Meta Platforms, Inc. $META Shares Acquired by Oxinas Partners LLC

Key Points

• Oxinas Partners LLC increased its Meta stake by 78.7% in Q4, now owning 3,356 shares worth about $2.22 million, roughly 1.1% of its portfolio and its 29th largest holding.
• Meta struck a multiyear, multibillion-dollar deal to deploy AWS Graviton5 cores and announced plans to cut ~10% of the workforce (~8,000 roles) and freeze ~6,000 hires to prioritize AI, moves investors view as boosting AI capacity and efficiency while helping lift the stock (~+2.5%) amid a "Moderate Buy" analyst consensus.
• Insider selling continued: COO Javier Olivan and director Robert Kimmitt sold shares under Rule 10b5‑1 plans, and insiders have sold 166,117 shares (~$106.4M) over the past three months, with insiders owning 13.61% of the company.

Oxinas Partners LLC lifted its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 78.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,356 shares of the social networking company's stock after purchasing an additional 1,478 shares during the period. Meta Platforms comprises about 1.1% of Oxinas Partners LLC's portfolio, making the stock its 29th biggest holding. Oxinas Partners LLC's holdings in Meta Platforms were worth $2,216,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the company. State Street Corp raised its position in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after acquiring an additional 1,650,435 shares during the period. Capital World Investors grew its position in shares of Meta Platforms by 0.7% during the 3rd quarter. Capital World Investors now owns 39,247,690 shares of the social networking company's stock valued at $28,823,375,000 after acquiring an additional 278,180 shares during the period. Invesco Ltd. increased its stake in shares of Meta Platforms by 0.8% in the 3rd quarter. Invesco Ltd. now owns 17,153,754 shares of the social networking company's stock valued at $12,597,374,000 after purchasing an additional 142,229 shares in the last quarter. Legal & General Group Plc increased its stake in shares of Meta Platforms by 4.1% in the 3rd quarter. Legal & General Group Plc now owns 14,332,168 shares of the social networking company's stock valued at $10,525,258,000 after purchasing an additional 558,792 shares in the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in Meta Platforms by 3.7% in the third quarter. Bank of New York Mellon Corp now owns 13,619,341 shares of the social networking company's stock valued at $10,001,772,000 after purchasing an additional 481,276 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Meta Platforms

In other news, COO Javier Olivan sold 926 shares of the stock in a transaction that occurred on Monday, April 20th. The shares were sold at an average price of $680.09, for a total value of $629,763.34. Following the completion of the sale, the chief operating officer owned 9,631 shares of the company's stock, valued at $6,549,946.79. This represents a 8.77% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Robert M. Kimmitt sold 580 shares of the firm's stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $667.00, for a total transaction of $386,860.00. Following the sale, the director owned 3,847 shares of the company's stock, valued at $2,565,949. This represents a 13.10% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 166,117 shares of company stock valued at $106,367,778 in the last three months. 13.61% of the stock is currently owned by insiders.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Meta signed a multiyear, multibillion-dollar agreement to deploy tens of millions of AWS Graviton5 cores to power its agentic AI workloads — investors view this as a scalable, cost-efficient way to boost AI capacity and cut future capex risk. Meta strikes deal with Amazon's cloud unit to use its CPU chips
• Positive Sentiment: Management announced plans to cut ~10% of the workforce (~8,000 roles) and freeze hiring for ~6,000 openings to "run more efficiently" and offset AI investments — a move markets often reward when paired with heavy AI capex. Meta will cut 10% of workforce as it pushes more into AI
• Positive Sentiment: Analyst support and buy-side interest (price-target upgrades and bullish notes on AI-driven ad monetization) are reinforcing the upside narrative around revenue and margins. Guggenheim reaffirms buy and sets $850 target
• Neutral Sentiment: Insider sales by the COO were disclosed (executed under a Rule 10b5‑1 plan) — routine but noted by traders watching insider activity. SEC filing: Javier Olivan insider sales
• Negative Sentiment: Staff reactions describe weeks of limbo and morale damage ("28 days of hell") ahead of the May cuts, raising execution and product-risk concerns if key teams are disrupted. Meta employees react to pending job cuts
• Negative Sentiment: Reports that Meta is tracking employee keystrokes and web usage to train AI models raise privacy/ethical questions and potential regulatory scrutiny that could create reputational or legal costs. Meta is tracking employee usage for AI training
• Negative Sentiment: Ongoing legal/ESG pressures (court rulings, shareholder proposals on human rights and AI energy/climate impacts) remain a medium-term headwind for sentiment and could spur additional disclosures or costs. Meta faces new ESG pressures

Analyst Upgrades and Downgrades

META has been the topic of a number of research analyst reports. Needham & Company LLC reissued a "hold" rating on shares of Meta Platforms in a research note on Thursday, January 29th. Pivotal Research decreased their price objective on shares of Meta Platforms from $930.00 to $910.00 and set a "buy" rating on the stock in a report on Thursday, January 29th. Guggenheim reissued a "buy" rating and set a $850.00 target price on shares of Meta Platforms in a research note on Thursday. Rosenblatt Securities reduced their price target on shares of Meta Platforms from $1,144.00 to $1,015.00 and set a "buy" rating for the company in a research report on Thursday, April 9th. Finally, Citigroup reaffirmed an "outperform" rating on shares of Meta Platforms in a research note on Thursday, January 29th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Meta Platforms presently has a consensus rating of "Moderate Buy" and an average target price of $837.09.

Meta Platforms Stock Up 2.5%

META stock opened at $675.50 on Friday. The company has a market cap of $1.71 trillion, a price-to-earnings ratio of 28.74, a PEG ratio of 1.07 and a beta of 1.31. The firm has a 50-day moving average of $628.34 and a two-hundred day moving average of $649.62. Meta Platforms, Inc. has a 12 month low of $520.26 and a 12 month high of $796.25. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27.

Meta Platforms (NASDAQ:META - Get Free Report) last posted its quarterly 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. The business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The business's revenue was up 23.8% compared to the same quarter last year. During the same period in the prior year, the business earned $8.02 earnings per share. As a group, analysts forecast that Meta Platforms, Inc. will post 29.83 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, March 26th. Stockholders of record on Monday, March 16th were given a dividend of $0.525 per share. The ex-dividend date of this dividend was Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms's payout ratio is presently 8.94%.

About Meta Platforms

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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