Sprouts Farmers Market jumps as investors react to Q4 beat and new buyback plan

Sprouts Farmers Market, Inc. (SFM) is up 6.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to continued investor digestion of Sprouts’ quarterly results and outlook, including an earnings beat and strong cash generation alongside a newly authorized share repurchase program. Even though management guided to softer comparable-store sales in early 2026, the buyback and profitability metrics may be supporting the stock.

Details:

Sprouts reported fourth-quarter net sales of about $2.1 billion (up 8% year over year) and diluted EPS of $0.92 versus $0.79 a year earlier.

The company’s full-year 2026 outlook (52-week basis) called for net sales growth of 4.5% to 6.5% and diluted EPS of $5.28 to $5.44, with comparable-store sales expected between -1% and +1%.

For the first quarter of 2026, Sprouts guided to comparable-store sales of -3% to -1% and EPS of $1.66 to $1.70, highlighting expected first-half pressure from tough comparisons and macro conditions.

Sprouts disclosed a new $1 billion share repurchase authorization and noted it repurchased 4.0 million shares for $472 million (excluding excise tax), a signal that can improve sentiment and support EPS.

Sources:

Sprouts Farmers Market Investor Relations, Associated Press, Nasdaq

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SFM Insider Trading Activity

$SFM insiders have traded $SFM stock on the open market 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 have been sales.

Here’s a breakdown of recent trading of $SFM stock by insiders over the last 6 months:

JACK SINCLAIR (Chief Executive Officer) has made 0 purchases and 4 sales selling 16,180 shares for an estimated $1,942,892.
JOHN SCOTT NEAL (Chief Merchandising Officer) has made 0 purchases and 2 sales selling 17,471 shares for an estimated $1,488,497.
DUSTIN HAMILTON (Chief Stores Officer) has made 0 purchases and 3 sales selling 8,414 shares for an estimated $1,143,108.
JAMES H BAHRENBURG (Chief Technology Officer) sold 4,292 shares for an estimated $588,261
ALISA GMELICH (SVP, Chief Marketing Officer) has made 0 purchases and 2 sales selling 3,161 shares for an estimated $250,959.
KIM COFFIN (SVP, Chief Forager) sold 651 shares for an estimated $92,168
CURTIS VALENTINE (Chief Financial Officer) sold 343 shares for an estimated $48,071

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$SFM Hedge Fund Activity

We have seen 335 institutional investors add shares of $SFM stock to their portfolio, and 538 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

FMR LLC added 4,634,829 shares (+540.6%) to their portfolio in Q4 2025, for an estimated $369,256,826
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,505,536 shares (-69.1%) from their portfolio in Q4 2025, for an estimated $199,616,053
CITADEL ADVISORS LLC added 2,035,486 shares (+980.2%) to their portfolio in Q4 2025, for an estimated $162,167,169
POINT72 ASSET MANAGEMENT, L.P. added 1,729,336 shares (+inf%) to their portfolio in Q4 2025, for an estimated $137,776,199
BANK OF AMERICA CORP /DE/ removed 1,621,442 shares (-67.5%) from their portfolio in Q4 2025, for an estimated $129,180,284
D. E. SHAW & CO., INC. removed 1,416,997 shares (-84.9%) from their portfolio in Q4 2025, for an estimated $112,892,150
QUBE RESEARCH & TECHNOLOGIES LTD removed 1,396,794 shares (-52.7%) from their portfolio in Q4 2025, for an estimated $111,282,577

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

$SFM Congressional Stock Trading

Members of Congress have traded $SFM stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $SFM stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 2 purchases worth up to $30,000 on 10/30, 09/25 and 2 sales worth up to $30,000 on 10/31, 10/30.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$SFM Analyst Ratings

Wall Street analysts have issued reports on $SFM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Wells Fargo issued a "Overweight" rating on 10/30/2025
Barclays issued a "Overweight" rating on 10/30/2025
RBC Capital issued a "Outperform" rating on 10/30/2025
Goldman Sachs issued a "Buy" rating on 10/30/2025
Evercore ISI Group issued a "Outperform" rating on 10/30/2025
B of A Securities issued a "Buy" rating on 10/23/2025

To track analyst ratings and price targets for $SFM, check out Quiver Quantitative's $SFM forecast page.

$SFM Price Targets

Multiple analysts have issued price targets for $SFM recently. We have seen 9 analysts offer price targets for $SFM in the last 6 months, with a median target of $100.0.

Here are some recent targets:

Michael Morris from Evercore ISI Group set a target price of $82.0 on 02/23/2026
Edward Kelly from Wells Fargo set a target price of $100.0 on 02/20/2026
Thomas Palmer from JP Morgan set a target price of $77.0 on 02/20/2026
Steven Shemesh from RBC Capital set a target price of $114.0 on 02/20/2026
Robert Ohmes from B of A Securities set a target price of $92.0 on 02/20/2026
Seth Sigman from Barclays set a target price of $100.0 on 02/18/2026
Mark Carden from UBS set a target price of $75.0 on 02/18/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.