Meta Stock — Insider Sells $36M While Wall Street Stays Bullish

TLDR

• CFO Susan Li sold 56,571 META shares on Feb. 27 for ~$36.47M at an average price of $644.70, under a pre-arranged 10b5-1 trading plan.
• Meta beat Q4 estimates with EPS of $8.88 vs. $8.16 expected, and revenue of $59.89B — up 23.8% year-over-year.
• The company declared a quarterly dividend of $0.525 per share, payable March 26, with a March 16 ex-dividend date.
• Meta signed a multiyear AI content-licensing deal with News Corp worth up to $50M annually.
• Analyst consensus sits at “Moderate Buy” with an average price target of $844.44; institutional ownership stands at ~79.91%.

Meta Platforms CFO Susan Li sold roughly $36.47 million worth of META stock on February 27, 2026. The sale covered 56,571 shares at an average price of $644.70.

Meta Platforms, Inc., META

The transaction was carried out through the Li-Hegeman Family Foundation and executed under a Rule 10b5-1 trading plan, which Li adopted on November 25, 2025. These plans are set up in advance, meaning the sale was pre-scheduled rather than a reaction to current events.

Following the sale, the Li-Hegeman Family Foundation holds zero Class A shares directly. Li still holds 13,186 shares indirectly through the Li-Hegeman Living Trust.

META was trading around $655 at the time, close to InvestingPro’s Fair Value estimate of $662.52 — suggesting the stock was slightly undervalued even as the CFO was selling.

The stock has a 52-week range of $479.80 to $796.25, and a market cap of $1.66 trillion. Its 50-day moving average sits at $655.67.

Strong Earnings Backdrop

The sale came weeks after Meta posted a strong Q4 earnings report on January 28. The company reported EPS of $8.88, beating the consensus estimate of $8.16 by $0.72.

Revenue came in at $59.89 billion, topping the $58.33 billion estimate and up 23.8% from the same period last year. Net margin was 30.08% and return on equity was 38.61%.

Analysts now expect Meta to post $26.70 EPS for the full year. Moody’s has affirmed Meta’s Aa3 long-term issuer rating, pointing to strong operating performance and solid liquidity.

Meta also declared a quarterly dividend of $0.525 per share. It will be paid on March 26 to investors of record as of March 16, with a March 16 ex-dividend date. The annualized payout is $2.10, representing a yield of around 0.3%.

AI Deals and New Initiatives

Meta recently signed a multiyear AI content-licensing deal with News Corp. The agreement could pay News Corp up to $50 million per year, and gives Meta access to content from U.S. and U.K. outlets for AI training and retrieval.

The company is also forming a new applied AI engineering team inside Reality Labs, led by Maher Saba and reporting to CTO Andrew Bosworth. The team is linked to Meta’s superintelligence push.

Meta is also testing an AI-powered shopping research tool for its chatbot, targeting commerce monetization and competing with ChatGPT and Gemini.

On the legal front, Meta has filed actions against scam advertisers in Brazil, China, and Vietnam, and issued cease and desist letters to marketing consultants involved in deceptive platform activity.

Institutional ownership currently sits at 79.91%. Analyst consensus is “Moderate Buy” with an average price target of $844.44. Deutsche Bank has a $920 target, while Rosenblatt Securities is at $1,144.

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