Oppenheimer Asset Management Inc. Has $81.65 Million Stock Position in Meta Platforms, Inc. $META

Oppenheimer Asset Management Inc. lifted its holdings in Meta Platforms, Inc. (NASDAQ:META) by 3.6% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 111,180 shares of the social networking company’s stock after acquiring an additional 3,889 shares during the period. Meta Platforms makes up approximately 0.9% of Oppenheimer Asset Management Inc.’s investment portfolio, making the stock its 17th largest position. Oppenheimer Asset Management Inc.’s holdings in Meta Platforms were worth $81,648,000 at the end of the most recent quarter.

A number of other hedge funds have also bought and sold shares of META. Bare Financial Services Inc acquired a new stake in shares of Meta Platforms in the second quarter valued at approximately $30,000. Briaud Financial Planning Inc bought a new position in Meta Platforms during the 2nd quarter worth $42,000. Knuff & Co LLC bought a new position in Meta Platforms during the 2nd quarter worth $44,000. WFA Asset Management Corp raised its holdings in Meta Platforms by 42.6% in the 2nd quarter. WFA Asset Management Corp now owns 67 shares of the social networking company’s stock valued at $49,000 after acquiring an additional 20 shares in the last quarter. Finally, Spurstone Advisory Services LLC bought a new stake in shares of Meta Platforms during the 2nd quarter valued at $59,000. 79.91% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on META. Morgan Stanley raised their price target on Meta Platforms from $750.00 to $825.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. Monness Crespi & Hardt raised their target price on shares of Meta Platforms from $808.00 to $890.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Raymond James Financial dropped their target price on shares of Meta Platforms from $825.00 to $800.00 and set a “strong-buy” rating for the company in a research report on Monday, January 26th. Sanford C. Bernstein reiterated an “outperform” rating and set a $900.00 price target (up previously from $870.00) on shares of Meta Platforms in a research report on Thursday, January 29th. Finally, Arete Research set a $718.00 price objective on shares of Meta Platforms in a research note on Thursday, December 4th. Three investment analysts have rated the stock with a Strong Buy rating, forty have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $845.50.

Insider Activity

In other Meta Platforms news, Director Robert M. Kimmitt sold 580 shares of the business’s stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $646.00, for a total transaction of $374,680.00. Following the sale, the director directly owned 6,167 shares of the company’s stock, valued at $3,983,882. The trade was a 8.60% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Javier Olivan sold 517 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $661.11, for a total transaction of $341,793.87. Following the completion of the transaction, the chief operating officer owned 12,717 shares of the company’s stock, valued at approximately $8,407,335.87. This trade represents a 3.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 10,478 shares of company stock valued at $6,799,696 over the last quarter. 13.61% of the stock is owned by company insiders.

More Meta Platforms News

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

• Positive Sentiment: Bill Ackman has made a very large new investment in Meta — described as a multi-billion-dollar (reported ~$1–2B) stake — and called the shares “deeply discounted,” sparking renewed investor demand. Ackman’s $2B Bet
• Positive Sentiment: Media/analyst pieces highlight Meta as a top AI/advertising platform with diversified revenue streams, reinforcing the long-term growth argument tied to AI-driven ad demand. Billionaire Bill Ackman Reveals New Position
• Positive Sentiment: Barron’s reports strong traction for Meta’s smart glasses (7M+ pairs sold in 2025), highlighting a growing hardware/reality‑compute revenue stream that could expand monetization beyond ads. Meta Is the Winner in Smart Glasses
• Positive Sentiment: Multiple asset managers have recently increased Meta positions (examples include Bowie Capital, Night Owl, Causeway, Columbus Hill), signaling continued institutional interest. Bowie Capital Boosts Meta Stake
• Neutral Sentiment: Philippe Laffont (Scion) lists Meta among his top holdings, reflecting concentrated hedge-fund exposure but not an immediate catalyst. Is Meta Platforms Philippe Laffont’s Top Pick?
• Neutral Sentiment: Coverage notes Ackman rotated assets (sold Hilton) into AI bets including Meta and Amazon — shows conviction but is part of broader portfolio moves. Ackman Sold Hilton and Bought AI Stock
• Negative Sentiment: White House adviser Peter Navarro said the administration may force data-center builders to “internalize” utility costs — a policy risk that could raise Meta’s operating and capital costs for AI infrastructure. Trump trade adviser Navarro says administration may force data center builders like Meta to ‘internalize’ costs
• Negative Sentiment: Some managers trimmed Meta (Abrams Capital trimmed shares), a reminder that profit-taking and rebalancing are occurring even amid buy-side interest. Abrams Capital Trims Meta Stake

Meta Platforms Stock Performance

NASDAQ META opened at $639.77 on Tuesday. The firm’s fifty day moving average price is $657.09 and its two-hundred day moving average price is $692.40. The stock has a market cap of $1.62 trillion, a PE ratio of 27.22, 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. 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 quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, beating the consensus estimate of $8.16 by $0.72. The company had revenue of $59.89 billion for the quarter, compared to the consensus estimate of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.Meta Platforms’s revenue for the quarter was up 23.8% on a year-over-year basis. During the same quarter last year, the business posted $8.02 EPS. On average, equities analysts expect that Meta Platforms, Inc. will post 26.7 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Monday, March 16th will be issued a dividend of $0.525 per share. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date is Monday, March 16th. 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.