Vital Farms, Inc.
VITL · Food and Kindred Products · 42.8M shares · +5%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: $7M (gross $14M, SBC $7M)
Reference price $8.92 · est. market cap ~$382M — last insider purchase, 2026-05-19 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B78Fast-growing category leader in pasture-raised eggs with top-quartile margins and returns, funding capacity expansion.
Strengths
- Revenue +25% (78th pct), operating margin 11.6% (86th), net margin 8.7% (80th)
- ROE 18.9% and ROA 12.8% (both 88th pct); strong liquidity (quick ratio 1.6)
Risks
- Negative FCF (-6.4% margin) and ~4 quarters cash runway amid heavy facility/farm capex
- Heavy shell-egg concentration, single key processing facility, avian-influenza and commodity-feed exposure
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Cash burnNegative free cash flow (-48.2M)
- Insider buyingInsider buying — 17 open-market buy(s) by 12 insider(s) (cluster of 12 insiders, ~$835,372, last 6mo) Form 4 ↗
- Revenue declineRevenue -12.4% YoY
- Insider sellingInsider selling — 6 open-market sale(s) by 1 insider(s) (~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
37.6%
Operating margin
11.6%
Net margin
8.7%
Return on equity
18.9%
Return on assets
12.8%
Revenue growth (QoQ)
-12.4%
Net-income growth
24.2%
Current ratio
2.2×
Free cash flow
-$48M
EBITDA
$98M
Tangible book value
$347M
Cash & investments
$49M
Cash runway
4q
Stock comp / revenue
1.6%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-10 | Amoo-Gottfried Kofi Owusu | Grant | 10K | — |
| 2026-06-10 | Post Denny Marie | Grant | 10K | — |
| 2026-06-10 | Cyr William B. | Grant | 10K | — |
| 2026-06-10 | Khoury Karl | Grant | 10K | — |
| 2026-06-10 | Ruiz Gisel | Grant | 10K | — |
| 2026-06-10 | Kennedy Kelly J. | Grant | 10K | — |
| 2026-06-10 | Flanagan Glenda J | Grant | 10K | — |
| 2026-05-19 | Van Hoven Reena Chauhan | Buy | 2.2K | $8.92 |
| 2026-05-18 | Flanagan Glenda J | Buy | 6.1K | $8.33 |
| 2026-05-18 | Flanagan Glenda J | Buy | 6.1K | $8.33 |
| 2026-05-15 | Coon Stephanie | Grant | 500 | $7.21 |
| 2026-05-15 | Amoo-Gottfried Kofi Owusu | Buy | 2.4K | $8.45 |
| 2026-05-15 | Bal Joanne | Grant | 500 | $7.21 |
| 2026-05-15 | Pappas Peter Nicholas | Grant | 395 | $7.21 |
| 2026-05-15 | Diez-Canseco Russell | Grant | 500 | $7.21 |
| 2026-05-15 | Coon Stephanie | Buy | 5.9K | $8.42 |
| 2026-05-15 | Wrede Thilo | Grant | 500 | $7.21 |
| 2026-05-14 | Cyr William B. | Buy | 6.0K | $8.52 |
| 2026-05-14 | Kennedy Kelly J. | Buy | 2.5K | $8.40 |
| 2026-05-14 | Cyr William B. | Buy | 6.0K | $8.52 |
| 2026-05-14 | Holland Joseph Michael | Buy | 12K | $8.00 |
| 2026-05-14 | Kennedy Kelly J. | Buy | 2.5K | $8.40 |
| 2026-05-14 | McKeon Kathryn | Buy | 604 | $8.28 |
| 2026-05-14 | Pappas Peter Nicholas | Buy | 3.5K | $8.51 |
