ARK Investment Management LLC Acquires 7,912 Shares of Meta Platforms, Inc. $META

Key Points

• ARK Investment Management LLC raised its Meta Platforms stake by 2.7% in Q3, buying 7,912 shares to hold 298,412 shares worth about $219.15 million, making META roughly 1.3% of ARK’s portfolio and its 19th largest holding.
• Broad institutional momentum and analyst optimism are building around Meta—multiple funds increased positions, high‑profile buyers (e.g., Bill Ackman/Pershing Square) added exposure, and analysts have lifted price targets to a MarketBeat consensus of $844.44 with a "Moderate Buy" rating.
• At the same time, insiders have been net sellers recently—159,891 shares (~$102.46 million) sold in the past 90 days—and the company declared a quarterly dividend of $0.525 per share.

ARK Investment Management LLC grew its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 298,412 shares of the social networking company's stock after purchasing an additional 7,912 shares during the quarter. Meta Platforms comprises approximately 1.3% of ARK Investment Management LLC's holdings, making the stock its 19th largest holding. ARK Investment Management LLC's holdings in Meta Platforms were worth $219,148,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in META. Dimensional Fund Advisors LP increased its stake in shares of Meta Platforms by 2.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,322,028 shares of the social networking company's stock valued at $6,846,454,000 after acquiring an additional 190,000 shares during the last quarter. BTS Asset Management Inc. boosted its stake in Meta Platforms by 7.9% during the 3rd quarter. BTS Asset Management Inc. now owns 697 shares of the social networking company's stock worth $512,000 after acquiring an additional 51 shares during the last quarter. United American Securities Inc. d b a UAS Asset Management grew its holdings in Meta Platforms by 3.6% during the third quarter. United American Securities Inc. d b a UAS Asset Management now owns 46,265 shares of the social networking company's stock valued at $33,976,000 after purchasing an additional 1,613 shares during the period. Pinnacle Holdings LLC acquired a new position in Meta Platforms during the third quarter valued at approximately $314,000. Finally, Insigneo Advisory Services LLC increased its stake in Meta Platforms by 10.0% in the third quarter. Insigneo Advisory Services LLC now owns 44,604 shares of the social networking company's stock valued at $32,756,000 after purchasing an additional 4,060 shares in the last quarter. 79.91% of the stock is currently owned by institutional investors.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Bill Ackman / Pershing Square added a large position in META late in Q4 2025, signaling heavyweight institutional conviction and reinforcing the narrative that Meta is attractively valued. Bill Ackman’s Eyes Meta Platforms
• Positive Sentiment: AMD announced a multiyear mega-deal to supply large-scale AI compute to Meta and is expanding U.S. GPU manufacturing — a supply-side win that helps Meta scale AI infrastructure without being bottlenecked on chips. AMD AI Partnerships And Valuation Gap
• Positive Sentiment: Multiple bullish analyst/commentary pieces rank Meta as a top Magnificent 7 pick and argue its valuation and AI roadmap make it a long‑term winner, supporting continued investor interest. Meta Just Became the Best Stock
• Positive Sentiment: Coverage noting that hedge funds and billionaires are building stakes in META reinforces momentum and a narrative of upside from both active managers and value-chasing investors. Billionaires Are Loading Up
• Neutral Sentiment: Increased retail/investor attention — Zacks notes META as a heavily searched stock — which can boost liquidity but is not by itself a directional catalyst. Investors Heavily Search META
• Neutral Sentiment: Investor letters and sector pieces (YCG, Motley Fool coverage) reiterate Meta’s AI ambition and strong fundamentals but mostly restate longer‑term theses rather than near‑term catalysts. YCG’s Updates on Meta Platforms
• Negative Sentiment: Macro risk: a 247WallStreet note flags that surging oil prices and broader market volatility could pressure high‑beta tech names including Meta, posing a near‑term downside risk despite company‑specific positives. Surging Oil Prices Threaten NVIDIA, Amazon, and Meta

Wall Street Analysts Forecast Growth

Several research firms have weighed in on META. Erste Group Bank upgraded shares of Meta Platforms from a "hold" rating to a "buy" rating in a report on Thursday, March 5th. Guggenheim boosted their price target on shares of Meta Platforms from $800.00 to $850.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Morgan Stanley upped their price objective on shares of Meta Platforms from $750.00 to $825.00 and gave the company an "overweight" rating in a research report on Thursday, January 29th. Canaccord Genuity Group raised their price objective on Meta Platforms from $900.00 to $930.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. Finally, UBS Group reiterated a "buy" rating and set a $872.00 target price (up from $830.00) on shares of Meta Platforms in a report on Thursday, January 29th. Three analysts have rated the stock with a Strong Buy rating, thirty-nine have given a Buy rating and seven have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $844.44.

Meta Platforms Trading Up 0.4%

NASDAQ:META opened at $647.39 on Tuesday. The company has a market cap of $1.64 trillion, a P/E ratio of 27.55, a price-to-earnings-growth ratio of 1.00 and a beta of 1.30. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The business has a 50 day moving average price of $654.76 and a two-hundred day moving average price of $680.04. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27.

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

Meta Platforms Announces Dividend

The business also recently declared 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. This represents a $2.10 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date is Monday, March 16th. Meta Platforms's dividend payout ratio (DPR) is currently 8.94%.

Insiders Place Their Bets

In related news, COO Javier Olivan sold 2,461 shares of the business's stock in a transaction on Sunday, February 15th. The shares were sold at an average price of $639.77, for a total transaction of $1,574,473.97. Following the transaction, the chief operating officer directly owned 12,108 shares in the company, valued at approximately $7,746,335.16. The trade was a 16.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Susan J. Li sold 56,571 shares of the stock in a transaction on Friday, February 27th. The shares were sold at an average price of $644.70, for a total transaction of $36,471,323.70. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 159,891 shares of company stock valued at $102,464,356 in the last 90 days. 13.61% of the stock is currently owned by insiders.

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.

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