Meta Platforms, Inc. $META Shares Bought by Louisbourg Investments Inc.

Key Points

• Louisbourg Investments boosted its stake in Meta by 24.2% in Q4 to 13,555 shares (an additional 2,641 shares), worth about $8.95 million and representing ~1.7% of the firm's holdings (its 13th largest position).
• Significant insider selling: CFO Susan J. Li sold 56,571 shares for roughly $36.47 million and, together with other insiders, 160,931 shares valued at about $103.0 million were sold in the past 90 days, though company insiders still hold 13.61% of shares.
• Meta recently beat quarterly estimates (EPS $8.88 vs. $8.16; revenue $59.89B, up 23.8% Y/Y), unveiled the Muse Spark AI model and expanded a large (~$21B) CoreWeave AI capacity deal, supporting analyst optimism and a consensus rating of "Moderate Buy."

Louisbourg Investments Inc. increased its holdings in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 24.2% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 13,555 shares of the social networking company's stock after purchasing an additional 2,641 shares during the quarter. Meta Platforms accounts for about 1.7% of Louisbourg Investments Inc.'s holdings, making the stock its 13th largest holding. Louisbourg Investments Inc.'s holdings in Meta Platforms were worth $8,948,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Trust Co of the South raised its holdings in Meta Platforms by 0.8% in the 3rd quarter. Trust Co of the South now owns 1,850 shares of the social networking company's stock worth $1,359,000 after purchasing an additional 14 shares during the period. Sentinel Pension Advisors LLC raised its holdings in Meta Platforms by 1.6% in the 3rd quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock worth $672,000 after purchasing an additional 14 shares during the period. Alpine Bank Wealth Management raised its holdings in shares of Meta Platforms by 0.3% during the third quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company's stock valued at $3,159,000 after acquiring an additional 14 shares during the last quarter. Valued Wealth Advisors LLC raised its holdings in shares of Meta Platforms by 3.2% during the third quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock valued at $334,000 after acquiring an additional 14 shares during the last quarter. Finally, Vista Capital Partners Inc. raised its holdings in shares of Meta Platforms by 1.3% during the second quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock valued at $794,000 after acquiring an additional 14 shares during the last quarter. Institutional investors and hedge funds own 79.91% of the company's stock.

Insider Transactions at Meta Platforms

In other news, CFO Susan J. Li sold 56,571 shares of the firm's stock in a transaction on Friday, February 27th. The stock was sold at an average price of $644.70, for a total transaction of $36,471,323.70. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Javier Olivan sold 2,461 shares of the firm's stock in a transaction 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 transaction, the chief operating officer owned 12,108 shares of the company's stock, valued at approximately $7,746,335.16. This represents a 16.89% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 160,931 shares of company stock worth $102,997,526 over the last ninety days. Company insiders own 13.61% of the company's stock.

Trending Headlines about Meta Platforms

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

• Positive Sentiment: Muse Spark AI model rollout: Meta unveiled Muse Spark, the first major model from its Superintelligence Labs — investors view this as a credible restart of Meta’s AI push and a catalyst for future ad, commerce and AI-product revenue. Reuters: Meta unveils first AI model
• Positive Sentiment: Major CoreWeave capacity deal: Meta expanded its AI cloud agreement with CoreWeave (~$21B through 2032), securing large-scale GPU capacity for model training and deployment — supports aggressive AI roadmaps and explains investor enthusiasm for long-term AI leadership. Reuters: CoreWeave $21B deal
• Positive Sentiment: Commerce and payments partnerships: New integrations (e.g., PayPal on Facebook shopping) and AI-powered commerce tools increase monetization paths beyond feed ads, bolstering revenue upside expectations. TipRanks: PayPal deal
• Neutral Sentiment: Analyst moves mixed: Some firms reaffirmed buy/overweight stances and high price targets while a few trimmed targets (KeyCorp, Rosenblatt adjustments) — sentiment remains broadly bullish but with divergent near-term views. Benzinga: analyst updates
• Neutral Sentiment: Internal reorg toward AI tooling: Meta is reallocating top engineers into a new AI tooling organization ahead of layoffs — this signals concentrated investment in AI infrastructure but also short-term disruption and workforce churn. Reuters: Meta transfers top engineers
• Negative Sentiment: Ongoing litigation and ad removals: Meta is pulling ads that recruited plaintiffs for social-media-addiction lawsuits — a move that reduces PR/legal optics risk but underscores persistent legal exposure and recent unfavorable trial outcomes. Reuters: Meta pulls plaintiff-recruiting ads

Wall Street Analyst Weigh In

META has been the subject of a number of research analyst reports. Canaccord Genuity Group increased their target price on Meta Platforms from $900.00 to $930.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Citigroup reissued an "outperform" rating on shares of Meta Platforms in a report on Thursday, January 29th. Jefferies Financial Group increased their target price on Meta Platforms from $910.00 to $1,000.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft increased their target price on Meta Platforms from $880.00 to $920.00 and gave the company a "buy" rating in a report on Thursday, January 29th. Finally, Arete Research reissued a "neutral" rating on shares of Meta Platforms in a report on Thursday, March 5th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-eight have assigned a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $839.13.

Meta Platforms Trading Up 2.6%

Shares of Meta Platforms stock opened at $628.39 on Friday. The firm has a market capitalization of $1.59 trillion, a price-to-earnings ratio of 26.74, a PEG ratio of 0.95 and a beta of 1.31. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. 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 stock has a 50 day moving average of $630.52 and a 200 day moving average of $655.68.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The social networking company reported $8.88 earnings per share for the quarter, topping the consensus estimate of $8.16 by $0.72. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The company had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. During the same period in the prior year, the business posted $8.02 earnings per share. The firm's revenue for the quarter was up 23.8% compared to the same quarter last year. As a group, research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current 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. 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 (DPR) is currently 8.94%.

Meta Platforms 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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