicates an AI/data‑center deal is advancing while related corporate developments proceed — commercially positive but still distant from immediate revenue recognition. Child safety lawsuit proceeds as AI data center deal advances
• Neutral Sentiment: Reality Labs repositioning: Meta’s CTO called cuts to Reality Labs “a real cause for sadness” but reiterated the company remains bullish on VR — suggests management is reallocating capital toward higher‑growth AI and data infrastructure. Meta CTO on Reality Labs cuts
• Negative Sentiment: EU antitrust escalation: The European Commission has sent a statement of objections and signaled it may impose interim measures to stop Meta from blocking rival AI assistants on WhatsApp — a material regulatory risk that could weaken Meta’s AI distribution advantages in Europe and force product changes or fines. Meta has publicly criticised the move, but the threat of fast interim remedies increases near‑term uncertainty. EU threatens Meta with interim measure
• Negative Sentiment: Legal exposure in U.S. trials: Opening arguments began in high‑profile cases (New Mexico, LA) alleging addictive design and child‑safety failures; unsealed researcher documents alleging large numbers of exploited minors amplify reputational and litigation risk and could lead to damages or stricter regulation. These proceedings keep downside risk elevated for investors. Meta and YouTube Created ‘Digital Casinos,’ Lawyers Argue

Meta Platforms Stock Performance

Shares of META stock opened at $677.37 on Tuesday. Meta Platforms, Inc. has a one year low of $479.80 and a one year high of $796.25. The firm has a market cap of $1.71 trillion, a P/E ratio of 28.82, a P/E/G ratio of 1.13 and a beta of 1.28. 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 50 day moving average price is $657.49 and its 200-day moving average price is $694.73.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. The firm 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 business’s revenue for the quarter was up 23.8% compared to the same quarter last year. During the same quarter last year, the business earned $8.02 earnings per share. As a group, equities research analysts predict that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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

Analyst Ratings Changes

A number of equities analysts recently commented on META shares. Pivotal Research dropped their price target on Meta Platforms from $930.00 to $910.00 and set a “buy” rating for the company in a research note on Thursday, January 29th. Erste Group Bank cut Meta Platforms from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Zacks Research downgraded shares of Meta Platforms from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, November 18th. Citizens Jmp reiterated an “outperform” rating and issued a $900.00 price target (up previously from $750.00) on shares of Meta Platforms in a report on Monday, November 24th. Finally, Rothschild & Co Redburn set a $900.00 price objective on Meta Platforms in a report on Monday, January 26th. Four research analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Meta Platforms currently has an average rating of “Moderate Buy” and an average price target of $847.40.

Insider Transactions at Meta Platforms

In related news, CFO Susan J. Li sold 6,875 shares of the stock in a transaction on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total transaction of $4,190,037.50. Following the completion of the sale, the chief financial officer directly owned 88,370 shares in the company, valued at approximately $53,857,980.20. This trade represents a 7.22% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CTO Andrew Bosworth sold 11,690 shares of Meta Platforms stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $593.31, for a total transaction of $6,935,793.90. Following the completion of the sale, the chief technology officer directly owned 2,415 shares of the company’s stock, valued at approximately $1,432,843.65. The trade was a 82.88% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,561 shares of company stock worth $23,673,584 in the last quarter. 13.61% of the stock is currently owned by corporate insiders.

About Meta Platforms

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.