Medifast (NYSE: MED) outlines metabolic shift, board changes in 2026 proxy
Medifast (NYSE: MED) has detailed its strategic shift towards holistic metabolic health, highlighted by its Metabolic Synchronization platform, and announced board changes in its 2026 proxy statement. The company is asking stockholders to vote on director elections, auditor ratification, executive pay, and an amended share incentive plan at its May 19, 2026 meeting. Daniel Chard will transition from Chairman and CEO to non-executive Chairman on June 1, 2026, separating the roles.
Medifast Inc stock: Why it's down but still drawing investor eyes
Medifast Inc stock has declined due to shifting consumer trends and competition, but recent insider buying, including a significant purchase by the CEO, suggests potential undervaluation. The company's coach-guided weight loss model and strategic investments in digital tools and corporate wellness aim to drive a rebound, making its upcoming Q1 2026 earnings report a critical event for investors. Despite market volatility and competition from GLP-1 drugs, analysts view Medifast with cautious optimism, noting its potential for returns if demand recovers.
Medifast Inc stock: Why it's down but still drawing investor eyes
Medifast Inc stock has experienced significant declines due to shifting consumer trends and increased competition, yet insider buying and upcoming Q1 2026 earnings are drawing investor attention. The company's unique coach-guided weight loss model through its OPTAVIA brand, coupled with strategic moves like digital tool investment and corporate wellness expansion, positions it as a potential value play in the consolidating North American weight management sector. Despite risks from sustained demand weakness and competition from drug-based solutions, market analysts maintain a cautious yet opportunity-laden outlook, contingent on upcoming earnings performance.
Medifast, Inc. Trade Ideas — LS:889384
This article compiles several trade ideas and analyses for Medifast, Inc. (MED), trading under LS:889384. Discussions range from the stock being oversold with a low RSI and attractive valuation metrics after a Q3 earnings miss, to technical analyses considering resistance levels, MACD, and stochastic indicators for potential long or short positions. The company's Q3 financial highlights and revised 2019 guidance are also provided.
MED SEC Filings - Medifast 10-K, 10-Q, 8-K Forms
This page provides access to Medifast (MED) SEC filings, including 10-K, 10-Q, 8-K, and insider trading forms, offering comprehensive insights into the company's financial condition, governance, and strategic developments. Recent filings detail director equity compensation, executive transitions, and the results of the 2025 Annual Meeting, where shareholders approved an additional 550,000 shares for equity awards and re-elected directors. Stock Titan enhances these filings with AI-powered summaries to help investors understand complex regulatory disclosures efficiently.
Medifast Stock Performance & Outlook 2026: Revenue Down 37.7% Annually - News and Statistics
Medifast has experienced a significant decline, with its stock price falling 27.7% to $9.88 and revenue decreasing 37.7% annually over the past three years, indicating weak demand and low business quality. Despite this, its forward EV-to-EBITDA multiple suggests the market still has favorable expectations. The report concludes that Medifast is expected to underperform due to its low margin of safety, making it vulnerable to market changes.
Medifast Inc Stock: Weight Management Leader Faces Evolving Consumer Trends and Competitive Pressure
Medifast Inc, known for its OPTAVIA brand, operates in the weight management sector with a coach-driven model. The company faces competitive pressures from new digital disruptors and GLP-1 drugs while leveraging its personalized coaching and pre-packaged meal replacements. For North American investors, Medifast offers exposure to the wellness sector with a potentially stable dividend policy, though regulatory scrutiny and coach attrition remain key risks.
Medifast CEO Buys $178K in Company Stock
Medifast CEO Daniel Chard purchased 17,678 shares of company stock for $178,724 on March 20th, a move seen as a vote of confidence amid a declining stock price. The investment suggests Chard believes the company is undervalued and has strong future prospects. Investors are now watching for the company's next earnings report in early May for further insights.