| 2026-05-14 | Holland Joseph Michael | Buy | 12K | $8.00 |
| 2026-05-13 | Ruiz Gisel | Buy | 6.2K | $8.13 |
| 2026-05-13 | Post Denny Marie | Buy | 3.0K | $8.23 |
| 2026-03-18 | Wrede Thilo | Tax withheld | 3.2K | $15.70 |
| 2026-03-16 | McKeon Kathryn | Tax withheld | 928 | $17.21 |
| 2026-03-16 | Diez-Canseco Russell | Tax withheld | 4.8K | $17.21 |
| 2026-03-16 | Coon Stephanie | Tax withheld | 928 | $17.21 |
| 2026-03-16 | Bal Joanne | Tax withheld | 1.1K | $17.21 |
| 2026-03-16 | Pappas Peter Nicholas | Tax withheld | 928 | $17.21 |
| 2026-03-12 | Diez-Canseco Russell | Tax withheld | 12K | $17.62 |
| 2026-03-12 | McKeon Kathryn | Tax withheld | 1.7K | $17.62 |
| 2026-03-12 | Bal Joanne | Tax withheld | 1.6K | $17.62 |
| 2026-03-12 | Pappas Peter Nicholas | Tax withheld | 1.4K | $17.62 |
| 2026-03-12 | Wrede Thilo | Tax withheld | 2.2K | $17.62 |
| 2026-03-12 | Coon Stephanie | Tax withheld | 1.6K | $17.62 |
| 2026-03-09 | Khoury Karl | Buy | 5.0K | $18.45 |
| 2026-03-05 | Holland Joseph Michael | Grant | 15K | — |
| 2026-03-05 | Pappas Peter Nicholas | Grant | 20K | — |
| 2026-03-05 | OHAYER MATTHEW | Grant | 5.5K | — |
| 2026-03-05 | Wrede Thilo | Grant | 25K | — |
| 2026-03-05 | Van Hoven Reena Chauhan | Grant | 14K | — |
| 2026-03-05 | McKeon Kathryn | Grant | 15K | — |
| 2026-03-05 | Bal Joanne | Grant | 15K | — |
| 2026-03-05 | Diez-Canseco Russell | Grant | 75K | — |
| 2026-03-05 | Coon Stephanie | Grant | 14K | — |
| 2026-03-04 | Pappas Peter Nicholas | Tax withheld | 1.0K | $20.30 |
| 2026-03-04 | Bal Joanne | Tax withheld | 784 | $20.30 |
| 2026-03-04 | McKeon Kathryn | Tax withheld | 784 | $20.30 |
| 2026-03-04 | Diez-Canseco Russell | Tax withheld | 2.9K | $20.30 |
| 2026-03-04 | Van Hoven Reena Chauhan | Tax withheld | 855 | $20.30 |
| 2026-03-04 | Holland Joseph Michael | Tax withheld | 969 | $20.30 |
| 2026-03-04 | Wrede Thilo | Tax withheld | 1.8K | $20.30 |
| 2026-03-04 | Coon Stephanie | Tax withheld | 745 | $20.30 |
| 2026-03-02 | OHAYER MATTHEW | Sell | 15K | $20.33 |
| 2026-03-02 | Cyr William B. | Buy | 4.8K | $20.70 |
| 2026-03-02 | OHAYER MATTHEW | Sell | 20K | $20.33 |
| 2026-02-02 | OHAYER MATTHEW | Sell | 18K | $27.87 |
| 2026-02-02 | OHAYER MATTHEW | Sell | 1.6K | $28.33 |
| 2026-01-02 | OHAYER MATTHEW | Sell | 12K | $30.43 |
| 2026-01-02 | OHAYER MATTHEW | Sell | 13K | $31.27 |
| 2025-12-15 | Diez-Canseco Russell | Sell | 17K | $35.05 |
| 2025-12-15 | OHAYER MATTHEW | Sell | 5.0K | $35.25 |
| 2025-12-01 | OHAYER MATTHEW | Sell | 4.1K | $33.67 |
| 2025-12-01 | OHAYER MATTHEW | Sell | 21K | $33.07 |
| 2025-11-28 | Pappas Peter Nicholas | Tax withheld | 261 | $32.70 |
| 2025-11-24 | OHAYER MATTHEW | Tax withheld | 880 | $30.67 |
| 2025-11-17 | Bal Joanne | Grant | 258 | $26.13 |
| 2025-11-17 | Coon Stephanie | Grant | 401 | $26.13 |
