Insider Selling: Redwire (NYSE:RDW) Director Sells $131,487.98 in Stock

Redwire Corporation (NYSE:RDW) Director Ae Red Holdings, Llc sold 11,761 shares of the firm’s stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $11.18, for a total value of $131,487.98. Following the transaction, the director directly owned 46,529,492 shares of the company’s stock, valued at $520,199,720.56. This represents a 0.03% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website.

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

• On Tuesday, February 3rd, Ae Red Holdings, Llc sold 3,357,142 shares of Redwire stock. The stock was sold at an average price of $11.18, for a total transaction of $37,532,847.56.
• 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 stock was 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 stock was 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 value 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 shares were 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 Stock Up 14.7%

Shares of RDW opened at $10.09 on Friday. Redwire Corporation has a 52-week low of $4.87 and a 52-week high of $26.66. The company has a quick ratio of 1.05, a current ratio of 1.41 and a debt-to-equity ratio of 0.20. The business has a fifty day moving average of $9.11 and a 200 day moving average of $8.98. The company has a market cap of $1.67 billion, a PE ratio of -3.18 and a beta of 2.45.

Redwire (NYSE:RDW) last announced its quarterly earnings data on Wednesday, November 5th. The company reported ($0.29) EPS for the quarter, missing the consensus estimate of ($0.14) by ($0.15). Redwire had a negative net margin of 70.32% and a negative return on equity of 16.24%. The business had revenue of $103.43 million during the quarter, compared to the consensus estimate of $132.05 million. On average, sell-side analysts expect that Redwire Corporation will post -0.85 EPS for the current year.

Trending Headlines about Redwire

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Potential SHIELD contract is being cited as a meaningful revenue catalyst for Redwire if awarded; analysts note it as the primary bullish thesis that could support upside beyond current valuation levels. Redwire Balances SHIELD Contract Opportunity
• Neutral Sentiment: Analyst and commentary pieces advise reassessment after recent volatility — they summarize the tradeoff between contract buzz and execution/valuation risk but do not report any confirmed award or new guidance; useful for context rather than an immediate catalyst. Is It Time To Reassess Redwire
• Negative Sentiment: AE Red Holdings (an insider/director holder) executed multiple large block sales across late Jan–early Feb (including a 3,357,142‑share sale at ~$11.18 and other blocks totaling tens of millions of dollars), reducing the director’s stake and materially increasing share supply — this triggered sharp negative market reaction. SEC filing: SEC Filing — AE Red Holdings Sale
• Negative Sentiment: Multiple news reports quantify the insider sales (separate filings/coverage noting ~$14.6M and ~$19.6M blocks) and show the stock trading down double‑digit percentages after disclosures, amplifying short‑term downside as traders price in further selling pressure. Director Sells $14.59M Director Sells $19.61M
• Negative Sentiment: Market coverage shows the stock moved lower (reports ranged ~11%–24% drops) on the insider selling headlines; coupled with prior earnings/revenue misses and negative margins, investors may remain cautious until there’s clarity on contract awards or insider intentions. Trading Down After Insider Selling

Analysts Set New Price Targets

Several brokerages have recently issued reports on RDW. Alliance Global Partners reissued a “buy” rating on shares of Redwire in a report on Thursday, November 6th. iA Financial set a $9.00 price objective on Redwire in a research note on Thursday, November 6th. KeyCorp assumed coverage on Redwire in a research note on Thursday, December 18th. They issued a “sector weight” rating on the stock. Canaccord Genuity Group dropped their target price on Redwire from $17.50 to $11.00 and set a “buy” rating for the company in a research report on Wednesday, November 12th. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Redwire in a report on Thursday, January 22nd. Six investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $13.75.

Institutional Investors Weigh In On Redwire

A number of institutional investors have recently added to or reduced their stakes in RDW. Farther Finance Advisors LLC increased its holdings in shares of Redwire by 4.4% during the fourth quarter. Farther Finance Advisors LLC now owns 20,897 shares of the company’s stock worth $159,000 after buying an additional 877 shares in the last quarter. Tower Research Capital LLC TRC grew its position in shares of Redwire by 32.3% during the 2nd quarter. Tower Research Capital LLC TRC now owns 6,279 shares of the company’s stock worth $102,000 after buying an additional 1,533 shares during the period. Vontobel Holding Ltd. grew its stake in shares of Redwire by 10.4% in the 2nd quarter. Vontobel Holding Ltd. now owns 18,507 shares of the company’s stock valued at $302,000 after buying an additional 1,751 shares during the period. Jones Financial Companies Lllp lifted its stake in shares of Redwire by 24.0% in the third quarter. Jones Financial Companies Lllp now owns 12,617 shares of the company’s stock valued at $111,000 after buying an additional 2,442 shares in the last quarter. Finally, Huntleigh Advisors Inc. grew its holdings in Redwire by 4.2% during the third quarter. Huntleigh Advisors Inc. now owns 61,837 shares of the company’s stock worth $556,000 after buying an additional 2,488 shares in the last quarter. Hedge funds and other institutional investors own 8.10% of the company’s stock.

Redwire Company Profile

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.