Medifast Inc Stock: Weight Management Leader Faces Evolving Consumer Trends and Competitive Pressure
Medifast Inc, through its OPTAVIA brand, is a key player in the weight management industry, utilizing a coach-driven model and pre-packaged meal replacements. While it faces competition from digital disruptors and GLP-1 drugs, its personalized approach and strong North American market presence have historically driven growth. The company’s financial performance is characterized by high margins and a focus on recurring revenue from its coach network, while strategic initiatives involve continuous product innovation and technology integration to maintain its competitive edge.
Medifast (MED) chairman Chard buys $178k in shares
Medifast (MED) Chairman and CEO Daniel R. Chard reported purchasing $178,724 worth of company shares on March 20, 2026, when the stock was near its 52-week low and considered undervalued by InvestingPro. This purchase occurred despite recent financial challenges reported by Medifast, including an EPS miss in Q4 2025 and a lowered price target from Stephens due to margin pressures and market adoption of GLP-1 drugs. Chard also disposed of shares to cover tax obligations related to restricted stock units.
Medifast (NYSE:MED) CEO Acquires $178,724.58 in Stock
Medifast CEO Daniel Chard recently acquired 17,678 shares of the company's stock, valued at $178,724.58, on March 20th, marking a significant increase in his direct ownership. Despite the recent stock purchase and a beat on Q4 2025 earnings estimates, the company faces negative margins, return on equity, and has issued negative guidance for FY 2026 and Q1 2026. Analysts currently rate Medifast as "Reduce" with an average price target of $12.00, while institutional investors hold a substantial portion of the shares.
Medifast (NYSE: MED) CFO gets stock awards, uses shares for taxes
Medifast CFO James P. Maloney received routine equity compensation, including 34,344 restricted stock units and 1,014 performance-based shares. To cover associated tax withholdings, shares totaling 4,624 at various prices were automatically withheld. Following these transactions, Maloney directly holds 73,033 shares of Medifast common stock.
Vanguard affiliate realignment shows 0% stake in Medifast (MED)
The Vanguard Group has filed an amended Schedule 13G/A, indicating a 0% beneficial ownership in Medifast (MED) common stock following an internal realignment effective January 12, 2026. This realignment disaggregated certain Vanguard subsidiaries' holdings, meaning these entities will now report their beneficial ownership separately in accordance with SEC guidelines. The filing, signed by Ashley Grim, Head of Global Fund Administration, emphasizes that this change reflects a reporting attribution adjustment rather than a market transaction by Medifast.
Medifast (MED) chairman Chard buys $178k in shares By Investing.com
Medifast (MED) Chairman and CEO Daniel R. Chard recently purchased $178,724 worth of company shares at $10.11 each, amidst the stock trading near its 52-week low. This purchase comes as the company also reported mixed Q4 2025 financial results with an EPS miss but slightly better-than-expected revenue. Stephens has lowered its price target for Medifast due to ongoing margin pressures and the impact of GLP-1 adoption on consumer behavior.
Medifast (NYSE: MED) VP awarded 10,830 RSUs; 1,130 shares withheld
Medifast's VP, Finance & CAO, Jonathan Barrett MacKenzie, was granted 10,830 restricted stock units (RSUs) on March 25, 2026, vesting in three equal annual installments. Concurrently, 1,130 shares were withheld across three transactions in March 2026 to cover tax obligations related to RSU vesting. Following these activities, MacKenzie directly holds 20,838 shares of Medifast common stock.
Medifast (NYSE: MED) president lists stock options and RSUs
Medifast president Nicholas Mark Johnson has filed an initial insider report detailing his equity stake in the company. The report includes common stock, stock options for 22,640 shares at an exercise price of $66.68 expiring in 2028, and several restricted stock unit awards. These RSUs will vest in three equal annual installments starting in March 2024, March 2025, and March 2026.
Medifast Inc stock faces renewed pressure amid weight loss sector shift and slowing OPTAVIA demand
Medifast Inc. is experiencing significant pressure due to declining revenues in its OPTAVIA weight-loss coaching business and increased competition from GLP-1 drugs. The company reported a 48% year-over-year decrease in Q4 2025 sales and dwindling coach numbers, while adjusting its strategy to include "precision fueling" programs compatible with GLP-1 users and expanding into corporate wellness. Despite a solid balance sheet, Medifast's future growth hinges on successful product innovation and diversification to navigate the evolving weight management industry.
