TLDR
- Susan Li, Meta’s CFO, offloaded 56,571 META shares on February 27 through a pre-scheduled 10b5-1 plan, generating approximately $36.47M at $644.70 per share.
- Q4 financial results exceeded Wall Street expectations with earnings per share of $8.88 compared to the $8.16 forecast, while revenue reached $59.89B—a 23.8% annual increase.
- A quarterly dividend payment of $0.525 per share was announced, scheduled for distribution on March 26 to shareholders of record by March 16.
- News Corp secured a multiyear AI content partnership with Meta valued at up to $50M per year.
- Wall Street maintains a “Moderate Buy” rating with a consensus target price of $844.44; institutional investors control approximately 79.91% of shares.
Meta Platforms’ Chief Financial Officer Susan Li executed a substantial stock divestment on February 27, 2026, selling 56,571 shares valued at approximately $36.47 million. The shares were sold at an average price point of $644.70 each.
The divestment was processed through the Li-Hegeman Family Foundation using a Rule 10b5-1 trading arrangement that Li established on November 25, 2025. Such trading plans allow executives to schedule transactions ahead of time, eliminating concerns about timing decisions based on non-public information.
After completing this transaction, the Li-Hegeman Family Foundation’s direct holdings of Class A shares dropped to zero. However, Li maintains indirect ownership of 13,186 shares via the Li-Hegeman Living Trust.
META shares were hovering near $655 during the transaction period, aligning closely with InvestingPro’s Fair Value assessment of $662.52—indicating modest undervaluation despite the executive sale.
The stock’s 52-week trading range spans from $479.80 to $796.25, while the company commands a market capitalization of $1.66 trillion. The 50-day moving average currently rests at $655.67.
Impressive Q4 Financial Performance
The stock sale occurred several weeks following Meta’s robust fourth-quarter earnings announcement on January 28. The social media giant delivered earnings per share of $8.88, surpassing analyst projections of $8.16 by a significant $0.72 margin.
Quarterly revenue totaled $59.89 billion, exceeding the $58.33 billion consensus and marking a 23.8% year-over-year expansion. The company achieved a net margin of 30.08% alongside a return on equity of 38.61%.
Wall Street analysts currently project Meta will generate $26.70 in full-year earnings per share. Moody’s recently reaffirmed Meta’s Aa3 long-term issuer rating, citing robust operational execution and healthy liquidity positions.
The company announced a quarterly dividend distribution of $0.525 per share. Shareholders registered by March 16 will receive payment on March 26, with the ex-dividend date also set for March 16. The annualized dividend totals $2.10, yielding approximately 0.3%.
Expanding AI Capabilities and Strategic Partnerships
Meta recently finalized a multiyear artificial intelligence content-licensing agreement with News Corp. This partnership could generate up to $50 million annually for News Corp while granting Meta access to content from American and British publications for AI model training and information retrieval purposes.
The tech giant is also establishing a dedicated applied AI engineering division within Reality Labs, with Maher Saba serving as leader and reporting directly to Chief Technology Officer Andrew Bosworth. This initiative connects to Meta’s broader superintelligence ambitions.
Additionally, Meta is experimenting with an AI-driven shopping research feature for its chatbot platform, aiming to enhance commerce monetization capabilities while competing against ChatGPT and Gemini.
Regarding legal matters, Meta has initiated proceedings against fraudulent advertisers operating in Brazil, China, and Vietnam, while simultaneously issuing cease and desist notifications to marketing consultants engaged in deceptive platform practices.
Institutional investors currently maintain ownership of 79.91% of outstanding shares. Analyst consensus points to a “Moderate Buy” recommendation with an average price objective of $844.44. Deutsche Bank has established a $920 price target, while Rosenblatt Securities projects shares could reach $1,144.
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