Farmer Brothers Company (FARM) Stock Falls on Q2 2026 Earnings

Farmer Brothers Company (FARM) reported second-quarter 2026 results. Revenue was $88.9 million, down 1.2% year-over-year and below the estimate of $94.3 million. Diluted earnings per share came in at -$0.22, weaker than the estimate of -$0.09. The stock fell 12.9% since market close.

Revenue: $88.9 million (down 1.2% YoY)

Gross profit: $32.3 million (down 16.9% YoY)

Operating result: operating loss of $4.1 million (down 506.3% YoY)

Net result: net loss of $4.9 million (down 2,417.1% YoY)

Diluted EPS: -$0.22 (down 2,300% YoY)

Margins were under pressure as gross profit fell while cost of sales rose. Cost of sales increased to $56.7 million, up 10.7% year-over-year, contributing to the operating loss and lower profitability.

Cash from operations: used $0.8 million (down 130.8% YoY)

Cash and equivalents: $4.2 million (down 23.7% YoY)

Purchases of property, plant and equipment: $1.8 million (down 9.9% YoY)

Total liabilities: $115.8 million (down 15.9% YoY)

Overall, Farmer Brothers Company (FARM) missed both revenue and EPS expectations for the quarter, reported weaker margins and cash flow, and saw a notable negative stock reaction of 12.9% after the release.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Farmer Brothers Company Hedge Fund Activity

We have seen 9 institutional investors add shares of Farmer Brothers Company stock to their portfolio, and 24 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BUILDER INVESTMENT GROUP INC /ADV removed 500,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $855,000
SANDERS MORRIS HARRIS LLC removed 218,238 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $318,627
TETON ADVISORS, LLC removed 101,809 shares (-32.4%) from their portfolio in Q4 2025, for an estimated $148,641
RENAISSANCE TECHNOLOGIES LLC removed 91,542 shares (-12.1%) from their portfolio in Q4 2025, for an estimated $133,651
ADVISORY SERVICES NETWORK, LLC removed 83,390 shares (-98.8%) from their portfolio in Q3 2025, for an estimated $142,596
CITADEL ADVISORS LLC removed 82,867 shares (-76.9%) from their portfolio in Q3 2025, for an estimated $141,702
DIMENSIONAL FUND ADVISORS LP removed 35,447 shares (-15.4%) from their portfolio in Q4 2025, for an estimated $51,752

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Farmer Brothers Company Analyst Ratings

Wall Street analysts have issued reports on $FARM in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Roth Capital issued a "Buy" rating on 11/28/2025

To track analyst ratings and price targets for Farmer Brothers Company, check out Quiver Quantitative's $FARM forecast page.

Farmer Brothers Company Price Targets

Multiple analysts have issued price targets for $FARM recently. We have seen 2 analysts offer price targets for $FARM in the last 6 months, with a median target of $2.75.

Here are some recent targets:

Gerry Sweeney from Roth Capital set a target price of $3.0 on 11/28/2025
Eric Des Lauriers from Craig-Hallum set a target price of $2.5 on 09/12/2025