BSN CAPITAL PARTNERS 13F: New $112M Stake in META

BSN Capital Partners opened a new position in Meta Platforms, Inc. META, purchasing 150,000 shares worth about $111.6 million. The investment was revealed in a Form 13F filed with the SEC on October 23, 2026.

META Meta Platforms, Inc.

$648.85 ▲ +0.02% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in BSN Capital Partners's Meta Platforms, Inc. Position

The newly established stake gives the fund 150,000 shares of the social media giant. Based on the market value reported in the filing, the position came in at approximately $111.6 million. Because this is a brand-new holding for the fund, there were no previous shares reported for the prior quarter.

Meta Platforms, Inc. Stock Down 7.9%

Meta Platforms, Inc. META shares recently traded around $642.30 as of October 24, 2026, sitting about equal to the closing price of $642.62 recorded on the filing date of October 23, 2026. The stock sits above its 200-day moving average of $632.56, while trading below its 50-day moving average of $662.86. The company carries a market capitalization of roughly $1.65 trillion and trades well above its 52-week low of $520.26.

Recent Earnings

Meta Platforms, Inc. META generated trailing-twelve-month revenue of $241.6 billion alongside earnings of $29.31 per share. The company reported a net profit margin of 31.1% and a return on equity of 32.3%. Its year-over-year revenue growth stood at 26.1%. The next earnings report is scheduled for January 27, 2027.

Dividend

Meta Platforms, Inc. META pays an annual dividend rate of $2.10 per share, yielding 0.32%. The payout ratio stands at 7.9% of earnings.

Insider Buying and Selling at Meta Platforms, Inc.

Chief operating officer Javier Olivan executed four stock sales ahead of the filing. On September 28, 2026, Olivan sold 1,575 shares valued at about $1.2 million. On October 5, 2026, he sold another 1,575 shares at an average price of $728.08 for a total value of about $1.1 million. A third sale of 1,575 shares occurred on October 12, 2026, at $728.10 per share, totaling about $1.1 million. Finally, on October 19, 2026, Olivan sold 1,575 shares at $707.20 per share, worth roughly $1.1 million.

Analysts Set New Price Targets

Wall Street firms updated their views on Meta Platforms, Inc. META ahead of the filing. On October 22, 2026, UBS maintained its Buy rating while lifting its target to $892.00 from $884.00. Citigroup also maintained a Buy rating on October 22, 2026, raising its target to $905.00 from $895.00. DA Davidson kept a Buy rating on October 22, 2026, boosting its price target to $800.00 from $700.00. BMO Capital maintained a Market Perform rating on October 22, 2026, increasing its target to $685.00 from $580.00. Evercore ISI Group maintained an Outperform rating on October 22, 2026, moving its target to $870.00 from $860.00. Overall, the stock holds a consensus recommendation of strong buy from 58 analysts, with a mean price target of $843.48.

About Meta Platforms, Inc.

Headquartered in Menlo Park, California, Meta Platforms, Inc. META builds technology that lets people connect through mobile apps, personal computers, virtual reality gear, and artificial intelligence eyewear. The company operates through two main segments, the Family of Apps and Reality Labs, serving a massive global user base.

Bottom Line

BSN Capital Partners's new equity stake highlights institutional interest in the tech giant. Investors will watch for the company's next earnings report on January 27, 2027, to gauge ongoing revenue growth and profitability across its digital platforms.