Redwire (NYSE:RDW) Director Ae Red Holdings, Llc Sells 3,357,142 Shares of Stock

Redwire Corporation (NYSE:RDW) Director Ae Red Holdings, Llc sold 3,357,142 shares of Redwire stock in a transaction that occurred on Tuesday, February 3rd. The stock was sold at an average price of $11.18, for a total transaction of $37,532,847.56. Following the transaction, the director directly owned 46,541,253 shares in the company, valued at approximately $520,331,208.54. This represents a 6.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link.

Ae Red Holdings, Llc also recently made the following trade(s):

• On Wednesday, February 4th, Ae Red Holdings, Llc sold 11,761 shares of Redwire stock. The stock was sold at an average price of $11.18, for a total transaction of $131,487.98.
• On Monday, February 2nd, Ae Red Holdings, Llc sold 1,312,126 shares of Redwire stock. The shares were sold at an average price of $11.12, for a total value of $14,590,841.12.
• On Friday, January 30th, Ae Red Holdings, Llc sold 1,550,179 shares of Redwire stock. The shares were sold at an average price of $12.65, for a total transaction of $19,609,764.35.
• On Thursday, January 29th, Ae Red Holdings, Llc sold 3,932,686 shares of Redwire stock. The shares were sold at an average price of $12.80, for a total transaction of $50,338,380.80.
• On Wednesday, January 28th, Ae Red Holdings, Llc sold 4,847,867 shares of Redwire stock. The stock was sold at an average price of $13.29, for a total transaction of $64,428,152.43.
• On Wednesday, January 14th, Ae Red Holdings, Llc sold 12,656,683 shares of Redwire stock. The stock was sold at an average price of $10.51, for a total transaction of $133,021,738.33.
• On Tuesday, January 13th, Ae Red Holdings, Llc sold 1,662,484 shares of Redwire stock. The stock was sold at an average price of $10.34, for a total value of $17,190,084.56.
• On Monday, January 12th, Ae Red Holdings, Llc sold 2,871,715 shares of Redwire stock. The stock was sold at an average price of $10.77, for a total transaction of $30,928,370.55.
• On Friday, January 9th, Ae Red Holdings, Llc sold 2,255,356 shares of Redwire stock. The shares were sold at an average price of $10.83, for a total value of $24,425,505.48.
• On Thursday, January 8th, Ae Red Holdings, Llc sold 1,772,193 shares of Redwire stock. The shares were sold at an average price of $10.27, for a total transaction of $18,200,422.11.

Redwire Trading Down 12.4%

Shares of RDW stock opened at $8.79 on Friday. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.41 and a quick ratio of 1.05. The business has a 50-day moving average of $9.02 and a 200 day moving average of $9.08. The stock has a market capitalization of $1.45 billion, a PE ratio of -2.77 and a beta of 2.45. Redwire Corporation has a 1-year low of $4.87 and a 1-year high of $26.66.

Redwire (NYSE:RDW) last posted its earnings results on Wednesday, November 5th. The company reported ($0.29) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.14) by ($0.15). Redwire had a negative return on equity of 16.24% and a negative net margin of 70.32%.The firm had revenue of $103.43 million for the quarter, compared to analysts’ expectations of $132.05 million. As a group, sell-side analysts anticipate that Redwire Corporation will post -0.85 earnings per share for the current year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in RDW. AQR Capital Management LLC increased its holdings in shares of Redwire by 125.0% in the first quarter. AQR Capital Management LLC now owns 51,437 shares of the company’s stock valued at $426,000 after purchasing an additional 28,576 shares during the period. Goldman Sachs Group Inc. increased its holdings in Redwire by 352.8% in the first quarter. Goldman Sachs Group Inc. now owns 355,265 shares of the company’s stock valued at $2,945,000 after buying an additional 276,814 shares in the last quarter. Strs Ohio acquired a new position in shares of Redwire in the first quarter worth about $69,000. Ameritas Advisory Services LLC acquired a new position in Redwire in the 2nd quarter worth about $54,000. Finally, KLP Kapitalforvaltning AS boosted its position in Redwire by 149.0% during the second quarter. KLP Kapitalforvaltning AS now owns 12,700 shares of the company’s stock worth $207,000 after purchasing an additional 7,600 shares in the last quarter. 8.10% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on RDW. KeyCorp assumed coverage on shares of Redwire in a research note on Thursday, December 18th. They issued a “sector weight” rating on the stock. Alliance Global Partners reiterated a “buy” rating on shares of Redwire in a research report on Thursday, November 6th. Truist Financial set a $13.00 price objective on Redwire in a research note on Friday, January 9th. HC Wainwright reiterated a “buy” rating and issued a $22.00 price target on shares of Redwire in a research note on Tuesday, December 23rd. Finally, Roth Mkm reissued a “buy” rating and issued a $20.00 target price on shares of Redwire in a report on Wednesday, January 28th. Six analysts have rated the stock with a Buy rating, three have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $13.75.

Key Stories Impacting Redwire

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Potential SHIELD contract could be a material revenue opportunity for Redwire if awarded — this is the main bullish catalyst cited by analysts and coverage, but the same articles caution the upside is balanced by investor exits and valuation uncertainty. Redwire Balances SHIELD Contract Opportunity
• Neutral Sentiment: Analyst/commentary pieces urge reassessment after recent volatility: they summarize the trade-off between contract buzz and execution/valuation risk but contain no new material contract award or guidance. Useful for context rather than an immediate price driver. Is It Time To Reassess Redwire
• Negative Sentiment: AE Red Holdings sold 3,357,142 shares at an average $11.18 (≈$37.5M), reducing its stake by ~6.7% — a large block sale that increases share supply and spooked the market. SEC Filing — AE Red Holdings Sale
• Negative Sentiment: Additional large insider/director sales were reported (notable disclosed blocks of ~$14.59M and ~$19.61M in separate filings/coverage), compounding downward pressure as traders price in further supply. Director Sells $14.59M Director Sells $19.61M
• Negative Sentiment: Market reaction: coverage shows the stock fell sharply (reports of ~11%–24% drops) following disclosure of the insider selling and related PE-share transactions — short-term momentum and sentiment are weak until clarity on contract awards or insider intentions emerges. Trading Down After Insider Selling

About Redwire

Redwire Corporation is a space infrastructure company specializing in the design, engineering and manufacturing of mission-critical hardware and software for the spaceflight industry. The company’s offerings include deployable structures, solar power systems, radio frequency antennas, advanced composites and transparent optics. Redwire serves a broad customer base that spans civil space agencies, national defense organizations and commercial satellite operators, helping enable missions ranging from communications and Earth observation to deep-space exploration.

Formed through the strategic combination of several specialized space technology firms, Redwire’s portfolio encompasses both flight-proven hardware and cutting-edge in-space manufacturing capabilities.