RealReal (NASDAQ:REAL) Insider Sells $241,867.44 in Stock

The RealReal, Inc. (NASDAQ:REAL) insider Luke Thomas Friang sold 22,028 shares of the stock in a transaction on Friday, August 21st. The stock was sold at an average price of $10.98, for a total transaction of $241,867.44. Following the transaction, the insider directly owned 508,648 shares in the company, valued at approximately $5,584,955.04. This represents a 4.15% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

RealReal Trading Down 1.7%

REAL opened at $10.93 on Thursday. The RealReal, Inc. has a 1-year low of $7.30 and a 1-year high of $17.39. The company has a market cap of $1.33 billion, a P/E ratio of -9.76 and a beta of 2.69. The company has a fifty day moving average price of $11.65 and a two-hundred day moving average price of $10.88.

RealReal (NASDAQ:REAL) last released its quarterly earnings data on Thursday, August 6th. The company reported ($0.01) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.02) by $0.01. The company had revenue of $192.57 million for the quarter, compared to the consensus estimate of $188.11 million. RealReal’s revenue was up 16.6% on a year-over-year basis. On average, research analysts forecast that The RealReal, Inc. will post -0.13 EPS for the current fiscal year.

Key Stories Impacting 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

Analysts Set New Price Targets

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

Institutional Trading of RealReal

Several institutional investors and hedge funds have recently made changes to their positions in REAL. Penn Capital Management Company LLC grew its position in RealReal by 13.0% in the 4th quarter. Penn Capital Management Company LLC now owns 1,336,674 shares of the company’s stock worth $21,112,000 after purchasing an additional 153,806 shares in the last quarter. Fifth Third Bancorp purchased a new position in shares of RealReal in the 1st quarter worth approximately $2,270,000. Universal Beteiligungs und Servicegesellschaft mbH purchased a new position in shares of RealReal in the 4th quarter worth approximately $3,188,000. Polen Capital Management LLC grew 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 valued at $2,763,000 after acquiring an additional 103,000 shares in the last quarter. Finally, Hillsdale Investment Management Inc. bought a new position in shares of RealReal in the first quarter valued at approximately $3,955,000. Hedge funds and other institutional investors own 64.73% of the company’s stock.

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.