Telsey Advisory Group Weighs in on Vital Farms Q1 Earnings

Vital Farms, Inc. (NASDAQ:VITL) – Telsey Advisory Group issued their Q1 2026 earnings estimates for shares of Vital Farms in a research report issued on Wednesday, November 5th. Telsey Advisory Group analyst S. Vora expects that the company will earn $0.47 per share for the quarter. Telsey Advisory Group has a “Outperform” rating and a $50.00 price target on the stock. The consensus estimate for Vital Farms’ current full-year earnings is $1.11 per share. Telsey Advisory Group also issued estimates for Vital Farms’ FY2027 earnings at $2.02 EPS.

A number of other research analysts have also issued reports on the stock. BMO Capital Markets raised their price objective on shares of Vital Farms from $50.00 to $60.00 and gave the company an “outperform” rating in a report on Tuesday, September 2nd. Cowen reissued a “buy” rating on shares of Vital Farms in a research note on Thursday, September 18th. DA Davidson lifted their price objective on Vital Farms from $51.00 to $52.00 and gave the stock a “buy” rating in a research note on Monday, August 11th. Lake Street Capital set a $60.00 target price on Vital Farms and gave the company a “buy” rating in a report on Friday, August 8th. Finally, Mizuho raised their price target on shares of Vital Farms from $45.00 to $53.00 and gave the stock an “outperform” rating in a report on Monday, August 11th. One investment analyst has rated the stock with a Strong Buy rating and thirteen have assigned a Buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $49.80.

Vital Farms Price Performance

VITL traded down $0.40 on Friday, reaching $35.08. The stock had a trading volume of 73,577 shares, compared to its average volume of 1,049,959. The company has a current ratio of 2.65, a quick ratio of 2.10 and a debt-to-equity ratio of 0.02. The company has a market capitalization of $1.57 billion, a price-to-earnings ratio of 26.53 and a beta of 0.86. Vital Farms has a fifty-two week low of $27.91 and a fifty-two week high of $53.13. The firm has a 50-day moving average of $42.44 and a 200-day moving average of $39.28.

Vital Farms (NASDAQ:VITL) last posted its earnings results on Tuesday, November 4th. The company reported $0.36 earnings per share for the quarter, topping analysts’ consensus estimates of $0.30 by $0.06. Vital Farms had a net margin of 8.50% and a return on equity of 20.19%. The firm had revenue of $198.94 million for the quarter, compared to analysts’ expectations of $191.35 million. During the same quarter in the previous year, the firm posted $0.16 earnings per share. The company’s revenue was up 37.2% on a year-over-year basis. Vital Farms has set its FY 2025 guidance at EPS.

Insider Activity at Vital Farms

In other news, insider Matthew Ohayer sold 145,000 shares of the business’s stock in a transaction dated Tuesday, September 2nd. The shares were sold at an average price of $51.98, for a total transaction of $7,537,100.00. Following the completion of the sale, the insider directly owned 6,582,070 shares of the company’s stock, valued at $342,135,998.60. The trade was a 2.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Russell Diez-Canseco sold 16,700 shares of the firm’s stock in a transaction dated Wednesday, September 10th. The shares were sold at an average price of $47.32, for a total transaction of $790,244.00. Following the completion of the transaction, the chief executive officer directly owned 685,776 shares in the company, valued at approximately $32,450,920.32. The trade was a 2.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 437,868 shares of company stock worth $21,679,784 over the last quarter. 21.30% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Vital Farms

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. American Century Companies Inc. raised its position in Vital Farms by 1,453.0% in the first quarter. American Century Companies Inc. now owns 1,243,467 shares of the company’s stock worth $37,888,000 after acquiring an additional 1,163,399 shares during the period. Wasatch Advisors LP lifted its stake in Vital Farms by 80.2% in the second quarter. Wasatch Advisors LP now owns 2,074,803 shares of the company’s stock valued at $79,921,000 after purchasing an additional 923,507 shares during the last quarter. Marshall Wace LLP grew its holdings in Vital Farms by 97.4% during the second quarter. Marshall Wace LLP now owns 1,234,008 shares of the company’s stock valued at $47,534,000 after purchasing an additional 608,723 shares during the period. Nuveen LLC bought a new position in Vital Farms during the first quarter valued at $17,633,000. Finally, Wellington Management Group LLP increased its position in Vital Farms by 17.8% in the first quarter. Wellington Management Group LLP now owns 2,863,872 shares of the company’s stock worth $87,262,000 after buying an additional 432,848 shares during the last quarter. 98.59% of the stock is owned by hedge funds and other institutional investors.

Vital Farms Company Profile

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.