Freshpet, Inc. $FRPT Shares Purchased by Quantinno Capital Management LP

Quantinno Capital Management LP boosted its holdings in shares of Freshpet, Inc. (NASDAQ:FRPT) by 73.2% during the first quarter, Holdings Channel.com reports. The institutional investor owned 87,376 shares of the company’s stock after buying an additional 36,932 shares during the period. Quantinno Capital Management LP’s holdings in Freshpet were worth $5,152,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in FRPT. Optimize Financial Inc grew its stake in shares of Freshpet by 1.4% in the fourth quarter. Optimize Financial Inc now owns 10,957 shares of the company’s stock worth $668,000 after acquiring an additional 156 shares in the last quarter. Oregon Public Employees Retirement Fund raised its stake in shares of Freshpet by 1.5% in the fourth quarter. Oregon Public Employees Retirement Fund now owns 11,164 shares of the company’s stock valued at $680,000 after acquiring an additional 161 shares in the last quarter. Parallel Advisors LLC boosted its holdings in Freshpet by 55.0% in the third quarter. Parallel Advisors LLC now owns 555 shares of the company’s stock valued at $31,000 after purchasing an additional 197 shares during the period. Smartleaf Asset Management LLC grew its stake in Freshpet by 32.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 882 shares of the company’s stock worth $53,000 after purchasing an additional 214 shares in the last quarter. Finally, Ossiam grew its stake in Freshpet by 81.1% during the 2nd quarter. Ossiam now owns 509 shares of the company’s stock worth $35,000 after purchasing an additional 228 shares in the last quarter.

Freshpet News Roundup

Here are the key news stories impacting Freshpet this week:

• Positive Sentiment: Freshpet reported second-quarter net sales of $305.6 million, up approximately 15.5% year over year, while earnings per share of $0.39 exceeded the $0.22 consensus estimate. Adjusted EBITDA increased to $52.2 million, and adjusted gross margin expanded to 48.6% from 46.9%. Freshpet Second Quarter 2026 Financial Results
• Positive Sentiment: Management raised its 2026 outlook to 10%–12% net sales growth and $210 million–$220 million in adjusted EBITDA, while lifting its long-term adjusted gross-margin target to above 49%. The improved outlook reflects stronger volume, lower input costs and better manufacturing efficiency. Freshpet Growth and Outlook Analysis
• Positive Sentiment: Stifel Nicolaus raised its Freshpet price target to $78 from $66 and assigned a Buy rating. DA Davidson also maintained a Buy rating, with a still-bullish $95 target despite reducing it from $101. Freshpet Analyst Price Targets
• Neutral Sentiment: The earnings beat and higher guidance initially triggered a sharp rally, including speculation about short-covering. Some of that gain may be reversing as traders lock in profits and reassess valuation after the post-earnings move. Freshpet Short Squeeze and Outlook Bump
• Negative Sentiment: Morgan Stanley reaffirmed an Equal Weight rating but cut its price target to $72 from $77, signaling more limited upside than other analysts and likely contributing to near-term pressure. Morgan Stanley Freshpet Rating
• Negative Sentiment: Recent insider activity has been heavily weighted toward selling, including substantial sales by Chief Executive Officer William B. Cyr. While these transactions may be scheduled or unrelated to fundamentals, they can add a cautious signal for investors.

Insider Activity

In other Freshpet news, CEO William B. Cyr sold 4,319 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $51.18, for a total value of $221,046.42. Following the transaction, the chief executive officer directly owned 25,565 shares in the company, valued at $1,308,416.70. This represents a 14.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Craig D. Steeneck acquired 2,000 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were bought at an average cost of $47.83 per share, for a total transaction of $95,660.00. Following the acquisition, the director owned 37,500 shares of the company’s stock, valued at $1,793,625. This represents a 5.63% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold a total of 235,262 shares of company stock worth $11,664,591 in the last three months. Corporate insiders own 4.30% of the company’s stock.

Freshpet Trading Down 6.6%

NASDAQ:FRPT opened at $66.73 on Friday. The stock has a 50-day simple moving average of $55.89 and a 200-day simple moving average of $62.58. The stock has a market cap of $3.28 billion, a P/E ratio of 17.56 and a beta of 1.61. Freshpet, Inc. has a 1 year low of $46.45 and a 1 year high of $86.00. The company has a debt-to-equity ratio of 0.34, a quick ratio of 5.26 and a current ratio of 6.05.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Piper Sandler reaffirmed an “overweight” rating on shares of Freshpet in a research report on Monday, June 15th. JPMorgan Chase & Co. upped their target price on shares of Freshpet from $68.00 to $72.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 28th. Morgan Stanley reaffirmed an “equal weight” rating and issued a $72.00 target price (down from $77.00) on shares of Freshpet in a report on Thursday. TD Cowen lifted their price target on shares of Freshpet from $80.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Stifel Nicolaus boosted their price target on shares of Freshpet from $66.00 to $78.00 and gave the stock a “buy” rating in a report on Thursday. Ten equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $75.31.

About Freshpet

Freshpet Inc (NASDAQ: FRPT) is a leading pet food company specializing in fresh, refrigerated meals and treats for dogs and cats. The company’s products are formulated with carefully selected, natural ingredients and are designed to offer a higher level of nutrition and freshness than traditional dry or canned pet foods. Freshpet’s offerings include refrigerated rolls, pâtés and snacks, all of which are sold through the refrigerated section of grocery, mass-market and pet specialty stores.

Freshpet’s product portfolio is built around the concept of fresh, minimally processed recipes that do not require preservatives or artificial colors.