OFRM

Once Upon a Farm, PBC

NYSE · Food and Kindred Products · Inc. DE · CIK 0001696556
$20.06 +7.50% $840.6M
3 New Institutional Positions
Vol
Market Cap$840.6M
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders47 funds
Inst. Value$177.4M
Inst. Activity3 buys / 0 sells
SEC Reports3
Exchange NYSE·Sector Food and Kindred Products·Inc. DE·CIK 0001696556·Prev Close $18.66

Recent Activity

May 7, 2026 earnings_calendar
OFRM Q1 2026 Earnings Scheduled — 2026-05-07
May 6, 2026 SEC
Once Upon a Farm, PBC filed an 8-K reporting that its Compensation Committee approved a revised compensation package for
8-K — Impact 2/10
May 6, 2026 SEC
Once Upon a Farm amended its existing spokesperson agreement with Jennifer Garner to pay an additional $3.0 million over
8-K — Impact 2/10
May 5, 2026 Insider
Waldman Lawrence Steven was granted 68,027 shares
See Remarks
Mar 12, 2026 Insider
Waldman Lawrence Steven was granted 12,285 shares
See Remarks
Mar 12, 2026 Insider
Folena Chris was granted 7,371 shares
Chief Accounting Officer
Feb 24, 2026 SEC
Once Upon a Farm, PBC filed two 8-Ks to disclose 2025 compensation for its named executive officers, including performan
8-K, 8-K — Impact 3/10
Inst.
BAMCO INC /NY/ — NEW
1,749,858 shares ($28.6M)

Price Targets

$24.38 +21.5% upside Strong Buy
Current $20.06 Low $17.00 Median $21.50 High $39.00 8 analysts
$17.00 $39.00

Analyst Ratings

Buy67% buy · 15 analysts
5Strong Buy
5Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 8, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 14, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
Mar 30, 2026 Deutsche Bank MAINTAIN Hold → Hold
Mar 3, 2026 Oppenheimer INITIATE Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.17 ▼ -128.1% $-0.22 — $-0.12 6
Next Q $0.06 ▲ +22.1% $0.02 — $0.10 5
Current FY $-0.33 ▼ -132.3% $-0.47 — $-0.25 72% YoY 5
Next FY $0.42 ▲ +5.4% $0.32 — $0.49 229% YoY 6

Latest Reports

NEUTRAL 8-K 2/10
Once Upon a Farm, PBC filed an 8-K reporting that its Compensation Committee approved a revised compensation package for
May 6, 2026
NEUTRAL 8-K 2/10
Once Upon a Farm amended its existing spokesperson agreement with Jennifer Garner to pay an additional $3.0 million over
May 6, 2026

Top Institutional Holders

FundValueMove
BAMCO INC /NY/$28.6MNEW
FMR LLC$21.0MNEW
ALLIANCEBERNSTEIN L.P.$20.9M—
MASSACHUSETTS FINANCIAL SERVICES CO$11.8MNEW
FEDERATED HERMES, INC.$9.8M—

