Loading
Vital Farms, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 15 May 2026.
Vital Farms, Inc.: what insiders have been doing
Every trade that managers of Vital Farms, Inc. disclose to SEC (Form 4) is tracked on this page. The company sits in the Food & Agriculture sector and is based in Austin, United States. It was founded in 2007. From 18 October 2025 to 18 October 2026, the disclosure feed for Vital Farms, Inc. logged 41 filings by 13 insiders.
On the market, 3 insiders bought (3 purchases totalling €185k) while 2 insiders sold (8 sales totalling €3.2M). On balance, insiders were net sellers of €3.0M. Buying on the open market means paying the going price with one's own funds, a different act from receiving shares as pay. Among those who bought: 3 senior executives. Biggest ticket of the year: €597k, sold by Ohayer Matthew and made public on 3 December 2025.
The data flag 1 purchase as part of a group of insiders buying within 30 days of each other. When several insiders buy within a few weeks of each other, analysts speak of a cluster purchase. The clock since the last published purchase (15 May 2026) now reads 156 days. Typically, a trade is published a median of 2 days after it takes place. US insiders must file a Form 4 within two business days of a trade. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
With 41 filings in twelve months, the company is more active than the median of 22 filings across the 5,458 companies we follow on the same exchange. Looking back to 2021, when coverage begins, insiders filed 7 purchases and 72 sales. In its latest annual report filed with the SEC (10-K, fiscal year ended 28 December 2025), the company reported revenue of 759.4 m USD and net income of 66.3 m USD.
Elsewhere in the same sector, our signals recently picked up insider purchases at Village Farms International, Inc. and Orkla ASA. Every figure here comes from the filings published by SEC (Form 4) and describes the past, not future prices; it is not investment advice.
Insider Decl.
307
Thresholds
n/a
Buy Volume
€420,341
7 ops. · all time
Sell Volume
€215M
72 ops. · all time
Who traded when
BuySaleMatthew Ohayer25 sales
Russell Diez-Canseco4 sales
Karl Khoury1 buy2 sales
Thilo Wrede3 sales
Denny Marie Post1 buy1 sale
Joanne Bal2 sales
+4 other insiders
Since the insiders bought
- +31.6%Entry US$8.28 · Close at T+90 US$10.90
- -39.7%Entry US$17.47 · Close at T+90 US$10.54
- -50.4%Entry US$19.89 · Close at T+90 US$9.87
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Vital Farms, Inc. Buy (bullish), based on 9 analysts. Average price target: US$12.67.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,657 of 24,148 companies
62.8
score / 100
Value68
Quality57
FCF yld-13%
Earn yld18%
EV/EBITDA3.9x
ROE0.1%
Gross mgn38%
Net mgn8.7%
Debt/EBITDA0.5x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$8.55
Analyst consensus
9 analystsBuy
US$8.00Target US$12.67(+48%)US$18.00
Income statement
RevenueUS$759.4M
Gross profitUS$285.7M38% margin
EBITDAUS$106.7M14% margin
Net incomeUS$66.3M0.0% margin
Valuation
PER (trailing)11.7x
PER (forward)28.7x
P/Book1.3x
Beta1.08
Balance sheet & cash
Market capUS$367.1M
Total debtUS$53.5M
Free Cash Flow-US$48.2M
Debt / Equity38%
Profitability & ownership
ROE0.1%
ROA0.0%
% insiders18.3%
% institutions87.3%
Last declaration on 18 September 2026
Declarations307 total
344 shares@ US$10.030.0008% mcap100.0% of flowCommon StockSEC:0001193125-26-395677:0
412 shares@ US$10.120.0010% mcap100.0% of flowCommon StockSEC:0001193125-26-383788:0
10,436 sharesCommon StockSEC:0001193125-26-269632:0
10,436 sharesCommon StockSEC:0001193125-26-269628:0
3,000 shares@ US$8.230.0051% mcap5.3% of flowCommon StockSEC:0001193125-26-227110:0
Canonical exit: 11 Aug 2026 (T+90)
3,192 shares@ US$15.7026.6% of flowCommon StockSEC:0001193125-26-117836:0
1,683 shares@ US$17.623.1% of flowCommon StockSEC:0001193125-26-108707:0
1,586 shares@ US$17.621.5% of flowCommon StockSEC:0001193125-26-108706:0
11,886 shares@ US$17.622.0% of flowCommon StockSEC:0001193125-26-108705:0
1,402 shares@ US$17.623.0% of flowCommon StockSEC:0001193125-26-108704:0
2,240 shares@ US$17.626.5% of flowCommon StockSEC:0001193125-26-108703:0