| 2025-11-17 | Wrede Thilo | Grant | 281 | $26.13 |
| 2025-11-17 | Diez-Canseco Russell | Grant | 309 | $26.13 |
| 2025-11-17 | Pappas Peter Nicholas | Grant | 291 | $26.13 |
| 2025-11-04 | OHAYER MATTHEW | Sell | 5.0K | $37.78 |
| 2025-11-03 | OHAYER MATTHEW | Sell | 21K | $31.85 |
| 2025-11-03 | OHAYER MATTHEW | Sell | 3.6K | $32.35 |
| 2025-10-08 | Diez-Canseco Russell | Sell | 5.3K | $44.11 |
| 2025-10-08 | Diez-Canseco Russell | Sell | 4.4K | $44.72 |
| 2025-10-01 | OHAYER MATTHEW | Sell | 600 | $38.17 |
| 2025-10-01 | OHAYER MATTHEW | Sell | 11K | $40.63 |
| 2025-10-01 | OHAYER MATTHEW | Sell | 24K | $39.98 |
| 2025-09-16 | Van Hoven Reena Chauhan | Tax withheld | 344 | $47.05 |
| 2025-09-11 | Diez-Canseco Russell | Gift | 10K | — |
| 2025-09-10 | Diez-Canseco Russell | Sell | 943 | $47.84 |
| 2025-09-10 | Diez-Canseco Russell | Sell | 16K | $47.29 |
| 2025-09-04 | OHAYER MATTHEW | Sell | 100K | $50.96 |
| 2025-09-02 | OHAYER MATTHEW | Sell | 21K | $51.52 |
| 2025-09-02 | Holland Joseph Michael | Tax withheld | 412 | $51.90 |
| 2025-09-02 | OHAYER MATTHEW | Sell | 100K | $51.98 |
| 2025-09-02 | OHAYER MATTHEW | Sell | 24K | $52.39 |
| 2025-08-29 | OHAYER MATTHEW | Sell | 100K | $51.13 |
| 2025-08-22 | Bal Joanne | Sell | 4.8K | $50.95 |
| 2025-08-21 | OHAYER MATTHEW | Sell | 4.2K | $50.25 |
| 2025-08-19 | OHAYER MATTHEW | Sell | 800 | $50.31 |
| 2025-08-18 | McKeon Kathryn | Sell | 21K | $49.08 |
| 2025-08-18 | McKeon Kathryn | Option exercise | 21K | $15.31 |
| 2025-08-15 | Bal Joanne | Sell | 10.0K | $47.70 |
| 2025-08-15 | McKeon Kathryn | Sell | 12K | $47.59 |
| 2025-08-14 | Wrede Thilo | Option exercise | 7.2K | $13.91 |
| 2025-08-14 | Post Denny Marie | Sell | 6.1K | $47.75 |
| 2025-08-14 | Wrede Thilo | Sell | 2.8K | $47.70 |
| 2025-08-14 | Wrede Thilo | Sell | 600 | $47.06 |
| 2025-08-13 | Khoury Karl | Sell | 20K | $47.63 |
| 2025-08-12 | Diez-Canseco Russell | Sell | 17K | $46.11 |
| 2025-08-12 | Coon Stephanie | Sell | 10K | $46.15 |
| 2025-08-11 | Pappas Peter Nicholas | Sell | 2.8K | $45.35 |
| 2025-08-11 | Wrede Thilo | Sell | 1.2K | $45.56 |
| 2025-08-08 | OHAYER MATTHEW | Sell | 5.0K | $45.25 |
| 2025-08-07 | OHAYER MATTHEW | Sell | 5.0K | $40.31 |
| 2025-08-01 | OHAYER MATTHEW | Sell | 10K | $36.42 |
| 2025-08-01 | OHAYER MATTHEW | Sell | 20K | $35.53 |
| 2025-07-23 | OHAYER MATTHEW | Sell | 5.0K | $40.34 |
| 2025-07-11 | OHAYER MATTHEW | Option exercise | 18K | $24.20 |
| 2025-07-11 | Wrede Thilo | Sell | 1.2K | $38.97 |
| 2025-07-01 | Cyr William B. | Grant | 3.0K | — |
| 2025-07-01 | OHAYER MATTHEW | Sell | 20K | $39.32 |
| 2025-07-01 | OHAYER MATTHEW | Sell | 9.7K | $38.85 |
| 2025-06-17 | OHAYER MATTHEW | Sell | 5.0K | $32.25 |
| 2025-06-13 | OHAYER MATTHEW | Sell | 700 | $32.07 |
| 2025-06-13 | OHAYER MATTHEW | Sell | 24K | $31.61 |