Medifast Inc stock faces renewed pressure amid weight loss sector shift and slowing OPTAVIA demand
Medifast Inc. (US58470S1024), parent company of OPTAVIA, is experiencing significant revenue decline and pressure due to the rise of GLP-1 weight-loss drugs. The company reported a 48% year-over-year sales drop in Q4 2025 and has seen reduced coach count and customer demand for its traditional meal replacement programs. Medifast is implementing strategic initiatives like "precision fueling" for GLP-1 users, corporate wellness programs, and cost-cutting measures, with investors closely watching its adaptability in a rapidly changing weight management industry.
Investment firm shakes up public company board
Steamboat Capital, a New York investment firm and one of Medifast Inc.'s largest shareholders, is adding two members to the company's board. The firm believes Medifast is undervalued and that expense reductions are necessary to reverse years of revenue declines, shortly after Medifast switched headquarters.
Medifast (MED) down 5.7% since last earnings report: Can it rebound?
This article analyzes Medifast's stock performance since its last earnings report, noting a 5.7% decline. It poses the question of whether the company can rebound, suggesting further analysis would be needed to answer this.
Medifast (NYSE:MED) Raised to "Hold" at Wall Street Zen
Wall Street Zen has upgraded Medifast (NYSE:MED) from a "sell" to a "hold" rating, though the consensus remains "Reduce" with a $12.00 price target. Despite beating recent quarterly estimates, Medifast remains unprofitable and has provided negative EPS guidance for Q1 and FY2026. The stock currently trades around $10, with high institutional ownership.
MED Technical Analysis & Stock Price Forecast
This article provides a technical analysis and stock price forecast for Medifast Inc (MED), indicating a "Strong Sell" consensus based on various technical indicators. It details momentum indicators like RSI and MACD, support and resistance levels, and performance relative to several moving averages, all suggesting a bearish outlook for the stock as of March 20, 2026.
Steamboat Capital builds 6% Medifast (NYSE: MED) stake and gains board seats
Steamboat Capital Partners, LLC and Parsa Kiai have acquired a 6% beneficial ownership stake in Medifast (NYSE: MED) for approximately $7.38 million, viewing the stock as undervalued. Following this investment, they sent a strategic suggestion letter to Medifast and entered into a Cooperation Agreement, which includes the nomination of two Steamboat-suggested individuals to Medifast's board. The reporting persons intend to continue engagement with Medifast's management and board on profitability, strategy, and shareholder value, with flexibility for future actions consistent with the agreement.
Medifast Announces Cooperation Agreement with Steamboat Capital
Medifast (NYSE: MED) has announced a cooperation agreement with Steamboat Capital, under which Parsa Kiai and Jeff Rose from Steamboat Capital will be nominated as independent director candidates for election at Medifast's 2026 Annual Meeting. This agreement follows Steamboat Capital acquiring over 5% of Medifast's shares. Medifast CEO Dan Chard will step down as CEO on June 1, 2026, but remain Chairman, with Nicholas Johnson expected to succeed him as CEO.
Medifast (NYSE: MED) reaches cooperation deal with Steamboat, adds director nominees
Medifast, Inc. has entered a Cooperation Agreement with Steamboat Capital Partners, an investor owning over 5% of its shares. The agreement involves Medifast nominating Steamboat's Parsa Kiai and Jeff Rose as independent director candidates for the 2026 and 2027 Annual Meetings, while two current directors will not seek re-election. In return, Steamboat has agreed to a standstill and voting provisions, committing to support the board nominees and avoiding proxy contests through the 2027 Annual Meeting.
Medifast Inc Stock (ISIN: US58470S1024) Faces Analyst 'Reduce' Rating Amid Revenue Recovery Signals
Medifast Inc. (ISIN: US58470S1024) stock is trading near multi-year lows despite beating Q4 2025 revenue and EPS estimates, with analysts maintaining a 'Reduce' consensus target of $16.50. The company's OPTAVIA coach model is pivoting to stabilize amid a GLP-1 dominated market, leading to sequential revenue improvement but persistent full-year challenges. European investors are closely watching for signs of sustained recovery given the stock's discounted valuation and the company's strong balance sheet.
