Joel Isaacson & Co. LLC Buys 3,302 Shares of Meta Platforms, Inc. $META

Key Points

• Joel Isaacson & Co. LLC increased its Meta Platforms stake by 6.3% in the fourth quarter, buying 3,302 additional shares and bringing its total holding to 55,738 shares worth about $36.8 million.
• Meta’s latest quarterly results beat expectations, with EPS of $10.44 versus $6.67 expected and revenue of $56.31 billion versus $55.56 billion expected, driven by 33.1% year-over-year revenue growth.
• Analyst sentiment remains constructive, with the stock carrying a “Moderate Buy” rating and an average price target of $840.31, even as some investors worry about heavy 2026 AI-related capital spending.

Joel Isaacson & Co. LLC lifted its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 6.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 55,738 shares of the social networking company's stock after buying an additional 3,302 shares during the period. Meta Platforms comprises 1.2% of Joel Isaacson & Co. LLC's portfolio, making the stock its 18th biggest holding. Joel Isaacson & Co. LLC's holdings in Meta Platforms were worth $36,792,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in META. Vanguard Group Inc. lifted its stake in shares of Meta Platforms by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 199,995,630 shares of the social networking company's stock valued at $132,015,115,000 after buying an additional 7,269,279 shares during the period. State Street Corp lifted its stake in shares of 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 valued at $64,158,971,000 after buying an additional 1,650,435 shares during the period. Danske Bank A S bought a new stake in shares of Meta Platforms in the third quarter valued at about $1,191,175,000. Concentrum Wealth Management lifted its stake in shares of Meta Platforms by 948.7% in the third quarter. Concentrum Wealth Management now owns 1,243,577 shares of the social networking company's stock valued at $913,000 after buying an additional 1,124,998 shares during the period. Finally, Mercer Global Advisors Inc. ADV lifted its stake in shares of Meta Platforms by 209.3% in the third quarter. Mercer Global Advisors Inc. ADV now owns 430,434 shares of the social networking company's stock valued at $314,340,000 after buying an additional 824,276 shares during the period. Institutional investors own 79.91% of the company's stock.

Insider Activity

In other news, COO Javier Olivan sold 2,778 shares of Meta Platforms stock in a transaction that occurred on Monday, April 13th. The shares were sold at an average price of $629.45, for a total value of $1,748,612.10. Following the completion of the transaction, the chief operating officer owned 10,557 shares in the company, valued at approximately $6,645,103.65. The trade was a 20.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 167,676 shares of company stock worth $107,299,848. Insiders own 13.61% of the company's stock.

Meta Platforms News Summary

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

• Positive Sentiment: Several analysts remain bullish on Meta Platforms, with recent notes from firms like BofA and Erste Group lifting earnings estimates or price targets after strong Q1 results, reinforcing expectations for meaningful upside. Article Title
• Positive Sentiment: Meta’s AI push is drawing attention as the company reportedly works on AI agents and improved models like Muse Spark, which could support new products and future monetization opportunities. Article Title
• Neutral Sentiment: Commentary pieces continue to frame Meta as an important AI and large-cap tech name, but these are mostly opinion-driven and do not add new fundamental information for the stock. Article Title
• Neutral Sentiment: Meta was also mentioned in a deal roundup about acquiring Assured Robot Intelligence, but the report provided little detail, so the market impact is unclear. Article Title
• Negative Sentiment: Reports highlighting employee dissatisfaction and impending layoffs suggest Meta’s AI transformation is creating internal friction, while also reminding investors that the company’s AI ambitions come with higher costs. Article Title
• Negative Sentiment: Investor concern remains centered on Meta’s enormous 2026 capex plan, estimated at $125 billion to $145 billion, which is fueling fears that profitability could come under pressure before AI investments pay off. Article Title

Meta Platforms Price Performance

Shares of META opened at $609.63 on Monday. The stock has a market cap of $1.54 trillion, a price-to-earnings ratio of 22.16, a P/E/G ratio of 1.07 and a beta of 1.25. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The company has a 50-day moving average price of $627.67 and a two-hundred day moving average price of $645.30.

Meta Platforms (NASDAQ:META - Get Free Report) last announced its quarterly earnings results on Wednesday, April 29th. The social networking company reported $10.44 EPS for the quarter, topping analysts' consensus estimates of $6.67 by $3.77. The firm had revenue of $56.31 billion during the quarter, compared to analysts' expectations of $55.56 billion. Meta Platforms had a net margin of 32.84% and a return on equity of 36.93%. The company's revenue for the quarter was up 33.1% compared to the same quarter last year. During the same quarter last year, the company earned $6.43 earnings per share. Equities analysts predict that Meta Platforms, Inc. will post 29.68 EPS for the current fiscal year.

Meta Platforms Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were paid a $0.525 dividend. The ex-dividend date was Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms's payout ratio is 7.63%.

Wall Street Analysts Forecast Growth

META has been the subject of several research reports. Scotiabank increased their target price on shares of Meta Platforms from $685.00 to $700.00 and gave the company a "sector perform" rating in a research note on Thursday, January 29th. Deutsche Bank Aktiengesellschaft increased their target price on shares of Meta Platforms from $880.00 to $920.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Morgan Stanley reduced their target price on shares of Meta Platforms from $825.00 to $775.00 and set an "overweight" rating for the company in a research note on Monday, March 30th. Evercore increased their target price on shares of Meta Platforms from $875.00 to $900.00 and gave the company an "outperform" rating in a research note on Thursday, January 29th. Finally, Arete Research restated a "neutral" rating on shares of Meta Platforms in a research note on Thursday, March 5th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, Meta Platforms presently has an average rating of "Moderate Buy" and an average price target of $840.31.

About Meta Platforms

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.

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