BlueSpruce Investments LP Boosts Stock Position in Meta Platforms, Inc. $META

BlueSpruce Investments LP raised its holdings in Meta Platforms, Inc. (NASDAQ:META) by 35.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 776,902 shares of the social networking company’s stock after acquiring an additional 201,902 shares during the period. Meta Platforms comprises about 13.1% of BlueSpruce Investments LP’s investment portfolio, making the stock its 4th largest holding. BlueSpruce Investments LP’s holdings in Meta Platforms were worth $570,541,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of META. Trust Co of the South grew its position in shares of Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company’s stock valued at $1,359,000 after purchasing an additional 14 shares during the period. Sentinel Pension Advisors LLC increased its stake in Meta Platforms by 1.6% during the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company’s stock worth $672,000 after purchasing an additional 14 shares in the last quarter. Alpine Bank Wealth Management raised its holdings in Meta Platforms by 0.3% during the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after buying an additional 14 shares during the period. Valued Wealth Advisors LLC lifted its stake in Meta Platforms by 3.2% in the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company’s stock valued at $334,000 after buying an additional 14 shares in the last quarter. Finally, Vista Capital Partners Inc. lifted its stake in Meta Platforms by 1.3% in the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company’s stock valued at $794,000 after buying an additional 14 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CFO Susan J. Li sold 56,571 shares of the firm’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total value of $36,471,323.70. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, COO Javier Olivan sold 926 shares of the business’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $634.94, for a total transaction of $587,954.44. Following the transaction, the chief operating officer owned 15,187 shares in the company, valued at approximately $9,642,833.78. The trade was a 5.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 160,349 shares of company stock valued at $102,743,026. 13.61% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on META shares. DA Davidson increased their price objective on shares of Meta Platforms from $825.00 to $850.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Raymond James Financial cut their price objective on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating on the stock in a research report on Monday, January 26th. Erste Group Bank raised shares of Meta Platforms from a “hold” rating to a “buy” rating in a research note on Thursday, March 5th. Bank of America increased their target price on Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Truist Financial boosted their price target on Meta Platforms from $875.00 to $900.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $844.44.

Key Meta Platforms News

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

• Positive Sentiment: Meta is rolling out new Meta AI features for Facebook Marketplace (automated listing creation and pricing) that help monetize its ads/commerce funnel and show ongoing productization of AI. Meta AI Writes Listings and Sets Prices for Facebook Marketplace Sellers
• Positive Sentiment: Meta outlined an aggressive in‑house chip roadmap (MTIA series) focused on generative AI inference — this could lower long‑term inference costs and improve margins if deployed at scale. Meta Chip Roadmap Puts AI Inference And Costs In Sharper Focus
• Positive Sentiment: Several bullish takeaways: fund managers cite Meta’s cost discipline and scale as advantages, and some analysts/notes argue the stock is attractively valued among large cap AI beneficiaries. These views provide a counterweight to short‑term AI execution concerns. Cuggino likes Meta for cost discipline
• Neutral Sentiment: Insider selling: COO Javier Olivan disclosed sales in early March (files show multiple transactions). Sizeable insider sales can draw attention but don’t necessarily signal company fundamentals. SEC filing – Olivan insider sale
• Neutral Sentiment: Regulatory scrutiny continues in the U.K. around child safety on platforms — a recurring policy risk that can affect product rollouts and compliance costs but is broadly anticipated by investors. UK watchdogs press Meta to block children
• Negative Sentiment: Avocado delay: Multiple outlets report Meta pushed the Avocado launch from this month to at least May after performance concerns, prompting investor worry about missed timelines and competitive positioning vs. Google/OpenAI. Meta Delays Rollout of New A.I. Model After Performance Concerns
• Negative Sentiment: Market reaction & scrutiny: Reports highlight that the delay increases scrutiny of Meta’s multibillion‑dollar AI investments and raises the risk of competitors pulling ahead, pressuring sentiment and the stock near term. Meta delays rollout of new AI model, NYT reports
• Negative Sentiment: Additional coverage frames the pause as a potential strategic cost — analysts and commentary ask whether Meta can afford to wait while rivals sprint ahead, amplifying short‑term downside risk. Avocado on Ice: Can Meta Afford to Pause?

Meta Platforms Price Performance

Shares of NASDAQ META opened at $613.71 on Monday. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60. The business has a 50-day moving average of $653.25 and a 200-day moving average of $676.88. The stock has a market capitalization of $1.55 trillion, a price-to-earnings ratio of 26.12, a PEG ratio of 0.95 and a beta of 1.30. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, January 28th. The social networking company reported $8.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business had revenue of $59.89 billion for the quarter, compared to analyst estimates of $58.33 billion. During the same quarter in the prior year, the company posted $8.02 earnings per share. Meta Platforms’s revenue was up 23.8% on a year-over-year basis. As a group, sell-side analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be paid a dividend of $0.525 per share. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.3%. Meta Platforms’s dividend payout ratio is currently 8.94%.

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.