Medifast Inc Stock (ISIN: US58470S1024) Faces Analyst 'Reduce' Rating Amid Revenue Recovery Signals
Medifast Inc. (ISIN: US58470S1024) shares are trading near multi-year lows, facing a 'Reduce' consensus from analysts despite beating revenue and EPS estimates in Q4 2025. The company is pivoting its OPTAVIA coach model to address challenges posed by GLP-1 drugs, with investors eager to see if recent sequential improvements can be sustained. European investors are particularly interested in its differentiation from pharmaceutical competitors and the recurring revenue from its consumable products.
Zacks Research Estimates Medifast FY2028 Earnings
Zacks Research analysts project Medifast's (NYSE:MED) FY2028 earnings per share (EPS) to be ($1.83), significantly lower than the current consensus estimate of $0.51. Despite recently beating Q4 2025 revenue and EPS expectations, the company remains unprofitable and issued negative guidance for FY2026 and Q1 2026. Analyst sentiment for Medifast is weak, with an average "Reduce" rating and a target price of $12.00, while the stock trades around $10.71.
MED Stock News Today | Earnings, Events & Price Alerts
This page provides a compilation of recent news and events related to MED stock, including articles about Medifast's OPTAVIA program for insurance reimbursement and Q4 2025 earnings insights. It also lists upcoming important financial events such as revenue forecasts for FY26 and Q1. The information is presented by Intellectia.AI, offering investment tools and analysis.
MED PE Ratio & Valuation, Is MED Overvalued
Medifast Inc (MED) is currently considered undervalued, with a forward PS ratio of 0.32 compared to its five-year average of 10.80. Its fair price is estimated to be between $16.17 and $43.88, making it undervalued by 34.88% relative to its current price of $10.53. Despite this, its P/S ratio of 0.32 is above the industry average, which, coupled with a -36.90% revenue growth, suggests this premium may be unsustainable.
Medifast (MED) Price Target Decreased by 20.00% to 12.24
The average one-year price target for Medifast (MED) has been reduced by 20% to $12.24 per share, down from $15.30. This new target represents a 16.68% increase from its last reported closing price of $10.49. Institutional ownership in Medifast has seen a decrease in the number of funds reporting positions, although the average portfolio weight dedicated to MED has slightly increased.
Medifast's Q4 Earnings Call: Our Top 5 Analyst Questions
Medifast's Q4 2025 results surpassed revenue expectations due to an early positive impact from its metabolic health-focused business model and improved coach productivity. Despite beating revenue estimates, the company reported a significant GAAP EPS miss and provided Q1 2026 guidance below analyst expectations. The article highlights key analyst questions regarding coach productivity, revenue stabilization, new product offerings for GLP-1 users, and the impact of cost reductions.
Medifast’s Fourth Quarter Earnings Conference: The Five Key Questions from Analysts
Medifast reported Q4 results that exceeded revenue forecasts, attributing it to a shift towards a metabolic health model and improved coach productivity. Although revenue is still declining year-over-year, CEO Dan Chard noted promising indicators, like a 6% increase in coach productivity. Analysts focused on the durability of these gains, revenue stabilization, new products for GLP-1 users, and the impact of cost-cutting measures, with Medifast anticipating $30 million in annual savings.
Medifast’s Fourth Quarter Earnings Conference: The Five Key Questions from Analysts
Medifast exceeded Q4 revenue forecasts, driven by a new metabolic health strategy and improved coach productivity, despite a decline in GAAP EPS and EBITDA. Analysts focused on the sustainability of coach gains, revenue stabilization, GLP-1 product support, and the impact of cost-cutting measures. The company is looking to new product rollouts and continued restructuring for future growth.
