Meta Platforms, Inc. $META Shares Purchased by Jensen Investment Management Inc.

Jensen Investment Management Inc. raised its stake in shares of Meta Platforms, Inc. (NASDAQ:META) by 96.6% during the third quarter, Holdings Channel.com reports. The institutional investor owned 399,933 shares of the social networking company’s stock after buying an additional 196,521 shares during the period. Meta Platforms accounts for about 3.6% of Jensen Investment Management Inc.’s portfolio, making the stock its 11th largest position. Jensen Investment Management Inc.’s holdings in Meta Platforms were worth $293,703,000 at the end of the most recent reporting period.

Other institutional investors also recently made changes to their positions in the company. Goldstone Financial Group LLC grew its position in Meta Platforms by 44.4% in the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company’s stock worth $2,756,000 after buying an additional 1,153 shares during the last quarter. CW Advisors LLC lifted its position in shares of Meta Platforms by 27.8% during the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company’s stock valued at $130,467,000 after acquiring an additional 38,432 shares during the last quarter. Ashton Thomas Private Wealth LLC boosted its stake in shares of Meta Platforms by 34.2% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company’s stock worth $38,373,000 after acquiring an additional 13,311 shares in the last quarter. Sequoia Financial Advisors LLC grew its holdings in shares of Meta Platforms by 11.0% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 210,526 shares of the social networking company’s stock worth $155,387,000 after acquiring an additional 20,912 shares during the last quarter. Finally, Stephens Inc. AR grew its holdings in shares of Meta Platforms by 5.6% in the 2nd quarter. Stephens Inc. AR now owns 84,687 shares of the social networking company’s stock worth $62,507,000 after acquiring an additional 4,473 shares during the last quarter. 79.91% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Meta Platforms

In related news, COO Javier Olivan sold 2,461 shares of the business’s stock in a transaction that occurred on Sunday, February 15th. The stock was sold at an average price of $639.77, for a total value of $1,574,473.97. Following the completion of the sale, the chief operating officer owned 12,108 shares of the company’s stock, valued at approximately $7,746,335.16. The trade was a 16.89% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Susan J. Li sold 6,418 shares of the firm’s stock in a transaction that occurred on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $4,106,043.86. Following the transaction, the chief financial officer directly owned 73,346 shares in the company, valued at approximately $46,924,570.42. The trade was a 8.05% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 20,158 shares of company stock valued at $12,992,197. 13.61% of the stock is currently owned by company insiders.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Large multiyear chip deal with NVIDIA — Meta agreed to buy millions of NVIDIA GPUs and adopt NVIDIA CPUs, networking and rack-scale designs, securing chip supply and lowering future latency/costs for its AI data centers; this is the primary driver of today’s upside. Nvidia to sell Meta millions of chips in multiyear deal
• Positive Sentiment: Deepened strategic alliance and codesign roadmap — coverage highlights a multigenerational NVIDIA–Meta pact (Rubin/Vera architectures, confidential computing) that supports Meta’s Personal Superintelligence vision and signals durable hardware demand. NVIDIA and Meta Deepen Their AI Alliance—and the Spending Numbers Are Enormous
• Positive Sentiment: Institutional buying and bullish hedge-fund activity — high-profile investors (reports about Bill Ackman and David Tepper) have increased exposure to Meta on its AI growth thesis, adding conviction behind the rally. Billionaire Bill Ackman Is Betting Big on AI David Tepper goes big on Micron, Meta and Alphabet
• Neutral Sentiment: Hardware/product roadmap noise — reports that Meta may debut a smartwatch in 2026 and ongoing XR ecosystem moves (third‑party “Made for Meta” partners) suggest product expansion but limited near-term revenue impact. Meta reboots smartwatch plan, aims debut in 2026
• Negative Sentiment: Insider selling by senior execs — recent filings show substantial share sales by COO Javier Olivan and CFO Susan Li, which can signal portfolio liquidity-taking and add short-term selling pressure. Olivan SEC filing Li SEC filing
• Negative Sentiment: Regulatory and legal overhangs — CEO Mark Zuckerberg is testifying in a high‑profile youth‑addiction trial, Spain is probing AI-generated content on social platforms, and India is discussing age-based curbs; these risks could pressure user growth, ad targeting or incur fines. Zuckerberg faces questioning at youth addiction trial Spain to probe Meta, TikTok, X India discussing age-based restrictions
• Negative Sentiment: Massive CapEx and margin risk — coverage highlights Meta’s elevated 2026 capex plans (reported guidance as high as ~$115–$135B in some writeups), which fuels concern about near‑term margin pressure and capital intensity if AI monetization lags. Marketbeat: NVIDIA and Meta Deepen Their AI Alliance

Wall Street Analyst Weigh In

Several brokerages have recently commented on META. Evercore upped their target price on Meta Platforms from $875.00 to $900.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Arete Research set a $718.00 price objective on Meta Platforms in a report on Thursday, December 4th. Guggenheim upped their price objective on shares of Meta Platforms from $800.00 to $850.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Bank of America lifted their target price on shares of Meta Platforms from $810.00 to $885.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Argus restated a “buy” rating and set a $800.00 price target on shares of Meta Platforms in a report on Monday, February 2nd. Three 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 MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $844.29.

Meta Platforms Stock Performance

Shares of META opened at $643.22 on Thursday. The company has a market capitalization of $1.63 trillion, a PE ratio of 27.37, a PEG ratio of 1.09 and a beta of 1.28. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. The company’s 50 day moving average price is $656.60 and its 200 day moving average price is $691.28. Meta Platforms, Inc. has a 52 week low of $479.80 and a 52 week high of $796.25.

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

Meta Platforms Dividend Announcement

The company 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 $0.525 dividend. The ex-dividend date is Monday, March 16th. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. Meta Platforms’s payout ratio 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.