| 2025-06-12 | Wrede Thilo | Sell | 1.2K | $31.93 |
| 2025-06-11 | Amoo-Gottfried Kofi Owusu | Grant | 3.4K | — |
| 2025-06-11 | Post Denny Marie | Grant | 3.4K | — |
| 2025-06-11 | Kennedy Kelly J. | Grant | 3.4K | — |
| 2025-06-11 | Khoury Karl | Grant | 3.4K | — |
| 2025-06-11 | Flanagan Glenda J | Grant | 3.4K | — |
| 2025-06-11 | Ruiz Gisel | Grant | 3.4K | — |
| 2025-05-22 | Diez-Canseco Russell | Grant | 7.8K | $12.81 |
| 2025-05-19 | OHAYER MATTHEW | Sell | 24K | $35.94 |
| 2025-05-12 | Diez-Canseco Russell | Option exercise | 39K | $5.33 |
| 2025-05-12 | Diez-Canseco Russell | Sell | 11K | $34.55 |
| 2025-05-12 | Diez-Canseco Russell | Option exercise | 13K | $12.81 |
| 2025-05-12 | Diez-Canseco Russell | Sell | 34K | $33.98 |
| 2025-04-21 | OHAYER MATTHEW | Sell | 24K | $32.68 |
| 2025-04-14 | Diez-Canseco Russell | Sell | 45K | $33.69 |
| 2025-04-14 | Diez-Canseco Russell | Option exercise | 52K | $5.33 |
| 2025-03-24 | OHAYER MATTHEW | Sell | 4.0K | $31.39 |
| 2025-03-19 | OHAYER MATTHEW | Sell | 20K | $29.46 |
| 2025-03-17 | Wrede Thilo | Tax withheld | 4.7K | $31.59 |
| 2025-03-17 | Wrede Thilo | Tax withheld | 3.2K | $31.59 |
| 2025-03-14 | Khoury Karl | Sell | 11K | $31.02 |
| 2025-03-13 | McKeon Kathryn | Tax withheld | 1.0K | $29.32 |
| 2025-03-13 | Coon Stephanie | Tax withheld | 1.3K | $29.32 |
| 2025-03-13 | McKeon Kathryn | Tax withheld | 1.5K | $29.32 |
| 2025-03-13 | Pappas Peter Nicholas | Tax withheld | 1.5K | $29.32 |
| 2025-03-13 | Bal Joanne | Tax withheld | 1.7K | $29.32 |
| 2025-03-13 | Coon Stephanie | Tax withheld | 1.5K | $29.32 |
| 2025-03-13 | Diez-Canseco Russell | Tax withheld | 4.8K | $29.32 |
| 2025-03-12 | Diez-Canseco Russell | Sell | 8.7K | $31.94 |
| 2025-03-12 | Diez-Canseco Russell | Option exercise | 52K | $5.33 |
| 2025-03-12 | Diez-Canseco Russell | Sell | 37K | $31.48 |
| 2025-03-11 | Coon Stephanie | Tax withheld | 1.9K | $31.60 |
| 2025-03-11 | McKeon Kathryn | Tax withheld | 1.8K | $31.60 |
| 2025-03-11 | Pappas Peter Nicholas | Tax withheld | 2.3K | $31.60 |
| 2025-03-11 | Coon Stephanie | Tax withheld | 1.6K | $31.60 |
| 2025-03-11 | Wrede Thilo | Tax withheld | 2.2K | $31.60 |
| 2025-03-11 | Bal Joanne | Tax withheld | 2.6K | $31.60 |
| 2025-03-11 | McKeon Kathryn | Tax withheld | 1.7K | $31.60 |
| 2025-03-11 | Diez-Canseco Russell | Tax withheld | 12K | $31.60 |
| 2025-03-10 | Bal Joanne | Tax withheld | 5.1K | $32.04 |
| 2025-03-10 | McKeon Kathryn | Tax withheld | 1.4K | $32.04 |
| 2025-03-10 | Diez-Canseco Russell | Tax withheld | 3.3K | $32.04 |
| 2025-03-10 | Coon Stephanie | Tax withheld | 1.9K | $32.04 |
| 2025-03-10 | Pappas Peter Nicholas | Tax withheld | 4.7K | $32.04 |
| 2025-03-10 | McKeon Kathryn | Tax withheld | 1.4K | $32.04 |
| 2025-03-10 | Coon Stephanie | Tax withheld | 1.9K | $32.04 |