Medifast (NYSE: MED) revenue falls 36% in 2025, issues weaker 2026 guidance
Medifast (NYSE: MED) reported a significant financial downturn in 2025, with full-year revenue falling 36% to $385.8 million and a net loss of $18.7 million, largely attributed to pressure from GLP-1 weight-loss drugs and a 40.6% drop in active earning coaches. The company announced a strategic shift towards metabolic health and issued weaker guidance for 2026, projecting full-year revenue between $270 million and $300 million and continued losses per share. Despite the revenue challenges, Medifast maintains a strong balance sheet with $167.3 million in cash and no debt, providing financial flexibility for its business transformation.
Medifast (NYSE:MED) Downgraded to "Sell" Rating by Wall Street Zen
Wall Street Zen downgraded Medifast (NYSE:MED) from "hold" to "sell," aligning with Weiss Ratings' "sell" stance, leading to a consensus "Reduce" rating and a $12.00 target price. Despite beating quarterly revenue and EPS estimates, the company issued weak guidance for FY 2026 and Q1 2026, showing negative margins and return on equity. Institutional investors hold approximately 95.5% of the shares, with several funds recently increasing their positions.
Medifast (MED) Q4 Loss Deepens Bearish Narratives On Earnings Sustainability
Medifast (MED) reported a significant Q4 2025 loss of US$1.65 EPS and a revenue decline to US$75.1 million, deepening concerns about its earnings sustainability. This performance, along with a trailing twelve-month loss, supports bearish arguments regarding its business model, shrinking coach network, and increasing competition. The company's low price-to-sales multiple is seen by some as a reflection of its weak fundamentals and by others as a potential entry point if new initiatives stabilize revenue.
Scientific Evidence Demonstrates OPTAVIA®’s Metabolic Health Benefits, Opening the Door to Qualified HSA/FSA Clients
Medifast announced that its OPTAVIA metabolic health system is now eligible for reimbursement through Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA), allowing clients to save up to 40% on program costs. This move is significant as over 90% of U.S. adults are metabolically unhealthy, and OPTAVIA's science-backed approach, including Metabolic Synchronization™, aims to reverse metabolic dysfunction by reducing visceral fat and preserving lean muscle mass. Medifast plans to launch new products in 2026 to further support metabolic health, reinforcing its commitment to scientific solutions and comprehensive behavioral support.
Stephens cuts Medifast stock price target to $12 on margin pressures
Stephens has lowered its price target for Medifast (NYSE:MED) stock to $12 from $15, while maintaining an Equal Weight rating, citing margin pressures despite exceeding revenue expectations for Q4 2025. The company faces ongoing challenges from GLP-1 adoption and a value-focused consumer impacting client acquisition. Medifast's future performance hinges on stabilizing coach headcount and successful product refresh initiatives to regain top-line momentum.
Stephens Lowers Medifast (NYSE:MED) Price Target to $12.00
Stephens has decreased its price target for Medifast (NYSE:MED) to $12.00 from $15.00, while maintaining an "equal weight" rating, suggesting a potential 12% upside. This aligns with the consensus analyst rating of "Reduce" and an average price target of $12.00. Medifast recently reported better-than-expected revenue and EPS for the last quarter but remains unprofitable, issuing negative EPS guidance for both the full year 2026 and Q1 2026.
Public company to leave Harbor East headquarters
Medifast, a prominent public company, is relocating its headquarters from Harbor East to Canton this spring. The move means the company will vacate its 51,000 square-foot office space in Harbor East. This follows a period where Medifast's sales plummeted by 60% over three years, prompting a look beyond its traditional weight loss focus.
Medifast Announces Fourth Quarter and Full Year 2025 Financial Results
Medifast announced its financial results for the fourth quarter and full year ended December 31, 2025, reporting a significant decrease in revenue and a net loss for both periods. The company is undergoing a business transformation, shifting its focus towards optimal metabolic health, and provided guidance for the first quarter and full year 2026. Despite financial challenges, Medifast highlighted positive year-over-year coach productivity and an increase in coach-led meetings as signs of future improvement.
Medifast outlines $270M–$300M 2026 revenue target as CEO transition and metabolic health focus drive execution
Medifast (MED) is targeting $270 million to $300 million in revenue by 2026, driven by new product launches and an increased focus on metabolic health. This strategic shift coincides with the upcoming CEO transition to Dan Chard, who previously led the company. The company aims to innovate its product offerings and expand its market reach in the health and wellness sector.
