Andrew Schwendenman Sells 7,632 Shares of Replimune Group (NASDAQ:REPL) Stock

Replimune Group, Inc. (NASDAQ:REPL) CAO Andrew Schwendenman sold 7,632 shares of the business’s stock in a transaction on Monday, August 10th. The stock was sold at an average price of $12.97, for a total transaction of $98,987.04. Following the sale, the chief accounting officer directly owned 99,425 shares in the company, valued at approximately $1,289,542.25. The trade was a 7.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards.

Replimune Group Stock Down 0.3%

Shares of REPL opened at $15.19 on Friday. Replimune Group, Inc. has a 52 week low of $1.50 and a 52 week high of $15.71. The stock has a market capitalization of $1.28 billion, a price-to-earnings ratio of -4.49 and a beta of 0.88. The company has a debt-to-equity ratio of 0.63, a quick ratio of 4.79 and a current ratio of 4.79. The stock has a fifty day moving average of $10.55 and a 200-day moving average of $7.74.

Replimune Group (NASDAQ:REPL) last issued its quarterly earnings data on Monday, June 29th. The company reported ($0.76) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.66) by ($0.10). As a group, sell-side analysts anticipate that Replimune Group, Inc. will post -2.7 earnings per share for the current fiscal year.

Key Replimune Group News

Here are the key news stories impacting Replimune Group this week:

• Positive Sentiment: $150 million financing improves liquidity: Replimune priced a $150 million underwritten offering, providing additional capital to fund development of RP1 and its broader oncology pipeline. The financing reduces near-term funding concerns, although it will dilute existing shareholders. Replimune Announces Pricing of $150 Million Underwritten Offering
• Positive Sentiment: Analysts became more bullish: JPMorgan raised its price target to $20, while other firms upgraded or increased their targets, helping support investor sentiment. The broader analyst consensus remains below the recent trading range, however. Replimune Shares Rise After Pricing of Offering
• Neutral Sentiment: Insiders sold shares for tax withholding: The CEO, CFO, chief accounting officer and another insider collectively sold about 69,868 shares worth approximately $906,000. The filings said the transactions were used to cover taxes on vested equity awards, and the executives retained substantial holdings, limiting the negative signal. SEC insider transaction filing
• Negative Sentiment: Multiple law firms publicized a securities class action: The lawsuit alleges that Replimune misled investors about RP1’s efficacy, commercial readiness and unresolved FDA concerns. The allegations relate to securities purchased from October 20, 2025, through April 10, 2026, when shares fell after the FDA rejected the company’s application and said previously communicated study-design concerns had not been addressed. The lead-plaintiff deadline is October 5, 2026. The claims have not been proven, but the litigation creates legal, financial and reputational uncertainty. Replimune securities lawsuit notice

Hedge Funds Weigh In On Replimune Group

A number of hedge funds have recently made changes to their positions in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Replimune Group by 17.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,352 shares of the company’s stock valued at $435,000 after acquiring an additional 6,653 shares during the last quarter. Millennium Management LLC increased its position in Replimune Group by 2.8% during the 1st quarter. Millennium Management LLC now owns 1,223,236 shares of the company’s stock valued at $11,927,000 after purchasing an additional 33,574 shares during the period. Goldman Sachs Group Inc. raised its holdings in Replimune Group by 20.9% during the 1st quarter. Goldman Sachs Group Inc. now owns 690,167 shares of the company’s stock worth $6,729,000 after purchasing an additional 119,145 shares during the last quarter. Rhumbline Advisers lifted its position in shares of Replimune Group by 6.9% in the 2nd quarter. Rhumbline Advisers now owns 102,005 shares of the company’s stock worth $948,000 after purchasing an additional 6,616 shares during the period. Finally, Sei Investments Co. lifted its position in shares of Replimune Group by 149.5% in the 2nd quarter. Sei Investments Co. now owns 30,478 shares of the company’s stock worth $283,000 after purchasing an additional 18,263 shares during the period. 92.53% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages recently issued reports on REPL. JPMorgan Chase & Co. raised their price objective on shares of Replimune Group from $17.00 to $20.00 and gave the company an “overweight” rating in a report on Friday, August 7th. Piper Sandler raised shares of Replimune Group from a “hold” rating to a “strong-buy” rating in a report on Friday, July 31st. BMO Capital Markets upgraded shares of Replimune Group from an “underperform” rating to an “outperform” rating and set a $16.00 price target for the company in a research report on Tuesday, June 30th. Wedbush raised shares of Replimune Group from a “neutral” rating to an “outperform” rating and set a $12.00 price target for the company in a research note on Friday, August 7th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of Replimune Group in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Replimune Group has a consensus rating of “Moderate Buy” and a consensus target price of $11.86.

About Replimune Group

Replimune Group, Inc is a clinical?stage biotechnology company focused on developing next?generation oncolytic immunotherapies for the treatment of solid tumors. The company’s proprietary “RP” platform leverages genetically engineered herpes simplex virus type 1 (HSV-1) vectors armed with immunomodulatory payloads to selectively infect, replicate within and destroy cancer cells, while also stimulating systemic antitumor immune responses.

Replimune’s lead candidate, RP1, incorporates GM-CSF and a fusogenic protein to enhance both direct oncolysis and immune activation.