Orleans Capital Management Corp LA Has $2.27 Million Stock Holdings in Meta Platforms, Inc. $META

Orleans Capital Management Corp LA lifted its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 58.2% in the first quarter, according to its most recent filing with the SEC. The firm owned 3,970 shares of the social networking company’s stock after acquiring an additional 1,460 shares during the period. Meta Platforms makes up about 1.5% of Orleans Capital Management Corp LA’s investment portfolio, making the stock its 23rd biggest position. Orleans Capital Management Corp LA’s holdings in Meta Platforms were worth $2,271,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in META. RHL Group LLC bought a new stake in shares of Meta Platforms in the 4th quarter valued at approximately $28,000. Strategic Wealth Advisors LLC bought a new position in shares of Meta Platforms during the 4th quarter worth approximately $29,000. Safe Harbor Fiduciary LLC acquired a new stake in Meta Platforms in the 4th quarter valued at $42,000. Bayban boosted its stake in Meta Platforms by 100.0% in the 1st quarter. Bayban now owns 70 shares of the social networking company’s stock valued at $40,000 after buying an additional 35 shares in the last quarter. Finally, Key Capital Management INC bought a new stake in Meta Platforms in the fourth quarter valued at $48,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Meta Platforms

In other Meta Platforms news, COO Javier Olivan sold 3,348 shares of the firm’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $600.97, for a total value of $2,012,047.56. Following the transaction, the chief operating officer directly owned 9,498 shares of the company’s stock, valued at approximately $5,708,013.06. This trade represents a 26.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Curtis J. Mahoney sold 2,079 shares of Meta Platforms stock in a transaction on Wednesday, May 27th. The stock was sold at an average price of $609.92, for a total transaction of $1,268,023.68. Following the sale, the insider directly owned 1,118 shares of the company’s stock, valued at $681,890.56. This represents a 65.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 37,859 shares of company stock valued at $23,087,979. 13.53% of the stock is currently owned by corporate insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Analysts expect Meta’s advertising business to benefit from higher impressions, stronger user engagement and AI-powered ad targeting. Consensus expectations call for approximately $60.2 billion in revenue and $7.18 in earnings per share, while traders anticipate a sizable post-earnings move. Will Higher Ad Revenues Aid Meta Platforms Stock in Q2 Earnings?
• Positive Sentiment: Guggenheim reaffirmed its buy rating and assigned an $800 price target, implying substantial upside from recent levels. Meta’s comparatively modest valuation and history of earnings beats could support the shares if results and guidance exceed expectations. Guggenheim rating report
• Positive Sentiment: Meta and BlackRock formed an approximately $14 billion venture to develop a one-gigawatt AI data-center campus in El Paso, Texas. The 80/20 structure brings outside capital into Meta’s infrastructure expansion and may reduce near-term balance-sheet pressure while securing future computing capacity. Meta, BlackRock partner on $14 billion El Paso data center
• Neutral Sentiment: Meta is expected to emphasize Ray-Ban Meta smart glasses and its broader AI strategy on the earnings call. It also joined Nvidia, Alphabet and OpenAI in supporting open-weight AI models, potentially influencing future product development and regulation. Meta likely to highlight smart glasses
• Negative Sentiment: Investors are increasingly concerned that AI capital expenditures—potentially reaching $125 billion to $145 billion—will compress margins and weaken free cash flow before Meta develops a direct AI revenue stream. Alphabet’s higher spending forecast has intensified skepticism toward hyperscaler stocks. Hyperscalers face higher capex scrutiny
• Negative Sentiment: Meta faces ongoing lawsuits alleging harm to teenagers and inadequate safeguards against abuse on its platforms, creating potential financial liabilities and reputational damage. COO Javier Olivan also sold shares under a pre-arranged Rule 10b5-1 plan, although insider selling is not necessarily a bearish signal. Meta disregarded its own research on teen harm

Meta Platforms Price Performance

Shares of META stock opened at $593.41 on Wednesday. The stock has a 50-day moving average price of $603.98 and a 200 day moving average price of $624.67. The company has a quick ratio of 2.35, a current ratio of 2.35 and a debt-to-equity ratio of 0.24. The firm has a market cap of $1.50 trillion, a price-to-earnings ratio of 21.57, a PEG ratio of 1.00 and a beta of 1.25. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25.

Meta Platforms (NASDAQ:META) last released its earnings results on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.67 by $3.77. The company had revenue of $56.31 billion for the quarter, compared to the consensus estimate 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 was up 33.1% compared to the same quarter last year. During the same period in the prior year, the company posted $6.43 EPS. Research analysts expect that Meta Platforms, Inc. will post 29.51 EPS for the current year.

Meta Platforms Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, June 25th. Investors of record on Monday, June 15th were paid a dividend of $0.525 per share. This represents a $2.10 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend was Monday, June 15th. Meta Platforms’s payout ratio is 7.63%.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. TD Cowen dropped their price objective on Meta Platforms from $820.00 to $800.00 and set a “buy” rating for the company in a research note on Thursday, April 30th. Citizens Jmp reduced their target price on shares of Meta Platforms from $825.00 to $800.00 and set an “outperform” rating on the stock in a research note on Friday, July 10th. Weiss Ratings lowered shares of Meta Platforms from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, June 26th. Piper Sandler initiated coverage on shares of Meta Platforms in a research report on Tuesday, June 2nd. They set an “overweight” rating for the company. Finally, Guggenheim reissued a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a report on Tuesday. Five investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Meta Platforms presently has an average rating of “Moderate Buy” and an average price target of $835.64.

Meta Platforms Profile

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.