Matthew Ohayer Sells 20,000 Shares of Vital Farms (NASDAQ:VITL) Stock

Vital Farms, Inc. (NASDAQ:VITL) major shareholder Matthew Ohayer sold 20,000 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $20.33, for a total transaction of $406,600.00. Following the completion of the transaction, the insider owned 6,321,190 shares of the company’s stock, valued at $128,509,792.70. This represents a 0.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Major shareholders that own more than 10% of a company’s shares are required to disclose their sales and purchases with the SEC.

Matthew Ohayer also recently made the following trade(s):

• On Monday, February 2nd, Matthew Ohayer sold 20,000 shares of Vital Farms stock. The shares were sold at an average price of $27.91, for a total transaction of $558,200.00.
• On Friday, January 2nd, Matthew Ohayer sold 25,000 shares of Vital Farms stock. The stock was sold at an average price of $30.85, for a total transaction of $771,250.00.
• On Monday, December 15th, Matthew Ohayer sold 5,000 shares of Vital Farms stock. The shares were sold at an average price of $35.25, for a total transaction of $176,250.00.

Vital Farms Price Performance

Shares of VITL opened at $19.89 on Friday. The company has a 50 day moving average of $27.59 and a two-hundred day moving average of $35.37. The company has a quick ratio of 1.61, a current ratio of 2.16 and a debt-to-equity ratio of 0.01. Vital Farms, Inc. has a twelve month low of $19.68 and a twelve month high of $53.13. The company has a market cap of $891.01 million, a price-to-earnings ratio of 13.81 and a beta of 1.14.

Vital Farms (NASDAQ:VITL) last issued its quarterly earnings results on Thursday, February 26th. The company reported $0.35 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.38 by ($0.03). The business had revenue of $213.55 million for the quarter, compared to analyst estimates of $212.83 million. Vital Farms had a return on equity of 20.69% and a net margin of 8.73%.The business’s revenue for the quarter was up 28.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.23 earnings per share. As a group, analysts predict that Vital Farms, Inc. will post 1.11 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on the stock. Morgan Stanley restated an “equal weight” rating and set a $24.00 price objective (down from $45.00) on shares of Vital Farms in a report on Friday, February 27th. Weiss Ratings reissued a “hold (c+)” rating on shares of Vital Farms in a research report on Monday, December 29th. Mizuho decreased their price target on shares of Vital Farms from $48.00 to $40.00 and set an “outperform” rating for the company in a report on Monday. Needham & Company LLC lowered their price objective on shares of Vital Farms from $45.00 to $35.00 and set a “buy” rating for the company in a research note on Monday. Finally, Jefferies Financial Group reissued a “buy” rating and set a $52.00 price objective on shares of Vital Farms in a report on Wednesday, December 17th. Nine research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $45.00.

Vital Farms News Summary

Here are the key news stories impacting Vital Farms this week:

• Neutral Sentiment: Some analysts and media pieces still discuss longer‑term bullish drivers (brand, pasture‑raised premium positioning), but these views have not offset recent negative news. Read More.
• Neutral Sentiment: Major shareholder Matthew Ohayer disclosed selling 20,000 shares (~$406.6k). The sale is a small percentage of his large holding but is notable amid the broader sell‑off. Read More.
• Negative Sentiment: Vital Farms cut its 2026 outlook and announced a leadership shift; investors reacted sharply, leading to a steep intraday decline — this is the primary operational trigger for the drop. Read More.
• Negative Sentiment: Zacks downgraded VITL from “Hold” to “Strong Sell,” and other brokers (Needham, Mizuho, Morgan Stanley) trimmed ratings/price targets, increasing sell‑side pressure. Read More. Read More. Read More.
• Negative Sentiment: Shares hit a new 52‑week low after the analyst downgrade cycle, raising technical risk for momentum/quant funds and traders. Read More.
• Negative Sentiment: Rosen Law Firm has opened an investigation into potential securities claims alleging misleading disclosures, introducing legal risk and potential future liabilities. Read More.

Hedge Funds Weigh In On Vital Farms

Institutional investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd boosted its holdings in shares of Vital Farms by 129.2% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 3,044 shares of the company’s stock valued at $97,000 after acquiring an additional 1,716 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Vital Farms by 95.3% during the fourth quarter. Invesco Ltd. now owns 168,264 shares of the company’s stock worth $5,374,000 after purchasing an additional 82,086 shares during the last quarter. State of Tennessee Department of Treasury acquired a new position in Vital Farms during the fourth quarter valued at $263,000. Wellington Management Group LLP boosted its holdings in Vital Farms by 1.3% in the fourth quarter. Wellington Management Group LLP now owns 2,047,955 shares of the company’s stock valued at $65,412,000 after purchasing an additional 26,150 shares during the last quarter. Finally, Susquehanna Portfolio Strategies LLC grew its position in Vital Farms by 108.0% during the 4th quarter. Susquehanna Portfolio Strategies LLC now owns 111,689 shares of the company’s stock worth $3,567,000 after purchasing an additional 57,999 shares during the period. 98.59% of the stock is owned by hedge funds and other institutional investors.

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.