Bowie Capital Management LLC Has $117.75 Million Stake in Meta Platforms, Inc. $META

Bowie Capital Management LLC cut its position in shares of Meta Platforms, Inc. (NASDAQ:META) by 6.4% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 160,340 shares of the social networking company’s stock after selling 10,991 shares during the quarter. Meta Platforms accounts for 5.1% of Bowie Capital Management LLC’s portfolio, making the stock its 7th biggest holding. Bowie Capital Management LLC’s holdings in Meta Platforms were worth $117,750,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Grantham Mayo Van Otterloo & Co. LLC increased its stake in Meta Platforms by 2.1% during the third quarter. Grantham Mayo Van Otterloo & Co. LLC now owns 2,272,907 shares of the social networking company’s stock valued at $1,669,178,000 after acquiring an additional 46,880 shares during the period. Munich Reinsurance Co Stock Corp in Munich bought a new stake in shares of Meta Platforms in the 3rd quarter worth approximately $57,365,000. Ameriflex Group Inc. grew its holdings in shares of Meta Platforms by 39.5% during the 3rd quarter. Ameriflex Group Inc. now owns 4,307 shares of the social networking company’s stock worth $3,163,000 after purchasing an additional 1,219 shares in the last quarter. Angeles Wealth Management LLC grew its holdings in shares of Meta Platforms by 27.6% during the 3rd quarter. Angeles Wealth Management LLC now owns 12,266 shares of the social networking company’s stock worth $9,008,000 after purchasing an additional 2,651 shares in the last quarter. Finally, Blair William & Co. IL increased its position in shares of Meta Platforms by 17.7% during the third quarter. Blair William & Co. IL now owns 678,857 shares of the social networking company’s stock valued at $498,539,000 after purchasing an additional 102,259 shares during the period. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Trading Up 0.1%

META stock opened at $654.86 on Thursday. The business has a fifty day moving average price of $654.42 and a 200 day moving average price of $679.16. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. The stock has a market capitalization of $1.66 trillion, a price-to-earnings ratio of 27.87, a P/E/G ratio of 1.01 and a beta of 1.30.

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

Meta Platforms Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be issued a $0.525 dividend. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s payout ratio is currently 8.94%.

Key Stories Impacting Meta Platforms

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

• Positive Sentiment: Rolled out a roadmap of four new in‑house AI chips to expand data‑center capacity and cut dependence on third‑party hardware — a move that should lower long‑term costs and support Meta’s AI scale and margins. Meta unveils plans for batch of in-house AI chips
• Positive Sentiment: Acquired Moltbook, a viral social network for AI agents, and brought its founders into Meta’s Superintelligence Labs — an inexpensive talent & capability win that reinforces Meta’s AI roadmap and content‑generation/testing capabilities. Meta acquires AI agent social network Moltbook
• Positive Sentiment: Launched AI‑powered anti‑scam tools across WhatsApp, Facebook and Messenger — a user‑safety boost that can protect engagement and advertiser confidence on its platforms. Meta rolls out new scam detection tools to Facebook, WhatsApp, and Messenger
• Neutral Sentiment: Street commentary (Evercore/Barron’s) suggests internet names including META may be oversold after AI worries and geopolitical risk — a catalyst that could attract value buyers but depends on macro sentiment. Amazon, Uber, and Other Internet Stocks Look Too Cheap After AI and Iran Worries
• Negative Sentiment: Insider selling: COO Javier Olivan sold multiple blocks of shares (hundreds of shares reported), trimming his position — a near‑term negative signal that can weigh on sentiment even if routine. SEC filing: Javier Olivan sales
• Negative Sentiment: Announced a 2–5% “location fee” for advertisers to cover some European digital taxes — could pressure ad rates/advertiser spend in affected markets and be a small drag on revenue growth. Meta to charge advertisers a fee to offset Europe’s digital taxes
• Negative Sentiment: Dutch appeals court upheld a ruling forcing Meta to offer chronological feeds in the Netherlands — a regulatory loss that could affect engagement/personalization and set precedents for further restrictions. Dutch court upholds ruling forcing Meta to offer chronological feeds

Insider Buying and Selling

In other Meta Platforms news, COO Javier Olivan sold 2,461 shares of the stock in a transaction dated Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the sale, the chief operating officer owned 12,108 shares of the company’s stock, valued at $7,746,335.16. This represents a 16.89% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Andrew Bosworth sold 8,089 shares of the firm’s stock in a transaction dated 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 completion of the sale, the chief technology officer owned 2,841 shares of the company’s stock, valued at $1,793,352.84. The trade was a 74.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 161,446 shares of company stock worth $103,451,688 in the last 90 days. Corporate insiders own 13.61% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on the company. JPMorgan Chase & Co. upped their target price on Meta Platforms from $800.00 to $825.00 and gave the company an “overweight” rating in a research note on Thursday, January 29th. Evercore boosted their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. BNP Paribas Exane initiated coverage on shares of Meta Platforms in a research note on Monday, November 24th. They issued an “outperform” rating and a $800.00 price objective for the company. DA Davidson raised their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Jefferies Financial Group lifted their target price on shares of Meta Platforms from $910.00 to $1,000.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $844.44.

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.