RVLV

Revolve Group, Inc.

NYSE · Retail-Catalog & Mail-Order Houses · Inc. DE · CIK 0001746618
$20.63 +0.93% $1.5B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)10 New Institutional Positions7 Institutional Exits
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusBuy (67%)
Inst. Holders50 funds
Inst. Value$778.8M
Inst. Activity10 buys / 7 sells
Insider Activity0B / 15S
Insider Net $-$10.8M
SEC Reports6
Exchange NYSE·Sector Retail-Catalog & Mail-Order Houses·Inc. DE·CIK 0001746618·Prev Close $20.44

Recent Activity

Jun 5, 2026 Insider
COX MELANIE was granted 5,297 shares
Director
Jun 5, 2026 Insider
Murphy Erinn Elisabeth was granted 5,297 shares
Director
Jun 5, 2026 Insider
Ruxandra Oana was granted 5,297 shares
Director
Jun 3, 2026 SEC
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth Stock Conference. Th
8-K — Impact 4/10
May 8, 2026 short_volume
Short Volume: RVLV — 55.4% short (0.3M / 0.6M)
Short: 319,042 | Exempt: 0 | TRF Vol: 575,767 | Short Ratio: 55.4% | Off-exchange volume (dark pool
May 5, 2026 SEC
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS of $0.20 (+25% YoY, b
8-K — Impact 7/10
Apr 29, 2026 SEC
Both co-CEOs of Revolve Group, Michael Karanikolas and Michael Mente, along with MMMK Development (a 10% owner entity co
CLUSTER — Impact 4/10
Inst.
MARSHALL WACE, LLP — ADD
1,950,751 shares ($44.1M)

Price Targets

$29.69 +43.9% upside Strong Buy
Current $20.63 Low $24.00 Median $28.00 High $37.00 13 analysts
$24.00 $37.00

Analyst Ratings

Buy67% buy · 21 analysts
6Strong Buy
8Buy
6Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 Piper Sandler MAINTAIN Overweight → Overweight
May 6, 2026 Keybanc MAINTAIN Overweight → Overweight
May 6, 2026 BTIG REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.22 ▼ -6.7% $0.19 — $0.24 45% YoY 8
Next Q $0.27 ▲ +1.8% $0.23 — $0.30 -13% YoY 8
Current FY $0.92 ▼ -1.3% $0.78 — $1.02 5% YoY 8
Next FY $1.07 ▼ -2.7% $0.84 — $1.25 16% YoY 8

Latest Reports

NEUTRAL 8-K 4/10
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth Stock Conference. Th
Jun 3, 2026
BULLISH 8-K 7/10
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS of $0.20 (+25% YoY, b
May 5, 2026

Top Institutional Holders

FundValueMove
FMR LLC$139.9M—
BlackRock, Inc.$83.2M—
VANGUARD PORTFOLIO MANAGEMENT LLC$75.0M—
FULLER & THALER ASSET$45.2MNEW
MARSHALL WACE, LLP$44.1MADD