| 2025-03-03 | Van Hoven Reena Chauhan | Grant | 7.5K | — |
| 2025-03-03 | Pappas Peter Nicholas | Grant | 10K | — |
| 2025-03-03 | Coon Stephanie | Grant | 7.5K | — |
| 2025-03-03 | Holland Joseph Michael | Grant | 7.5K | — |
| 2025-03-03 | Holland Joseph Michael | Grant | 7.9K | — |
| 2025-03-03 | Bal Joanne | Grant | 7.9K | — |
| 2025-03-03 | McKeon Kathryn | Grant | 7.9K | — |
| 2025-03-03 | Diez-Canseco Russell | Grant | 34K | — |
| 2025-03-03 | Wrede Thilo | Grant | 15K | — |
| 2025-02-19 | OHAYER MATTHEW | Sell | 12K | $34.55 |
| 2025-02-19 | OHAYER MATTHEW | Sell | 12K | $35.30 |
| 2025-02-12 | Diez-Canseco Russell | Option exercise | 52K | $5.33 |
| 2025-02-12 | Diez-Canseco Russell | Sell | 45K | $35.27 |
| 2025-01-21 | OHAYER MATTHEW | Sell | 1.3K | $41.94 |
| 2025-01-21 | OHAYER MATTHEW | Sell | 13K | $42.84 |
| 2025-01-21 | OHAYER MATTHEW | Sell | 9.6K | $43.73 |
| 2025-01-21 | OHAYER MATTHEW | Sell | 500 | $44.94 |
| 2025-01-17 | McKeon Kathryn | Option exercise | 12K | $3.67 |
| 2025-01-17 | McKeon Kathryn | Sell | 12K | $44.05 |
| 2025-01-17 | Bal Joanne | Option exercise | 12K | $15.31 |
| 2025-01-17 | Bal Joanne | Option exercise | 16K | $25.56 |
| 2025-01-17 | Bal Joanne | Sell | 28K | $45.10 |
| 2025-01-13 | McKeon Kathryn | Option exercise | 12K | $3.25 |
| 2025-01-13 | McKeon Kathryn | Sell | 12K | $42.08 |
| 2025-01-13 | Diez-Canseco Russell | Option exercise | 52K | $5.33 |
| 2025-01-13 | Diez-Canseco Russell | Sell | 3.1K | $40.55 |
| 2025-01-13 | Diez-Canseco Russell | Sell | 24K | $42.60 |
| 2025-01-13 | Diez-Canseco Russell | Sell | 5.5K | $43.30 |
| 2025-01-13 | Diez-Canseco Russell | Sell | 12K | $41.42 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-16 | Shareholder vote | filing ↗ |
| 2026-05-07 | Results2.05Exhibits | filing ↗ |
| 2026-02-26 | ResultsExec/director changeReg FDOtherExhibits | filing ↗ |
| 2025-12-16 | Reg FD | filing ↗ |
| 2025-11-04 | ResultsExhibits | filing ↗ |
| 2025-08-14 | Shareholder vote | filing ↗ |
| 2025-08-07 | ResultsExhibits | filing ↗ |
| 2025-07-02 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-16 | 2026-06-10 | 0001193125-26-271829 ↗ |
| 8-K | 2026-05-07 | 2026-05-01 | 0001193125-26-210294 ↗ |
| 10-Q | 2026-05-07 | 2026-03-29 | 0001193125-26-210356 ↗ |
| 10-K | 2026-02-26 | 2025-12-28 | 0001193125-26-073423 ↗ |
| 8-K | 2026-02-26 | 2026-02-20 | 0001193125-26-073373 ↗ |
| 8-K | 2025-12-16 | 2025-12-16 | 0001193125-25-319957 ↗ |
| 10-Q | 2025-11-04 | 2025-09-28 | 0001193125-25-263590 ↗ |
| 8-K | 2025-11-04 | 2025-11-04 | 0001193125-25-263585 ↗ |
| 8-K/A | 2025-08-14 | 2025-06-11 | 0001579733-25-000003 ↗ |
| 10-Q | 2025-08-07 | 2025-06-29 | 0000950170-25-104564 ↗ |
| 8-K | 2025-08-07 | 2025-08-07 | 0000950170-25-104561 ↗ |
| 8-K | 2025-07-02 | 2025-06-29 | 0000950170-25-092952 ↗ |