William Blair Has Weak Forecast for Vital Farms Q2 Earnings

Vital Farms, Inc. (NASDAQ:VITL) – Investment analysts at William Blair reduced their Q2 2025 EPS estimates for Vital Farms in a research report issued to clients and investors on Thursday, May 8th. William Blair analyst J. Andersen now anticipates that the company will earn $0.25 per share for the quarter, down from their previous estimate of $0.27. William Blair has a “Outperform” rating on the stock. The consensus estimate for Vital Farms’ current full-year earnings is $1.11 per share. William Blair also issued estimates for Vital Farms’ Q3 2025 earnings at $0.27 EPS, Q4 2025 earnings at $0.38 EPS and FY2026 earnings at $1.50 EPS.

Vital Farms (NASDAQ:VITL) last issued its earnings results on Thursday, May 8th. The company reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.26 by $0.11. The company had revenue of $162.19 million for the quarter, compared to analysts’ expectations of $164.43 million. Vital Farms had a net margin of 8.68% and a return on equity of 22.29%. Vital Farms’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 EPS.

A number of other brokerages also recently issued reports on VITL. Telsey Advisory Group restated an “outperform” rating and set a $52.00 price objective on shares of Vital Farms in a research report on Monday, May 5th. DA Davidson decreased their price target on Vital Farms from $44.00 to $42.00 and set a “buy” rating for the company in a report on Friday, March 14th. Morgan Stanley dropped their price objective on Vital Farms from $40.00 to $39.00 and set an “overweight” rating on the stock in a research note on Thursday, April 17th. BMO Capital Markets raised shares of Vital Farms to a “strong-buy” rating in a research note on Tuesday, May 6th. Finally, Stifel Nicolaus upgraded shares of Vital Farms from a “hold” rating to a “buy” rating and set a $44.00 price objective on the stock in a report on Friday, February 28th. Eight equities research analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $44.63.

Vital Farms Trading Down 1.2%

Shares of Vital Farms stock opened at $34.16 on Monday. The company has a current ratio of 3.24, a quick ratio of 2.81 and a debt-to-equity ratio of 0.04. Vital Farms has a 1 year low of $27.91 and a 1 year high of $48.41. The firm has a market capitalization of $1.52 billion, a PE ratio of 30.50 and a beta of 0.94. The firm’s 50 day moving average is $32.65 and its 200 day moving average is $35.05.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of VITL. CIBC Private Wealth Group LLC lifted its stake in Vital Farms by 152.1% in the fourth quarter. CIBC Private Wealth Group LLC now owns 895 shares of the company’s stock valued at $35,000 after purchasing an additional 540 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its position in shares of Vital Farms by 20,650.0% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 1,660 shares of the company’s stock valued at $51,000 after buying an additional 1,652 shares during the last quarter. US Bancorp DE lifted its holdings in Vital Farms by 160.3% during the fourth quarter. US Bancorp DE now owns 1,416 shares of the company’s stock valued at $53,000 after purchasing an additional 872 shares during the last quarter. Frazier Financial Advisors LLC bought a new position in Vital Farms in the 4th quarter worth approximately $59,000. Finally, Mendota Financial Group LLC bought a new position in shares of Vital Farms in the fourth quarter worth $62,000. 98.59% of the stock is owned by institutional investors.

Insider Buying and Selling at Vital Farms

In related news, CEO Russell Diez-Canseco sold 45,124 shares of the business’s stock in a transaction dated Monday, April 14th. The shares were sold at an average price of $33.69, for a total value of $1,520,227.56. Following the transaction, the chief executive officer now directly owns 703,736 shares of the company’s stock, valued at approximately $23,708,865.84. The trade was a 6.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Matthew Ohayer sold 20,000 shares of the stock in a transaction dated Wednesday, March 19th. The shares were sold at an average price of $29.46, for a total transaction of $589,200.00. Following the transaction, the insider now owns 6,970,890 shares of the company’s stock, valued at approximately $205,362,419.40. The trade was a 0.29% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 93,124 shares of company stock worth $3,019,308. Insiders own 27.60% of the company’s stock.

About Vital Farms

Vital Farms, Inc, a food company, provides pasture-raised products in the United States. It offers shell eggs, butter, hard-boiled eggs, and liquid whole eggs. The company was founded in 2007 and is headquartered in Austin, Texas.