Washington
Q3 2026 · filed Oct 19Lobbying Q3 $10K 0.0% QoQ
YoY 0.0% vs Q3 2025
Members 0 90 days
Buys / sells 0 / 0 0 trades
AGRAgriculture
8 quarters Open in Washington ›
VITL
Vital Farms, Inc.$8.95 −0.19 (−2.08%)
Oct 26 4:00 PM ET · prev $9.14
Market cap
$404.0M
Small cap
Consensus
Buy
56% Buy or better · 16 analysts
Median target
🔒 Subscribers only
Next earnings
Nov 3
in 7 days
1 year
−75.6%
from $36.64 · Oct 27
30 days
−7.4%
from $9.67
52-week range
$8.16–37.37
−76% from high · low Oct 19
Avg volume 20D
1.66M
shares / day
Short interest
🔒 Subscribers only
Insider net
+$514.2K
12 buyers · 0 sellers · since Mar 4
New fund stakes
1
Q2 2026 13F · 2 exits
Reddit crowd
50°
Neutral · 1 mention this week
SecBot read BEARISH 1 report · 90 days
Balance 1 bearish · 0 bullish oldest → newest, height = score
Avg score ·High conf. 1/1 ·Next Earnings date, Nov 3, 2026
Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
No data for this timeframe.
- R Feb 26 Vital Farms reported strong fiscal 2025 results with 25.3% revenue g…
- B Mar 9 1 insider buy $92.3K at $18.45
- A May 4 DA Davidson downgrades
- R May 7 Vital Farms reported Q1 2026 net loss of $1.5M (EPS -$0.03 vs consen…
- A May 8 2 downgrades
- B May 13 to May 19 5 days of insider buys: $422.0K by 11 insiders, avg $8.30
- R Jun 13 Vital Farms (VITL) experienced a massive institutional sell-off in Q…
- R Aug 6 Vital Farms reported a disastrous Q2 2026 with net revenue down 10.1…
Signal stack
Where each data set points today.
- InsidersBULLISH
12 insiders bought $514.2K at an average $9.21. No open-market sales.
- InstitutionsMIXED
Q2 2026: 23 added (1 new), 32 trimmed or exited. Largest new: Cibc World Market $13.0M.
- AnalystsBULLISH
9 of 16 rate it Buy or better.
- TrendDOWNTREND
10% below its 50-day average.
- SocialQUIET
Crowd 50° (neutral) this week from 1 mention: 0 bullish, 0 bearish. No setup call.
Who's buying
13F· Q2 20261
new positions
2
exits
$13.0M
in new stakes
| Fund | Move | Value |
|---|---|---|
| CIBC WORLD MARKET INC. | NEW | $13.0M |
| FEDERATED HERMES, INC. | DOUBLED | $12.1M |
| JPMORGAN CHASE & CO | DOUBLED | $11.4M |
| HRT FINANCIAL LP | DOUBLED | $11.0M |
| STATE STREET CORP | TRIM | $9.7M |
| MORGAN STANLEY | TRIM | $9.5M |
| MILLENNIUM MANAGEMENT LLC | TRIM | $8.6M |
| BNP PARIBAS FINANCIAL MARKETS | DOUBLED | $8.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
16 analysts 56% rate it Buy or better
Recent actions
| Date | Firm | Rating |
|---|---|---|
| Oct 15, 2026 | Stifel MAINTAIN | Hold |
| Oct 13, 2026 | TD Cowen MAINTAIN | Hold |
| Sep 17, 2026 | Needham REITERATE | Buy |
| Aug 7, 2026 | DA Davidson MAINTAIN | Neutral |
| Aug 7, 2026 | TD Cowen MAINTAIN | Hold |
| Aug 7, 2026 | Needham MAINTAIN | Buy |
Insider ledger
Form 4$514.2K
bought · 12 insiders
$0
sold · 0 insiders
−2.8%
vs their $9.21 cost
| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 16, 2026 | Van Hoven Reena Chauhan Chief People Officer | TAX W/H | $3.5K |
| Sep 2, 2026 | Holland Joseph Michael Chief Supply Chain Officer | TAX W/H | $4.2K |
| Jun 10, 2026 | Khoury Karl Director | AWARD | 10,436 sh |
| Jun 10, 2026 | Flanagan Glenda J Director | AWARD | 10,436 sh |
| Jun 10, 2026 | Cyr William B. Director | AWARD | 10,436 sh |
| Jun 10, 2026 | Post Denny Marie Director | AWARD | 10,436 sh |
| Jun 10, 2026 | Ruiz Gisel Director | AWARD | 10,436 sh |
| Jun 10, 2026 | Kennedy Kelly J. Director | AWARD | 10,436 sh |
Earnings setup
EstimatesNov 3
reports in 7 days
Revision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Reddit
Crowd this week 50° Neutral 0 bullish · 0 bearish
Mentions, 7 days 1 0 in posts · 1 in comments
Recent comments
All social signals and their track recordsShort side
FINRA· Oct 15, 2026🔒 Subscribers only
shares short
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 Other
Kuehn Law Encourages Investors of Vital Farms, Inc. to Contact Law Firm
NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is inve
Sep 16, 2026 Insider
Van Hoven Reena Chauhan surrendered for taxes 344 shares
Chief People Officer @ $10.03 ($3.5K)
Sep 2, 2026 Insider
Aug 6, 2026 SEC Holland Joseph Michael surrendered for taxes 412 shares
Chief Supply Chain Officer @ $10.12 ($4.2K)
Vital Farms reported a disastrous Q2 2026 with net revenue down 10.1% YoY to $166.0M, a GAAP net loss of $31.1M…
8-K — Impact 7/10
Jun 30, 2026 Inst.
