TD Cowen Cuts Vital Farms (NASDAQ:VITL) Price Target to $44.00

by · The Markets Daily

Vital Farms (NASDAQ:VITL – Free Report) had its target price reduced by TD Cowen from $59.00 to $44.00 in a report issued on Thursday morning,Benzinga reports. They currently have a buy rating on the stock.

Other equities analysts have also issued research reports about the company. Needham & Company LLC reissued a “buy” rating and issued a $45.00 target price on shares of Vital Farms in a report on Thursday. Mizuho decreased their target price on Vital Farms from $53.00 to $48.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. Morgan Stanley dropped their price objective on Vital Farms from $48.00 to $45.00 and set an “overweight” rating for the company in a research report on Wednesday. Benchmark reiterated a “buy” rating on shares of Vital Farms in a report on Wednesday. Finally, Cowen reissued a “buy” rating on shares of Vital Farms in a research report on Thursday. Thirteen investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, Vital Farms currently has a consensus rating of “Moderate Buy” and a consensus price target of $49.91.

View Our Latest Stock Report on Vital Farms

Vital Farms Price Performance

Shares of VITL opened at $33.38 on Thursday. The company has a debt-to-equity ratio of 0.02, a current ratio of 2.65 and a quick ratio of 2.15. The company’s fifty day moving average price is $34.32 and its 200-day moving average price is $39.01. Vital Farms has a 1-year low of $28.87 and a 1-year high of $53.13. The firm has a market capitalization of $1.49 billion, a PE ratio of 25.29 and a beta of 1.06.

Vital Farms (NASDAQ:VITL – Get Free Report) last posted its earnings results on Tuesday, November 4th. The company reported $0.36 EPS for the quarter, topping the consensus estimate of $0.30 by $0.06. The firm had revenue of $198.94 million for the quarter, compared to analyst estimates of $191.35 million. Vital Farms had a return on equity of 20.19% and a net margin of 8.50%.Vital Farms’s revenue for the quarter was up 37.2% compared to the same quarter last year. During the same period last year, the company earned $0.16 earnings per share. On average, equities research analysts predict that Vital Farms will post 1.11 EPS for the current year.

Insider Buying and Selling at Vital Farms

In related news, insider Matthew Ohayer sold 5,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $35.25, for a total value of $176,250.00. Following the completion of the transaction, the insider owned 6,386,190 shares in the company, valued at $225,113,197.50. This trade represents a 0.08% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Russell Diez-Canseco sold 16,734 shares of the firm’s stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $35.05, for a total transaction of $586,526.70. Following the sale, the chief executive officer owned 649,684 shares of the company’s stock, valued at approximately $22,771,424.20. This represents a 2.51% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 86,401 shares of company stock valued at $3,008,045. Corporate insiders own 21.30% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd acquired a new stake in shares of Vital Farms in the third quarter valued at approximately $55,000. Jacobs Levy Equity Management Inc. increased its holdings in shares of Vital Farms by 13.1% in the third quarter. Jacobs Levy Equity Management Inc. now owns 64,571 shares of the company’s stock worth $2,657,000 after acquiring an additional 7,475 shares in the last quarter. Caxton Associates LLP acquired a new stake in Vital Farms during the 3rd quarter worth approximately $967,000. XTX Topco Ltd lifted its position in Vital Farms by 5.7% in the 3rd quarter. XTX Topco Ltd now owns 32,077 shares of the company’s stock valued at $1,320,000 after acquiring an additional 1,727 shares in the last quarter. Finally, Virtus Advisers LLC acquired a new position in Vital Farms in the 3rd quarter worth $105,000. Institutional investors and hedge funds own 98.59% of the company’s stock.

Key Stores Impacting Vital Farms

Here are the key news stories impacting Vital Farms this week:

  • Positive Sentiment: Telsey Advisory Group reaffirmed an “Outperform” rating, adding institutional support that can help buoy the stock. Telsey Reaffirms Outperform
  • Positive Sentiment: DA Davidson and Needham both maintained “buy” recommendations, keeping sell‑side sentiment tilted positive despite volatility. DA Davidson Buy Needham Reiterates Buy
  • Positive Sentiment: Analyst commentary and research notes highlight long‑term growth potential (brand strength, pricing power in premium egg/butter categories), which supports medium‑to‑longer‑term investor thesis. Seeking Alpha: Long‑Term Potential
  • Neutral Sentiment: Options implied volatility is surging, signaling traders expect a larger near‑term price move — raises hedging and trading activity but is direction‑agnostic. IV Surge Article
  • Neutral Sentiment: Multiple media pieces are assessing valuation after recent volatility, useful for investors reviewing entry points and risk/reward but not an immediate catalyst. Valuation Assessment
  • Negative Sentiment: Vital Farms trimmed FY25 revenue guidance to $755M–$765M (from at least $775M), a clear near‑term negative that likely pressures the stock until guidance proves conservative. Revenue Cut
  • Negative Sentiment: TD Cowen cut its price target from $59 to $44 (still a “buy”) — a notable downward revision that narrows upside expectations. TD Cowen PT Cut (Benzinga)
  • Negative Sentiment: BMO cut its target from $60 to $50 (keeps “outperform”), another trimmed target that tempers analyst-driven upside. BMO PT Cut
  • Negative Sentiment: Insider selling (Matthew Ohayer sold ~5,000 shares, part of a series of sales) adds to near‑term negative optics, though the stake change is small as a percentage of holdings. Insider Sale

About Vital Farms

(Get Free Report)

Vital Farms, traded on the NASDAQ under the symbol VITL, is a U.S.-based food company specializing in pasture-raised egg and dairy products. The company partners with a network of family farms across the United States to produce eggs, butter and related items under a certified humane, pasture-centric farming model. Vital Farms’ supply chain emphasizes animal welfare, environmental stewardship and transparent sourcing, appealing to consumers seeking ethically produced, high-quality ingredients.

Founded in 2007 and headquartered in Austin, Texas, Vital Farms began by marketing pasture-raised eggs to health- and ethically minded shoppers.

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