Telsey Advisory Group Cuts Vital Farms (NASDAQ:VITL) Price Target to $26.00

Vital Farms (NASDAQ:VITL) had its target price trimmed by Telsey Advisory Group from $35.00 to $26.00 in a research report sent to investors on Friday, Marketbeat.com reports. The brokerage currently has an outperform rating on the stock.

A number of other research analysts have also weighed in on the company. Jefferies Financial Group reissued a “buy” rating and set a $52.00 price target on shares of Vital Farms in a research note on Wednesday, December 17th. DA Davidson set a $47.00 price objective on Vital Farms and gave the company a “buy” rating in a research report on Wednesday, December 17th. BMO Capital Markets dropped their target price on Vital Farms from $60.00 to $50.00 and set an “outperform” rating for the company in a research note on Thursday, December 18th. TD Cowen reiterated a “buy” rating on shares of Vital Farms in a research report on Tuesday, January 20th. Finally, Morgan Stanley reissued an “equal weight” rating and issued a $24.00 price target (down from $45.00) on shares of Vital Farms in a research note on Friday, February 27th. Nine equities research analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $42.82.

Vital Farms Stock Performance

Vital Farms stock opened at $13.14 on Friday. Vital Farms has a fifty-two week low of $12.80 and a fifty-two week high of $53.13. The company has a market capitalization of $588.67 million, a price-to-earnings ratio of 9.13 and a beta of 1.14. The stock has a fifty day moving average of $22.83 and a two-hundred day moving average of $31.29. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.61 and a current ratio of 2.16.

Vital Farms (NASDAQ:VITL) last issued its quarterly earnings data on Thursday, February 26th. The company reported $0.35 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.03). The company had revenue of $213.55 million during the quarter, compared to analysts’ expectations of $212.83 million. Vital Farms had a net margin of 8.73% and a return on equity of 20.69%. The firm’s revenue was up 28.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.23 earnings per share. On average, analysts anticipate that Vital Farms will post 1.11 EPS for the current fiscal year.

Insider Buying and Selling at Vital Farms

In related news, major shareholder Matthew Ohayer sold 20,000 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $20.33, for a total value of $406,600.00. Following the transaction, the insider directly owned 6,321,190 shares of the company’s stock, valued at approximately $128,509,792.70. This trade represents a 0.32% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Karl Khoury bought 5,000 shares of Vital Farms stock in a transaction that occurred on Monday, March 9th. The stock was purchased at an average price of $18.45 per share, for a total transaction of $92,250.00. Following the acquisition, the director directly owned 119,789 shares of the company’s stock, valued at $2,210,107.05. The trade was a 4.36% increase in their position. The SEC filing for this purchase provides additional information. Insiders have sold a total of 65,000 shares of company stock valued at $1,736,050 over the last three months. Corporate insiders own 21.30% of the company’s stock.

Institutional Investors Weigh In On Vital Farms

Several institutional investors and hedge funds have recently added to or reduced their stakes in VITL. Rockefeller Capital Management L.P. lifted its holdings in shares of Vital Farms by 21.0% during the 4th quarter. Rockefeller Capital Management L.P. now owns 21,365 shares of the company’s stock valued at $682,000 after acquiring an additional 3,709 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in 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 purchasing an additional 1,716 shares in the last quarter. Invesco Ltd. raised its position in Vital Farms by 95.3% in the fourth quarter. Invesco Ltd. now owns 168,264 shares of the company’s stock valued at $5,374,000 after purchasing an additional 82,086 shares during the period. State of Tennessee Department of Treasury purchased a new position in Vital Farms in the fourth quarter valued at about $263,000. Finally, Wellington Management Group LLP lifted its stake in shares of Vital Farms by 1.3% during the fourth quarter. Wellington Management Group LLP now owns 2,047,955 shares of the company’s stock worth $65,412,000 after purchasing an additional 26,150 shares in the last quarter. 98.59% of the stock is currently owned by institutional investors and hedge funds.

More Vital Farms News

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

• Positive Sentiment: Two sell‑side firms cut price targets but kept bullish ratings (Needham lowered its target to $20 with a “buy”; Telsey cut its target to $26 with an “outperform”), signaling continued analyst conviction that there is upside from current levels. Benzinga note on price target changes
• Neutral Sentiment: Balance‑sheet and valuation context: VITL trades at a low P/E (~9x) with minimal debt (debt/equity ~0.01), which can support recovery if operational trends improve. (Background market data)
• Negative Sentiment: Multiple securities class‑action filings and investor notices were announced this week (Rosen Law Firm, Robbins LLP and related alerts), alleging Vital Farms made materially misleading statements and seeking damages for purchases from May 8, 2025 through Feb 26, 2026; Rosen’s notice sets a lead‑plaintiff motion deadline of May 26, 2026 — a clear near‑term legal overhang. Rosen Law Firm filing Business Wire Rosen alert Robbins LLP notice
• Negative Sentiment: Recent price action shows notable weakness (a larger drop was reported on 3/26), underscoring market sensitivity to the legal headlines and recent operating/earnings signals. Zacks price‑action note

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.