Vital Farms (NASDAQ:VITL – Free Report) had its target price lowered by Stifel Nicolaus from $39.00 to $34.00 in a research note issued to investors on Tuesday morning, MarketBeat reports. The brokerage currently has a buy rating on the stock.
VITL has been the subject of several other reports. Mizuho cut their price objective on shares of Vital Farms from $48.00 to $40.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Morgan Stanley reaffirmed an “equal weight” rating and issued a $24.00 price objective (down from $45.00) on shares of Vital Farms in a report on Friday, February 27th. Telsey Advisory Group cut their price objective on shares of Vital Farms from $35.00 to $26.00 and set an “outperform” rating for the company in a report on Friday, March 27th. Zacks Research downgraded shares of Vital Farms from a “hold” rating to a “strong sell” rating in a report on Monday, March 2nd. Finally, Benchmark downgraded shares of Vital Farms from a “buy” rating to a “hold” rating in a report on Thursday, February 26th. Nine research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $36.67.
Get Our Latest Analysis on Vital Farms
Vital Farms Stock Up 1.8%
Vital Farms (NASDAQ:VITL – Get Free Report) last released its quarterly earnings data on Thursday, February 26th. The company reported $0.35 EPS for the quarter, missing the consensus estimate of $0.38 by ($0.03). The business had revenue of $213.55 million during the quarter, compared to the consensus estimate of $212.83 million. Vital Farms had a return on equity of 20.69% and a net margin of 8.73%.The firm’s quarterly revenue was up 28.6% on a year-over-year basis. During the same period last year, the business posted $0.23 earnings per share. On average, sell-side analysts expect that Vital Farms will post 0.96 EPS for the current year.
Insider Buying and Selling at Vital Farms
In other Vital Farms news, major shareholder Matthew Ohayer sold 20,000 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $20.33, for a total value of $406,600.00. Following the completion of the transaction, the insider directly owned 6,321,190 shares of the company’s stock, valued at $128,509,792.70. This trade represents a 0.32% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Karl Khoury purchased 5,000 shares of the business’s stock in a transaction on Monday, March 9th. The stock was purchased at an average cost of $18.45 per share, with a total value of $92,250.00. Following the completion of the acquisition, the director owned 119,789 shares in the company, valued at approximately $2,210,107.05. This trade represents a 4.36% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 21.30% of the stock is owned by company insiders.
Institutional Inflows and Outflows
Several large investors have recently bought and sold shares of the company. Divisadero Street Capital Management LP raised its position in shares of Vital Farms by 131.7% during the 3rd quarter. Divisadero Street Capital Management LP now owns 993,338 shares of the company’s stock valued at $40,876,000 after buying an additional 564,711 shares in the last quarter. Principal Financial Group Inc. raised its position in Vital Farms by 23.1% in the 3rd quarter. Principal Financial Group Inc. now owns 1,377,681 shares of the company’s stock worth $56,692,000 after purchasing an additional 258,092 shares during the period. Hussman Strategic Advisors Inc. purchased a new position in Vital Farms in the 3rd quarter worth $1,728,000. Citigroup Inc. raised its position in Vital Farms by 554.1% in the 3rd quarter. Citigroup Inc. now owns 95,258 shares of the company’s stock worth $3,920,000 after purchasing an additional 80,694 shares during the period. Finally, E. Ohman J or Asset Management AB purchased a new position in Vital Farms in the 3rd quarter worth $1,903,000. 98.59% of the stock is owned by institutional investors.
Trending Headlines about Vital Farms
Here are the key news stories impacting Vital Farms this week:
- Positive Sentiment: Brokerage consensus still leans constructive — Vital Farms has a “Moderate Buy” consensus from analysts, which can provide baseline support for the shares. Vital Farms, Inc. (NASDAQ:VITL) Receives Consensus Recommendation of “Moderate Buy” from Brokerages
- Positive Sentiment: Brand/promotional activity: Vital Farms launched a Route‑66 “Good Eggs Diner” tour celebrating its farming roots — a consumer/PR initiative that may support demand and brand visibility. Vital Farms, an Ethical Food Company Rooted in Springfield, MO, Hits the Road With the “Good Eggs Diner”
- Neutral Sentiment: Near‑term catalyst: Vital Farms will report Q1 2026 results before the market opens on May 7 and will host a conference call — this release could materially change investor sentiment. Vital Farms to Report First Quarter 2026 Financial Results on May 7, 2026
- Negative Sentiment: Significant legal overhang: multiple plaintiffs’ firms (Rosen, Bronstein Gewirtz & Grossman, Berger Montague, Faruqi & Faruqi, Levi & Korsinsky, others) have filed or are soliciting lead‑plaintiff roles in securities‑fraud suits alleging misstatements during May 8, 2025–Feb 26, 2026; the lead‑plaintiff deadline is May 26, 2026 — this increases litigation risk, potential future costs, and creates uncertainty for investors. VITL Investors Have Opportunity to Lead Vital Farms, Inc. Securities Fraud Lawsuit Filed by The Rosen Law Firm
- Negative Sentiment: Analyst pressure: Morgan Stanley cut its price target from $24 to $15 with an Equal‑Weight rating, and other brokers (e.g., Stifel) have reduced expectations — analyst downgrades and lower targets can weaken investor sentiment and limit upside. Morgan Stanley lowers price target on Vital Farms
Vital Farms Company Profile
Vital Farms, traded on the NASDAQ under the symbol VITL, is a U.S.-based food company specializing in pasture-raised egg and dairy products. The company partners with a network of family farms across the United States to produce eggs, butter and related items under a certified humane, pasture-centric farming model. Vital Farms’ supply chain emphasizes animal welfare, environmental stewardship and transparent sourcing, appealing to consumers seeking ethically produced, high-quality ingredients.
Founded in 2007 and headquartered in Austin, Texas, Vital Farms began by marketing pasture-raised eggs to health- and ethically minded shoppers.
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