Quantinno Capital Management LP Raises Stake in Freshpet, Inc. $FRPT

Quantinno Capital Management LP grew its stake in Freshpet, Inc. (NASDAQ:FRPT) by 73.2% in the first quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 87,376 shares of the company’s stock after acquiring an additional 36,932 shares during the quarter. Quantinno Capital Management LP owned about 0.18% of Freshpet worth $5,152,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Caitong International Asset Management Co. Ltd increased its position in Freshpet by 606.8% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 417 shares of the company’s stock worth $25,000 after purchasing an additional 358 shares during the last quarter. Motiv8 Investments LLC purchased a new stake in shares of Freshpet in the 4th quarter valued at approximately $28,000. State of Wyoming acquired a new stake in shares of Freshpet during the 2nd quarter worth approximately $34,000. Signaturefd LLC increased its holdings in shares of Freshpet by 143.0% during the 4th quarter. Signaturefd LLC now owns 503 shares of the company’s stock worth $31,000 after buying an additional 296 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in shares of Freshpet by 1,388.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 506 shares of the company’s stock valued at $34,000 after buying an additional 472 shares during the period.

Freshpet Stock Down 6.6%

Freshpet stock opened at $66.73 on Friday. The company has a market capitalization of $3.28 billion, a PE ratio of 17.56 and a beta of 1.61. The company has a debt-to-equity ratio of 0.34, a quick ratio of 5.26 and a current ratio of 6.05. Freshpet, Inc. has a fifty-two week low of $46.45 and a fifty-two week high of $86.00. The firm has a 50 day moving average price of $55.89 and a 200 day moving average price of $62.58.

Analyst Ratings Changes

Several research analysts recently weighed in on FRPT shares. Wall Street Zen upgraded Freshpet from a “sell” rating to a “hold” rating in a research report on Sunday, August 2nd. Bank of America reduced their target price on Freshpet from $75.00 to $70.00 and set a “neutral” rating on the stock in a research report on Wednesday, July 1st. DA Davidson lowered their price target on Freshpet from $101.00 to $95.00 and set a “buy” rating for the company in a report on Thursday. TD Cowen raised their price objective on Freshpet from $80.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Weiss Ratings lowered shares of Freshpet from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, June 1st. Ten investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $75.31.

Freshpet News Summary

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 at Freshpet

In other news, CEO William B. Cyr sold 42,907 shares of Freshpet stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $47.92, for a total value of $2,056,103.44. Following the completion of the sale, the chief executive officer directly owned 204,585 shares of the company’s stock, valued at approximately $9,803,713.20. The trade was a 17.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders sold 235,262 shares of company stock worth $11,664,591 in the last ninety days. Company insiders own 4.30% of the company’s stock.

Freshpet Profile

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.