Medifast Q4 Loss Wider Than Expected, Revenues Decline 37% Y/Y
Medifast (MED) reported a wider-than-expected loss of $1.65 per share in Q4 2025, significantly missing the Zacks Consensus Estimate, largely due to a tax provision charge. Revenues declined 36.9% year-over-year to $75.1 million, impacted by a decrease in active earning OPTAVIA coaches and broader weight-loss market pressures, including GLP-1 medications, though revenue did exceed consensus estimates. The company forecasts revenues between $270 million and $300 million for 2026, with an expected loss per share of $1.55 to $2.75.
Medifast, Inc. (NYSE:MED) Q4 2025 Earnings Call Transcript
Medifast (NYSE: MED) reported its Q4 2025 earnings, with an EPS of $-0.55, beating expectations of $-0.76. The company is transitioning from a weight-loss focus to metabolic health, emphasizing its "metabolic synchronization" science to address metabolic dysfunction, catalyzed by GLP-1 drug adoption and CEO Dan Chard's planned departure in June 2026. Despite a revenue decrease of 36.9% year-over-year, Medifast saw improved coach productivity and reinstituted annual guidance for 2026, expecting revenue between $270 million and $300 million and a return to profitability by Q4 2026.
MEDIFAST INC SEC 10-K Report
Medifast, Inc. released its 2025 10-K report, detailing a significant 36% revenue decrease to $385.8 million and a net loss of $(18.7) million, reflecting challenges in its strategic transformation. The company is shifting its focus to holistic metabolic health, with new product innovations planned for 2026, while grappling with a declining coach network and intense competition from weight loss solutions like GLP-1 medications. Medifast aims to enhance digital tools, expand its coach network, and is evaluating potential acquisitions to support future growth.
Medifast (NYSE:MED) Updates Q1 2026 Earnings Guidance
Medifast (NYSE:MED) has updated its Q1 2026 earnings guidance, projecting an EPS of -0.70 to -0.15 against a consensus of -0.26, and revenue guidance of $65.0M–$80.0M compared to a consensus of $78.1M. The company also revised its full-year 2026 EPS guidance to -2.75 to -1.55. MED stock traded around $10.78, with institutional investors holding approximately 95.5% of shares, and analysts maintaining a "Reduce" rating with a $16.50 consensus target.
Earnings call transcript: Medifast Q4 2025 shows significant EPS miss
Medifast Inc. (NYSE:MED) reported a challenging Q4 2025, missing EPS forecasts significantly with -$1.65 against an expected -$0.45, although revenue slightly exceeded expectations at $75.1 million. The company is undergoing a transformation, shifting its focus from traditional weight loss to metabolic health and implementing restructuring efforts, anticipating over $30 million in future savings. Despite a sharp decline in active earning coaches, Medifast highlighted early positive indicators in coach productivity and is reinstituting annual guidance for 2026, projecting revenue between $270-$300 million.
Medifast Inc (NYSE:MED) Reports Mixed Q4 Results with Deepening Losses and Challenging 2026 Outlook
Medifast Inc (NYSE:MED) reported mixed Q4 2025 results, with revenue slightly exceeding expectations but losses deepening significantly. The company's forward guidance for Q1 and full-year 2026 falls well below analyst estimates, largely due to a steep decline in active earning coaches attributed to the rise of GLP-1 medications. Despite a strong balance sheet and a stated strategic pivot towards a metabolic health company, the negative market reaction reflects concerns about sustained revenue decline and stabilization challenges.
Medifast's (NYSE:MED) Q4 CY2025 Sales Top Estimates
Medifast (NYSE:MED) reported Q4 CY2025 results with revenue of $75.1 million, exceeding analyst estimates, despite a 36.9% year-on-year decline. However, the company's GAAP loss of $1.65 per share significantly missed estimates, and its Q1 CY2026 revenue guidance of $72.5 million was below analyst expectations. The company acknowledged a challenging demand environment and is focusing on a new growth and profitability strategy.