1,625 shares@ US$17.622.3% of flowCommon StockSEC:0001193125-26-108702:0
15,000 shares@ US$20.330.1% of flowCommon StockSEC:0001193125-26-106173:0
5,000 shares@ US$18.455.7% of flowCommon StockSEC:0001193125-26-102362:0
Canonical exit: 7 Jun 2026 (T+90)
5,530 shares0Common StockSEC:0001193125-26-096797:0
855 shares@ US$20.3052.3% of flowCommon StockSEC:0001193125-26-096795:0
784 shares@ US$20.300.8% of flowCommon StockSEC:0001193125-26-096793:0
2,855 shares@ US$20.300.6% of flowCommon StockSEC:0001193125-26-096792:0
969 shares@ US$20.3048.0% of flowCommon StockSEC:0001193125-26-096791:0
745 shares@ US$20.301.2% of flowCommon StockSEC:0001193125-26-096790:0
1,019 shares@ US$20.302.5% of flowCommon StockSEC:0001193125-26-096798:0
1,769 shares@ US$20.305.9% of flowCommon StockSEC:0001193125-26-096796:0
784 shares@ US$20.301.7% of flowCommon StockSEC:0001193125-26-096794:0
20,000 shares@ US$20.330.2% of flowCommon StockSEC:0001193125-26-091908:0
4,750 shares@ US$20.70100.0% of flowCommon StockSEC:0001193125-26-091909:0
Canonical exit: 31 May 2026 (T+90)
25 of 307 declarations
About Vital Farms, Inc.
Vital Farms, Inc. is a U.S.-based company listed on the NASDAQ (United States) and focused on ethically produced food, with a core franchise in pasture-raised shell eggs and an expanding portfolio of premium grocery items. Founded in 2007 in Austin, Texas, on a single farm, the company has evolved into a national consumer brand built around humane animal care, sustainable farming practices, and a long-term stakeholder-oriented mission. Today, Vital Farms works with more than 600 family farms and positions itself as the leading U.S. brand of pasture-raised eggs by retail dollar sales. ([investors.vitalfarms.com](https://investors.vitalfarms.com/overview/))
The company’s business model is centered on branded egg sales, but it has broadened its product mix to include butter, hard-boiled eggs, and liquid whole eggs. Its products are sold in more than 24,000 stores nationwide, and its pasture-raised eggs are also present on the menus of hundreds of foodservice operators across the country. That retail-plus-foodservice footprint gives the business a broader consumer touchpoint set and supports brand awareness across multiple channels. ([investors.vitalfarms.com](https://investors.vitalfarms.com/overview/))
Read moreShow less
From a competitive standpoint, Vital Farms occupies a differentiated premium niche in the U.S. egg aisle. Its key advantage is not commodity scale, but brand equity tied to animal welfare, traceability, and a more sustainable supply chain. The company’s strategy is to convert consumer interest into household penetration through expanded shelf space and disciplined promotion, while maintaining higher standards than conventional industrial egg production. In a category often pressured by price volatility and supply disruptions, this positioning can provide a meaningful moat, although execution and supply-chain reliability remain important. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1579733/000119312526182113/d48278dars.pdf))
Geographically, the business remains overwhelmingly U.S.-focused. Vital Farms is headquartered in Austin, Texas, and its operations include Egg Central Station in Springfield, Missouri, where the company brought a third production line online in 2025. It is also advancing Vital Crossroads, a new facility in Seymour, Indiana, designed to support future growth and improve processing capacity. ([investors.vitalfarms.com](https://investors.vitalfarms.com/overview/))
Recent developments highlight a scaling phase. Fiscal 2025 delivered record net revenue of $759.4 million, up 25.3% year over year, while adjusted EBITDA surpassed $100 million for the first time. Management also highlighted a larger farm network, stronger brand awareness, and the ramp-up of additional production capacity. Separately, founder Matt O’Hayer retired from his executive chair and board roles in February 2026, a notable governance transition for the company. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1579733/000119312526182113/d48278dars.pdf))
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