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Waldman LawrenceA$0.00
Mar 12, 2026Waldman LawrenceA$0.00
Mar 12, 2026Folena ChrisA$0.00
Mar 12, 2026Curtis CassandraA$0.00
Feb 9, 2026Thomas BrettC$0.00
47 institutional holders with $177.4M total value (10,852,758 shares) as of 2026-Q1. Top holders: BAMCO, FMR, ALLIANCEBERNSTEIN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BAMCO INC /NY/1,749,858$28.6M16.1%NEW
2FMR LLC1,286,200$21.0M11.9%NEW
3ALLIANCEBERNSTEIN L.P.1,277,964$20.9M11.8%—
4MASSACHUSETTS FINANCIAL SERVICES CO /MA/722,581$11.8M6.7%NEW
5FEDERATED HERMES, INC.600,000$9.8M5.5%—
6Alyeska Investment Group, L.P.500,000$8.2M4.6%—
7MANUFACTURERS LIFE INSURANCE COMPANY, THE486,640$8.0M4.5%—
8VANGUARD CAPITAL MANAGEMENT LLC456,899$7.5M4.2%—
9JANUS HENDERSON GROUP PLC445,999$7.3M4.1%—
10CITADEL ADVISORS LLC433,889$7.1M4.0%—
11Hood River Capital Management LLC418,131$6.8M3.9%—
12BALYASNY ASSET MANAGEMENT L.P.361,640$5.9M3.3%—
13BlackRock, Inc.263,609$4.3M2.4%—
14ExodusPoint Capital Management, LP244,910$4.0M2.3%—
15LAZARD ASSET MANAGEMENT LLC241,647$4.0M2.2%—
16MARSHALL WACE, LLP223,931$3.7M2.1%—
17SOROS FUND MANAGEMENT LLC150,000$2.5M1.4%—
18STATE OF WISCONSIN INVESTMENT BOARD145,400$2.4M1.3%—
19SEI INVESTMENTS CO109,262$1.8M1.0%—
20DEUTSCHE BANK AG\100,000$1.6M0.9%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BAMCO INC /NY/NEW—1,749,858—$28.6M2026-Q1
FMR LLCNEW—1,286,200—$21.0M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW—722,581—$11.8M2026-Q1
12 unique insiders with 50 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Waldman Lawrence StevenSee RemarksAWARD68,027——
Mar 12, 2026Waldman Lawrence StevenSee RemarksAWARD12,285——
Mar 12, 2026Folena ChrisChief Accounting OfficerAWARD7,371——
Mar 12, 2026Curtis Cassandra NicoleChief Innovation OfficerAWARD7,371——
Feb 9, 2026Thomas Brett J.DirectorCONVERT817,340——
Feb 9, 2026Thomas Brett J.DirectorCONVERT874,954——
Feb 9, 2026Thomas Brett J.DirectorCONVERT914,243——
Feb 9, 2026Thomas Brett J.DirectorCONVERT4,804,965——
Feb 9, 2026Thomas Brett J.DirectorCONVERT107,749——
Feb 9, 2026Thomas Brett J.DirectorAWARD6,112——
Feb 9, 2026Thomas Brett J.DirectorCONVERT7,411,502——
Feb 9, 2026Garner Jennifer AnneDirectorD51,051——
Feb 9, 2026Garner Jennifer AnneDirectorD95,632——
Feb 9, 2026Garner Jennifer AnneDirectorD20,383——
Feb 9, 2026Garner Jennifer AnneDirectorD160,259——
Feb 9, 2026Garner Jennifer AnneDirectorD58,718——
Feb 9, 2026Garner Jennifer AnneDirectorAWARD239,360——
Feb 9, 2026PEIROS LARRYDirectorD24,142——
Feb 9, 2026PEIROS LARRYDirectorD57,372——
Feb 9, 2026PEIROS LARRYDirectorAWARD81,514——
Feb 9, 2026Bent Megan ReimersDirectorD29,546——
Feb 9, 2026Bent Megan ReimersDirectorD16,493——
Feb 9, 2026Bent Megan ReimersDirectorAWARD46,039——
Feb 9, 2026Waldman Lawrence StevenSee RemarksD93,500——
Feb 9, 2026Waldman Lawrence StevenSee RemarksAWARD22,570——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT817,340——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT874,954——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT914,243——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT4,804,965——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT107,749——
Feb 9, 2026Jacobs Jared NoahDirectorAWARD6,112——
Feb 9, 2026Jacobs Jared NoahDirectorCONVERT7,411,502——
Feb 9, 2026Folena ChrisChief Accounting OfficerD37,400——
Feb 9, 2026Folena ChrisChief Accounting OfficerAWARD6,077——
Feb 9, 2026Bazzano DaraDirectorAWARD6,112——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT817,340——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT874,954——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT914,243——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT4,804,965——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT107,749——
