Q3 Earnings Forecast for Vital Farms Issued By William Blair

Key Points

• William Blair has raised its Q3 2025 earnings per share estimate for Vital Farms from $0.27 to $0.32, with future estimates also indicating growth—$0.35 EPS for Q4 2025 and $1.40 EPS for FY2025.
• In its recent quarterly results, Vital Farms exceeded analyst expectations with $0.36 EPS, significantly higher than the consensus estimate of $0.27, while reporting a 25.4% year-over-year revenue increase to $184.77 million.
• Institutional investors hold a significant stake in Vital Farms, with 98.59% of the stock owned by such entities, reflecting strong institutional confidence in the company.

Vital Farms, Inc. (NASDAQ:VITL - Free Report) - Equities researchers at William Blair raised their Q3 2025 earnings per share (EPS) estimates for Vital Farms in a research report issued to clients and investors on Thursday, August 7th. William Blair analyst J. Andersen now anticipates that the company will post earnings of $0.32 per share for the quarter, up from their prior forecast of $0.27. The consensus estimate for Vital Farms' current full-year earnings is $1.11 per share. William Blair also issued estimates for Vital Farms' Q4 2025 earnings at $0.35 EPS, FY2025 earnings at $1.40 EPS and FY2026 earnings at $1.65 EPS.

Vital Farms (NASDAQ:VITL - Get Free Report) last issued its earnings results on Thursday, August 7th. The company reported $0.36 earnings per share for the quarter, beating analysts' consensus estimates of $0.27 by $0.09. Vital Farms had a return on equity of 18.40% and a net margin of 7.84%. The firm had revenue of $184.77 million for the quarter, compared to analysts' expectations of $170.28 million. During the same quarter last year, the firm earned $0.36 earnings per share. The firm's revenue for the quarter was up 25.4% compared to the same quarter last year.

Several other research firms have also recently commented on VITL. Morgan Stanley cut their price target on Vital Farms from $40.00 to $39.00 and set an "overweight" rating on the stock in a research note on Thursday, April 17th. Telsey Advisory Group upped their target price on Vital Farms from $46.00 to $50.00 and gave the company an "outperform" rating in a report on Friday, August 8th. Stifel Nicolaus upped their target price on Vital Farms from $44.00 to $48.00 and gave the stock a "buy" rating in a research report on Friday, August 8th. Mizuho increased their price objective on Vital Farms from $45.00 to $53.00 and gave the company an "outperform" rating in a research report on Monday. Finally, BMO Capital Markets reissued an "outperform" rating on shares of Vital Farms in a research note on Friday, August 8th. Eleven analysts have rated the stock with a buy rating, According to data from MarketBeat.com, Vital Farms has an average rating of "Buy" and an average price target of $48.20.

Vital Farms Stock Up 0.1%

Shares of VITL traded up $0.04 during midday trading on Monday, reaching $47.78. 357,593 shares of the company were exchanged, compared to its average volume of 991,840. The stock has a 50-day moving average price of $37.39 and a 200-day moving average price of $35.02. The company has a market cap of $2.14 billion, a price-to-earnings ratio of 42.65 and a beta of 0.94. Vital Farms has a 1-year low of $27.91 and a 1-year high of $48.26. The company has a current ratio of 2.48, a quick ratio of 2.10 and a debt-to-equity ratio of 0.02.

Insider Buying and Selling at Vital Farms

In related news, CFO Thilo Wrede sold 1,200 shares of the stock in a transaction on Friday, July 11th. The stock was sold at an average price of $38.97, for a total transaction of $46,764.00. Following the completion of the sale, the chief financial officer directly owned 56,187 shares in the company, valued at approximately $2,189,607.39. This trade represents a 2.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Matthew Ohayer sold 5,000 shares of the stock in a transaction on Wednesday, July 23rd. The stock was sold at an average price of $40.34, for a total transaction of $201,700.00. Following the transaction, the insider directly owned 6,872,070 shares in the company, valued at $277,219,303.80. The trade was a 0.07% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 67,400 shares of company stock valued at $2,413,630. 21.30% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Vital Farms

Hedge funds have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd increased its position in Vital Farms by 20,650.0% during the first quarter. Caitong International Asset Management Co. Ltd now owns 1,660 shares of the company's stock worth $51,000 after buying an additional 1,652 shares during the last quarter. US Bancorp DE boosted its holdings in Vital Farms by 36.2% during the first quarter. US Bancorp DE now owns 1,929 shares of the company's stock valued at $59,000 after acquiring an additional 513 shares during the period. CWM LLC boosted its holdings in Vital Farms by 43.2% during the first quarter. CWM LLC now owns 2,154 shares of the company's stock valued at $66,000 after acquiring an additional 650 shares during the period. Assetmark Inc. boosted its holdings in Vital Farms by 18.9% during the second quarter. Assetmark Inc. now owns 3,153 shares of the company's stock valued at $121,000 after acquiring an additional 501 shares during the period. Finally, Summit Investment Advisors Inc. boosted its holdings in Vital Farms by 15.8% during the fourth quarter. Summit Investment Advisors Inc. now owns 3,487 shares of the company's stock valued at $131,000 after acquiring an additional 475 shares during the period. 98.59% of the stock is owned by institutional investors and hedge funds.

About Vital Farms

Vital Farms, Inc, a food company, provides pasture-raised products in the United States. It offers shell eggs, butter, hard-boiled eggs, and liquid whole eggs. The company was founded in 2007 and is headquartered in Austin, Texas.