Montrusco Bolton Investments 13F: Cuts META Stake by $29M

Montrusco Bolton Investments has made a notable move by reducing its position in Meta Platforms, Inc. (NasdaqGS: META) according to its latest 13F filing with the SEC. The firm cut its holdings by 11.9%, selling 39,748 shares, bringing its total to 294,862 shares valued at about $213.8 million as of the reporting period.

What Changed in Montrusco Bolton's Meta Platforms Position

The investment firm reduced its stake in Meta Platforms by 11.9%, trimming its holdings from 334,610 shares to 294,862 shares. This adjustment reflects a change of 39,748 shares, with the total position valued at approximately $213.8 million.

Meta Platforms, Inc. Stock Down 4.3%

As of Friday, Meta Platforms, Inc. trades on the NasdaqGS under the symbol META. The company has a substantial market capitalization of $1.89 trillion. It trades with a price-to-earnings (P/E) ratio of 27.9 and a forward P/E of 21.3. The stock has experienced a 52-week low of $520.26 and a high of $770.60, with a 50-day moving average of $608.82 and a 200-day moving average of $624.63. Meta's financial health is reflected in its current ratio of 2.23 and a quick ratio of 1.99, alongside a debt-to-equity ratio of 43.0.

Recent Earnings

Meta Platforms reported revenue of $228.2 billion, showing a growth rate of 28%. The company's net margin stands at 29.8%, with a return on equity (ROE) of 29.8%. Earnings per share (EPS) were reported at $26.56. The next earnings announcement is scheduled for October 28, 2026.

Dividend

Meta Platforms offers an annual dividend rate of $2.10, yielding 0.32% with a payout ratio of 7.91%. The company maintains a modest dividend policy, providing income to shareholders.

About Meta Platforms

Meta Platforms, Inc., formerly known as Facebook, Inc., is headquartered in Menlo Park, California, and led by CEO Mark Zuckerberg. The company operates in the Communication Services sector, primarily focusing on internet content and information. Meta develops products that facilitate social connections through platforms like Facebook, Instagram, WhatsApp, and Messenger, and also explores virtual and augmented reality through its Reality Labs segment.

Bottom Line

Montrusco Bolton Investments' decision to reduce its stake in Meta Platforms by nearly 12% is a strategic adjustment that investors are watching closely. With a robust market presence and a strong buy rating from analysts, Meta remains a key player in the tech sector. Remember, 13F filings reflect past positions and may not indicate current holdings.