Insider Trading March 23, 2026

Vita Coco CFO Disposes $110,900 in Shares as Analysts Update Forecasts

Corey Baker sold 2,000 shares; company sees analyst target increases amid mixed valuation signals

By Avery Klein COCO
Vita Coco CFO Disposes $110,900 in Shares as Analysts Update Forecasts
COCO

Vita Coco Company, Inc. (NASDAQ: COCO) reported an insider sale by CFO Corey Baker of 2,000 shares on March 19, 2026, generating $110,900. The transaction leaves Baker with 25,951 shares and existing non-qualified stock options that vest over time. Analysts have raised price targets and profit estimates following the company's fourth-quarter report, while InvestingPro flags the stock as trading above its Fair Value with a P/E of 45.34.

Key Points

  • CFO Corey Baker sold 2,000 shares on March 19, 2026 for $110,900 and now directly owns 25,951 shares; he also holds non-qualified stock options with staggered vesting schedules - relevant to investor assessment of insider liquidity.
  • Analyst revisions followed the company’s fourth-quarter report: Evercore ISI reiterated Outperform and raised its $70 price target citing strong scanner-data sales; Morgan Stanley lifted its target to $57 and increased fiscal 2026-27 adjusted EBITDA estimates by 11% and 12% respectively - relevant to equity research and financial markets.
  • InvestingPro flags COCO as trading above its Fair Value with a P/E of 45.34, while the stock has fallen 12.74% in the past week but rose nearly 49% over the past year - relevant to valuation and market-performance considerations in the consumer beverages segment.

Corey Baker, chief financial officer of Vita Coco Company, Inc. (NASDAQ: COCO), sold 2,000 shares of the company’s common stock on March 19, 2026. The shares were transacted at $55.45 apiece, producing total proceeds of $110,900. The company’s common share price is reported at $55.77 at the time of the filing.

Following the disposition, Baker directly holds 25,951 shares of Vita Coco common stock. In addition to these holdings, Baker retains non-qualified stock options to acquire shares at multiple exercise prices and with various expiration dates. The SEC filing indicates that those options vest according to schedules documented in the filing’s footnotes.


Market context surrounding the sale is mixed. Over the last week the share price has fallen 12.74 percent, while on a 12-month basis the stock has climbed nearly 49 percent. InvestingPro’s analysis included with the filing notes that Vita Coco currently appears overvalued relative to its Fair Value, trading at a price-to-earnings ratio of 45.34.

Investors seeking additional research can consult InvestingPro, which the filing references as offering a detailed Pro Research Report on COCO as well as more than a dozen ProTips specific to the ticker.


Analyst coverage and corporate moves have accompanied the insider trade. Evercore ISI reiterated an Outperform rating on Vita Coco and raised its price target to $70.00, citing scanner data that showed sales increasing 51.1 percent in the week ended March 8. Evercore also noted that sales were running ahead of plan and that there were no material freight disruptions stemming from recent political events.

Separately, Morgan Stanley increased its price target for Vita Coco to $57 from $49 and boosted its adjusted EBITDA estimates for fiscal 2026 and 2027 by 11 percent and 12 percent, respectively. Those analyst updates followed the company’s fourth-quarter results reported in February.

On the corporate governance front, Vita Coco appointed Shelley Broader to its board of directors. Broader is described as a retail executive with more than 25 years of global leadership experience, including prior executive roles at Chico’s FAS and Walmart.


The facts on the insider sale, the company’s recent trading performance, the InvestingPro valuation assessment, analyst target adjustments, and the board appointment are reflected in the filings and analyst reports cited in the company materials. The SEC filing referenced in connection with Baker’s options provides additional detail on vesting schedules and option terms in its footnotes.

Risks

  • Short-term share-price volatility - the stock fell 12.74% over the past week, indicating potential near-term trading risk for equity investors; this impacts financial markets and investor sentiment.
  • Valuation gap - InvestingPro’s assessment that the stock is trading above its Fair Value (P/E of 45.34) signals valuation uncertainty that could affect returns for investors in the consumer beverages sector.
  • Reliance on analyst expectations - upward revisions from Evercore ISI and Morgan Stanley are tied to recent sales data and quarterly results; if those operational trends change, market expectations and valuations could be at risk, affecting both consumer goods and financial market participants.

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