Meta Platforms, Inc. $META is Dorsey Asset Management LLC’s 4th Largest Position

Posted by Dante Gardener on Mar 17th, 2026

Dorsey Asset Management LLC decreased its holdings in Meta Platforms, Inc. (NASDAQ:META – Free Report) by 21.6% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 192,224 shares of the social networking company’s stock after selling 52,884 shares during the quarter. Meta Platforms accounts for about 12.7% of Dorsey Asset Management LLC’s holdings, making the stock its 4th largest holding. Dorsey Asset Management LLC’s holdings in Meta Platforms were worth $141,165,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Trust Co of the South raised its stake in shares of Meta Platforms by 0.8% during 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 buying an additional 14 shares during the period. Sentinel Pension Advisors LLC grew its stake 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 valued at $672,000 after acquiring an additional 14 shares during the period. Alpine Bank Wealth Management increased its holdings in Meta Platforms by 0.3% in the 3rd quarter. Alpine Bank Wealth Management now owns 4,301 shares of the social networking company’s stock worth $3,159,000 after acquiring an additional 14 shares in the last quarter. Valued Wealth Advisors LLC increased its holdings 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 acquiring an additional 14 shares in the last quarter. Finally, Vista Capital Partners Inc. raised its position in 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 worth $794,000 after acquiring an additional 14 shares during the period. 79.91% of the stock is owned by institutional investors and hedge funds.

Meta Platforms Stock Performance

META opened at $627.45 on Tuesday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The firm has a market capitalization of $1.59 trillion, a PE ratio of 26.70, a PEG ratio of 0.95 and a beta of 1.30. The company has a current ratio of 2.60, a quick ratio of 2.60 and a debt-to-equity ratio of 0.27. The firm’s 50-day moving average price is $652.62 and its 200 day moving average price is $676.01.

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

Meta Platforms Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 26th. Investors of record on Monday, March 16th will be issued a $0.525 dividend. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. The ex-dividend date of this dividend is Monday, March 16th. Meta Platforms’s dividend payout ratio (DPR) is currently 8.94%.

Key Headlines Impacting Meta Platforms

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

Positive Sentiment: Reports that Meta is preparing to cut roughly 20% of its workforce pushed expectations for multi‑billion dollar annual cost savings and sparked a rally as investors priced in faster path to profitability. Meta shares jump after Reuters report on plans for layoffs of 20% or more
Positive Sentiment: JPMorgan reiterated an Overweight rating and reiterated a high price target, providing institutional support for the stock amid the headlines. Analysts set Meta stock price target
Neutral Sentiment: Meta signed a large multi‑year AI infrastructure agreement with Nebius (reported up to $27B) — it secures compute capacity critical for scaling AI but also confirms very large future spend commitments. Markets see this as strategic but capital‑intensive. Meta signs deal worth up to $27 billion with Nebius for AI infrastructure
Neutral Sentiment: Several bullish analyst/strategy pieces argue the pullback is a buying opportunity given Meta’s scale, ad growth and AI monetization runway — providing counterweight to cost/CapEx concerns. Delays, Compute Deals, And Sky‑High CapEx: Why I’m Still Bullish On Meta
Neutral Sentiment: Nebius and other cloud partners have seen strong share moves on the deal, highlighting that Meta’s AI commitments are reshaping the supplier landscape even if the direct near‑term benefit to Meta is mixed. Meta’s $27B AI Cloud Deal Sends Nebius Group Stock Soaring
Negative Sentiment: Multiple reports flag surging AI spending, product delays (Avocado AI, smart glasses) and high CapEx plans — investors worry these investments could pressure margins and cash flow before monetization. Meta Reportedly Plans Job Cuts as AI Spending Surges
Negative Sentiment: Advertiser pushback on a new Facebook/Instagram payment policy raises modest short‑term ad revenue execution risk if it leads to reduced spend from affected advertisers. Why some Facebook and Instagram advertisers are freaking out about a new payment policy
Negative Sentiment: Macro/regulatory uncertainty — including EU debates over content‑detection rules — keeps policy risk on investors’ radars; outcomes could affect compliance costs and product implementations in Europe. EU fails to extend rules on child abuse content detection by online platforms

Insider Activity at Meta Platforms

In other Meta Platforms 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 value of $36,471,323.70. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Javier Olivan sold 926 shares of Meta Platforms stock in a transaction on Monday, March 9th. The stock was sold at an average price of $634.94, for a total value of $587,954.44. Following the transaction, the chief operating officer owned 15,187 shares in the company, valued at approximately $9,642,833.78. This represents a 5.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 159,830 shares of company stock valued at $102,409,190. 13.61% of the stock is currently owned by insiders.

Analyst Ratings Changes

META has been the topic of several research analyst reports. Canaccord Genuity Group lifted their target price on shares of Meta Platforms from $900.00 to $930.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Evercore upped their price target on shares of Meta Platforms from $875.00 to $900.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Rosenblatt Securities raised their price target on shares of Meta Platforms from $1,117.00 to $1,144.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Jefferies Financial Group lifted their price objective on Meta Platforms from $910.00 to $1,000.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, BNP Paribas Exane assumed coverage on Meta Platforms in a research note on Monday, November 24th. They set an “outperform” rating and a $800.00 price objective for the company. Three research analysts have rated the stock with a Strong Buy rating, thirty-nine have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $844.44.

Check Out Our Latest Report on Meta Platforms

About Meta Platforms

(Free Report)

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.