Oarsman Capital Inc. Grows Stock Position in Meta Platforms, Inc. $META

Oarsman Capital Inc. increased its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 10.6% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,407 shares of the social networking company’s stock after purchasing an additional 518 shares during the quarter. Oarsman Capital Inc.’s holdings in Meta Platforms were worth $3,116,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of META. Csenge Advisory Group boosted its holdings in shares of Meta Platforms by 12.0% in the first quarter. Csenge Advisory Group now owns 9,539 shares of the social networking company’s stock valued at $5,498,000 after acquiring an additional 1,019 shares in the last quarter. Suvretta Capital Management LLC lifted its position in Meta Platforms by 1.1% in the fourth quarter. Suvretta Capital Management LLC now owns 170,338 shares of the social networking company’s stock valued at $99,735,000 after purchasing an additional 1,850 shares during the period. Skye Global Management LP boosted its holdings in Meta Platforms by 130.9% in the 4th quarter. Skye Global Management LP now owns 76,200 shares of the social networking company’s stock valued at $44,616,000 after purchasing an additional 43,200 shares in the last quarter. ARQ Wealth Advisors LLC increased its position in Meta Platforms by 4.5% during the 1st quarter. ARQ Wealth Advisors LLC now owns 785 shares of the social networking company’s stock worth $452,000 after purchasing an additional 34 shares during the period. Finally, JMG Financial Group Ltd. purchased a new position in shares of Meta Platforms during the 1st quarter worth approximately $284,000. 79.91% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts recently weighed in on META shares. Citizens Jmp lifted their price target on Meta Platforms from $750.00 to $900.00 and gave the company an “outperform” rating in a research note on Thursday, July 31st. The Goldman Sachs Group boosted their target price on shares of Meta Platforms from $685.00 to $690.00 and gave the stock a “buy” rating in a research report on Thursday, May 1st. Oppenheimer increased their price target on shares of Meta Platforms from $775.00 to $870.00 and gave the company an “outperform” rating in a report on Thursday, July 31st. TD Securities decreased their price objective on shares of Meta Platforms from $725.00 to $700.00 and set a “buy” rating on the stock in a report on Thursday, May 1st. Finally, Cantor Fitzgerald restated an “overweight” rating and set a $920.00 target price on shares of Meta Platforms in a research report on Wednesday, August 13th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have issued a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $822.41.

Insiders Place Their Bets

In related news, CEO Mark Zuckerberg sold 15,847 shares of Meta Platforms stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $753.43, for a total transaction of $11,939,605.21. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CFO Susan J. Li sold 18,332 shares of the business’s stock in a transaction dated Monday, August 18th. The shares were sold at an average price of $764.71, for a total transaction of $14,018,663.72. Following the completion of the transaction, the chief financial officer directly owned 84,141 shares of the company’s stock, valued at $64,343,464.11. The trade was a 17.89% decrease in their position. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 313,284 shares of company stock valued at $235,008,531. Corporate insiders own 13.61% of the company’s stock.

Meta Platforms Stock Performance

NASDAQ:META opened at $747.38 on Thursday. The company has a current ratio of 1.97, a quick ratio of 1.97 and a debt-to-equity ratio of 0.15. The company has a market capitalization of $1.88 trillion, a P/E ratio of 27.06, a price-to-earnings-growth ratio of 1.56 and a beta of 1.27. The firm has a 50-day moving average price of $733.50 and a two-hundred day moving average price of $658.54. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25.

Meta Platforms (NASDAQ:META) last released its quarterly earnings results on Wednesday, July 30th. The social networking company reported $7.14 EPS for the quarter, beating the consensus estimate of $5.75 by $1.39. Meta Platforms had a net margin of 39.99% and a return on equity of 39.33%. The business had revenue of $47.52 billion for the quarter, compared to analyst estimates of $44.55 billion. During the same period in the prior year, the business earned $5.16 earnings per share. The company’s quarterly revenue was up 21.6% on a year-over-year basis. Meta Platforms has set its Q3 2025 guidance at EPS. As a group, research analysts expect that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year.

Meta Platforms Profile

Meta Platforms, Inc engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs. The Family of Apps segment offers Facebook, which enables people to share, discuss, discover, and connect with interests; Instagram, a community for sharing photos, videos, and private messages, as well as feed, stories, reels, video, live, and shops; Messenger, a messaging application for people to connect with friends, family, communities, and businesses across platforms and devices through text, audio, and video calls; and WhatsApp, a messaging application that is used by people and businesses to communicate and transact privately.