Feb 9, 2026CAVU Venture Partners II, LP10%+ OwnerCONVERT7,411,502——
Feb 9, 2026Curtis Cassandra NicoleChief Innovation OfficerD37,400——
Feb 9, 2026Curtis Cassandra NicoleChief Innovation OfficerAWARD6,077——
Feb 9, 2026ROBB WALTER E IVDirectorD10,210——
Feb 9, 2026ROBB WALTER E IVDirectorD6,657——
Feb 9, 2026S2G Investments, LLC10%+ OwnerCONVERT950,166——
Feb 9, 2026S2G Investments, LLC10%+ OwnerCONVERT950,166——
Feb 9, 2026S2G Investments, LLC10%+ OwnerCONVERT234,498——
Feb 9, 2026S2G Investments, LLC10%+ OwnerCONVERT188,683——
Feb 9, 2026S2G Investments, LLC10%+ OwnerCONVERT688,478——
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 2.3/10.
NEUTRAL 8-K 2/10
Once Upon a Farm, PBC filed an 8-K reporting that its Compensation Committee approved a revised comp
May 6, 2026
NEUTRAL 8-K 2/10
Once Upon a Farm amended its existing spokesperson agreement with Jennifer Garner to pay an addition
May 6, 2026
NEUTRAL 8-K, 8-K 3/10
Once Upon a Farm, PBC filed two 8-Ks to disclose 2025 compensation for its named executive officers,
Feb 24, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 15 analysts: 5 strong buy, 5 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$24.38 mean target +21.5% upside Strong Buy (2.00)
$17.00 Low $39.00 High
MetricValue
Current Price$20.06
Target Low$17.00
Target Mean$24.38
Target Median$21.50
Target High$39.00
# Analysts8
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.17 $-0.22 $-0.12 — -128.1% 0↑ 5↓ $0.1B — 6
Next Q
2026-09-30
 $0.06 $0.02 $0.10 — +22.1% 2↑ 3↓ $0.1B — 5
Current FY
2026-12-31
 $-0.33 $-0.47 $-0.25 72.5% -132.3% 0↑ 5↓ $0.3B 32.9% 5
Next FY
2027-12-31
 $0.42 $0.32 $0.49 229.1% +5.4% 5↑ 1↓ $0.4B 34.0% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.167
7d ago$-0.161-0.007
30d ago$-0.073-0.094
60d ago$-0.073-0.094
90d ago$-0.070-0.097
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 8 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 8, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 14, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 30, 2026 Deutsche Bank MAINTAIN Hold Hold
Mar 3, 2026 Oppenheimer INITIATE — Outperform
Mar 3, 2026 William Blair INITIATE — Outperform
Mar 3, 2026 Barclays INITIATE — Equal-Weight
Mar 3, 2026 JP Morgan INITIATE — Overweight
Mar 3, 2026 TD Cowen INITIATE — Hold
Mar 3, 2026 Evercore ISI Group INITIATE — In-Line
Mar 3, 2026 B of A Securities INITIATE — Buy
Mar 3, 2026 Goldman Sachs INITIATE — Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20265550067%
May 1, 20265550067%
Apr 1, 20265550067%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 7, 2026
earnings_calendar
OFRM Q1 2026 Earnings Scheduled — 2026-05-07
Apr 15, 2026
short_interest
FTD: OFRM — 32,873 shares ($0.5M) failed to deliver
Settlement: 20260415, Price: $15.90, FTD Value: $522,680.7, ONCE UPON A FARM PBC COM
Apr 14, 2026
short_interest
FTD: OFRM — 48,368 shares ($0.8M) failed to deliver
Settlement: 20260414, Price: $15.69, FTD Value: $758,893.92, ONCE UPON A FARM PBC COM
Mar 26, 2026
short_interest
FTD: OFRM — 37,994 shares ($0.6M) failed to deliver
Settlement: 20260326, Price: $16.74, FTD Value: $636,019.56, ONCE UPON A FARM PBC COM
Mar 25, 2026
short_interest
FTD: OFRM — 33,325 shares ($0.5M) failed to deliver
Settlement: 20260325, Price: $16.16, FTD Value: $538,532, ONCE UPON A FARM PBC COM
Mar 13, 2026
short_interest
FTD: OFRM — 112,402 shares ($2.3M) failed to deliver
Settlement: 20260313, Price: $20.35, FTD Value: $2,287,380.7, ONCE UPON A FARM PBC COM
Feb 9, 2026
short_interest
FTD: OFRM — 136,828 shares ($2.9M) failed to deliver
Settlement: 20260209, Price: $21.05, FTD Value: $2,880,229.4, ONCE UPON A FARM PBC COM