Charles Schwab Investment Management Inc. Increases Stake in MEDIFAST INC $MED

Key Points

• Charles Schwab Investment Management Inc. increased its stake in MEDIFAST INC by 132.7%, acquiring an additional 151,434 shares and holding a total of 265,572 shares worth about $3.58 million.
• Other hedge funds, including Wells Fargo and Barclays, also raised their positions in MEDIFAST, contributing to institutional investors collectively owning 95.51% of the stock.
• MEDIFAST reported an earnings per share (EPS) of $0.04 for the last quarter, surpassing expectations, and has set its Q3 2025 EPS guidance between -0.600 to 0.00.

Charles Schwab Investment Management Inc. raised its position in MEDIFAST INC (NYSE:MED - Free Report) by 132.7% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 265,572 shares of the specialty retailer's stock after acquiring an additional 151,434 shares during the quarter. Charles Schwab Investment Management Inc. owned approximately 2.42% of MEDIFAST worth $3,580,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Wells Fargo & Company MN grew its holdings in MEDIFAST by 23.5% during the fourth quarter. Wells Fargo & Company MN now owns 6,459 shares of the specialty retailer's stock valued at $114,000 after purchasing an additional 1,227 shares during the period. Barclays PLC lifted its position in shares of MEDIFAST by 15.1% during the 4th quarter. Barclays PLC now owns 16,194 shares of the specialty retailer's stock valued at $285,000 after buying an additional 2,127 shares in the last quarter. Northern Trust Corp grew its stake in shares of MEDIFAST by 0.9% during the 4th quarter. Northern Trust Corp now owns 101,775 shares of the specialty retailer's stock valued at $1,793,000 after acquiring an additional 871 shares during the period. Bridgeway Capital Management LLC purchased a new stake in MEDIFAST in the 4th quarter worth approximately $352,000. Finally, Deutsche Bank AG increased its holdings in MEDIFAST by 10.4% in the 4th quarter. Deutsche Bank AG now owns 29,553 shares of the specialty retailer's stock worth $521,000 after acquiring an additional 2,787 shares in the last quarter. 95.51% of the stock is owned by hedge funds and other institutional investors.

MEDIFAST Stock Performance

Shares of MED traded down $0.04 during mid-day trading on Wednesday, reaching $13.89. The stock had a trading volume of 70,540 shares, compared to its average volume of 224,154. The business has a fifty day moving average of $13.95 and a 200 day moving average of $13.66. The firm has a market cap of $152.60 million, a price-to-earnings ratio of 43.38 and a beta of 0.82. MEDIFAST INC has a 12 month low of $11.57 and a 12 month high of $21.98.

MEDIFAST (NYSE:MED - Get Free Report) last announced its quarterly earnings data on Monday, August 4th. The specialty retailer reported $0.04 EPS for the quarter, beating the consensus estimate of ($0.22) by $0.26. MEDIFAST had a return on equity of 2.00% and a net margin of 0.76%.The business had revenue of $105.56 million for the quarter, compared to the consensus estimate of $96.10 million. MEDIFAST has set its Q3 2025 guidance at -0.600-0.00 EPS. On average, research analysts forecast that MEDIFAST INC will post 0.51 EPS for the current fiscal year.

About MEDIFAST

Medifast, Inc, through its subsidiaries, engages in the manufacture and sale of weight loss, weight management, and healthy living products in the United States and the Asia-Pacific. It offers bars, puffs, cereal, crunchers, drinks, hearty choices, oatmeal, pancakes, pudding, soft serve, shakes, smoothies, soft bakes, and soups under the OPTAVIA, OPTAVIA ACTIVE, and Optimal Health brand names.