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026COX MELANIEA$0.00
Jun 5, 2026Murphy ErinnA$0.00
Jun 5, 2026Ruxandra OanaA$0.00
Apr 29, 2026MMMK Development,C$0.00
Apr 29, 2026MMMK Development,SELL$406.6K
50 institutional holders with $778.8M total value (34,450,959 shares) as of 2026-Q1. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 10 institutions added/increased vs 7 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1FMR LLC6,187,963$139.9M18.0%—
2BlackRock, Inc.3,680,298$83.2M10.7%—
3VANGUARD PORTFOLIO MANAGEMENT LLC3,319,254$75.0M9.6%—
4FULLER & THALER ASSET MANAGEMENT, INC.1,999,411$45.2M5.8%NEW
5MARSHALL WACE, LLP1,950,751$44.1M5.7%ADD +31.0%
6WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,766,423$39.9M5.1%—
7VANGUARD CAPITAL MANAGEMENT LLC1,759,032$39.8M5.1%—
8KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,603,961$36.3M4.7%TRIM -58.5%
9BALYASNY ASSET MANAGEMENT L.P.1,199,048$27.1M3.5%TRIM -35.6%
10STATE STREET CORP1,145,648$25.9M3.3%—
11LONDON CO OF VIRGINIA1,024,590$23.2M3.0%—
12DIMENSIONAL FUND ADVISORS LP904,319$20.4M2.6%—
13CITADEL ADVISORS LLC793,514$17.9M2.3%—
14GOLDMAN SACHS GROUP INC714,106$16.1M2.1%—
15BANK OF AMERICA CORP /DE/624,985$14.1M1.8%ADD +48.2%
16SILVERCREST ASSET MANAGEMENT GROUP LLC558,691$12.6M1.6%—
17MORGAN STANLEY557,300$12.6M1.6%TRIM -36.4%
18RAYMOND JAMES FINANCIAL INC441,294$9.7M1.2%—
19Allspring Global Investments Holdings, LLC431,807$9.6M1.2%—
20D. E. Shaw & Co., Inc.423,271$9.6M1.2%DOUBLED +158.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MARSHALL WACE, LLPADD1,489,5811,950,751+31.0%$44.1M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.TRIM1,862,9551,199,048-35.6%$27.1M2026-Q1
BANK OF AMERICA CORP /DE/ADD421,769624,985+48.2%$14.1M2026-Q1
MORGAN STANLEYTRIM876,350557,300-36.4%$12.6M2026-Q1
TUDOR INVESTMENT CORP ET ALTRIM389,558180,494-53.7%$4.1M2026-Q1
AMERIPRISE FINANCIAL INCADD57,53191,678+59.4%$2.1M2026-Q1
Nuveen, LLCNEAR_EXIT375,73879,485-78.8%$1.8M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD45,26273,098+61.5%$1.7M2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED13,08343,566+233.0%$985.0K2026-Q1
Mariner, LLCADD12,85422,485+74.9%$508.3K2026-Q1
HSBC HOLDINGS PLCTRIM44,38722,404-49.5%$500.5K2026-Q1
Brevan Howard Capital Management LPTRIM33,62119,637-41.6%$444.0K2026-Q1
CWM, LLCDOUBLED6,27117,083+172.4%$386.2K2026-Q1
Rockefeller Capital Management L.P.DOUBLED1902,684+1312.6%$60.7K2026-Q1
Allworth Financial LPDOUBLED156662+324.4%$15.0K2026-Q1
HRT FINANCIAL LPDOUBLED53,645162,267+202.5%$3.7K2026-Q1
Woodline Partners LPEXIT448,4710-100.0%$0.002026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.NEW—1,968,249—$59.4M2025-Q4
BALYASNY ASSET MANAGEMENT L.P.ADD1,196,1711,862,955+55.7%$56.2M2025-Q4
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCTRIM4,407,5741,827,138-58.5%$55.2M2025-Q4
MARSHALL WACE, LLPADD1,031,2941,489,581+44.4%$45.0M2025-Q4
D. E. Shaw & Co., Inc.DOUBLED329,924853,851+158.8%$25.8M2025-Q4
Woodline Partners LPNEW—448,471—$13.5M2025-Q4
Nuveen, LLCTRIM656,262375,738-42.7%$11.3M2025-Q4
WELLS FARGO & COMPANY/MNTRIM524,543247,040-52.9%$7.5M2025-Q4
7 unique insiders with 50 transactions. Net insider value: -$10.8M ($0.00 bought, $10.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026COX MELANIEDirectorAWARD5,297——
Jun 5, 2026Murphy Erinn ElisabethDirectorAWARD5,297——
Jun 5, 2026Ruxandra OanaDirectorAWARD5,297——
Apr 29, 2026MMMK Development, Inc.10%+ OwnerCONVERT15,640——
Apr 29, 2026MMMK Development, Inc.10%+ OwnerSELL15,640$26.00$406.6K
Apr 29, 2026MMMK Development, Inc.10%+ OwnerCONVERT15,640——
Apr 29, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,640——
Apr 29, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,640——
Apr 29, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERSELL15,640$26.00$406.6K
Apr 29, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,640——
Apr 29, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERSELL15,640$26.00$406.6K
Apr 29, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,640——
Apr 28, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT42,678——
Apr 28, 2026MMMK Development, Inc.10%+ OwnerCONVERT42,678——
Apr 28, 2026MMMK Development, Inc.10%+ OwnerSELL42,678$26.35$1.1M
Apr 28, 2026MMMK Development, Inc.10%+ OwnerCONVERT42,678——
Apr 28, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT42,678——
Apr 28, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT42,678——
Apr 28, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERSELL42,678$26.35$1.1M
Apr 28, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERSELL42,678$26.35$1.1M
Apr 28, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT42,678——
Apr 27, 2026MMMK Development, Inc.10%+ OwnerCONVERT60,923——
Apr 27, 2026MMMK Development, Inc.10%+ OwnerCONVERT60,923——
