Dimensional Fund Advisors LP Raises Stock Position in Vital Farms, Inc. $VITL

Dimensional Fund Advisors LP grew its stake in shares of Vital Farms, Inc. (NASDAQ:VITL) by 46.8% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,405,032 shares of the company’s stock after acquiring an additional 447,728 shares during the period. Dimensional Fund Advisors LP’s holdings in Vital Farms were worth $19,836,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in Vital Farms by 22.9% in the fourth quarter. Vanguard Group Inc. now owns 2,845,714 shares of the company’s stock worth $90,892,000 after purchasing an additional 530,008 shares in the last quarter. Wasatch Advisors LP lifted its holdings in shares of Vital Farms by 13.7% in the 4th quarter. Wasatch Advisors LP now owns 2,687,246 shares of the company’s stock worth $85,831,000 after buying an additional 324,725 shares during the period. Principal Financial Group Inc. lifted its holdings in shares of Vital Farms by 41.6% in the 1st quarter. Principal Financial Group Inc. now owns 2,153,008 shares of the company’s stock worth $30,400,000 after buying an additional 632,537 shares during the period. Wellington Management Group LLP grew its position in shares of Vital Farms by 1.3% during the 4th quarter. Wellington Management Group LLP now owns 2,047,955 shares of the company’s stock worth $65,412,000 after buying an additional 26,150 shares in the last quarter. Finally, State Street Corp grew its position in shares of Vital Farms by 64.7% during the 4th quarter. State Street Corp now owns 1,293,788 shares of the company’s stock worth $41,324,000 after buying an additional 508,222 shares in the last quarter. Hedge funds and other institutional investors own 98.59% of the company’s stock.

Insider Activity

In other news, Director Glenda J. Flanagan bought 6,100 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was bought at an average price of $8.33 per share, with a total value of $50,813.00. Following the completion of the transaction, the director directly owned 37,498 shares of the company’s stock, valued at approximately $312,358.34. The trade was a 19.43% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Joseph Michael Holland bought 12,484 shares of the stock in a transaction on Thursday, May 14th. The stock was purchased at an average price of $8.00 per share, with a total value of $99,872.00. Following the completion of the purchase, the insider owned 38,150 shares of the company’s stock, valued at $305,200. This represents a 48.64% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders purchased 38,700 shares of company stock worth $320,864. 3.90% of the stock is currently owned by insiders.

Trending Headlines about Vital Farms

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

• Positive Sentiment: Analyst upgrade: Benchmark Co. upgraded Vital Farms from “hold” to “buy,” which may improve investor sentiment and suggests the firm sees upside in the shares following their recent weakness. Finviz
• Positive Sentiment: Revenue topped expectations: Vital Farms reported second-quarter revenue of $166.03 million, above the $160.24 million analyst consensus. The company also issued fiscal 2026 revenue guidance of $775 million to $800 million, broadly in line with the $778.3 million consensus and described as optimistic in market coverage. Vital Farms Reports Second Quarter 2026 Financial Results
• Neutral Sentiment: Quarterly earnings were near expectations: Vital Farms posted a loss of $0.47 per share, meeting the company-reported consensus estimate of $0.47. Zacks characterized the result as a slight miss versus its $0.46 loss estimate. Vital Farms Q2 Earnings Report
• Negative Sentiment: Sales and profitability deteriorated: Quarterly revenue declined 10.2% from the prior-year period, while the company swung from earnings of $0.36 per share to a $0.47 per-share loss. The results may temper enthusiasm despite the revenue beat. Vital Farms Earnings Results
• Negative Sentiment: New debt financing: Silver Point Capital led a $125 million term-loan financing for Vital Farms. The funding may provide liquidity and support operations or growth, but it also increases debt obligations and could weigh on investors focused on balance-sheet risk. Silver Point Leads $125 Million Term Loan Financing

Vital Farms Stock Performance

Shares of Vital Farms stock opened at $12.51 on Friday. The company has a market capitalization of $536.05 million, a PE ratio of 12.03 and a beta of 1.07. The company has a debt-to-equity ratio of 0.01, a quick ratio of 1.00 and a current ratio of 1.77. The company has a 50-day simple moving average of $11.83 and a two-hundred day simple moving average of $15.60. Vital Farms, Inc. has a one year low of $7.95 and a one year high of $53.13.

Vital Farms (NASDAQ:VITL) last released its quarterly earnings results on Thursday, August 6th. The company reported ($0.47) earnings per share for the quarter, meeting analysts’ consensus estimates of ($0.47). Vital Farms had a net margin of 6.10% and a return on equity of 14.47%. The business had revenue of $166.03 million for the quarter, compared to analysts’ expectations of $160.24 million. During the same period last year, the business earned $0.36 EPS. The company’s revenue was down 10.2% compared to the same quarter last year. Research analysts expect that Vital Farms, Inc. will post -0.47 EPS for the current fiscal year.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Stifel Nicolaus restated a “hold” rating and issued a $10.00 price objective (down from $34.00) on shares of Vital Farms in a report on Friday, May 8th. Benchmark upgraded shares of Vital Farms from a “hold” rating to a “buy” rating in a report on Thursday. Craig Hallum lowered shares of Vital Farms from a “buy” rating to a “hold” rating and set a $10.00 price target for the company. in a report on Friday, May 8th. Needham & Company LLC lowered their price target on shares of Vital Farms from $20.00 to $13.00 and set a “buy” rating for the company in a research report on Monday, May 11th. Finally, William Blair reaffirmed a “market perform” rating on shares of Vital Farms in a research report on Friday, May 8th. Six equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Vital Farms presently has an average rating of “Hold” and an average target price of $24.08.

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.