OFRM
Once Upon a Farm, PBCPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Feb 9 1 insider buy $100.0K at $18.00
- S Aug 10 3 insiders sell $36.1K at $18.01
- S Sep 14 3 insiders sell $31.1K at $16.98
- A Oct 8 Freedom Broker initiates
Signal stack
Where each data set points today.
- InsidersMIXED
1 insider bought $100.0K at an average $18.00. 3 insiders sold $67.2K. Price is 11% below their cost.
- InstitutionsBULLISH
Q2 2026: 12 added (0 new), 6 trimmed or exited.
- AnalystsBULLISH
10 of 15 rate it Buy or better. Every target is above the price.
- EstimatesFALLING
Current-quarter EPS estimate $0.052 → −$0.090 over 90 days. 0 up, 5 down in 30 days.
- Short sellersSTEADY
Short interest −4.9% to 5.62M shares. 17.2 days to cover, ≈13.4% of shares.
- TrendRANGE
4% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| MILLENNIUM MANAGEMENT LLC | ADD | $42.1M |
| BlackRock, Inc. | DOUBLED | $17.6M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $6.2M |
| STATE STREET CORP | DOUBLED | $3.4M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | $2.6M |
| NEW YORK STATE COMMON RETIREMENT FUND | DOUBLED | $2.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | ADD | $2.1M |
| NORTHERN TRUST CORP | DOUBLED | $2.1M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
15 analystsPrice is below the lowest target. Median implies +43%.Targets as of Oct 28, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 13, 2026 | TD Cowen MAINTAIN | Hold |
| Oct 8, 2026 | Freedom Broker INITIATE | Buy |
| Aug 10, 2026 | Barclays MAINTAIN | Equal-Weight |
| Aug 7, 2026 | JP Morgan MAINTAIN | Overweight |
| May 11, 2026 | Barclays MAINTAIN | Equal-Weight |
| May 8, 2026 | Evercore ISI Group MAINTAIN | In-Line |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 19, 2026 | Morris Scott James Director | AWARD | 3,806 sh |
| Sep 14, 2026 | Waldman Lawrence Steven See Remarks | SELL | $18.7K |
| Sep 14, 2026 | Folena Chris Chief Accounting Officer | SELL | $11.2K |
| Sep 14, 2026 | Curtis Cassandra Nicole Chief Innovation Officer | SELL | $1.2K |
| Aug 10, 2026 | Curtis Cassandra Nicole Chief Innovation Officer | SELL | $1.4K |
| Aug 10, 2026 | Waldman Lawrence Steven See Remarks | SELL | $21.7K |
| Aug 10, 2026 | Folena Chris Chief Accounting Officer | SELL | $13.0K |
| Aug 5, 2026 | PEIROS LARRY Director | OTHER | 81,514 sh |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.09 | -$0.11–-$0.06 | -261.5% | $88.2M |
| Next Q | $0.20 | $0.17–$0.25 | +11.5% | $85.6M |
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
7 filings · 1 bullish · 0 bearish · 6 neutral- NEUTRAL SC 13G/AOct 27, 2026
Millennium Management (via Integrated Core Strategies) filed an amended Schedule 13G for Once Upon a Farm, PBC, reporting a 3.5% stake (1,459,957 shares) as of September 30, 2026, down from 3.7% (1,542,064 shares) in the prior filing. The reduction is minor and remains passive, with no indication…
🔒 Fresh report (last 24h), subscribers only
- NEUTRAL 3Oct 21, 2026
Scott James Morris filed an initial statement of beneficial ownership (Form 3) with the SEC…
Monitor future Form 4 filings for any open-market purchases or sales by Morris, which would provide a clearer signal on insider conviction. The option grant is legacy compensation and does not…
- NEUTRAL 8-KOct 19, 2026
Once Upon a Farm appointed Scott Morris, co-founder of Freshpet, to its Board of Directors…
Monitor for any strategic shifts in the refrigerated/fresh food category given Morris's Freshpet background, but this appointment alone is not a trading catalyst.
- BULLISH COURT-RULINGAug 7, 2026
Once Upon a Farm (OFRM) won dismissal with prejudice of a putative class action alleging its 'Wild…
The dismissal eliminates a legal overhang for OFRM. While the case was not existential, the clean win removes distraction and potential settlement costs. The stock may see a modest positive…
All OFRM filing & press-release reports (7)
- SC 13G/A reportOct 27, 2026
- 3 reportOct 21, 2026
- 8-K reportOct 19, 2026
- COURT-RULING reportAug 7, 2026
- 8-K reportMay 6, 2026
- 8-K reportMay 6, 2026
- 8-K, 8-K reportFeb 24, 2026