Apr 27, 2026MMMK Development, Inc.10%+ OwnerSELL60,923$26.43$1.6M
Apr 27, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT60,923——
Apr 27, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERSELL60,923$26.43$1.6M
Apr 27, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT60,923——
Apr 27, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT60,923——
Apr 27, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERSELL60,923$26.43$1.6M
Apr 27, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT60,923——
Apr 9, 2026MMMK Development, Inc.10%+ OwnerCONVERT15,972——
Apr 9, 2026MMMK Development, Inc.10%+ OwnerSELL15,972$25.90$413.7K
Apr 9, 2026MMMK Development, Inc.10%+ OwnerCONVERT15,972——
Apr 9, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,972——
Apr 9, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERSELL15,972$25.90$413.7K
Apr 9, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,972——
Apr 9, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,972——
Apr 9, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERSELL15,972$25.90$413.7K
Apr 9, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT15,972——
Mar 18, 2026Murphy Erinn ElisabethDirectorAWARD2,186——
Mar 1, 2026Timmermans JesseCHIEF FINANCIAL OFFICERAWARD17,389——
Mar 1, 2026Timmermans JesseCHIEF FINANCIAL OFFICERAWARD53,657——
Feb 12, 2026MMMK Development, Inc.10%+ OwnerCONVERT1,948——
Feb 12, 2026MMMK Development, Inc.10%+ OwnerSELL1,948$25.93$50.5K
Feb 12, 2026MMMK Development, Inc.10%+ OwnerCONVERT1,948——
Feb 12, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT1,948——
Feb 12, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERSELL1,948$25.93$50.5K
Feb 12, 2026Karanikolas MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT1,948——
Feb 12, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERCONVERT1,948——
Feb 12, 2026Mente MichaelCO-CHIEF EXECUTIVE OFFICERSELL1,948$25.93$50.5K
6 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 3 neutral. Avg impact: 5.0/10.
NEUTRAL 8-K 4/10
Revolve Group filed an 8-K furnishing an updated investor presentation for the William Blair Growth
Jun 3, 2026
BULLISH 8-K 7/10
Revolve Group reported strong Q1 2026 results with net sales of $342.9M (+16% YoY) and diluted EPS o
May 5, 2026
NEUTRAL CLUSTER 4/10
Both co-CEOs of Revolve Group, Michael Karanikolas and Michael Mente, along with MMMK Development (a
Apr 29, 2026
NEUTRAL DEFA14A 2/10
Revolve Group, Inc. (RVLV) has filed a DEFA14A, which is definitive additional proxy soliciting mate
Apr 24, 2026
BEARISH CLUSTER 5/10
Two key insiders — co-CEO Michael Karanikolas and 10% owner MMMK Development — each sold approximate
Apr 13, 2026
BULLISH 8-K 8/10
Revolve Group (RVLV) reported strong Q4 and full-year 2025 financial results, with double-digit reve
Feb 24, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (67% buy). Based on 21 analysts: 6 strong buy, 8 buy, 6 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$29.69 mean target +43.9% upside Strong Buy (2.00)
$24.00 Low $37.00 High
MetricValue
Current Price$20.63
Target Low$24.00
Target Mean$29.69
Target Median$28.00
Target High$37.00
# Analysts13
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.22 $0.19 $0.24 44.8% -6.7% 1↑ 3↓ $0.3B 10.7% 8
Next Q
2026-09-30
 $0.27 $0.23 $0.30 -13.0% +1.8% 2↑ 2↓ $0.3B 9.6% 8
Current FY
2026-12-31
 $0.92 $0.78 $1.02 5.1% -1.3% 1↑ 4↓ $1.4B 10.9% 8
Next FY
2027-12-31
 $1.07 $0.84 $1.25 16.1% -2.7% 1↑ 4↓ $1.5B 7.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.220
7d ago$0.222-0.002
30d ago$0.236-0.016
60d ago$0.239-0.019
90d ago$0.239-0.019
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 Piper Sandler MAINTAIN Overweight Overweight
May 6, 2026 Keybanc MAINTAIN Overweight Overweight
May 6, 2026 BTIG REITERATE Buy Buy
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 25, 2026 Roth Capital REITERATE Buy Buy
Feb 25, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 25, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Feb 25, 2026 BTIG MAINTAIN Buy Buy
Jan 22, 2026 Keybanc MAINTAIN Overweight Overweight
Jan 13, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 UBS MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266861067%
May 1, 20266871064%
Apr 1, 20266871064%
Mar 1, 20266861067%
Feb 1, 20266861067%
Jan 1, 20266861067%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 8, 2026
short_volume
Short Volume: RVLV — 55.4% short (0.3M / 0.6M)
Short: 319,042 | Exempt: 0 | TRF Vol: 575,767 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
RVLV Q1 2026 Earnings Scheduled — 2026-05-05
Apr 8, 2026
short_volume
Short Volume: RVLV — 60.8% short (0.3M / 0.5M)
Short: 311,626 | Exempt: 0 | TRF Vol: 512,941 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Feb 24, 2026
earnings_calendar
RVLV Q4 2025 Earnings After Market Close — 2026-02-24