Montrusco Bolton Investments Inc. Has $235.56 Million Stake in Meta Platforms, Inc. $META

Montrusco Bolton Investments Inc. lessened its position in Meta Platforms, Inc. (NASDAQ:META) by 7.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 422,400 shares of the social networking company’s stock after selling 35,039 shares during the quarter. Meta Platforms makes up about 3.6% of Montrusco Bolton Investments Inc.’s portfolio, making the stock its 9th biggest position. Montrusco Bolton Investments Inc.’s holdings in Meta Platforms were worth $235,565,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Meta Platforms by 1.7% in the fourth quarter. Brighton Jones LLC now owns 34,551 shares of the social networking company’s stock valued at $20,230,000 after purchasing an additional 570 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Meta Platforms by 10.2% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,456 shares of the social networking company’s stock worth $5,537,000 after purchasing an additional 875 shares during the last quarter. Headwater Capital Co Ltd grew its position in Meta Platforms by 294.7% in the first quarter. Headwater Capital Co Ltd now owns 150,000 shares of the social networking company’s stock valued at $86,454,000 after purchasing an additional 112,000 shares in the last quarter. Dymon Asia Capital Singapore PTE. LTD. bought a new position in Meta Platforms in the second quarter valued at $213,000. Finally, Capital & Planning LLC bought a new position in Meta Platforms in the second quarter valued at $322,000. Institutional investors own 79.91% of the company’s stock.

Insider Activity at Meta Platforms

In other news, insider Curtis J. Mahoney sold 2,079 shares of the firm’s stock in a transaction dated Wednesday, May 27th. The shares were sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the completion of the sale, the insider owned 1,118 shares in the company, valued at approximately $681,890.56. This trade represents a 65.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, COO Javier Olivan sold 3,348 shares of Meta Platforms stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $600.97, for a total transaction of $2,012,047.56. Following the sale, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at $5,708,013.06. The trade was a 26.06% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 44,748 shares of company stock worth $27,565,292. Company insiders own 13.53% of the company’s stock.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Meta launched Muse Spark 1.1, an upgraded multimodal AI model with agentic coding features and public developer access, signaling a more serious push into enterprise AI and paid API usage. Meta enters the crowded AI coding battle with Muse Spark 1.1
• Positive Sentiment: Reports that Meta plans to start manufacturing its own AI chip in September point to a potential reduction in GPU costs and better control over future AI infrastructure spending. Meta to put AI chip into production in September as it looks to double computing capacity, memo shows
• Positive Sentiment: Meta’s expanding AI infrastructure buildout, including a new large data center in Canada and a reported 250MW energy supply agreement, supports the view that the company is preparing for much larger AI demand. Meta plans billions for first AI data center in Canada, largest outside the US
• Positive Sentiment: Analyst commentary and bullish articles argue Meta’s heavy AI spending could eventually translate into higher margins, compute monetization, and stronger ad products, helping justify the stock’s valuation. Alphabet vs. Meta: Which AI Stock Is the Better Buy Right Now?
• Neutral Sentiment: Some coverage notes Meta’s valuation, aggressive capex, and competition from OpenAI, Anthropic, and Google, which keeps investor expectations balanced even as AI momentum improves. META’s $9B AI Infrastructure Bet, Cloud Ambitions: Is the Stock a Buy?
• Negative Sentiment: There are still concerns that Meta is spending heavily on AI before proving enough near-term returns, and one report said the stock had dipped earlier as capex worries resurfaced. Meta Stock Dips as AI Capex Concerns Arise

Meta Platforms Trading Up 4.7%

Shares of NASDAQ:META opened at $631.48 on Friday. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.35 and a current ratio of 2.35. The company has a market capitalization of $1.60 trillion, a P/E ratio of 22.95, a price-to-earnings-growth ratio of 1.06 and a beta of 1.25. The company has a 50-day simple moving average of $598.10 and a 200 day simple moving average of $626.80.

Meta Platforms (NASDAQ:META) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share for the quarter, topping analysts’ consensus estimates of $6.67 by $3.77. The firm had revenue of $56.31 billion for the quarter, compared to the consensus estimate of $55.56 billion. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business’s revenue was up 33.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.43 earnings per share. Sell-side analysts forecast that Meta Platforms, Inc. will post 29.46 earnings per share for the current year.

Meta Platforms Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were issued a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s payout ratio is presently 7.63%.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on META shares. Sanford C. Bernstein cut their price target on shares of Meta Platforms from $900.00 to $850.00 and set an “outperform” rating on the stock in a research report on Thursday, April 30th. Wolfe Research decreased their price objective on Meta Platforms from $850.00 to $800.00 and set an “outperform” rating for the company in a report on Friday, April 10th. Guggenheim lowered their target price on Meta Platforms from $850.00 to $800.00 and set a “buy” rating on the stock in a research report on Thursday, April 30th. Truist Financial dropped their target price on Meta Platforms from $900.00 to $840.00 and set a “buy” rating on the stock in a report on Thursday, April 30th. Finally, UBS Group cut Meta Platforms from a “buy” rating to a “neutral” rating in a research report on Tuesday, June 2nd. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Meta Platforms presently has an average rating of “Moderate Buy” and an average price target of $840.64.

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.