Kingswood Wealth Advisors LLC Has $17.60 Million Stock Position in Meta Platforms, Inc. $META

Key Points

• Kingswood Wealth Advisors LLC increased its position in Meta Platforms by 27.1% to 26,655 shares worth about $17.6 million, making it the firm's 22nd-largest holding.
• Meta beat Q1 estimates — EPS of $10.44 vs. $6.67 expected and revenue up 33.1% to $56.31B — but a material 2026 capital-expenditure raise for AI data‑center buildout has spooked investors and pressured the stock.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $840.67, though recent heavy insider selling (~167,155 shares, ~$107M in three months) and mixed target tweaks highlight ongoing valuation and execution risks.

Kingswood Wealth Advisors LLC increased its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 27.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 26,655 shares of the social networking company's stock after purchasing an additional 5,684 shares during the quarter. Meta Platforms makes up 0.9% of Kingswood Wealth Advisors LLC's portfolio, making the stock its 22nd biggest position. Kingswood Wealth Advisors LLC's holdings in Meta Platforms were worth $17,595,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Westchester Capital Management Inc. acquired a new stake in Meta Platforms in the third quarter worth about $26,000. Key Capital Management INC acquired a new stake in Meta Platforms in the fourth quarter worth about $48,000. Evergreen Private Wealth LLC increased its position in Meta Platforms by 64.8% in the third quarter. Evergreen Private Wealth LLC now owns 89 shares of the social networking company's stock worth $65,000 after purchasing an additional 35 shares during the period. PMV Capital Advisers LLC increased its position in Meta Platforms by 26.3% in the fourth quarter. PMV Capital Advisers LLC now owns 96 shares of the social networking company's stock worth $63,000 after purchasing an additional 20 shares during the period. Finally, Aster Capital Management DIFC Ltd acquired a new stake in Meta Platforms in the third quarter worth about $71,000. 79.91% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

META has been the subject of a number of research reports. Roth Mkm reiterated a "buy" rating on shares of Meta Platforms in a research report on Thursday. TD Cowen reduced their target price on Meta Platforms from $820.00 to $800.00 and set a "buy" rating on the stock in a report on Thursday. Wall Street Zen upgraded Meta Platforms from a "hold" rating to a "buy" rating in a report on Saturday. Needham & Company LLC restated a "hold" rating on shares of Meta Platforms in a report on Thursday, January 29th. Finally, Barclays raised their target price on Meta Platforms from $800.00 to $830.00 and gave the stock an "overweight" rating in a report on Thursday. Four investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $840.67.

Key Headlines Impacting Meta Platforms

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

• Positive Sentiment: Q1 beat & AI ad momentum — Meta reported robust Q1 revenue and EPS, and management highlighted AI-driven ad tools and full‑stack model+chip co‑design that are expanding ad automation and advertiser reach. Meta Does Things Their Own Way
• Positive Sentiment: Robotics/AI talent add — Meta acquired humanoid‑robot startup Assured Robot Intelligence to accelerate robotics model optimization, signaling product diversification in AI/robotics. WSJ: Meta Acquires Assured Robot Intelligence
• Positive Sentiment: Energy and creator initiatives — Meta is signing energy partnerships (space solar/long‑duration storage) to secure power for compute-heavy AI centers and piloting stablecoin creator payouts — moves that support long‑term AI scale and monetization. AI drives growth (context)
• Neutral Sentiment: Analyst reactions mixed — Some firms (e.g., Stifel) trimmed price targets but retained “buy”; others raised targets on longer‑term AI upside. These tweaks sustain divergent Wall Street views on valuation vs. heavy CapEx. Benzinga: Analyst Moves
• Neutral Sentiment: Insider sales disclosed — COO Javier Oliván sold shares under a Rule 10b5‑1 plan; routine but notable given market noise. SEC Filing
• Negative Sentiment: Large CapEx raise spooks investors — Meta lifted 2026 capital expenditure guidance materially (now targeting major AI data‑center buildout), prompting concerns about near‑term free‑cash‑flow and returns; that is the primary reason the stock has been sold. Reuters: CapEx & market reaction
• Negative Sentiment: Regulatory/legal pressure — Threats to pull apps from New Mexico over child‑safety rules and US senators’ scrutiny over ad removals amplify litigation/compliance risk and potential costs. Reuters: Lawmaker Scrutiny
• Negative Sentiment: Reality Labs losses & deal setbacks — Continued multi‑billion losses in Reality Labs and a blocked Manus acquisition in China highlight near‑term cash drag and execution risks on speculative bets. CNBC: Reality Labs Loss

Meta Platforms Price Performance

Shares of META opened at $608.74 on Friday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 2.60 and a current ratio of 2.35. The stock has a 50 day simple moving average of $629.62 and a 200 day simple moving average of $647.93. Meta Platforms, Inc. has a 52-week low of $520.26 and a 52-week high of $796.25. The firm has a market capitalization of $1.54 trillion, a PE ratio of 22.13, a P/E/G ratio of 0.99 and a beta of 1.25.

Meta Platforms (NASDAQ:META - Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The social networking company reported $10.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.67 by $3.77. Meta Platforms had a return on equity of 36.93% and a net margin of 32.84%.The business had revenue of $56.31 billion during the quarter, compared to analyst estimates of $55.56 billion. During the same period in the previous year, the firm earned $6.43 EPS. Meta Platforms's quarterly revenue was up 33.1% compared to the same quarter last year. Sell-side analysts predict that Meta Platforms, Inc. will post 30.82 EPS for the current fiscal year.

Meta Platforms Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, March 26th. Investors of record on Monday, March 16th were given a $0.525 dividend. The ex-dividend date was Monday, March 16th. This represents a $2.10 annualized dividend and a dividend yield of 0.3%. Meta Platforms's payout ratio is currently 7.63%.

Insider Activity at Meta Platforms

In related news, CTO Andrew Bosworth sold 8,089 shares of Meta Platforms stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $631.24, for a total value of $5,106,100.36. Following the sale, the chief technology officer owned 2,841 shares of the company's stock, valued at approximately $1,793,352.84. This trade represents a 74.01% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 shares were sold at an average price of $629.45, for a total value 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 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. In the last three months, insiders sold 167,155 shares of company stock worth $107,067,129. 13.61% of the stock is owned by company insiders.

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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