Key Highlights
- Susan Li, Meta’s CFO, executed a sale of 56,571 META shares on February 27 for approximately $36.47M at $644.70 per share through a pre-arranged 10b5-1 plan.
- Q4 performance exceeded Wall Street forecasts with EPS reaching $8.88 compared to $8.16 anticipated, while revenue hit $59.89B — marking a 23.8% year-over-year increase.
- A quarterly dividend of $0.525 per share was announced, scheduled for March 26 distribution with March 16 as the ex-dividend date.
- News Corp entered a multiyear AI content-licensing partnership with Meta valued at up to $50M per year.
- Wall Street maintains a “Moderate Buy” rating with analysts projecting an average target of $844.44; institutional investors control approximately 79.91%.
Meta Platforms CFO Susan Li completed a stock transaction worth approximately $36.47 million on February 27, 2026. The divestment involved 56,571 shares at an average price point of $644.70.
The Li-Hegeman Family Foundation facilitated the transaction under a Rule 10b5-1 trading plan that Li established on November 25, 2025. Such arrangements allow executives to schedule stock sales in advance, eliminating concerns about timing based on material information.
After completing the transaction, the Li-Hegeman Family Foundation’s direct Class A shareholding stands at zero. Li maintains indirect ownership of 13,186 shares via the Li-Hegeman Living Trust.
META traded near $655 during the transaction window, aligning closely with InvestingPro’s Fair Value calculation of $662.52 — indicating the shares carried slight undervaluation at the time of the CFO’s sale.
The shares have traded within a 52-week band of $479.80 to $796.25, supporting a market capitalization of $1.66 trillion. The 50-day moving average rests at $655.67.
Exceptional Q4 Financial Performance
The stock sale occurred several weeks after Meta delivered impressive Q4 results on January 28. The social media giant achieved EPS of $8.88, surpassing analyst projections of $8.16 by $0.72.
Revenue reached $59.89 billion, exceeding the $58.33 billion forecast and representing a 23.8% climb from the prior-year quarter. Net margin registered at 30.08% while return on equity stood at 38.61%.
Wall Street analysts currently forecast Meta will achieve $26.70 in full-year EPS. Moody’s has reaffirmed the company’s Aa3 long-term issuer rating, citing robust operating results and healthy liquidity positions.
Meta announced a quarterly dividend of $0.525 per share. Shareholders of record as of March 16 will receive payment on March 26, with the ex-dividend date set for March 16. The annual distribution totals $2.10, yielding approximately 0.3%.
Artificial Intelligence Expansion and Strategic Moves
Meta finalized a multiyear AI content-licensing partnership with News Corp. The arrangement provides News Corp with potential annual payments reaching $50 million, while granting Meta access to content from American and British publications for AI model training and information retrieval.
The technology company is establishing a dedicated applied AI engineering unit within Reality Labs, under Maher Saba’s leadership and Andrew Bosworth’s oversight as CTO. This team connects directly to Meta’s superintelligence ambitions.
Meta continues experimenting with an AI-driven shopping research capability for its chatbot platform, aiming to enhance commerce monetization while challenging ChatGPT and Gemini.
Regarding enforcement actions, Meta has initiated legal proceedings against fraudulent advertisers operating in Brazil, China, and Vietnam, while sending cease and desist notices to marketing consultants engaged in platform manipulation.
Institutional investors hold 79.91% of outstanding shares. Analyst sentiment registers as “Moderate Buy” with an average price objective of $844.44. Deutsche Bank projects a $920 target, while Rosenblatt Securities forecasts $1,144.
