DSM Capital Partners LLC Has $502.80 Million Position in Meta Platforms, Inc. $META

DSM Capital Partners LLC lowered its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 7.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 684,662 shares of the social networking company’s stock after selling 56,487 shares during the quarter. Meta Platforms accounts for 7.2% of DSM Capital Partners LLC’s portfolio, making the stock its 5th biggest holding. DSM Capital Partners LLC’s holdings in Meta Platforms were worth $502,802,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Bare Financial Services Inc bought a new stake in Meta Platforms during the 2nd quarter valued at about $30,000. Evergreen Private Wealth LLC grew its stake in Meta Platforms by 237.5% in the 2nd quarter. Evergreen Private Wealth LLC now owns 54 shares of the social networking company’s stock worth $40,000 after acquiring an additional 38 shares in the last quarter. Briaud Financial Planning Inc bought a new position in Meta Platforms in the 2nd quarter worth about $42,000. Knuff & Co LLC purchased a new position in shares of Meta Platforms during the second quarter worth approximately $44,000. Finally, WFA Asset Management Corp raised its stake in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after acquiring an additional 20 shares in the last quarter. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the company. Citigroup reissued a “buy” rating on shares of Meta Platforms in a research note on Thursday, December 4th. BNP Paribas Exane started coverage on Meta Platforms in a research report on Monday, November 24th. They set an “outperform” rating and a $800.00 price target on the stock. Raymond James Financial restated a “strong-buy” rating and set a $825.00 price target (down previously from $900.00) on shares of Meta Platforms in a research note on Thursday, October 30th. Wedbush lowered their price objective on shares of Meta Platforms from $920.00 to $880.00 and set an “outperform” rating for the company in a research note on Friday, December 19th. Finally, Jefferies Financial Group dropped their target price on shares of Meta Platforms from $950.00 to $910.00 and set a “buy” rating on the stock in a report on Thursday, October 30th. Four research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $822.96.

Meta Platforms Price Performance

META opened at $631.09 on Wednesday. The firm has a market capitalization of $1.59 trillion, a PE ratio of 27.88, a price-to-earnings-growth ratio of 1.27 and a beta of 1.29. The company has a debt-to-equity ratio of 0.15, a current ratio of 1.98 and a quick ratio of 1.98. The business’s 50-day moving average is $641.42 and its two-hundred day moving average is $702.20. Meta Platforms, Inc. has a 1 year low of $479.80 and a 1 year high of $796.25.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, October 29th. The social networking company reported $7.25 EPS for the quarter, beating the consensus estimate of $6.74 by $0.51. Meta Platforms had a net margin of 30.89% and a return on equity of 39.35%. The business had revenue of $51.24 billion during the quarter, compared to analyst estimates of $49.34 billion. During the same period in the prior year, the firm posted $6.03 earnings per share. The company’s quarterly revenue was up 26.2% on a year-over-year basis. Research analysts anticipate that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, December 23rd. Shareholders of record on Monday, December 15th were paid a $0.525 dividend. This represents a $2.10 annualized dividend and a yield of 0.3%. The ex-dividend date was Monday, December 15th. Meta Platforms’s dividend payout ratio (DPR) is 9.28%.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Analyst bullishness — TD Cowen raised its price target on META to $820 and kept a Buy rating, giving investors a near‑term valuation upside narrative amid the recent pullback. Benzinga: TD Cowen price target
• Positive Sentiment: Stronger commercial demand for Ray‑Ban Meta smart glasses — Meta and EssilorLuxottica are reportedly discussing doubling production capacity (10M→20M units, with upside to 30M) this year, signaling product-market fit for AI wearables and potential revenue growth outside advertising. Reuters: doubling Ray‑Ban output
• Positive Sentiment: Executive hire to drive AI strategy — Meta named Dina Powell McCormick as president and vice chair to help steer its AI and infrastructure buildout, a governance move investors see as strengthening execution. Reuters: Dina Powell McCormick joins Meta
• Neutral Sentiment: Strategic repositioning in Reality Labs — Wedbush views the cuts and resource reallocation as a discipline shift toward consumer wearables (and away from broad metaverse bets), which could improve capital efficiency but delays returns. ProactiveInvestors: Wedbush on Reality Labs cuts
• Neutral Sentiment: Energy/infrastructure play — Meta’s Meta Compute and deals (including the Oklo prepayment) to secure gigawatt‑scale baseload power are a long‑term moat for AI scale but lock in very large capex outlays and long timelines. MarketBeat: Meta energy strategy / Oklo
• Negative Sentiment: Reality Labs job cuts and restructuring — Reports say Meta will cut ~10–15% of Reality Labs (1,000–1,500 jobs) as it shifts from VR/metaverse projects to AI wearables; this highlights past capital waste and near‑term restructuring costs that weigh on sentiment. Fox Business: Reality Labs cuts
• Negative Sentiment: CapEx and execution concerns — Meta continues to plan massive capex (Meta Compute, data centers, nuclear prepayments). Some investors fear the pace/scale of spending and execution risk, and high-profile critics (e.g., Michael Burry commentary) amplify downside pressure. Benzinga: Michael Burry critique
• Negative Sentiment: Regulatory noise — Brazil’s antitrust suspension of a WhatsApp policy and Australia account‑removal/teen‑ban issues add jurisdictional regulatory risk that could create headline volatility. TechCrunch: Brazil WhatsApp order

Insiders Place Their Bets

In other news, Director Robert M. Kimmitt sold 600 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $609.35, for a total transaction of $365,610.00. Following the transaction, the director owned 7,347 shares in the company, valued at $4,476,894.45. This represents a 7.55% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, COO Javier Olivan sold 2,610 shares of the stock in a transaction that occurred on Saturday, November 15th. The shares were sold at an average price of $609.46, for a total transaction of $1,590,690.60. Following the completion of the transaction, the chief operating officer directly owned 9,784 shares of the company’s stock, valued at $5,962,956.64. The trade was a 21.06% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 40,054 shares of company stock valued at $24,799,940. 13.61% of the stock is currently owned by company insiders.

Meta Platforms 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.