Oak Ridge Investments LLC Has $67.45 Million Stake in Meta Platforms, Inc. $META

Key Points

• Oak Ridge Investments LLC increased its Meta stake by 7.6% in Q4 and now owns 102,185 shares worth $67.45 million, representing 4.1% of the fund and its 8th largest holding.
• Meta beat expectations in its most recent quarter (EPS $8.88 vs $8.16; revenue $59.89B vs $58.33B, +23.8% YoY) and has attracted analyst target hikes and bullish notes tied to expanded AI investments and data‑center buildouts.
• Significant insider selling has occurred recently: CFO Susan Li sold 56,571 shares (~$36.5M) and insiders sold 166,117 shares (~$106.4M) over the last 90 days, though some sales were via pre‑arranged 10b5‑1 plans.

Oak Ridge Investments LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 7.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 102,185 shares of the social networking company's stock after purchasing an additional 7,229 shares during the quarter. Meta Platforms makes up 4.1% of Oak Ridge Investments LLC's portfolio, making the stock its 8th largest holding. Oak Ridge Investments LLC's holdings in Meta Platforms were worth $67,451,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Sentinel Pension Advisors LLC lifted its stake in Meta Platforms by 1.6% in the third quarter. Sentinel Pension Advisors LLC now owns 915 shares of the social networking company's stock valued at $672,000 after buying an additional 14 shares during the last quarter. Alpine Bank Wealth Management lifted its stake in Meta Platforms by 0.3% in 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 buying an additional 14 shares during the last quarter. Valued Wealth Advisors LLC grew its position in Meta Platforms by 3.2% in the 3rd quarter. Valued Wealth Advisors LLC now owns 454 shares of the social networking company's stock worth $334,000 after purchasing an additional 14 shares during the last quarter. Vista Capital Partners Inc. grew its position in Meta Platforms by 1.3% in the 2nd quarter. Vista Capital Partners Inc. now owns 1,075 shares of the social networking company's stock worth $794,000 after purchasing an additional 14 shares during the last quarter. Finally, JGP Wealth Management LLC grew its position in Meta Platforms by 0.7% in the 3rd quarter. JGP Wealth Management LLC now owns 2,274 shares of the social networking company's stock worth $1,653,000 after purchasing an additional 15 shares during the last quarter. 79.91% of the stock is currently owned by institutional investors.

Meta Platforms Price Performance

Shares of NASDAQ:META opened at $674.72 on Thursday. Meta Platforms, Inc. has a 12 month low of $516.52 and a 12 month high of $796.25. The stock has a market cap of $1.71 trillion, a price-to-earnings ratio of 28.71, a PEG ratio of 1.09 and a beta of 1.31. The stock's 50 day moving average price is $627.44 and its 200 day moving average price is $650.27. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.60 and a quick ratio of 2.60.

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 return on equity of 38.61% and a net margin of 30.08%.The firm had revenue of $59.89 billion for the quarter, compared to analysts' expectations of $58.33 billion. During the same quarter in the previous year, the company earned $8.02 earnings per share. The firm's quarterly revenue was up 23.8% compared to the same quarter last year. Equities research analysts anticipate that Meta Platforms, Inc. will post 29.83 earnings per share for the current fiscal year.

Meta Platforms Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were paid 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 yield of 0.3%. Meta Platforms's dividend payout ratio (DPR) is currently 8.94%.

Key Meta Platforms News

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

Insider Activity at Meta Platforms

In related news, CFO Susan J. Li sold 56,571 shares of the business'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 filing with the SEC, which can be accessed through this hyperlink. Also, COO Javier Olivan sold 2,778 shares of the business's stock in a transaction that occurred on Monday, April 13th. The stock was sold at an average price of $629.45, for a total transaction of $1,748,612.10. Following the completion of the sale, the chief operating officer owned 10,557 shares in the company, valued at $6,645,103.65. The trade was a 20.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 over the last 90 days. 13.61% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research analysts have commented on the stock. BMO Capital Markets upped their target price on shares of Meta Platforms from $710.00 to $730.00 and gave the stock a "market perform" rating in a research report on Thursday, January 29th. Guggenheim upped their target price on shares of Meta Platforms from $800.00 to $850.00 and gave the stock a "buy" rating in a research report on Thursday, January 29th. Argus reaffirmed a "buy" rating and set a $800.00 target price on shares of Meta Platforms in a research note on Monday, February 2nd. DA Davidson lifted their target price on Meta Platforms from $825.00 to $850.00 and gave the company a "buy" rating in a research note on Thursday, January 29th. Finally, Wells Fargo & Company cut their target price on Meta Platforms from $856.00 to $765.00 and set an "overweight" rating on the stock in a research note on Thursday, April 2nd. Four 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 MarketBeat.com, Meta Platforms has an average rating of "Moderate Buy" and a consensus target price of $837.09.

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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