Fund 1 Investments LLC Takes $1.68 Million Position in The RealReal, Inc. $REAL

Key Points

• Fund 1 Investments LLC acquired 142,618 RealReal shares worth approximately $1.68 million, while institutional investors and hedge funds collectively own 64.73% of the company.
• Analyst sentiment is generally positive: six analysts rate the stock Buy, two Hold, and one Sell, producing a “Moderate Buy” consensus and a $17.75 average price target.
• RealReal reported quarterly revenue of $192.57 million, up 16.6% year over year, and an adjusted loss of $0.01 per share that exceeded estimates; however, insiders have sold 173,004 shares worth about $1.9 million over the past 90 days.

Fund 1 Investments LLC acquired a new position in shares of The RealReal, Inc. (NASDAQ:REAL - Free Report) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 142,618 shares of the company's stock, valued at approximately $1,681,000. Fund 1 Investments LLC owned approximately 0.12% of RealReal as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Penn Capital Management Company LLC boosted its holdings in RealReal by 13.0% in the fourth quarter. Penn Capital Management Company LLC now owns 1,336,674 shares of the company's stock worth $21,112,000 after acquiring an additional 153,806 shares in the last quarter. Fifth Third Bancorp purchased a new stake in RealReal during the 1st quarter worth approximately $2,270,000. Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in RealReal during the 4th quarter valued at approximately $3,188,000. Polen Capital Management LLC raised its holdings in shares of RealReal by 142.9% in the fourth quarter. Polen Capital Management LLC now owns 175,088 shares of the company's stock worth $2,763,000 after buying an additional 103,000 shares during the last quarter. Finally, Hillsdale Investment Management Inc. acquired a new stake in shares of RealReal during the first quarter worth $3,955,000. 64.73% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on REAL shares. UBS Group upped their target price on RealReal from $14.00 to $16.00 and gave the company a "neutral" rating in a research report on Friday, August 7th. Roth Capital reiterated a "buy" rating and set a $19.00 price target on shares of RealReal in a research note on Friday, August 7th. BTIG Research reissued a "buy" rating and issued a $17.00 price objective on shares of RealReal in a report on Wednesday, June 3rd. Weiss Ratings reissued a "sell (d-)" rating on shares of RealReal in a report on Friday, July 17th. Finally, Robert W. Baird set a $13.00 price objective on RealReal in a research note on Friday, May 8th. Six analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat, RealReal currently has a consensus rating of "Moderate Buy" and a consensus target price of $17.75.

Insiders Place Their Bets

In other news, CAO Steve Ming Lo sold 12,559 shares of the firm's stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $10.97, for a total transaction of $137,772.23. Following the sale, the chief accounting officer directly owned 176,910 shares in the company, valued at $1,940,702.70. This trade represents a 6.63% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Luke Thomas Friang sold 22,028 shares of RealReal stock in a transaction dated Friday, August 21st. The shares were sold at an average price of $10.98, for a total value of $241,867.44. Following the completion of the transaction, the insider owned 508,648 shares of the company's stock, valued at approximately $5,584,955.04. This represents a 4.15% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 173,004 shares of company stock valued at $1,899,283. Insiders own 2.66% of the company's stock.

Trending Headlines about RealReal

Here are the key news stories impacting RealReal this week:

• Positive Sentiment: Vintage demand has surged 432%, according to The RealReal, as U.S. shoppers increasingly turn to resale for luxury products. The trend could expand marketplace activity, consignor supply, and transaction revenue. The RealReal says vintage demand has surged 432%
• Positive Sentiment: The company says resale is becoming a first choice for shoppers rather than simply a lower-cost alternative. The findings are based on 15 years of proprietary data covering more than 50 million items sold and 44 million members, strengthening The RealReal’s position in the luxury resale market. The RealReal's 2026 Resale Report
• Positive Sentiment: Chanel reportedly leads resale demand, with interest helped by designer Matthieu Blazy, while emerging designers and newly popular “it bags” are gaining momentum. Broader brand participation could improve inventory variety and attract additional buyers and consignors. Designer Matthieu Blazy Has Helped Make Chanel the Most Popular Brand
• Neutral Sentiment: Short-interest data reported for August shows zero shares and a zero-day days-to-cover ratio, but the accompanying “NaN” change indicates a likely data-quality issue. It provides no reliable signal about investor positioning.
• Negative Sentiment: Chief Accounting Officer Steve Ming Lo sold 12,559 shares at an average price of $10.97, reducing his position by 6.63%. While he retained a substantial stake, insider selling can create near-term caution, particularly for a high-beta, still-unprofitable company. Steve Ming Lo Sells RealReal Shares

RealReal Price Performance

Shares of NASDAQ REAL opened at $10.93 on Thursday. The stock has a market capitalization of $1.33 billion, a price-to-earnings ratio of -9.76 and a beta of 2.69. The RealReal, Inc. has a 12 month low of $7.30 and a 12 month high of $17.39. The firm's 50 day simple moving average is $11.65 and its 200-day simple moving average is $10.88.

RealReal (NASDAQ:REAL - Get Free Report) last posted its earnings results on Thursday, August 6th. The company reported ($0.01) earnings per share for the quarter, beating the consensus estimate of ($0.02) by $0.01. The firm had revenue of $192.57 million for the quarter, compared to analysts' expectations of $188.11 million. The firm's revenue for the quarter was up 16.6% on a year-over-year basis. Analysts anticipate that The RealReal, Inc. will post -0.13 earnings per share for the current fiscal year.

About RealReal

The RealReal, Inc NASDAQ: REAL operates an online marketplace specializing in the authenticated resale of luxury goods. Since its founding in 2011 by entrepreneur Julie Wainwright, the company has positioned itself as a leading platform for consignors and shoppers seeking designer fashion, fine jewelry, watches, art, and home décor. Headquartered in San Francisco, The RealReal combines e-commerce technology with an in-house team of experts to offer a seamless buying and selling experience for secondhand luxury items.

At the core of The RealReal's business model is its consignment service, which enables individuals to sell pre-owned luxury products through a fully managed process.

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