Vital Farms Founder Sells 25,000 Shares for ~$771,300 Amidst Market Fluctuations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 11 2026
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Source: NASDAQ.COM
- Share Sale: Founder and Executive Chairperson Matthew O'Hayer sold 25,000 shares on January 2, 2026, generating approximately $771,300, reflecting a gradual reduction in his holdings and aligning with his historical pattern of 24,000-share transactions.
- Ownership Status: This sale represented only 0.37% of O'Hayer's direct holdings and 0.0558% of total shares outstanding, indicating he still holds over six million shares, suggesting he is not in a rush to dump stock.
- Financial Performance: Vital Farms achieved record revenue of $198.9 million in Q3 2025, a strong 37% year-over-year increase, with net income more than doubling to $16.4 million, showcasing the company's robust market performance.
- Market Opportunity: Although the stock price has dropped from a 52-week high to $29.82, the company's solid financial position and a low price-to-earnings ratio of about 23 indicate that now is a good time for investors to consider increasing their shareholdings.
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Analyst Views on VITL
Wall Street analysts forecast VITL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for VITL is 48.90 USD with a low forecast of 44.00 USD and a high forecast of 60.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
12 Buy
0 Hold
0 Sell
Strong Buy
Current: 27.210
Low
44.00
Averages
48.90
High
60.00
Current: 27.210
Low
44.00
Averages
48.90
High
60.00
About VITL
Vital Farms, Inc. offers a range of ethically produced foods nationwide. The Company is a national consumer brand that works with more than 575 family farms and is the United States brand of pasture-raised eggs. The Company focuses on the humane treatment of farm animals and sustainable farming practices. The Company packages, markets and distributes shell eggs, butter, and other products. Its products, including shell eggs, butter, hard-boiled eggs, and liquid whole eggs, are sold in approximately 23,500 stores nationwide. The retail varieties of its shell eggs are based on supplemental feed type, egg size, and pack size. Its egg packaging consists primarily of corrugated boxes and egg cartons. The Company offers unsalted and sea-salted varieties of its butter, which are sold in two-stick and four-stick packs. The Company’s products are principally sold under the name Vital Farms in addition to other trade names, primarily to retail and foodservice channels in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
TD Cowen Maintains 'Buy' Rating and $44 Target on Vital Farms (VITL)
- Stock Volatility: Shares of Vital Farms (VITL) fell 6% during regular trading due to negative social media commentary but rebounded in after-hours trading, indicating a market reaction to the analyst's perspective.
- Analyst Perspective: TD Cowen analysts dismissed the criticisms regarding the company's nutritional value as 'highly unwarranted and misleading,' noting that most nutritionists view linoleic acid as a positive component, emphasizing its importance in daily diets.
- Revenue Goals: Vital Farms has set a target of achieving $2 billion in net revenue by 2030, with expectations of $755 million to $765 million in net revenue for 2025 and over $115 million in adjusted core profit, reflecting strong confidence in future growth.
- Market Sentiment Shift: On Stocktwits, retail sentiment around VITL stock shifted from 'neutral' to 'bearish' over the past 24 hours, while message volume increased from 'normal' to 'high,' indicating growing investor concern and attention towards the company's outlook.
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