VITL

Vital Farms, Inc.

Nasdaq · Food and Kindred Products · Inc. DE · CIK 0001579733
$10.06 +0.20% $431.1M
Insider Buying Cluster (2 insiders)High Impact Filing (9/10)3 New Institutional Positions
Vol
Market Cap$431.1M
Cap SizeSmall Cap
Analyst ConsensusHold (47%)
Inst. Holders10 funds
Inst. Value$235.5M
Inst. Activity3 buys / 2 sells
Insider Activity15B / 1S
Insider Net $$332.2K
Reddit Sentiment42° Neutral
SEC Reports5
Exchange Nasdaq·Sector Food and Kindred Products·Inc. DE·CIK 0001579733·Prev Close $10.04

Recent Activity

Jun 4, 2026 short_volume
Short Volume: VITL — 61.3% short (0.4M / 0.7M)
Short: 408,167 | Exempt: 358 | TRF Vol: 666,191 | Short Ratio: 61.3% | Off-exchange volume (dark poo
May 21, 2026 SEC
A cluster of 10 Vital Farms insiders made open-market purchases totaling $402K over a 7-day window, representing ~0.1% o
CLUSTER — Impact 5/10
May 19, 2026 SEC
Seven Vital Farms insiders made open-market purchases totaling ~$351K (0.1% of market cap) in the week following a disas
CLUSTER — Impact 3/10
May 19, 2026 Insider
Van Hoven Reena Chauhan bought 2,242 shares
Chief People Officer @ $8.92 ($20.0K)
May 18, 2026 SEC
Vital Farms insiders, including the Chief Supply Chain Officer and multiple directors, made open-market purchases totali
CLUSTER — Impact 5/10
May 18, 2026 Insider
Flanagan Glenda J bought 6,100 shares
Director @ $8.33 ($50.8K)
May 18, 2026 Insider
Flanagan Glenda J bought 6,100 shares
Director @ $8.33 ($50.8K)
Inst.
FMR LLC — TRIM
672,934 shares ($21.5M)

Price Targets

$11.67 +11.3% upside Buy
Current $10.48 Low $10.00 Median $11.00 High $16.00 9 analysts
$10.00 $16.00

Analyst Ratings

Hold47% buy · 17 analysts
3Strong Buy
5Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 11, 2026 Needham MAINTAIN Buy → Buy
May 8, 2026 William Blair DOWNGRADE Outperform → Market Perform
May 8, 2026 Stifel DOWNGRADE Buy → Hold
May 4, 2026 DA Davidson DOWNGRADE Buy → Neutral
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.43 $-0.50 — $-0.36 -221% YoY 7
Next Q $-0.08 ▲ +3.3% $-0.17 — $-0.01 -122% YoY 7
Current FY $-0.45 ▼ -0.6% $-0.60 — $-0.30 -131% YoY 6
Next FY $0.47 ▼ -25.6% $0.32 — $0.90 205% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$90.9M
MORGAN STANLEY$49.9MADD
TWO SIGMA INVESTMENTS, LP$26.9MDOUBLED
BANK OF AMERICA CORP$22.4M
FMR LLC$21.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Van HovenBUY$20.0K
May 18, 2026Flanagan GlendaBUY$50.8K
May 18, 2026Flanagan GlendaBUY$50.8K
May 15, 2026Coon StephanieBUY$49.6K
May 15, 2026Bal JoanneA$3.6K

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish
10 institutional holders with $235.5M total value (7,372,250 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, TWO. Net buying activity: 3 institutions added/increased vs 2 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,845,714$90.9M38.6%
2MORGAN STANLEY1,561,978$49.9M21.2%ADD +40.3%
3TWO SIGMA INVESTMENTS, LP841,908$26.9M11.4%DOUBLED +159.0%
4BANK OF AMERICA CORP /DE/699,988$22.4M9.5%
5FMR LLC672,934$21.5M9.1%TRIM -46.3%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC337,692$10.8M4.6%NEW
7Mawer Investment Management Ltd.216,077$6.9M2.9%NEW
8RENAISSANCE TECHNOLOGIES LLC93,229$3.0M1.3%NEAR_EXIT -84.5%
9WELLS FARGO & COMPANY/MN70,025$2.2M0.9%ADD +46.5%
10NORGES BANK32,705$1.0M0.4%NEW

