Highland Capital Management 13F: Adds $8.3M to META Stake

Highland Capital Management boosted its stake in Meta Platforms, Inc. (META) by 11,425 shares, bringing its total to 50,709 shares valued at about $36.8 million in a filing on October 26, 2026. This increase represents a 29.1% rise from the previous total of 39,284 shares. The information comes from the fund's latest Form 13F filing with the SEC.

META Meta Platforms, Inc.

$630.56 ▼ -2.80% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Meta Fits in Highland Capital Management's Portfolio

Highland Capital Management's investment in Meta now accounts for 4.41% of its reported portfolio, ranking seventh among its 415 total positions. The value of this position has increased by about $8.3 million since the last report.

Other Institutional Activity in Meta Platforms

Several other funds have also adjusted their positions in Meta. UniSuper Management boosted its stake by 24,103 shares, bringing its total to 713,116 shares worth about $517.1 million. Meanwhile, Marathon Asset Management reduced its holdings by 19,935 shares, leaving it with 65,271 shares valued at approximately $47.3 million. Flagship Harbor Advisors trimmed its position by 2,964 shares, now holding 17,956 shares worth about $13.0 million.

Meta Platforms, Inc. Stock Down 1.9%

Meta shares recently traded around $630.47, about equal to its closing price of $630.56 on October 26, 2026. The stock is currently below its 50-day moving average of $664.63 and significantly off its 52-week high of $779.82, indicating some challenges in the current market.

Recent Earnings

Meta Platforms reported trailing twelve-month revenue of approximately $241.6 billion, with a net margin of 31.1%. The next earnings report is scheduled for January 27, 2027.

Dividend

Meta pays an annual dividend rate of $2.10 per share, resulting in a yield of 0.33% based on recent trading prices.

Insider Buying and Selling at Meta Platforms, Inc.

Recently, Chief Operating Officer Javier Olivan sold 1,575 shares on multiple occasions, with the last transaction occurring on October 19, 2026, at an average price of $707.20 per share. The total value of these sales amounted to approximately $1.1 million.

Analysts Set New Price Targets

On October 22, 2026, multiple firms maintained their ratings on Meta. UBS holds a Buy rating with a target of $892, while Citigroup also maintains a Buy rating with a target of $905. The consensus among analysts is a strong buy, with a mean price target of $845.50 based on 58 opinions.

About Meta Platforms

Meta Platforms, Inc. develops products that help people connect and share through various devices, including mobile phones, personal computers, and virtual reality headsets. This recent increase in Highland Capital Management's stake reflects the ongoing interest in Meta's future growth potential.

Bottom Line

Investors should watch for Meta's upcoming earnings report on January 27, 2027, as well as any further changes in institutional holdings. Highland Capital Management's recent boost in its Meta position highlights confidence in the company's future prospects.