Gabelli Funds LLC Has $124.82 Million Stock Holdings in Meta Platforms, Inc. $META

Gabelli Funds LLC decreased its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 1.4% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 169,971 shares of the social networking company’s stock after selling 2,480 shares during the quarter. Meta Platforms comprises approximately 0.8% of Gabelli Funds LLC’s investment portfolio, making the stock its 19th biggest holding. Gabelli Funds LLC’s holdings in Meta Platforms were worth $124,823,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Meta Platforms by 1.7% in the 4th quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after buying an additional 570 shares during the period. Revolve Wealth Partners LLC increased its position 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 valued at $5,537,000 after buying an additional 875 shares in the last quarter. Headwater Capital Co Ltd raised its stake in Meta Platforms by 294.7% during the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock worth $86,454,000 after buying an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new position in Meta Platforms during the second quarter worth about $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms during the second quarter worth about $322,000. Institutional investors and hedge funds own 79.91% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on META shares. Evercore increased their price target on Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Scotiabank boosted their price objective on Meta Platforms from $685.00 to $700.00 and gave the company a “sector perform” rating in a research report on Thursday, January 29th. Barclays reissued an “overweight” rating and set a $800.00 target price (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Cantor Fitzgerald restated an “overweight” rating and set a $860.00 target price (up from $750.00) on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Morgan Stanley lifted their price target on shares of Meta Platforms from $750.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Three 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. According to data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and a consensus target price of $844.44.

Insider Activity at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of the company’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the stock in a transaction that occurred on 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 transaction, the chief technology officer directly owned 2,841 shares of the company’s stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 159,891 shares of company stock valued at $102,464,356. 13.61% of the stock is owned by insiders.

Meta Platforms News Roundup

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

• Positive Sentiment: Meta acquired Moltbook, a viral social network built for AI agents, and will bring Moltbook founders into its Superintelligence Labs — a hire-and-build move that strengthens Meta’s AI research and product roadmap, reinforcing the company’s long-term AI leadership case. Article Title
• Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute infrastructure to Meta — this supports Meta’s ability to scale AI training and products, and signals capital deployment toward compute that underpins revenue-generating AI services. Article Title
• Positive Sentiment: High-profile investor interest and bullish commentary (e.g., Bill Ackman inclusion and articles naming Meta a leading Magnificent 7 pick) are supporting sentiment and could attract fresh inflows into META shares. Article Title
• Neutral Sentiment: Meta publicly denied reports that CEO Mark Zuckerberg sidelined Chief AI Officer Alexandr Wang, aiming to shore up internal stability and reassure investors about continuity in AI leadership. This reduces short-term governance uncertainty. Article Title
• Neutral Sentiment: Former Meta AI chief Yann LeCun’s startup AMI raised ~$1.03B on a large valuation — a sign of strong investor appetite for alternative AI approaches and a reminder that top AI talent and innovation can show up outside Meta; potential competitive signal but not an immediate revenue threat. Article Title
• Negative Sentiment: Meta will charge advertisers a location fee (2%–5%) to offset digital services taxes in some European countries — this raises the effective cost to advertisers, could pressure ad demand or margins in the region, and is being adopted by other big ad platforms as well. Article Title
• Negative Sentiment: A Dutch appeals court upheld a ruling requiring Meta to offer chronological feeds in the Netherlands, limiting use of profiling-based ranking there — a regulatory/operational constraint that could increase compliance costs and set precedents for other jurisdictions. Article Title

Meta Platforms Price Performance

Shares of META opened at $654.07 on Wednesday. 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 $1.65 trillion, a P/E ratio of 27.83, a P/E/G ratio of 1.00 and a beta of 1.30. The company has a 50 day moving average of $654.53 and a 200-day moving average of $679.33.

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, topping analysts’ consensus estimates of $8.16 by $0.72. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the previous year, the firm posted $8.02 earnings per share. The firm’s revenue for the quarter was up 23.8% on a year-over-year basis. As a group, equities research analysts forecast that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

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

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.