Vital Farms Q2 EPS Estimate Lowered by Telsey Advisory Group

Vital Farms, Inc. (NASDAQ:VITL) – Stock analysts at Telsey Advisory Group lowered their Q2 2025 earnings per share (EPS) estimates for Vital Farms in a research note issued to investors on Friday, May 9th. Telsey Advisory Group analyst S. Vora now anticipates that the company will post earnings of $0.27 per share for the quarter, down from their prior estimate of $0.28. Telsey Advisory Group currently has a “Outperform” rating and a $52.00 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’ Q4 2025 earnings at $0.36 EPS, FY2025 earnings at $1.26 EPS and FY2026 earnings at $1.52 EPS.

Several other equities analysts also recently commented on the company. Stifel Nicolaus raised Vital Farms from a “hold” rating to a “buy” rating and set a $44.00 price objective on the stock in a research report on Friday, February 28th. BMO Capital Markets upgraded Vital Farms to a “strong-buy” rating in a research note on Tuesday, May 6th. DA Davidson decreased their price target on Vital Farms from $44.00 to $42.00 and set a “buy” rating for the company in a research note on Friday, March 14th. Morgan Stanley decreased their price target on Vital Farms from $40.00 to $39.00 and set an “overweight” rating for the company in a research note on Thursday, April 17th. Finally, William Blair reiterated an “outperform” rating on shares of Vital Farms in a research note on Friday, February 28th. Eight analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $44.63.

Vital Farms Stock Performance

NASDAQ VITL opened at $34.56 on Monday. The company has a market cap of $1.54 billion, a P/E ratio of 30.86 and a beta of 0.94. The company has a debt-to-equity ratio of 0.04, a quick ratio of 2.81 and a current ratio of 3.24. The business’s 50 day moving average price is $32.57 and its 200-day moving average price is $35.06. Vital Farms has a fifty-two week low of $27.91 and a fifty-two week high of $48.41.

Vital Farms (NASDAQ:VITL) last issued its quarterly earnings data on Thursday, May 8th. The company reported $0.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.26 by $0.11. The business had revenue of $162.19 million for the quarter, compared to analysts’ expectations of $164.43 million. Vital Farms had a return on equity of 22.29% and a net margin of 8.68%. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm earned $0.43 EPS.

Institutional Investors Weigh In On Vital Farms

A number of institutional investors have recently modified their holdings of VITL. Barclays PLC grew its stake in Vital Farms by 57.3% during the 3rd quarter. Barclays PLC now owns 95,444 shares of the company’s stock worth $3,347,000 after purchasing an additional 34,758 shares in the last quarter. Franklin Resources Inc. lifted its holdings in shares of Vital Farms by 10.2% in the 3rd quarter. Franklin Resources Inc. now owns 372,583 shares of the company’s stock valued at $13,066,000 after purchasing an additional 34,412 shares during the last quarter. Principal Financial Group Inc. lifted its holdings in shares of Vital Farms by 35.6% in the 3rd quarter. Principal Financial Group Inc. now owns 655,811 shares of the company’s stock valued at $22,999,000 after purchasing an additional 172,249 shares during the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of Vital Farms by 38.9% in the 3rd quarter. JPMorgan Chase & Co. now owns 266,398 shares of the company’s stock valued at $9,343,000 after purchasing an additional 74,593 shares during the last quarter. Finally, Nordea Investment Management AB purchased a new stake in shares of Vital Farms in the 4th quarter valued at about $2,765,000. 98.59% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Russell Diez-Canseco sold 45,124 shares of Vital Farms stock in a transaction on Monday, April 14th. The stock was sold at an average price of $33.69, for a total value of $1,520,227.56. Following the completion of the sale, the chief executive officer now directly owns 703,736 shares of the company’s stock, valued at approximately $23,708,865.84. The trade was a 6.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Matthew Ohayer sold 20,000 shares of Vital Farms stock in a transaction on Wednesday, March 19th. The shares were sold at an average price of $29.46, for a total value of $589,200.00. Following the completion of the sale, the insider now directly owns 6,970,890 shares of the company’s stock, valued at $205,362,419.40. The trade was a 0.29% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 93,124 shares of company stock valued at $3,019,308 over the last ninety days. Company insiders own 27.60% of the company’s stock.

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.