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCTRIM1,252,071672,934-46.3%$21.5M2025-Q4
Mawer Investment Management Ltd.NEW216,077$6.9M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT601,45493,229-84.5%$3.0M2025-Q4
WELLS FARGO & COMPANY/MNADD47,78470,025+46.5%$2.2M2025-Q4
NORGES BANKNEW32,705$1.0M2025-Q4
MORGAN STANLEYADD960,7181,348,160+40.3%$55.5M2025-Q3
FMR LLCDOUBLED2,3181,252,071+53915.1%$51.5M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED324,471840,508+159.0%$34.6M2025-Q3
UBS Group AGADD117,469189,198+61.1%$7.8M2025-Q3
TWO SIGMA INVESTMENTS, LPADD248,447324,471+30.6%$12.5M2025-Q2
UBS Group AGTRIM265,097117,469-55.7%$4.5M2025-Q2
WELLS FARGO & COMPANY/MNADD25,59448,250+88.5%$1.9M2025-Q2
MORGAN STANLEYADD716,412961,930+34.3%$29.3M2025-Q1
CITADEL ADVISORS LLCADD590,031813,154+37.8%$24.8M2025-Q1
WELLS FARGO & COMPANY/MNADD16,84325,594+52.0%$779.8K2025-Q1
FMR LLCNEAR_EXIT96,3052,076-97.8%$63.3K2025-Q1
CITADEL ADVISORS LLCTRIM1,141,170590,031-48.3%$22.2M2024-Q4
UBS Group AGADD183,880236,480+28.6%$8.9M2024-Q4
WELLS FARGO & COMPANY/MNTRIM45,49216,843-63.0%$634.8K2024-Q4
NORGES BANKEXIT54,4000-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW253,434$8.9M2024-Q3
16 unique insiders with 16 transactions. Net insider value: $332.2K ($637.2K bought, $304.9K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Van Hoven Reena ChauhanChief People OfficerBUY2,242$8.92$20.0K
May 18, 2026Flanagan Glenda JDirectorBUY6,100$8.33$50.8K
May 18, 2026Flanagan Glenda JDirectorBUY6,100$8.33$50.8K
May 15, 2026Coon StephanieChief Strategy OfficerBUY5,895$8.42$49.6K
May 15, 2026Bal JoanneCLO, Secy. & Head of ImpactA500$7.21$3.6K
May 15, 2026Coon StephanieChief Strategy OfficerA500$7.21$3.6K
May 15, 2026Wrede ThiloChief Financial OfficerA500$7.21$3.6K
May 15, 2026Amoo-Gottfried Kofi OwusuDirectorBUY2,375$8.45$20.1K
May 15, 2026Diez-Canseco RussellExec. Chair, President & CEOA500$7.21$3.6K
May 15, 2026Pappas Peter NicholasCSO and President, EggsA395$7.21$2.8K
May 14, 2026McKeon KathrynCMO and GM, ButterBUY604$8.28$5.0K
May 14, 2026Kennedy Kelly J.DirectorBUY2,500$8.40$21.0K
May 14, 2026Cyr William B.DirectorBUY6,000$8.52$51.1K
May 14, 2026Pappas Peter NicholasCSO and President, EggsBUY3,500$8.51$29.8K
May 14, 2026Holland Joseph MichaelChief Supply Chain OfficerBUY12,484$8.00$99.9K
May 14, 2026Kennedy Kelly J.DirectorBUY2,500$8.40$21.0K
May 14, 2026Cyr William B.DirectorBUY6,000$8.52$51.1K
May 13, 2026Post Denny MarieDirectorBUY3,000$8.23$24.7K
May 13, 2026Ruiz GiselDirectorBUY6,151$8.13$50.0K
Mar 18, 2026Wrede ThiloChief Financial OfficerF3,192$15.70$50.1K
Mar 16, 2026McKeon KathrynCMO and GM, ButterF928$17.21$16.0K
Mar 16, 2026Diez-Canseco RussellPresident, CEO & Exec. ChairF4,798$17.21$82.6K
Mar 16, 2026Pappas Peter NicholasCSO and President, EggsF928$17.21$16.0K
Mar 16, 2026Coon StephanieChief Strategy OfficerF928$17.21$16.0K
Mar 16, 2026Bal JoanneCLO, Secy. & Head of ImpactF1,061$17.21$18.3K
Mar 12, 2026Pappas Peter NicholasCSO and President, EggsF1,402$17.62$24.7K
Mar 12, 2026Coon StephanieChief Strategy OfficerF1,625$17.62$28.6K
Mar 12, 2026McKeon KathrynCMO and GM, ButterF1,683$17.62$29.7K
Mar 12, 2026Bal JoanneCLO, Secy. & Head of ImpactF1,586$17.62$27.9K
Mar 12, 2026Wrede ThiloChief Financial OfficerF2,240$17.62$39.5K
Mar 12, 2026Diez-Canseco RussellPresident, CEO & Exec. ChairF11,886$17.62$209.4K
Mar 9, 2026Khoury KarlDirectorBUY5,000$18.45$92.3K
Mar 5, 2026Diez-Canseco RussellPresident, CEO & Exec. ChairA75,415$0.00$0.00
Mar 5, 2026Holland Joseph MichaelChief Supply Chain OfficerA15,184$0.00$0.00
Mar 5, 2026McKeon KathrynCMO and GM, ButterA15,184$0.00$0.00
Mar 5, 2026Van Hoven Reena ChauhanChief People OfficerA13,675$0.00$0.00
Mar 5, 2026Bal JoanneCLO, Secy. & Head of ImpactA15,184$0.00$0.00
Mar 5, 2026Pappas Peter NicholasCSO and President, EggsA19,558$0.00$0.00
Mar 5, 2026Coon StephanieChief Strategy OfficerA13,675$0.00$0.00
Mar 5, 2026Wrede ThiloChief Financial OfficerA25,138$0.00$0.00
Mar 5, 2026OHAYER MATTHEW10%+ OwnerA5,530$0.00$0.00
Mar 4, 2026Holland Joseph MichaelChief Supply Chain OfficerF969$20.30$19.7K
Mar 4, 2026Coon StephanieChief Strategy OfficerF745$20.30$15.1K
Mar 4, 2026Diez-Canseco RussellPresident, CEO & Exec. ChairF2,855$20.30$58.0K
Mar 4, 2026Pappas Peter NicholasCSO and President, EggsF1,019$20.30$20.7K
Mar 4, 2026Bal JoanneCLO, Secy. & Head of ImpactF784$20.30$15.9K
Mar 4, 2026Wrede ThiloChief Financial OfficerF1,769$20.30$35.9K
Mar 4, 2026Van Hoven Reena ChauhanChief People OfficerF855$20.30$17.4K
Mar 4, 2026McKeon KathrynCMO and GM, ButterF784$20.30$15.9K
Mar 2, 2026OHAYER MATTHEW10%+ OwnerSELL15,000$20.33$304.9K

