Zevenbergen Capital Investments LLC Has $219.34 Million Position in Meta Platforms, Inc. $META

Zevenbergen Capital Investments LLC decreased its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 14.3% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 332,284 shares of the social networking company’s stock after selling 55,314 shares during the quarter. Meta Platforms comprises about 4.9% of Zevenbergen Capital Investments LLC’s portfolio, making the stock its 4th biggest holding. Zevenbergen Capital Investments LLC’s holdings in Meta Platforms were worth $219,337,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors also recently made changes to their positions in META. Goldstone Financial Group LLC increased its position in Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after acquiring an additional 1,153 shares during the period. CW Advisors LLC boosted its holdings in Meta Platforms by 27.8% in the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after purchasing an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC grew its position in shares of Meta Platforms by 34.2% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock worth $38,373,000 after purchasing an additional 13,311 shares in the last quarter. Becker Capital Management Inc. increased its holdings in shares of Meta Platforms by 5.0% during the third quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company’s stock worth $25,741,000 after purchasing an additional 1,657 shares during the period. Finally, Diversified Trust Co. increased its holdings in shares of Meta Platforms by 4.1% during the fourth quarter. Diversified Trust Co. now owns 84,059 shares of the social networking company’s stock worth $55,487,000 after purchasing an additional 3,336 shares during the period. Institutional investors and hedge funds own 79.91% of the company’s stock.

Meta Platforms Stock Performance

Shares of Meta Platforms stock opened at $574.46 on Friday. The firm has a market capitalization of $1.45 trillion, a P/E ratio of 24.45, a P/E/G ratio of 0.89 and a beta of 1.31. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The company’s 50 day moving average price is $637.79 and its two-hundred day moving average price is $659.88.

Meta Platforms (NASDAQ:META) last posted its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion during the quarter, compared to the consensus estimate of $58.33 billion. During the same period last year, the company earned $8.02 earnings per share. The business’s quarterly revenue was up 23.8% on a year-over-year basis. On average, equities analysts forecast that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were given a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend was Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Insider Transactions at Meta Platforms

In other Meta Platforms news, CTO Andrew Bosworth sold 8,089 shares of the company’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares of the company’s stock, valued at approximately $1,793,352.84. This represents a 74.01% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The disclosure for this sale is available in the SEC filing. Insiders sold 161,448 shares of company stock worth $103,333,788 over the last ninety days. 13.61% of the stock is owned by insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Launched new AI wearables — Meta expanded its Ray‑Ban smart‑glasses lineup (prescription Ray‑Ban Meta Blayzer Optics and Meta Scriber Optics), reinforcing the company’s push to monetize AI-powered consumer hardware and services. Meta Platforms, Inc. (META) Strengthens AI Strategy With New Glasses and Services
• Positive Sentiment: Moves into clinical VR with VA — Meta partnered with the U.S. Department of Veterans Affairs to scale clinical-grade VR therapy in VA medical centers, signaling enterprise and regulated-market adoption for its VR/Quest platform. This can open non‑advertising revenue channels. Meta’s VA Partnership Puts Clinical VR Therapy In Meta Platforms Story
• Positive Sentiment: Building AI hardware capability — Meta’s Superintelligence Labs hired veteran engineer Rui Xu to lead hardware efforts, suggesting deeper investment in custom AI devices beyond glasses, which supports long‑term vertical integration for AI compute and products. Meta Superintelligence Labs is quietly building a hardware team
• Neutral Sentiment: Wells Fargo trims price target but stays constructive — Wells Fargo cut its PT to $765 (from $856) while maintaining an Overweight rating, reflecting confidence in long‑term AI upside despite nearer‑term uncertainty ahead of earnings. Ahead of Meta, Alphabet earnings, Wells Fargo keeps overweight, cuts PTs
• Neutral Sentiment: China signals support for lawful cross‑border deals — Beijing said it supports law‑abiding transnational tech deals after reports of a Meta review, offering potential clarity for any China‑related partnerships or supply arrangements. China says it supports law‑abiding transnational deals after reports of Meta deal review
• Negative Sentiment: Bay Area layoffs — Meta is cutting roughly 200 roles in the San Francisco Bay Area as it restructures teams while reallocating capital toward AI infrastructure; layoffs can be read as cost discipline but also highlight internal reshaping and near‑term workforce disruption. Meta’s Bay Area layoffs affect roughly 200 workers as company pours billions into AI infrastructure
• Negative Sentiment: Rising legal/regulatory risk — Recent court losses and challenges to Section 230 protections have increased litigation and regulatory uncertainty for Meta, which could lead to higher compliance costs, content moderation expense and potential liabilities. Meta, Google under attack as court cases bypass 30‑year‑old legal shieldWhat’s next for Meta in the wake of trial losses and layoffs?
• Negative Sentiment: Analyst downgrades and PT trims — Morgan Stanley cut its PT to $775 citing softer ad trends and Erste downgraded to Hold; analyst cuts increase selling pressure and shorten the runway for multiple near‑term catalysts. Morgan Stanley trims PT on Meta Platforms (META) to $775 amid softer advertising backdropMeta Platforms was downgraded by Erste Group Bank AG

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the company. Guggenheim boosted their price target on Meta Platforms from $800.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Barclays restated an “overweight” rating and set a $800.00 price objective (up from $770.00) on shares of Meta Platforms in a research note on Thursday, January 29th. Wedbush upped their target price on Meta Platforms from $880.00 to $900.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a report on Thursday, January 29th. Finally, BMO Capital Markets raised their price target on Meta Platforms from $710.00 to $730.00 and gave the stock a “market perform” rating in a research report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $843.57.

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.