Meta Platforms, Inc. $META is Thames Capital Management LLC’s 7th Largest Position

Thames Capital Management LLC boosted its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 9.0% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 27,462 shares of the social networking company’s stock after buying an additional 2,270 shares during the period. Meta Platforms makes up approximately 2.9% of Thames Capital Management LLC’s holdings, making the stock its 7th largest holding. Thames Capital Management LLC’s holdings in Meta Platforms were worth $20,168,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its holdings in Meta Platforms by 0.8% during the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company’s stock valued at $142,149,566,000 after purchasing an additional 1,532,568 shares during the last quarter. State Street Corp lifted its stake in Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company’s stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Meta Platforms by 1.3% during the second quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company’s stock valued at $37,902,948,000 after buying an additional 682,768 shares during the period. Norges Bank bought a new position in shares of Meta Platforms during the second quarter valued at approximately $23,155,393,000. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Meta Platforms by 1.8% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company’s stock worth $10,694,644,000 after buying an additional 262,550 shares during the period. Institutional investors own 79.91% of the company’s stock.

Meta Platforms Price Performance

Shares of META opened at $658.76 on Friday. The stock has a market capitalization of $1.66 trillion, a PE ratio of 29.10, a PEG ratio of 1.31 and a beta of 1.29. The company has a 50 day moving average price of $642.15 and a 200-day moving average price of $697.15. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.98 and a current ratio of 1.98. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25.

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

Meta Platforms Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 23rd. Investors of record on Monday, December 15th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, December 15th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is presently 9.28%.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on META shares. Erste Group Bank cut Meta Platforms from a “buy” rating to a “hold” rating in a report on Monday, November 10th. Wells Fargo & Company cut their price target on shares of Meta Platforms from $795.00 to $754.00 and set an “overweight” rating on the stock in a report on Friday. Needham & Company LLC reiterated a “hold” rating on shares of Meta Platforms in a report on Thursday, October 30th. JPMorgan Chase & Co. dropped their target price on shares of Meta Platforms from $875.00 to $800.00 and set an “overweight” rating on the stock in a research note on Thursday, October 30th. Finally, Wedbush reduced their target price on shares of Meta Platforms from $920.00 to $880.00 and set an “outperform” rating on the stock in a research report on Friday, December 19th. Four analysts have rated the stock with a Strong Buy rating, thirty-seven have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $818.57.

Insider Buying and Selling

In other Meta Platforms news, CAO Aaron Anderson sold 726 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $591.60, for a total value of $429,501.60. Following the completion of the transaction, the chief accounting officer directly owned 6,035 shares in the company, valued at approximately $3,570,306. The trade was a 10.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Robert M. Kimmitt sold 600 shares of the firm’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 completion of the sale, 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 disclosure for this sale is available in the SEC filing. Insiders have sold 40,632 shares of company stock valued at $25,055,572 over the last three months. Corporate insiders own 13.61% of the company’s stock.

More Meta Platforms News

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

• Positive Sentiment: Threads ad rollout expands immediate ad-monetization optionality for a 400M+ MAU product, supporting near-term revenue upside. Read More.
• Positive Sentiment: Analysts and investors point to attractive valuation after the pullback (multiple firms reiterating buys and high price targets), encouraging value-oriented buying. Read More.
• Positive Sentiment: Operational/tech progress: Meta’s AI lab reportedly delivered its first in-house models, a signal that internal AI capability is advancing and could support future product monetization and efficiency gains. Read More.
• Positive Sentiment: Hardware/metaverse upside: TD Cowen raised its PT and Meta plans to ramp Meta Glasses production, which supports longer-term diversification of revenue streams. Read More.
• Neutral Sentiment: Meta suspended teen access to its AI characters globally while it builds a teen-specific version — a precautionary move that reduces regulatory/PR risk but could slow feature engagement and short-term monetization from those users. Read More.
• Neutral Sentiment: Upcoming earnings (Jan. 28) and especially 2026 CapEx guidance are the primary near-term catalysts — strong revenue/AI updates could lift shares, while higher-than-expected CapEx would likely pressure the stock. Read More.
• Neutral Sentiment: Insider activity: COO Javier Oliván’s routine share sales continue to be disclosed; amounts are modest relative to his holdings and the company, so impact is limited. Read More.
• Negative Sentiment: Regulatory risk: UK regulator Ofcom opened an investigation into Meta’s responsiveness on WhatsApp data requests, increasing compliance uncertainty in Europe. Read More.
• Negative Sentiment: Legal risk: Meta is contesting evidence limits ahead of a New Mexico child-safety trial — unfavorable rulings or negative publicity could weigh on sentiment. Read More.
• Negative Sentiment: Analyst pressure: Some firms have trimmed price targets (Stifel cut its PT; UBS trimmed earlier), reflecting sensitivity to guidance and spending — these moves can cap near-term upside if guidance disappoints. Read More.

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.