A director's $1.42M open-market buy at ~$12 (near 52-week lows) is a strong standalone bullish signal. Monitor for additional insider buying or a Form 4 filing from other C-suite executives to confirm. The stock's 0% analyst buy rating and net institutional trimming create a contrarian setup — if Parsa's conviction is correct, the stock could re-rate materially. Key catalyst to watch: next quarterly earnings (likely late Oct 2026) for any operational turnaround signs.
Price Chart
Executive Summary
Director Kiai Parsa purchased ~120K shares of MEDIFAST (MED) for ~$1.42M over a 7-day window (Aug 19-26, 2026) at prices between $11.60 and $12.26. This is a large, concentrated open-market buy by a single director, representing ~1.0% of the company's $136M market cap — a material insider conviction signal at a stock trading near multi-year lows with 0% analyst bullishness.
Key Financial Metrics
Key Facts
- Director Kiai Parsa purchased ~120,000 shares total across 8 open-market transactions over 7 days.
- Total purchase value: ~$1.42M, representing ~1.0% of MED's $136M market cap.
- Purchases executed at prices ranging from $11.60 to $12.26 per share.
- This is a single-insider conviction buy, not a cluster — per Cohen/Malloy/Pomorski (2012), lone insider buys are predictive of ~6% abnormal annual returns.
- MED has 0% analyst bullishness (0 Strong Buy, 0 Buy, 4 Hold, 4 Sell, 1 Strong Sell).
- Recent insider activity (30d): 8 buys totaling $1.4M — this filing is the bulk of that activity.
- Institutional 13F (2026-Q2): top holders RenTech $8M, Susquehanna $6M, Two Sigma $5M; net trimming (9 trim, 5 add, 4 doubled, 2 near_exit).
Financial Impact
$1.42M insider purchase = ~1.0% of market cap
Risk Factors
- Single insider buy — no C-suite participation; director purchases have weaker signal than CEO/CFO buys.
- MED has 0% analyst bullishness and 5 sell/strong-sell ratings — fundamental headwinds may persist.
- Institutional 13F shows net trimming (9 trim vs 5 add) — smart money not yet accumulating.
- Stock is down ~50%+ from highs; value trap risk if fundamentals continue deteriorating.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| INSIDER-BUY Data (Synthetic) | 0001213900-26-094862 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 1d ago | 8-K | $11.56 | awaiting T+5 | — | $12.84 (+11.11%) |
Oct 15, 2026 12d ago | Press Release | $12.06 $12.17 | ▲ +0.91% | ▲ +1.93% | $12.84 (+6.50%) |
Oct 6, 2026 21d ago | Press Release | $11.51 $11.67 | ▲ +1.39% | ▲ +1.53% | $12.84 (+11.59%) |
Oct 1, 2026 26d ago | Press Release | $11.43 $11.43 | · 0.00% | ▼ −1.30% | $12.84 (+12.37%) |
Aug 28, 2026 8w ago | Insider Buy | $12.18 $12.63 | ▲ +3.69% | ▲ +3.59% | $12.84 (+5.45%) |
Aug 26, 2026 8w ago | Insider Buy | $12.22 $12.67 | ▲ +3.68% | ▲ +3.80% | $12.84 (+5.11%) |
Aug 21, 2026 9w ago | Insider Buy | $11.95 $12.18 | ▲ +1.92% | ▲ +1.45% | $12.84 (+7.48%) |
Jul 17, 2026 14w ago | 8-K | $10.26 $9.45 | ▼ −7.89% | ▼ −7.21% | $12.84 (+25.19%) |
Jun 1, 2026 21w ago | 8-K | $12.70 $12.10 | ▼ −4.72% | ▼ −1.97% | $12.84 (+1.14%) |
May 26, 2026 21w ago | 8-K | $12.72 $12.36 | ▼ −2.83% | ▼ −4.04% | $12.84 (+0.98%) |
US Market Status
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