Tikehau Investment Management Boosts Holdings in Meta Platforms, Inc. $META

Tikehau Investment Management grew its position in Meta Platforms, Inc. (NASDAQ:META) by 486.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,300 shares of the social networking company’s stock after acquiring an additional 8,545 shares during the period. Meta Platforms comprises about 11.9% of Tikehau Investment Management’s portfolio, making the stock its 3rd largest holding. Tikehau Investment Management’s holdings in Meta Platforms were worth $7,602,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of META. Kingstone Capital Partners Texas LLC increased its position in Meta Platforms by 608,429.2% during the second quarter. Kingstone Capital Partners Texas LLC now owns 59,775,823 shares of the social networking company’s stock worth $44,119,937,000 after buying an additional 59,766,000 shares during the last quarter. Invesco Ltd. lifted its position in shares of Meta Platforms by 2.3% in the first quarter. Invesco Ltd. now owns 17,669,795 shares of the social networking company’s stock valued at $10,184,163,000 after buying an additional 400,927 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Meta Platforms by 8.8% during the 1st quarter. Goldman Sachs Group Inc. now owns 15,575,962 shares of the social networking company’s stock worth $8,977,361,000 after acquiring an additional 1,255,546 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in shares of Meta Platforms by 4.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 12,543,468 shares of the social networking company’s stock worth $7,229,553,000 after acquiring an additional 536,160 shares during the last quarter. Finally, Wellington Management Group LLP raised its stake in Meta Platforms by 2.5% in the 1st quarter. Wellington Management Group LLP now owns 10,041,171 shares of the social networking company’s stock valued at $5,787,329,000 after acquiring an additional 247,850 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on META shares. KeyCorp cut their price target on Meta Platforms from $905.00 to $875.00 and set an “overweight” rating for the company in a report on Thursday, October 30th. TD Cowen cut their target price on shares of Meta Platforms from $875.00 to $810.00 and set a “buy” rating for the company in a research note on Thursday, October 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $870.00 target price (down previously from $900.00) on shares of Meta Platforms in a report on Thursday, October 30th. Zacks Research upgraded shares of Meta Platforms from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 20th. Finally, Hsbc Global Res upgraded shares of Meta Platforms from a “hold” rating to a “strong-buy” rating in a research report on Thursday, July 31st. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-seven have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $825.05.

Insider Transactions at Meta Platforms

In related news, Director Robert M. Kimmitt sold 600 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $609.35, for a total transaction of $365,610.00. Following the completion of the transaction, the director directly owned 7,347 shares in the company, valued at $4,476,894.45. This represents a 7.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Andrew Bosworth sold 5,063 shares of the company’s stock in a transaction on Saturday, November 15th. The stock was sold at an average price of $609.46, for a total transaction of $3,085,695.98. Following the transaction, the chief technology officer owned 6,936 shares of the company’s stock, valued at $4,227,214.56. This trade represents a 42.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 29,024 shares of company stock valued at $19,233,987. 13.61% of the stock is owned by company insiders.

Meta Platforms Stock Down 1.2%

NASDAQ META opened at $590.32 on Thursday. The company has a current ratio of 1.98, a quick ratio of 1.98 and a debt-to-equity ratio of 0.15. The company has a market cap of $1.49 trillion, a price-to-earnings ratio of 26.07, a PEG ratio of 1.25 and a beta of 1.20. The company has a 50 day moving average of $704.12 and a 200-day moving average of $705.68. Meta Platforms, Inc. has a 1-year low of $479.80 and a 1-year high of $796.25.

Meta Platforms (NASDAQ:META) last issued its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.74 by $0.51. The business had revenue of $51.24 billion for the quarter, compared to the consensus estimate of $49.34 billion. Meta Platforms had a return on equity of 39.35% and a net margin of 30.89%.The firm’s quarterly revenue was up 26.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $6.03 earnings per share. Meta Platforms has set its Q4 2025 guidance at EPS. On average, equities research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, September 29th. Shareholders of record on Monday, September 22nd were given a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a yield of 0.4%. The ex-dividend date was Monday, September 22nd. Meta Platforms’s payout ratio is currently 9.28%.

About Meta Platforms

Meta Platforms, Inc engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately.