Fox Run Management L.L.C. Acquires New Position in Vital Farms, Inc. $VITL

Fox Run Management L.L.C. acquired a new stake in Vital Farms, Inc. (NASDAQ:VITL) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 23,285 shares of the company’s stock, valued at approximately $958,000.

Several other institutional investors and hedge funds also recently made changes to their positions in VITL. Exchange Traded Concepts LLC acquired a new position in shares of Vital Farms in the 3rd quarter valued at $28,000. Assetmark Inc. grew its stake in shares of Vital Farms by 18.9% during the second quarter. Assetmark Inc. now owns 3,153 shares of the company’s stock worth $121,000 after purchasing an additional 501 shares during the period. Jones Financial Companies Lllp increased its holdings in Vital Farms by 53.6% in the third quarter. Jones Financial Companies Lllp now owns 3,197 shares of the company’s stock valued at $135,000 after purchasing an additional 1,116 shares during the last quarter. State of Wyoming bought a new stake in Vital Farms in the second quarter valued at about $141,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in Vital Farms in the second quarter valued at about $178,000. Institutional investors own 98.59% of the company’s stock.

Vital Farms Stock Performance

Shares of VITL stock opened at $22.11 on Friday. The company has a debt-to-equity ratio of 0.02, a quick ratio of 2.15 and a current ratio of 2.65. Vital Farms, Inc. has a 52 week low of $19.80 and a 52 week high of $53.13. The company’s 50 day moving average price is $28.84 and its two-hundred day moving average price is $36.30. The company has a market capitalization of $990.09 million, a P/E ratio of 16.75 and a beta of 1.10.

Vital Farms (NASDAQ:VITL) last released its quarterly earnings results on Thursday, February 26th. The company reported $0.35 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.03). Vital Farms had a net margin of 8.50% and a return on equity of 20.19%. The company had revenue of $213.55 million during the quarter, compared to analyst estimates of $212.83 million. During the same quarter last year, the company earned $0.23 EPS. The firm’s quarterly revenue was up 28.6% compared to the same quarter last year. On average, analysts expect that Vital Farms, Inc. will post 1.11 earnings per share for the current fiscal year.

Insider Transactions at Vital Farms

In other news, insider Matthew Ohayer sold 25,000 shares of the company’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $30.85, for a total transaction of $771,250.00. Following the completion of the transaction, the insider directly owned 6,361,190 shares of the company’s stock, valued at $196,242,711.50. This represents a 0.39% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Russell Diez-Canseco sold 16,734 shares of the stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $35.05, for a total value of $586,526.70. Following the transaction, the chief executive officer owned 649,684 shares of the company’s stock, valued at approximately $22,771,424.20. The trade was a 2.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 91,734 shares of company stock valued at $2,921,477. Corporate insiders own 21.30% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. Zacks Research lowered Vital Farms from a “strong-buy” rating to a “hold” rating in a research report on Friday, November 14th. Mizuho reduced their price objective on shares of Vital Farms from $53.00 to $48.00 and set an “outperform” rating on the stock in a research note on Wednesday, November 26th. Telsey Advisory Group restated an “outperform” rating and set a $50.00 price objective on shares of Vital Farms in a report on Tuesday, January 13th. DA Davidson set a $47.00 target price on shares of Vital Farms and gave the company a “buy” rating in a research note on Wednesday, December 17th. Finally, BMO Capital Markets cut their target price on shares of Vital Farms from $60.00 to $50.00 and set an “outperform” rating on the stock in a report on Thursday, December 18th. Eleven research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $49.91.

Vital Farms News Summary

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

• Positive Sentiment: Q4 revenue was strong — record revenue and a 28.6% year-over-year increase, supporting the company’s top-line growth story. Vital Farms Inc (VITL) Q4 2025 Earnings Call Highlights: Record Revenue and Strategic Growth …
• Neutral Sentiment: Board leadership changed: founder Matt O’Hayer stepped down from the Board and previous CEO/Executive Chair roles; CEO Russell Diez-Canseco was named Executive Chair to maintain continuity. This is framed as an orderly transition but increases governance attention. Matt O’Hayer Retires from Vital Farms Board of Directors…
• Neutral Sentiment: Full earnings call transcript and slides are available for review — useful for judging management tone and cadence on margins, SKU mix and channel performance. Vital Farms, Inc. (VITL) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Earnings-per-share missed consensus: reported $0.35 vs. $0.38 expected, which triggered immediate downside pressure despite revenue roughly in line with estimates. Vital Farms (VITL) Lags Q4 Earnings Estimates
• Negative Sentiment: Market/legal risk: Rosen Law Firm is soliciting investor inquiries about a potential securities class action, which can prolong uncertainty and increase legal costs/overhang. Rosen Law Firm Encourages Vital Farms, Inc. Investors to Inquire About Securities Class Action Investigation – VITL
• Negative Sentiment: Analyst sentiment cooled: Benchmark downgraded VITL from Buy to Hold, adding pressure on the stock and signaling less near-term conviction from at least one sell-side shop. Analyst Downgrade – Tickerreport
• Negative Sentiment: Mixed/uncertain guidance interpretation: some outlets report management set FY26 sales guidance below expectations, which, combined with the EPS miss and the downgrade, has been cited as a reason for the stock weakness. Investors should read management’s guidance language and the slide deck to reconcile numeric guidance vs. market expectations. Vital Farms’ profit comes up short, sets FY26 sales guidance below estimates

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.