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Medifast, Inc. received an amended Schedule 13G filing showing that three affiliated Susquehanna entities collectively report beneficial ownership of 148,944 shares of Medifast common stock, representing 1.4% of the outstanding shares as of the event date.
The reporting persons are G1 Execution Services, LLC, Susquehanna Fundamental Investments, LLC, and Susquehanna Securities, LLC. Susquehanna Securities, LLC’s position includes options to buy 139,300 shares. Medifast had 10,991,273 shares outstanding as of October 27, 2025, based on the company’s Form 10-Q.
The group certifies that the securities were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Medifast, indicating a passive investment stance under the Schedule 13G framework.
Charles Schwab Investment Management Inc. has filed an amended Schedule 13G reporting beneficial ownership of 776,829 shares of Medifast Inc. common stock, representing 7.06% of the outstanding class as of 12/31/2025. Schwab has sole voting and sole dispositive power over these shares.
The shares are held in the ordinary course of business and not with the purpose or effect of changing or influencing control of Medifast. Schwab acts as investment adviser to the Schwab Fundamental U.S. Small Company ETF, which on its own holds 5.12% of Medifast’s common stock.
Medifast, Inc. reported several leadership and compensation changes. Anthony Tyree, Chief Business Operations Officer and a named executive officer, will leave the company effective December 31, 2025. Under a separation agreement and the executive severance policy, he will receive a lump-sum payment equal to one year of salary of $415,873 plus a target bonus of $291,111, his 2025 bonus based on actual performance, prorated vesting of restricted and performance share units through December 31, 2025, continued welfare plan coverage at active employee rates through December 31, 2026 if he elects COBRA, and up to six months of outplacement assistance.
Effective January 5, 2026, Nicholas Johnson is promoted from Chief Field Operations Officer to President of Medifast, adding responsibility for enterprise marketing, scientific and clinical affairs, product development, and consumable product and plan management. On the same date, CEO and Chairman Daniel Chard announced a planned transition to non-executive Chairman effective June 1, 2026. His letter agreement reduces his annual salary from $1,000,000 to $800,000, target bonus from 115% to 100%, and target long-term incentive from $4,600,000 to $2,400,000, with prorated 2026 incentives and continued vesting of existing equity while serving as non-executive Chairman.
Medifast (MED): G1 Execution Services, Susquehanna Fundamental Investments, and Susquehanna Securities filed an amended Schedule 13G reporting beneficial ownership of 654,945 shares of common stock, equal to 6.0% of the class as of 09/30/2025.
The filing notes that Susquehanna Securities’ reported holdings include options to buy 613,400 shares. The reporting persons indicate shared voting and dispositive power over 654,945 shares, with certain sole powers listed individually on their cover pages. Medifast had 10,991,064 shares outstanding as of July 28, 2025, per the company’s Form 10‑Q.
The group certifies the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Charles Schwab Investment Management, Inc. filed a Schedule 13G disclosing a passive stake in Medifast, Inc.
The filing reports 595,211 shares of common stock, representing 5.41% of the class, tied to the event date 09/30/2025. The firm holds sole voting power over 595,211 shares and sole dispositive power over 595,211 shares, with no shared voting or dispositive power.
The reporting person is classified as an investment adviser (IA) and certifies the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
Medifast (MED) reported a weak quarter as demand softened. Revenue was $89.4 million, down 36.2% year over year, and the company posted a net loss of $2.3 million ($0.21 per diluted share) versus a profit a year ago. Nine‑month revenue was $310.7 million, down 35.7%, with a net loss of $0.6 million.
Results reflect a sharp decline in the OPTAVIA coach network and productivity. Active earning coaches fell to 19,500 from 30,000, and average revenue per active coach slipped to $4,585. Gross margin narrowed to 69.5% (down 590 bps), pressured by lower volume leverage and a reserve tied to reformulating the Essential product line. SG&A fell in dollars but remained elevated at 74.1% of revenue.
Liquidity remains solid: cash, cash equivalents and investments were $173.5 million, with working capital of $161.1 million. Operating cash flow was $12.1 million for the nine months. The company exited its LifeMD equity position earlier in the year, contributing to $7.2 million of other income year‑to‑date. Shares outstanding were 10,991,273 as of October 27, 2025.
Medifast, Inc. (MED) reported an administrative update via Form 8-K. The company announced it issued a press release covering earnings for the third quarter ended September 30, 2025. The release is provided as Exhibit 99.1.
The disclosure under Item 2.02 is being furnished, not filed, meaning it is not subject to Section 18 of the Exchange Act and will not be incorporated into other filings unless specifically referenced. No financial figures are included in this notice; detailed results are contained in the attached press release.
Medifast Schedule 13G filing summary The reporting entities—G1 Execution Services, LLC; Susquehanna Fundamental Investments, LLC; and Susquehanna Securities, LLC—report aggregate beneficial ownership of 785,606 shares, representing 7.2% of Medifast's outstanding common stock based on 10,938,000 shares outstanding as of June 30, 2025. The filing expressly states that the Susquehanna Securities total includes options to acquire 695,200 shares.
The filing includes a certification that the securities were acquired and are held in the ordinary course of business and were not acquired to change or influence control. The report is executed and signed on August 13, 2025. No additional transactions, plans, or intentions are disclosed in this statement.