Medifast (MED)
Sells OPTAVIA nutrition plans through independent coaches and direct customer shipping.
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Offers one OPTAVIA segment of meal replacements, structured plans, and metabolic-health nutrition support, with revenue from U.S. product sales shipped directly to customers. Independent coaches drive customer support and social selling, while GLP-1 adoption and coach-network health shape demand.
Runs a single OPTAVIA segment built around Essential Fuelings, structured weight plans, OPTAVIA ACTIVE, OPTAVIA ASCEND, and GLP-1 Nutrition Support. Products ship directly to U.S. customers, while independent coaches provide habit support, community, and social selling without holding inventory.
Execution depends on keeping the coach network productive, refreshing meal-replacement and metabolic-health products, and translating physician-origin credibility into behavior-change support. The model pairs packaged nutrition with the Habits of Health system rather than operating clinics or pharmacies.
Demand is shaped by GLP-1 adoption, weight-loss programs, medications, surgery, apps, wearables, and regulatory scrutiny of coach claims. All revenue comes from U.S. product sales, and coach commissions are tied to those product sales.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Feb 19, 2026 | Stephens | Target | Target: — | Target: $12 |
| Nov 5, 2024 | DA Davidson | Upgrade | Target: $17.50 | Target: $17 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $169.8M · Total debt $27.6M · Total assets $260.4M · Shareholders' equity $196.4M
- Revenue
- $76.4M
- Operating income
- −$4.3M
- Net income
- −$3.1M
HistoryDividendAnnual yield
| Institutions | 77.44% | 8.66M shares | |
|---|---|---|---|
| 120 holders · as of Jun 30, 2026 | |||
| Insiders | 11.25% | 1.26M shares | |
| 11 holders · as of Aug 28, 2026 | |||
| Strategic holders | 6.40% | 715.9K shares | |
| 1 holder · as of May 15, 2026 | |||
| Other | 4.91% | 548.1K shares | |
| remainder | |||
11.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Renaissance Technologies LLCInstitution | 6.96% | 778,610 | as of Jun 30, 2026 |
Parsa KiaiInsiderdirector | 6.68% | 747,079 | filed Aug 28, 2026 |
Citadel Securities GP LLCStrategic | 6.40% | 715,910 | filed May 15, 2026 |
Steamboat Capital Partners, LLCInstitution | 6.32% | 706,699 | as of Jun 30, 2026 |
Two Sigma Investments, LPInstitution | 4.31% | 481,381 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 26, 2026 | Parsa Kiai | director | +43,150 | $12.26 |
| Aug 24, 2026 | Parsa Kiai | director | +4,329 | $12.00 |
| Aug 20, 2026 | Parsa Kiai | director | +43,150 | $11.60 |
| Aug 19, 2026 | Parsa Kiai | director | +29,337 | $11.66 |
| May 8, 2026 | Scott Schlackman | director | +2,500 | $12.65 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Medifast | $12.19 | −0.57% | $136.3M | — | — | 0.4 | −27.6% |
| Herbalife | $12.06 | +1.17% | $1.24B | 7.7 | 4.5 | 0.2 | +5.4% |
| WeightWatchers | $16.16 | −1.43% | $163.9M | — | — | 0.2 | — |
| Eli Lilly | $1,169.22 | +0.37% | $1.10T | 39.1 | 28.6 | 13.8 | +47.7% |
| Novo Nordisk (ADR) | $39.44 | −0.92% | $176.83B | 9.9 | 16.2 | 3.5 | +1.3% |
| Hims & Hers Health | $31.42 | +7.04% | $6.55B | — | 146.1 | 2.5 | +38.3% |
| Simply Good Foods | $10.00 | +0.41% | $880.9M | — | 6.0 | 0.6 | −6.3% |
| BellRing Brands | $9.01 | +0.61% | $1.04B | 6.3 | 7.5 | 0.4 | +4.2% |
| Median | 8.8 | 11.8 | 0.6 | +4.8% |