Meta Platforms, Inc. $META Stock Sold by Montrusco Bolton Investments Inc.

Montrusco Bolton Investments Inc. cut its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 11.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 294,862 shares of the social networking company’s stock after selling 39,748 shares during the period. Meta Platforms accounts for approximately 3.4% of Montrusco Bolton Investments Inc.’s holdings, making the stock its 7th biggest holding. Montrusco Bolton Investments Inc.’s holdings in Meta Platforms were worth $213,828,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the company. Auto Owners Insurance Co grew its position in Meta Platforms by 76,587.7% during the fourth quarter. Auto Owners Insurance Co now owns 105,292,277 shares of the social networking company’s stock valued at $69,502,379,000 after acquiring an additional 105,154,977 shares during the period. State Street Corp increased its stake in Meta Platforms by 4.0% during the second quarter. State Street Corp now owns 92,033,963 shares of the social networking company’s stock worth $51,841,811,000 after acquiring an additional 3,510,123 shares during the last quarter. Bank of America Corp DE raised its holdings in shares of Meta Platforms by 14.6% in the 1st quarter. Bank of America Corp DE now owns 21,038,035 shares of the social networking company’s stock worth $12,036,491,000 after purchasing an additional 2,673,494 shares during the period. Invesco Ltd. raised its holdings in shares of Meta Platforms by 6.1% in the 4th quarter. Invesco Ltd. now owns 18,200,469 shares of the social networking company’s stock worth $12,013,948,000 after purchasing an additional 1,046,715 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of Meta Platforms by 1.3% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 12,836,063 shares of the social networking company’s stock worth $7,230,426,000 after purchasing an additional 162,909 shares during the period. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Key Meta Platforms News

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

• Positive Sentiment: Meta launched Muse Wonder and Muse Wonder Full, frontier AI models designed for personal assistants and professional agents capable of memory retention and complex, multi-step tasks. The release is viewed as helping Meta close the gap with OpenAI and Anthropic and potentially expand its subscription and AI-assistant revenue opportunities. Meta releases its first frontier model, Muse Wonder
• Positive Sentiment: Third-party data indicated early Muse user retention was competitive with ChatGPT, supporting investor confidence that Meta’s AI products can attract and retain users. The company is charging $20 or $100 monthly for access to its most advanced model tiers. Why Meta Stock Is Up
• Positive Sentiment: Truist set a Street-high $1,000 price target, while KeyCorp and Rosenblatt reaffirmed bullish ratings with targets of $900 and $886, respectively. Analysts cited Muse adoption and AI-driven advertising improvements as potential catalysts. Social Media Stocks Rally on Meta Target
• Positive Sentiment: Meta’s Quest ecosystem received a boost as Virtuix became an official Meta reseller and reported Omni One orders roughly tripled after launching for Quest. The announcement suggests continued third-party engagement with Meta’s virtual-reality platform, although direct financial benefits to Meta were not disclosed. Virtuix Deepens Meta Partnership
• Neutral Sentiment: Investors are looking ahead to Meta’s third-quarter results on October 21. Management previously guided to revenue of $61 billion–$64 billion, making advertising growth, Muse monetization and spending plans central to the earnings reaction. Meta to Announce Third Quarter 2026 Results
• Negative Sentiment: Concerns remain over Meta’s premium valuation and planned AI investment of approximately $130 billion–$145 billion. Some commentary warns that slowing assistant downloads, rising costs and competitive threats could pressure returns, despite analysts arguing that recent bearish headlines overstate those risks. Bearish AI Headlines

Meta Platforms Stock Up 2.6%

Shares of META stock traded up $19.54 during trading hours on Tuesday, reaching $762.50. The company had a trading volume of 22,673,083 shares, compared to its average volume of 17,516,543. The company has a debt-to-equity ratio of 0.32, a quick ratio of 2.23 and a current ratio of 2.23. Meta Platforms, Inc. has a twelve month low of $520.26 and a twelve month high of $779.82. The company has a market capitalization of $1.94 trillion, a P/E ratio of 28.72, a price-to-earnings-growth ratio of 1.25 and a beta of 1.19. The stock’s fifty day simple moving average is $644.04 and its 200 day simple moving average is $621.26.

Meta Platforms (NASDAQ:META) last announced its earnings results on Wednesday, July 29th. The social networking company reported $6.18 EPS for the quarter, missing the consensus estimate of $7.19 by ($1.01). The company had revenue of $60.80 billion for the quarter, compared to analysts’ expectations of $60.22 billion. Meta Platforms had a net margin of 29.83% and a return on equity of 33.18%. The business’s quarterly revenue was up 28.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $7.14 earnings per share. As a group, sell-side analysts expect that Meta Platforms, Inc. will post 27.94 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, September 28th. Stockholders of record on Monday, September 21st were paid a dividend of $0.5250 per share. The ex-dividend date was Monday, September 21st. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio (DPR) is currently 7.91%.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Wedbush boosted their target price on Meta Platforms from $595.00 to $650.00 and gave the stock a “neutral” rating in a report on Friday, September 11th. TD Cowen reissued a “buy” rating and set a $865.00 target price on shares of Meta Platforms in a research report on Thursday, October 8th. Daiwa Securities Group cut their price target on shares of Meta Platforms from $790.00 to $687.00 and set a “buy” rating on the stock in a report on Tuesday, August 4th. Benchmark restated a “hold” rating on shares of Meta Platforms in a report on Thursday, August 27th. Finally, BNP Paribas Exane reduced their price target on shares of Meta Platforms from $955.00 to $855.00 and set an “outperform” rating on the stock in a research report on Thursday, July 30th. Three equities research analysts have rated the stock with a Strong Buy rating, forty-five have assigned a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $796.51.

Insider Activity

In other news, COO Javier Olivan sold 946 shares of the company’s stock in a transaction on Monday, October 5th. The shares were sold at an average price of $728.08, for a total value of $688,763.68. Following the completion of the transaction, the chief operating officer directly owned 7,878 shares in the company, valued at approximately $5,735,814.24. This represents a 10.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Christopher K. Cox sold 40,000 shares of the firm’s stock in a transaction on Monday, September 21st. The shares were sold at an average price of $712.76, for a total transaction of $28,510,400.00. Following the sale, the insider directly owned 184,516 shares of the company’s stock, valued at approximately $131,515,624.16. The trade was a 17.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 148,222 shares of company stock worth $101,033,627 over the last 90 days. Company insiders own 13.53% of the company’s stock.

Meta Platforms Company Profile

Meta Platforms, Inc is a technology company that develops social networking, messaging, virtual and augmented reality, and artificial intelligence products. The company operates a global family of apps that includes Facebook, Instagram, Messenger, WhatsApp and Threads, enabling users to connect, communicate, share content and discover communities.

Meta generates most of its business through digital advertising displayed across its platforms. Its products serve individuals, creators, businesses and organizations in markets around the world, while its advertising tools help businesses reach audiences based on factors such as interests, activity and demographics.

Through its Reality Labs division, Meta develops virtual and augmented reality hardware, software and services, including the Meta Quest line of headsets and related experiences.