Meta Platforms, Inc. $META Shares Bought by Yelin Lapidot Holdings Management Ltd.

Yelin Lapidot Holdings Management Ltd. grew its position in Meta Platforms, Inc. (NASDAQ:META) by 25.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 39,487 shares of the social networking company’s stock after acquiring an additional 7,887 shares during the quarter. Meta Platforms makes up approximately 4.2% of Yelin Lapidot Holdings Management Ltd.’s holdings, making the stock its 6th largest position. Yelin Lapidot Holdings Management Ltd.’s holdings in Meta Platforms were worth $22,243,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in shares of Meta Platforms by 1.7% during 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 period. Revolve Wealth Partners LLC boosted its holdings 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 during the period. Headwater Capital Co Ltd boosted its holdings in shares of Meta Platforms by 294.7% in the 1st quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after buying an additional 112,000 shares during the period. Dymon Asia Capital Singapore PTE. LTD. bought a new stake in shares of Meta Platforms during the 2nd quarter valued at about $213,000. Finally, Capital & Planning LLC bought a new stake in shares of Meta Platforms during the 2nd quarter valued at about $322,000. 79.91% of the stock is currently owned by institutional investors.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Analysts see Meta’s AI investments improving ad targeting and engagement, potentially allowing the company to challenge Google for digital-advertising leadership. The strong advertising outlook is particularly important after Meta’s latest quarter delivered 28% year-over-year revenue growth to $60.8 billion. Meta versus Google advertising analysis
• Positive Sentiment: Several reports characterize META as undervalued, citing a forward P/E of roughly 16—well below its historical average—and arguing that legal clarity plus new AI products could support substantial upside. The settlement may remove a major overhang even though it carries a large financial charge. Meta valuation and AI upside analysis
• Positive Sentiment: Wedbush reaffirmed a Neutral rating but raised or maintained a $595 price target, implying modest upside from the referenced trading level. Separately, the planned IPO of Meta-backed Indian telecom operator Jio Platforms could improve the value and liquidity of an important investment. Meta market news Jio Platforms IPO approval
• Neutral Sentiment: Meta is switching internal communications from Google Chat to Slack because management considers Slack better suited to AI agents. The move highlights Meta’s push to integrate AI into operations but is not expected to materially change near-term financial results. Meta switches to Slack
• Neutral Sentiment: Meta-backed AI startup Manus said it has resumed independent operations after China blocked Meta’s proposed acquisition. This removes some uncertainty around the transaction but also means Meta will not immediately gain full ownership of the startup. Manus resumes independent operations
• Negative Sentiment: The approximately $17 billion–$18 billion settlement over alleged harm to children creates a substantial cash cost and requires stronger age verification, potentially increasing compliance expenses and reducing young-user engagement. Critics also question whether the agreement will resolve regulatory pressure. Meta child-safety settlement requirements
• Negative Sentiment: Reports that Meta spent heavily on AI infrastructure underscore depreciation and capital-expenditure risks: investors must determine whether the spending will generate enough incremental advertising and product revenue. Meta also removed dozens of India-based malware advertisements, highlighting continuing platform-safety and reputational risks. Big Tech AI spending risks Meta removes fraudulent India ads

Meta Platforms Stock Performance

Shares of NASDAQ META opened at $578.54 on Wednesday. Meta Platforms, Inc. has a 12-month low of $520.26 and a 12-month high of $790.80. The company has a market cap of $1.47 trillion, a PE ratio of 21.79, a P/E/G ratio of 0.99 and a beta of 1.25. The stock has a 50 day simple moving average of $592.78 and a 200-day simple moving average of $609.82. The company has a current ratio of 2.23, a quick ratio of 2.23 and a debt-to-equity ratio of 0.32.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The business had revenue of $60.80 billion during the quarter, compared to analyst estimates of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The firm’s revenue was up 28.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $7.14 earnings per share. On average, equities research analysts forecast that Meta Platforms, Inc. will post 28.17 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on the stock. Scotiabank reissued a “sector perform” rating and issued a $600.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $800.00 target price on shares of Meta Platforms in a report on Thursday, July 30th. DA Davidson dropped their price target on Meta Platforms from $850.00 to $700.00 and set a “buy” rating on the stock in a research report on Thursday, July 30th. Barclays cut their price target on Meta Platforms from $830.00 to $780.00 and set an “overweight” rating on the stock in a report on Thursday, July 30th. Finally, Rosenblatt Securities boosted their price objective on Meta Platforms from $883.00 to $886.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Four analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $785.22.

Insiders Place Their Bets

In related news, CFO Susan J. Li sold 9,196 shares of the company’s stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $550.61, for a total value of $5,063,409.56. Following the completion of the sale, the chief financial officer owned 13,186 shares of the company’s stock, valued at $7,260,343.46. This represents a 41.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 1,559 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $558.00, for a total transaction of $869,922.00. Following the completion of the transaction, the insider owned 1,957 shares of the company’s stock, valued at $1,092,006. This represents a 44.34% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 32,987 shares of company stock worth $19,202,995. 13.53% of the stock is owned by company insiders.

Meta Platforms Company 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.