CIBC WORLD MARKET INC. — NEW
1,115,643 shares ($13.0M)
Jun 30, 2026 Inst.
Jun 13, 2026 SEC FEDERATED HERMES, INC. — DOUBLED
1,044,039 shares ($12.1M)
Vital Farms (VITL) experienced a massive institutional sell-off in Q1 2026, with 17 sellers reducing holdings by $187M…
INST-CLUSTER — Impact 7/10
Jun 10, 2026 Insider
Khoury Karl was granted 10,436 shares
Director
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Recent
Sep 17, 2026
Press release
Kuehn Law Encourages Investors of Vital Farms, Inc. to Contact Law Firm
NEW YORK, Sept. 17, 2026 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors…
Aug 6, 2026
Earnings date
VITL Q2 2026 Earnings Before Market Open — 2026-08-06
Jun 30, 2026
Short interest
Short Interest: VITL down 35% to 7.4M shares
Settlement 2026-06-30 | Days to cover: 2.32 | ≈17.30% of shares outstanding (est.)
May 11, 2026
Short interest
FTD: VITL — 110,260 shares ($1.0M) failed to deliver
Settlement: 20260511, Price: $8.94, FTD Value: $985,724.4, VITAL FARMS INC
May 8, 2026
Short interest
FTD: VITL — 489,200 shares ($4.7M) failed to deliver
Settlement: 20260508, Price: $9.52, FTD Value: $4,657,184, VITAL FARMS INC
SecBot reports
7 filings · 2 bullish · 4 bearish · 1 neutral- BEARISH 8-KAug 6, 2026
Vital Farms reported a disastrous Q2 2026 with net revenue down 10.1% YoY to $166.0M, a GAAP net…
The Q2 results are far worse than the market likely anticipated, with revenue declining and gross margins in single digits. The new $125M term loan at a high interest rate (SOFR+7.5%) and the…
- BEARISH INST-CLUSTERJun 13, 2026
Vital Farms (VITL) experienced a massive institutional sell-off in Q1 2026, with 17 sellers…
The coordinated exit by multiple high-conviction active managers suggests deteriorating fundamentals or a broken thesis. Monitor upcoming earnings for confirmation of weakness.
- BULLISH CLUSTERMay 21, 2026
A cluster of 10 Vital Farms insiders made open-market purchases totaling $402K over a 7-day…
The breadth of insider buying — spanning C-suite, directors, and multiple functional heads — is a bullish signal per academic literature (cluster buys outperform non-cluster buys by ~1.8% over 21…
- NEUTRAL CLUSTERMay 19, 2026
Seven Vital Farms insiders made open-market purchases totaling ~$351K (0.1% of market cap) in the…
The insider buying is too small to signal a meaningful turnaround. Monitor for larger-scale insider purchases or changes in fundamental trends (e.g., margin recovery, butter business exit costs)…
All VITL filing & press-release reports (7)
- 8-K reportAug 6, 2026
- INST-CLUSTER reportJun 13, 2026
- CLUSTER reportMay 21, 2026
- CLUSTER reportMay 19, 2026
- CLUSTER reportMay 18, 2026
- 8-K reportMay 7, 2026
- 8-K reportFeb 26, 2026