Mondrian Investment Partners LTD Takes $136.82 Million Position in Meta Platforms, Inc. $META

Mondrian Investment Partners LTD acquired a new position in Meta Platforms, Inc. (NASDAQ:META) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 186,300 shares of the social networking company’s stock, valued at approximately $136,815,000. Meta Platforms comprises approximately 2.3% of Mondrian Investment Partners LTD’s holdings, making the stock its 19th largest position.

A number of other institutional investors have also recently added to or reduced their stakes in META. Norges Bank bought a new position in shares of Meta Platforms during the 2nd quarter valued at $23,155,393,000. Laurel Wealth Advisors LLC increased its position in Meta Platforms by 73,443.1% during the second quarter. Laurel Wealth Advisors LLC now owns 8,417,003 shares of the social networking company’s stock worth $6,212,506,000 after buying an additional 8,405,558 shares during the last quarter. State Street Corp raised its holdings in Meta Platforms by 1.9% during the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock valued at $64,158,971,000 after buying an additional 1,650,435 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Meta Platforms by 0.8% in the second quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock worth $142,149,566,000 after buying an additional 1,532,568 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its position in shares of Meta Platforms by 103.5% in the second quarter. Corient Private Wealth LLC now owns 1,998,624 shares of the social networking company’s stock worth $1,475,166,000 after buying an additional 1,016,667 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Meta Platforms

In other news, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer directly owned 2,841 shares in the company, valued at approximately $1,793,352.84. The trade was a 74.01% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Susan J. Li sold 6,418 shares of the stock in a transaction dated Sunday, February 15th. The stock was sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the completion of the transaction, the chief financial officer directly owned 73,346 shares of the company’s stock, valued at $46,924,570.42. This trade represents a 8.05% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 27,791 shares of company stock worth $17,835,648 over the last three months. 13.61% of the stock is currently owned by corporate insiders.

Meta Platforms Stock Down 2.8%

NASDAQ META opened at $637.25 on Tuesday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The stock has a market cap of $1.61 trillion, a PE ratio of 27.12, a PEG ratio of 1.12 and a beta of 1.28. The firm has a 50-day simple moving average of $656.47 and a 200 day simple moving average of $688.15. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60.

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 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 during the quarter, compared to analysts’ expectations of $58.33 billion. During the same quarter in the prior year, the firm posted $8.02 EPS. The company’s revenue for the quarter was up 23.8% on a year-over-year basis. On average, research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current year.

Meta Platforms Dividend Announcement

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

Meta Platforms News Summary

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

• Positive Sentiment: Board approved a quarterly cash dividend of $0.525/share (payable Mar. 26); Goldman Sachs lists Meta among top growth picks — this boosts yield and buyback/dividend narrative that can support the stock. Meta (META) Strengthens Investor Appeal With Dividend Payout and Platform Expansion Efforts
• Positive Sentiment: Billionaire and institutional buying headlines (e.g., Bill Ackman, David Tepper coverage) are being cited by media — signals of high-profile conviction that can attract momentum buyers. A Billionaire Just Bet Big on This AI Stock. Should Investors Follow Suit?
• Positive Sentiment: Industry-level tailwind: Bridgewater projects ~ $650B of AI capex among big tech in 2026 — validates Meta’s heavy AI investment as part of a broad secular cycle that could expand ad/compute monetization over time. Big Tech to invest about $650 billion in AI in 2026, Bridgewater says
• Neutral Sentiment: Market commentary and analyst features (Jim Cramer, MarketBeat, Motley Fool) highlight Meta’s long-term AI/cloud ambitions and relative valuation within the “Magnificent Seven” — supportive for medium/long-term holders but not immediate catalysts. Jim Cramer Believes Meta’s (META) Developing Its Own Cloud Business
• Negative Sentiment: Investor concern about funding model: coverage highlights hyperscalers (including Meta) increasingly using debt to finance AI buildouts — shifts risk profile and worries some investors about rising leverage and capital allocation. How the AI debt binge shattered hyperscalers’ ‘unspoken contract’ with investors
• Negative Sentiment: WSJ reports Meta continues to borrow billions for AI despite strong free cash flow — reinforces investor unease that spending pace and financing choices could pressure margins or returns. Meta Rakes It In, Yet Still Borrows Billions for AI
• Negative Sentiment: Regulatory/legal risk: India’s Supreme Court will review appeals by Meta/WhatsApp over a ~₹213 crore penalty related to privacy policy — an active legal overhang in a key growth market. Indian Supreme Court To Hear Meta, WhatsApp Pleas Against ₹213 Crore Penalty Over Privacy Policy
• Negative Sentiment: Minor insider selling disclosed (director sale ~ $370k) — not large enough alone to move fundamentals but adds to mixed sentiment. Insider Selling: Meta Platforms (NASDAQ:META) Director Sells $370,724.40 in Stock

Analysts Set New Price Targets

META has been the topic of a number of analyst reports. Raymond James Financial lowered their price objective on Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a report on Monday, January 26th. Wedbush increased their price target on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Roth Mkm dropped their price target on shares of Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Benchmark cut shares of Meta Platforms from a “buy” rating to a “hold” rating in a research note on Thursday, October 30th. Finally, Barclays reiterated an “overweight” rating and issued a $800.00 target price (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

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.