Red Violet Inc. (RDVT) Stock Falls on Q4 2025 Earnings

Red Violet Inc. (RDVT) reported fourth-quarter 2025 revenue of $23.4 million, up 19.6% year‑over‑year and above the consensus revenue estimate of $22.4 million.

Key income-statement highlights:

Gross profit: $19.5 million (+21.2% year‑over‑year).

Operating profit: $1.6 million (+331.3% year‑over‑year).

Net income attributable to common shareholders: $2.8 million (+226.2% year‑over‑year).

Diluted earnings per share: $0.20 (+233.3% year‑over‑year) vs. analyst estimate of $0.15.

Cash-flow and balance-sheet highlights:

Cash from operating activities: $6.7 million (essentially flat, -0.03% year‑over‑year).

Purchases of property, plant and equipment (capex): $124,000 (+629.4% year‑over‑year).

Cash and cash equivalents: $43.6 million (+19.3% year‑over‑year).

Total liabilities: $11.1 million (-6.8% year‑over‑year).

Cost of sales: $3.9 million (+12.1% year‑over‑year).

Market reaction: the stock traded down by 5.49% since market close.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Red Violet Inc. Insider Trading Activity

Red Violet Inc. insiders have traded $RDVT stock on the open market 28 times in the past 6 months. Of those trades, 0 have been purchases and 28 have been sales.

Here’s a breakdown of recent trading of $RDVT stock by insiders over the last 6 months:

JAMES PATRICK REILLY (President) has made 0 purchases and 7 sales selling 15,000 shares for an estimated $867,943.
DANIEL MACLACHLAN (Chief Financial Officer) has made 0 purchases and 7 sales selling 15,000 shares for an estimated $867,942.
DEREK DUBNER (Chief Executive Officer) has made 0 purchases and 7 sales selling 15,000 shares for an estimated $867,941.
JEFFREY ALAN DELL (Chief Information Officer) has made 0 purchases and 7 sales selling 10,000 shares for an estimated $578,629.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Red Violet Inc. Hedge Fund Activity

We have seen 88 institutional investors add shares of Red Violet Inc. stock to their portfolio, and 72 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

BROWN CAPITAL MANAGEMENT LLC removed 202,061 shares (-53.5%) from their portfolio in Q4 2025, for an estimated $11,507,373
ROYAL BANK OF CANADA added 201,169 shares (+247.4%) to their portfolio in Q4 2025, for an estimated $11,456,574
NANTAHALA CAPITAL MANAGEMENT, LLC removed 164,339 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $9,359,106
MILLENNIUM MANAGEMENT LLC removed 95,426 shares (-96.1%) from their portfolio in Q4 2025, for an estimated $5,434,510
WASATCH ADVISORS LP removed 87,642 shares (-9.9%) from their portfolio in Q4 2025, for an estimated $4,991,211
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC added 80,366 shares (+inf%) to their portfolio in Q4 2025, for an estimated $4,576,843
SEI INVESTMENTS CO added 50,388 shares (+304.4%) to their portfolio in Q4 2025, for an estimated $2,869,596

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Red Violet Inc. Analyst Ratings

Wall Street analysts have issued reports on $RDVT in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B. Riley Securities issued a "Buy" rating on 10/31/2025

To track analyst ratings and price targets for Red Violet Inc., check out Quiver Quantitative's $RDVT forecast page.