Vital Farms (VITL)
Markets pasture-raised eggs, butter, and related egg products across U.S. retail channels.
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Sells shell eggs, butter, hard-boiled eggs, and liquid whole eggs through U.S. retail and foodservice channels. The business reports one Eggs and Butter segment, with shell eggs providing most revenue and a distributed small-farm network supplying the flagship line.
Packages, markets, and distributes pasture-raised shell eggs, butter, hard-boiled eggs, and liquid whole eggs through retail and foodservice channels in the United States. The company reports one operating segment, Eggs and Butter, and long-lived assets and customers are located in the United States.
A distributed network of small farms supplies the shell-egg line, with processing centered on Egg Central Station in Missouri and a second washing and packing facility planned in Indiana. Brand execution leans on ethical-food positioning, public-benefit governance, and store-level availability rather than a company-owned-farm model.
Shell eggs remain the core economic line, so access to healthy flocks, farmer supply, processing capacity, and retailer shelf position shape the business.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 7, 2026 | Needham | Reiterate | Rating: —Target: $13 | Target: $14 |
| Aug 7, 2026 | DA Davidson | Reiterate | Rating: —Target: $16 | Target: $14 |
| Aug 7, 2026 | Stifel Nicolaus | Target | Target: $10 | Target: $11 |
| Aug 7, 2026 | BMO Capital | Reiterate | Rating: —Target: $50 | Target: $15 |
| Jun 30, 2026 | Jefferies | Target | Target: $52 | Target: $13 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 28, 2026Cash & short-term investments $21.2M · Total debt $108.2M · Total assets $502.1M · Shareholders' equity $283.7M
- Revenue
- $166.0M
- Operating income
- −$40.1M
- Net income
- −$31.1M
No dividends on record.
| Institutions | 85.13% | 36.55M shares | |
|---|---|---|---|
| 249 holders · as of Jun 30, 2026 | |||
| Insiders | 34.02% | 14.61M shares | |
| 18 holders · as of Sep 18, 2026 | |||
| Adds to | 119.15% | ||
42.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 119.15%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Matthew Ohayer1Insider10 percent owner | 16.34% | 7.19M | filed Mar 13, 2026 |
BlackRock, Inc.Institution | 12.05% | 5.17M | as of Jun 30, 2026 |
Jason L. Jones2Insider10 percent owner | 8.26% | 3.55M | filed Feb 11, 2022 |
StewartInsider | 6.02% | 2.58M | filed Feb 16, 2022 |
William Blair Investment Management, LLCInstitution | 5.65% | 2.43M | filed Feb 12, 2024 |
- Matthew Ohayer's transaction reports restate only vehicles that traded; the 2025 ownership statement (7.19M) less the 170.4K net shares sold since is used instead.
- Jason L. Jones's transaction reports restate only vehicles that traded; the 2022 ownership statement (3.55M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| May 19, 2026 | Reena Chauhan van Hoven | officer: Chief People Officer | +2,242 | $8.92 |
| May 18, 2026 | Glenda J. Flanagan | director | +6,100 | $8.33 |
| May 15, 2026 | Kofi Owusu Amoo-Gottfried | director | +2,375 | $8.45 |
| May 13, 2026 | Gisel Ruiz | director | +6,151 | $8.13 |
| May 15, 2026 | Stephanie Coon | officer: Chief Strategy Officer | +5,895 | $8.42 |
- Cal-Maine Foods
Scale shell-egg rival across conventional and specialty eggs
- Post
Egg-products platform in foodservice and refrigerated retail
- Walmart
Mass retail private label sets value egg shelf alternatives
- Kroger
Grocery private label overlaps in premium and value eggs
- Costco
Club private label pressures premium eggs in bulk packs
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Vital Farms | $11.25 | −0.09% | $524.0M | — | 7,675.5 | 0.7 | −10.1% |
| Cal-Maine Foods | $73.74 | +0.79% | $3.40B | 11.1 | 85.7 | 1.2 | −49.9% |
| Post | $75.97 | +0.03% | $3.41B | 13.8 | 10.8 | 0.4 | −1.8% |
| Walmart | $110.02 | −0.11% | $855.02B | 38.8 | 36.8 | 1.2 | +5.9% |
| Kroger | $58.54 | −0.00% | $36.57B | 32.3 | 11.7 | 0.2 | +2.0% |
| Costco | $900.44 | +0.12% | $398.46B | 45.2 | 41.0 | 1.4 | +11.6% |
| Median | 32.3 | 36.8 | 1.2 | +2.0% |