VITL at a glance
Vital Farms, Inc. (VITL, SEC CIK 1579733) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 28, 2025 (FY2025), Vital Farms, Inc. (VITL) reported revenue of $759.4 million (up 25.3% from FY2024) and net income of $66.3 million. Diluted EPS was $1.44.
- As of June 30, 2026, 30 institutional investment managers tracked by SignalX reported holding Vital Farms, Inc. (VITL) shares worth $198.3 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Van Hoven Reena Chauhan on May 19, 2026 of 2,242 shares at $8.92 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $759.4M
- +25.3% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 30 funds
- $198.3M · −1 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 5.03
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 28, 2026
Management Discussion & Analysis
- Quarterly revenue $166.0M, down $18.8M YoY from $184.8M
- Gross margin 7% vs 39% YoY; operating margin (24)% vs 13%
- Eggs and egg-related products $160.4M, approximately 97% of quarterly revenue
- Net loss $31.1M vs net income $16.6M; Adjusted EBITDA $(26.6)M vs $29.9M
- Outlook: supply controls throughout 2026; financial results below previously announced guidance amid oversupply and lower velocities
Risk Factors
- Newly triggered capacity risk: May 2026 capital-expenditure reductions, including halting Vital Crossroads construction and pausing accelerator-farm development
- Profitability risk: Q2 net loss $31.1 million amid commodity-egg oversupply, wider price gaps, and declining shell-egg velocities
- Debt covenant risk: Fixed-charge coverage breach as of June 28, 2026 required a lender waiver under the JPMorgan facility
- Revenue concentration risk: Shell eggs represented 92% of quarterly net revenue, increasing sensitivity to category demand
- Litigation and compliance risk: Missed public guidance may expose Vital Farms to securities litigation, derivative claims, and regulatory inquiry
AI summary of the VITL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Board-adopted bylaws effective August 11, 2026, without shareholder vote
- Expanded advance-notice disclosures increase procedural requirements for shareholder nominations and proposals
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Board-adopted bylaws effective August 11, 2026, without shareholder approval indicated
- Expanded advance-notice requirements increase disclosure burdens for activist nominations and shareholder proposals
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results covered quarter ended June 28, 2026
- Earnings press release issued August 6, 2026 and furnished as Exhibit 99.1
Item 8.01: Other Events
- Board cancelled $[amount not stated] stock-repurchase authorization effective upon Credit Facilities closing
- Credit Facilities restrict repurchases, removing near-term capital-return flexibility
Item 1.01: Entry into a Material Definitive Agreement
- $125.0M term loan funded in full, adding substantial secured leverage and balance-sheet liquidity
- Term loan carries SOFR + 7.50% and a potentially significant 1.30x exit-fee structure
Item EX-99.1: Item EX-99.1
- Q2 revenue fell 10.1% to $166.0M, while gross margin collapsed to 6.6% from 38.9% amid egg oversupply and lower-priced channel mix
- Net loss reached $31.1M, or $0.72 per diluted share, versus $16.6M net income and $0.36 EPS year-over-year
AI summaries of VITL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for VITL
Don't miss the next VITL filing
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- Fund moves. Which tracked funds opened, added or cut VITL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Van Hoven Reena Chauhan | F | Sep 16, 2026 | 344 | $10.03 |
| Holland Joseph Michael | F | Sep 2, 2026 | 412 | $10.12 |
| Ruiz Gisel | A | Jun 10, 2026 | 10,436 | - |
| Flanagan Glenda J | A | Jun 10, 2026 | 10,436 | - |
| Cyr William B. | A | Jun 10, 2026 | 10,436 | - |
| Amoo-Gottfried Kofi Owusu | A | Jun 10, 2026 | 10,436 | - |
| Kennedy Kelly J. | A | Jun 10, 2026 | 10,436 | - |
| Khoury Karl | A | Jun 10, 2026 | 10,436 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $606.3M | $759.4M |
| Gross Profit | - | $229.9M | $285.7M |
| Operating Income | - | $63.6M | $88.4M |
| Net Income | - | $53.4M | $66.3M |
| Gross Margin | - | 37.9% | 37.6% |
| Op. Margin | - | 10.5% | 11.6% |
| Net Margin | - | 8.8% | 8.7% |
| Balance Sheet | |||
| Total Assets | $275.2M | $359.3M | $518.7M |
| Equity | $192.7M | $269.3M | $351.3M |
| ROE | - | 19.8% | 18.9% |
| Per Share | |||
| EPS | - | $1.18 | $1.44 |
| Cash Flow | |||
| Operating CF | - | $64.8M | $33.7M |
| CapEx | - | $28.6M | $82.0M |
Source: XBRL data in Vital Farms, Inc. (VITL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate VITL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 30 | $198.3M |
| Q1 2026 | 31 | $326.8M |
| Q4 2025 | 30 | $686.1M |
| Q3 2025 | 30 | $840.4M |
| Q2 2025 | 30 | $641.3M |
| Q1 2025 | 26 | $384.2M |
| Q4 2024 | 20 | $384.5M |
| Q3 2024 | 17 | $328.7M |
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- Millennium Management−1.01M (-58%)
- Two Sigma Investments−961.6K (-58%)
- Dimensional Fund Advisors−684.9K (-49%)
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- Morgan Stanley−566.2K (-41%)
- D.E. Shaw & Co+282.3K
- Mangrove Partners+53.0K
- Allstate+28.1K
- Principal Financial Group−2.15M
- Prudential Financial−37.9K
- Citizens Financial Group−32.4K
- Truist Financial−26.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 214 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
VITL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 28, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| SC 13G | Jul 17, 2026 | - | - | |
| 8-K | Jun 16, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 21, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 19, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - |
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VITL SEC filings: frequently asked questions
Which institutions hold VITL stock?
As of June 30, 2026, the largest Vital Farms, Inc. (VITL) holders among the 13F filers tracked by SignalX were BlackRock ($60.2 million), Vanguard Capital Management LLC ($17.8 million), Goldman Sachs Group ($17.1 million), JPMorgan Chase & Co ($11.4 million), State Street Corp ($9.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was VITL's revenue in fiscal year 2025?
For the fiscal year ended December 28, 2025 (FY2025), Vital Farms, Inc. (VITL) reported revenue of $759.4 million (up 25.3% from FY2024) and net income of $66.3 million. Diluted EPS was $1.44. The figures come from the XBRL data in the 10-K.
What did VITL report in its latest 8-K?
Vital Farms, Inc. (VITL) filed an 8-K on August 17, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws). Board-adopted bylaws effective August 11, 2026, without shareholder vote.
What are the latest VITL SEC filings?
Vital Farms, Inc. (VITL) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on September 18, 2026.
What is VITL's SEC CIK number?
Vital Farms, Inc. (VITL)'s SEC Central Index Key (CIK) is 1579733. EDGAR lists every VITL filing under that number.
Ask anything about VITL
The research agent reads VITL's filings, financials, insider trades and 13F holders, then answers with sources.