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

Current analyst consensus: Hold (47% buy). Based on 17 analysts: 3 strong buy, 5 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$11.67 mean target +11.3% upside Buy (2.55)
$10.00 Low $16.00 High
MetricValue
Current Price$10.48
Target Low$10.00
Target Mean$11.67
Target Median$11.00
Target High$16.00
# Analysts9
RecommendationBuy (2.55)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.43 $-0.50 $-0.36 -220.6% +0.2% 0↑ 2↓ $0.2B -6.7% 7
Next Q
2026-09-30
$-0.08 $-0.17 $-0.01 -121.8% +3.3% 0↑ 2↓ $0.2B -1.2% 7
Current FY
2026-12-31
$-0.45 $-0.60 $-0.30 -131.1% -0.6% $0.8B 2.5% 6
Next FY
2027-12-31
$0.47 $0.32 $0.90 205.3% -25.6% 0↑ 3↓ $0.8B 8.8% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.434
7d ago$-0.435+0.001
30d ago$-0.435+0.001
60d ago$0.244-0.679
90d ago$0.318-0.752
10 analyst firms have rated this stock: 0 upgrades, 5 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 11, 2026 Needham MAINTAIN Buy Buy
May 8, 2026 William Blair DOWNGRADE Outperform Market Perform
May 8, 2026 Stifel DOWNGRADE Buy Hold
May 4, 2026 DA Davidson DOWNGRADE Buy Neutral
Apr 23, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Apr 21, 2026 Stifel MAINTAIN Buy Buy
Apr 8, 2026 TD Cowen DOWNGRADE Buy Hold
Apr 2, 2026 Craig-Hallum MAINTAIN Buy Buy
Mar 27, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Mar 27, 2026 Needham MAINTAIN Buy Buy
Mar 2, 2026 Needham MAINTAIN Buy Buy
Mar 2, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 27, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 27, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Jan 30, 2026 Needham REITERATE Buy Buy
Jan 13, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Dec 18, 2025 DA Davidson MAINTAIN Buy Buy
Dec 18, 2025 TD Cowen MAINTAIN Buy Buy
Dec 18, 2025 BMO Capital MAINTAIN Outperform Outperform
Dec 18, 2025 Needham REITERATE Buy Buy
Dec 17, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Dec 17, 2025 Telsey Advisory Group MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263590047%
May 1, 20265940078%
Apr 1, 202651030083%
Mar 1, 202651030083%
Feb 1, 202651210094%
Jan 1, 202651210094%
Strong BuyBuyHoldSellStrong Sell

