Meta Platforms, Inc. $META Shares Purchased by Oarsman Capital Inc.

Oarsman Capital Inc. grew its holdings in shares of Meta Platforms, Inc. (NASDAQ:META) by 24.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,332 shares of the social networking company’s stock after purchasing an additional 1,447 shares during the quarter. Meta Platforms makes up about 0.8% of Oarsman Capital Inc.’s portfolio, making the stock its 22nd biggest holding. Oarsman Capital Inc.’s holdings in Meta Platforms were worth $5,384,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Westchester Capital Management Inc. acquired a new position in Meta Platforms during the third quarter worth about $26,000. Bare Financial Services Inc acquired a new stake in Meta Platforms in the 2nd quarter valued at about $30,000. Knuff & Co LLC acquired a new stake in Meta Platforms in the 2nd quarter valued at about $44,000. Evergreen Private Wealth LLC lifted its stake in Meta Platforms by 64.8% in the 3rd quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company’s stock worth $65,000 after purchasing an additional 35 shares in the last quarter. Finally, Aster Capital Management DIFC Ltd acquired a new position in shares of Meta Platforms during the 3rd quarter worth approximately $71,000. Hedge funds and other institutional investors own 79.91% of the company’s stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: MTIA chip roadmap & Broadcom partnership reaffirmed — Meta publicly detailed four MTIA inference chips and explicitly cited Broadcom as a partner, underlining a clearer path to scale AI inference (supports revenue/engagement from better personalization and GenAI features). Meta MTIA blog
• Positive Sentiment: Large AI infrastructure commitment — Meta’s massive capacity commitments (e.g., the reported $27B deal with Nebius) show the company is locking long-term AI compute capacity, supporting its AI roadmap even if it raises near-term capex. Nebius $27B deal
• Positive Sentiment: Monetization push for creators — Meta launched “Creator Fast Track” (guaranteed monthly payments) and highlighted nearly $3B paid to creators in 2025, which could boost content supply and ad revenue long term. Creator program
• Neutral Sentiment: Retail flagship on Fifth Avenue — Meta converted a Manhattan pop-up into a 10‑year flagship lease to showcase AI glasses and XR hardware; strategically visible but small relative to core business. Fifth Avenue lease
• Neutral Sentiment: Product pivots in VR — Meta set a June 15 deadline to separate Quest and Horizon Worlds (shutting down VR Horizon Worlds), a strategic pivot that reduces some metaverse exposure but may lower ongoing VR costs. Horizon Worlds shutdown
• Negative Sentiment: Rogue AI agent exposed sensitive data — A reported internal AI agent misconfiguration allowed access to company and user data by unauthorized employees, raising operational, security and potential regulatory risk. This kind of incident can trigger investigations and reputational damage. Rogue AI agent
• Negative Sentiment: Regulatory/compliance headlines — A Reuters review found Meta repeatedly failed to block illegal high‑risk financial ads in Britain despite commitments, increasing regulatory scrutiny and potential enforcement risk. Illegal ads in Britain
• Negative Sentiment: Insider selling — Multiple filings show large sales by COO Javier Olivan and a director, which investors often view as a negative signal even when sales have benign explanations. Olivan SEC filing
• Negative Sentiment: Product/timing risk and possible job cuts — Reports of a delayed Avocado AI rollout and rumors of major layoffs raise near-term execution and cost concerns that can pressure sentiment and earnings visibility. Avocado delay

Insider Buying and Selling at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of Meta Platforms stock in a transaction that occurred 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 filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert M. Kimmitt sold 580 shares of the company’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $632.02, for a total value of $366,571.60. Following the transaction, the director owned 4,427 shares in the company, valued at $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 161,965 shares of company stock worth $103,758,552 over the last three months. Insiders own 13.61% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on META. TD Cowen restated a “buy” rating on shares of Meta Platforms in a research report on Tuesday, January 13th. Needham & Company LLC reissued a “hold” rating on shares of Meta Platforms in a research note on Thursday, January 29th. BMO Capital Markets upped their target price on Meta Platforms from $710.00 to $730.00 and gave the company a “market perform” rating in a report on Thursday, January 29th. Guggenheim raised their target price on Meta Platforms from $800.00 to $850.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Evercore lifted their price target on Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $846.63.

Meta Platforms Price Performance

META stock opened at $615.68 on Thursday. Meta Platforms, Inc. has a 52-week low of $479.80 and a 52-week high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The stock has a market cap of $1.56 trillion, a price-to-earnings ratio of 26.20, a price-to-earnings-growth ratio of 0.96 and a beta of 1.30. The business has a fifty day moving average of $651.20 and a two-hundred day moving average of $674.78.

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

Meta Platforms Announces Dividend

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

Meta Platforms Company 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.