Blue Fin Capital Inc. Has $26.36 Million Position in Meta Platforms, Inc. $META

Blue Fin Capital Inc. cut its stake in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,930 shares of the social networking company's stock after selling 2,400 shares during the period. Meta Platforms accounts for about 4.1% of Blue Fin Capital Inc.'s investment portfolio, making the stock its 6th biggest position. Blue Fin Capital Inc.'s holdings in Meta Platforms were worth $26,357,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the stock. Westchester Capital Management Inc. bought a new stake in shares of Meta Platforms during the third quarter worth approximately $26,000. Evergreen Private Wealth LLC raised its stake in shares of Meta Platforms by 64.8% during the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after buying an additional 35 shares during the last quarter. PMV Capital Advisers LLC raised its stake in shares of Meta Platforms by 26.3% during the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock worth $63,000 after buying an additional 20 shares during the last quarter. Aster Capital Management DIFC Ltd bought a new stake in shares of Meta Platforms during the third quarter worth approximately $71,000. Finally, Dorato Capital Management bought a new stake in shares of Meta Platforms during the fourth quarter worth approximately $62,000. 79.91% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO Susan J. Li sold 56,571 shares of the company's 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 legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Andrew Bosworth sold 8,089 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $631.24, for a total transaction of $5,106,100.36. Following the completion of the transaction, the chief technology officer owned 2,841 shares of the company's stock, valued at $1,793,352.84. This trade represents a 74.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 166,117 shares of company stock worth $106,367,778 over the last quarter. 13.61% of the stock is currently owned by company insiders.

Meta Platforms News Summary

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

• Positive Sentiment: Deutsche Bank reiterates a Buy and highlights Meta’s AI investments that could boost core ad revenue — bullish research note and $920 target underpins upside expectations. Deutsche Bank AI Impact
• Positive Sentiment: UBS raised its price target (to ~$908) and Citi/JMP reaffirmed market-outperform/near-$900 targets — multiple analyst upgrades lend momentum to the rally and support investor confidence. UBS hikes target
• Positive Sentiment: Meta broke ground on a >$1B data center in Tulsa and is ramping AI-capacity builds — tangible infrastructure expansion signals commitment to AI compute and long-term revenue/efficiency gains. Tulsa data center
• Positive Sentiment: Noon Energy partnership reserves up to 1 GW / 100 GWh of long‑duration energy storage for Meta data centers — supports resilient, green AI operations and may lower operational risk/costs for large-capex builds. Noon Energy deal
• Positive Sentiment: Broadcom extended/expanded AI partnership with Meta through 2029 — supply/partnership continuity for AI hardware helps execution of Meta’s scale-up plans. Broadcom pact
• Neutral Sentiment: Investors are focused on Q1 earnings (Apr 29): company guidance implies very strong YoY revenue growth and Muse Spark AI monetization will be watched — results/guidance could amplify moves in either direction. Earnings preview
• Neutral Sentiment: COO Javier Olivan disclosed scheduled sales under a Rule 10b5‑1 plan (multiple small blocks sold) — routine insider selling but worth noting given timing; not currently tied to new guidance. SEC filing
• Negative Sentiment: Reports that Meta will log employees’ keystrokes/mouse activity to train AI have sparked privacy and employee‑relations concerns — potential PR, morale and regulatory risks that could attract scrutiny. Employee tracking
• Negative Sentiment: The Consumer Federation of America filed a class-action alleging Meta profited from scam ads and misled users — fresh litigation risk that could increase legal costs and reputational pressure. CFA lawsuit

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on META shares. Citizens Jmp restated a "market outperform" rating and set a $900.00 price objective on shares of Meta Platforms in a report on Tuesday. Robert W. Baird boosted their price objective on shares of Meta Platforms from $815.00 to $830.00 and gave the company an "outperform" rating in a report on Thursday, January 29th. Morgan Stanley decreased their price objective on shares of Meta Platforms from $825.00 to $775.00 and set an "overweight" rating for the company in a report on Monday, March 30th. Needham & Company LLC restated a "hold" rating on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Wolfe Research decreased their price objective on shares of Meta Platforms from $850.00 to $800.00 and set an "outperform" rating for the company in a report on Friday, April 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Meta Platforms presently has an average rating of "Moderate Buy" and a consensus price target of $837.09.

Meta Platforms Stock Up 0.9%

Meta Platforms stock opened at $674.72 on Thursday. The stock has a market capitalization of $1.71 trillion, a PE ratio of 28.71, a price-to-earnings-growth ratio of 1.09 and a beta of 1.31. Meta Platforms, Inc. has a twelve month low of $516.52 and a twelve month 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 company has a 50 day moving average of $627.44 and a 200-day moving average of $650.27.

Meta Platforms (NASDAQ:META - Get Free Report) last released its quarterly earnings results 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 during the quarter, compared to analysts' expectations of $58.33 billion. Meta Platforms had a net margin of 30.08% and a return on equity of 38.61%. The business's quarterly revenue was up 23.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $8.02 earnings per share. On average, equities research analysts anticipate that Meta Platforms, Inc. will post 29.83 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date was Monday, March 16th. Meta Platforms's dividend 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.

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