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

42°
Neutral
Bearish Neutral Bullish
8 mentions 0 bullish 2 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 6, 2026150° Neutral001
Jun 6, 2026150° Neutral001
May 1, 2026150° Neutral001
May 1, 2026150° Neutral001
May 1, 2026150° Neutral001
Apr 30, 2026150° Neutral001
Apr 30, 2026140° Cool011
Apr 30, 2026140° Cool011

Recent Reddit Threads

r/stocks Bullish 20d 7h ago
Vital Farms (VITL) Insider Buying Has Gone Stratospheric the Past Week
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
I like eggs 🥚 $VITL
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
10k YOLO in $VITL
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
The eggnicals dont lie. $VITL
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 1mo ago
I just invested $25,000 in... eggs ($VITL)
▲ 1 💬 1 ⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: VITL — 61.3% short (0.4M / 0.7M)
Short: 408,167 | Exempt: 358 | TRF Vol: 666,191 | Short Ratio: 61.3% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: VITL — 65.3% short (0.8M / 1.2M)
Short: 765,486 | Exempt: 5,720 | TRF Vol: 1,172,403 | Short Ratio: 65.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VITL — 68.1% short (0.9M / 1.4M)
Short: 928,556 | Exempt: 11,090 | TRF Vol: 1,363,317 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_interest
FTD: VITL — 110,260 shares ($1.0M) failed to deliver
Settlement: 20260511, Price: $8.94, FTD Value: $985,724.4, VITAL FARMS INC
May 8, 2026
short_interest
FTD: VITL — 489,200 shares ($4.7M) failed to deliver
Settlement: 20260508, Price: $9.52, FTD Value: $4,657,184, VITAL FARMS INC
May 7, 2026
earnings_calendar
VITL Q1 2026 Earnings Before Market Open — 2026-05-07
May 6, 2026
short_interest
FTD: VITL — 201,054 shares ($2.6M) failed to deliver
Settlement: 20260506, Price: $12.80, FTD Value: $2,573,491.2, VITAL FARMS INC
May 4, 2026
short_volume
Short Volume: VITL — 62.2% short (0.8M / 1.3M)
Short: 822,780 | Exempt: 16,179 | TRF Vol: 1,323,213 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_interest
FTD: VITL — 79,231 shares ($1.1M) failed to deliver
Settlement: 20260504, Price: $14.18, FTD Value: $1,123,495.58, VITAL FARMS INC
May 1, 2026
short_interest
FTD: VITL — 82,723 shares ($1.1M) failed to deliver
Settlement: 20260501, Price: $13.65, FTD Value: $1,129,168.95, VITAL FARMS INC
May 1, 2026
short_volume
Short Volume: VITL — 68.4% short (1.0M / 1.5M)
Short: 1,017,745 | Exempt: 90 | TRF Vol: 1,487,897 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: VITL — 65.9% short (0.9M / 1.3M)
Short: 889,678 | Exempt: 0 | TRF Vol: 1,349,075 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_interest
FTD: VITL — 298,552 shares ($3.6M) failed to deliver
Settlement: 20260430, Price: $12.10, FTD Value: $3,612,479.2, VITAL FARMS INC
Apr 29, 2026
short_interest
FTD: VITL — 63,926 shares ($0.8M) failed to deliver
Settlement: 20260429, Price: $12.96, FTD Value: $828,480.96, VITAL FARMS INC
Apr 27, 2026
short_volume
Short Volume: VITL — 61.7% short (0.8M / 1.4M)
Short: 834,312 | Exempt: 386 | TRF Vol: 1,351,444 | Short Ratio: 61.7% | Off-exchange volume (dark pool + OTC)