Telsey Advisory Group Forecasts Vital Farms Q2 Earnings

Vital Farms, Inc. (NASDAQ:VITL) – Equities researchers at Telsey Advisory Group dropped their Q2 2025 EPS estimates for shares of Vital Farms in a note issued to investors on Friday, May 9th. Telsey Advisory Group analyst S. Vora now expects that the company will post earnings of $0.27 per share for the quarter, down from their previous forecast of $0.28. Telsey Advisory Group 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.

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

VITL has been the topic of a number of other research reports. William Blair reaffirmed an “outperform” rating on shares of Vital Farms in a report on Friday, February 28th. Morgan Stanley lowered their price target on Vital Farms from $40.00 to $39.00 and set an “overweight” rating on the stock in a report on Thursday, April 17th. Stifel Nicolaus upgraded shares of Vital Farms from a “hold” rating to a “buy” rating and set a $44.00 price target on the stock in a research report on Friday, February 28th. DA Davidson decreased their price objective on shares of Vital Farms from $44.00 to $42.00 and set a “buy” rating for the company in a report on Friday, March 14th. Finally, BMO Capital Markets upgraded Vital Farms to a “strong-buy” rating in a report on Tuesday, May 6th. Eight analysts have rated the stock with a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the company has a consensus rating of “Buy” and a consensus target price of $44.63.

Vital Farms Trading Down 1.2%

NASDAQ:VITL opened at $34.16 on Monday. The firm has a market capitalization of $1.52 billion, a P/E ratio of 30.50 and a beta of 0.94. The business has a 50 day simple moving average of $32.65 and a 200 day simple moving average of $35.05. The company has a debt-to-equity ratio of 0.04, a current ratio of 3.24 and a quick ratio of 2.81. Vital Farms has a 12-month low of $27.91 and a 12-month high of $48.41.

Institutional Trading of Vital Farms

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. CIBC Private Wealth Group LLC lifted its position in shares of Vital Farms by 152.1% during the 4th quarter. CIBC Private Wealth Group LLC now owns 895 shares of the company’s stock worth $35,000 after purchasing an additional 540 shares during the last quarter. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Vital Farms by 20,650.0% during the 1st quarter. Caitong International Asset Management Co. Ltd now owns 1,660 shares of the company’s stock worth $51,000 after acquiring an additional 1,652 shares during the period. US Bancorp DE boosted its holdings in Vital Farms by 160.3% during the fourth quarter. US Bancorp DE now owns 1,416 shares of the company’s stock valued at $53,000 after purchasing an additional 872 shares in the last quarter. Frazier Financial Advisors LLC bought a new stake in Vital Farms in the fourth quarter valued at $59,000. Finally, Mendota Financial Group LLC bought a new position in Vital Farms during the 4th quarter valued at about $62,000. Institutional investors and hedge funds own 98.59% of the company’s stock.

Insiders Place Their Bets

In related news, insider Matthew Ohayer sold 4,000 shares of the business’s stock in a transaction that occurred on Monday, March 24th. The shares were sold at an average price of $31.39, for a total transaction of $125,560.00. Following the transaction, the insider now directly owns 6,966,890 shares of the company’s stock, valued at approximately $218,690,677.10. The trade was a 0.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Russell Diez-Canseco sold 45,124 shares of the company’s stock in a transaction on Monday, April 14th. The stock was sold at an average price of $33.69, for a total transaction of $1,520,227.56. Following the completion of the transaction, the chief executive officer now directly owns 703,736 shares in the company, valued at $23,708,865.84. This trade represents a 6.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 93,124 shares of company stock worth $3,019,308. 27.60% of the stock is currently owned by company insiders.

About Vital Farms

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.