Eagle Capital Management Adds $60M in Meta Platforms, Inc. ($META)

Eagle Capital Management has increased its stake in Meta Platforms, Inc. (NasdaqGS: META) by 8.7%. The firm added 105,225 shares, bringing its total holdings to 1,315,597 shares. The value of this position is approximately $745.5 million, based on the latest Form 13F filing with the SEC, reflecting holdings as of the end of the reporting period.

What Changed in Eagle Capital Management's Meta Platforms Position

Eagle Capital Management boosted its position in Meta Platforms by acquiring an additional 105,225 shares. This represents an 8.7% increase from the previous holding of 1,210,372 shares, bringing the total to 1,315,597 shares. The reported value of these shares stands at about $745.5 million.

Other Institutional Activity in Meta Platforms

Other major funds have also adjusted their positions in Meta Platforms. BlackRock, Inc. reduced its holdings by 2,661,807 shares, ending with 168,843,283 shares worth roughly $96.6 billion. Vanguard Capital Management LLC added 142,138,157 shares, bringing its total to the same number of shares, valued at approximately $81.3 billion. FMR LLC decreased its stake by 5,726,859 shares, now holding 116,614,753 shares valued at around $66.7 billion. Meanwhile, Geode Capital Management, LLC increased its position by 1,358,480 shares, resulting in 54,165,192 shares worth about $30.9 billion.

Meta Platforms Stock Snapshot

Shares of Meta Platforms are trading at $566.70. The company boasts a market capitalization of $1.44 trillion, with a P/E ratio of 20.61 and a forward P/E of 15.68. Meta Platforms has a beta of 1.229, indicating its volatility compared to the market. The stock's 52-week range spans from $520.26 to $796.25. Its 50-day moving average is $622.07, while the 200-day moving average is $659.02. The company maintains a strong financial position with a current ratio of 2.348 and a quick ratio of 2.11, alongside a debt-to-equity ratio of 35.608.

Recent Earnings

Meta Platforms reported revenue of $214.96 billion, reflecting a growth rate of 33.1%. The company achieved an earnings per share (EPS) of $27.51, with a net margin of 32.84% and a return on equity (ROE) of 32.93%. The next earnings report is scheduled for April 29, 2026.

Dividend

Meta Platforms pays an annual dividend rate of $2.10, yielding 0.37%. The payout ratio is a modest 7.64%.

Insider Buying and Selling at Meta Platforms, Inc.

Several insiders have recently sold shares of Meta Platforms. On June 1, 2026, Robert Kimmitt sold 504 shares at an average price of $629.29 under a planned Rule 10b5-1 trading plan. Javier Olivan, the Chief Operating Officer, sold 1,466 shares at the same price on June 1 and also on May 26. Curtis Mahoney, the Chief Legal Officer, sold 2,079 shares on May 27 at $609.92, while Andrew Bosworth, the Chief Technology Officer, sold 7,847 shares on May 18 at an average price of $607.83.

Analysts Set New Price Targets

On May 5, 2026, Mizuho maintained a buy rating on Meta Platforms with a price target of $835. Stifel also maintained its buy rating with a $780 target on May 1. On April 30, JP Morgan downgraded the stock to hold, setting a target of $725. UBS, TD Cowen, Bernstein, Piper Sandler, and Barclays all maintained buy ratings with targets ranging from $800 to $865.

About Meta Platforms

Meta Platforms, Inc., formerly known as Facebook, Inc., is a leading company in the communication services sector, specializing in internet content and information. Headquartered in Menlo Park, California, the company is led by CEO Mark Zuckerberg and employs approximately 77,986 people. Meta Platforms develops products that connect people through mobile devices, personal computers, VR headsets, and AI glasses. It operates through two segments: Family of Apps, which includes Facebook, Instagram, Messenger, and WhatsApp, and Reality Labs, which focuses on virtual and augmented reality products.

Bottom Line

Eagle Capital Management's recent boost in its Meta Platforms stake underscores the firm's confidence in the company's future prospects. As a leading player in the tech industry, Meta Platforms continues to attract interest from institutional investors. This 13F filing, however, is backward-looking and may not represent Eagle Capital Management's current position. Investors will be watching closely as Meta Platforms continues to innovate and expand its offerings.