Ae Red Holdings, Llc Sells 11,761 Shares of Redwire (NYSE:RDW) Stock

February 6, 2026 by InsiderTrades.com

Key Points

AE Red Holdings sold 3,357,142 shares of Redwire on Feb. 3 at an average of $11.18 (~$37.53M), trimming its stake by 6.73% to 46,541,253 shares — part of a string of large Jan–Feb insider disposals that totalled several hundred million dollars.
The sales coincided with weak company results and market reaction: Redwire missed revenue and EPS estimates (quarterly EPS -$0.29 vs. -$0.14 expected), reported a ~70% negative net margin and negative ROE, and has mixed analyst coverage (average rating "Hold" with a $13.75 average price target).

Redwire Corporation (NYSE:RDW - Get Free Report) 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 completion of the sale, the director directly owned 46,529,492 shares of the company's stock, valued at approximately $520,199,720.56. This trade represents a 0.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.

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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 stock was 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 shares were 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 shares were sold at an average price of $10.51, for a total value of $133,021,738.33.
On Tuesday, January 13th, Ae Red Holdings, Llc sold 1,662,484 shares of Redwire stock. The shares were 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 value 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 Price Performance

Shares of Redwire stock traded up $0.37 during midday trading on Friday, reaching $9.17. The company had a trading volume of 5,123,858 shares, compared to its average volume of 33,329,234. The company has a market capitalization of $1.51 billion, a price-to-earnings ratio of -2.85 and a beta of 2.45. Redwire Corporation has a 1-year low of $4.87 and a 1-year high of $26.66. The company has a current ratio of 1.41, a quick ratio of 1.05 and a debt-to-equity ratio of 0.20. The stock has a fifty day simple moving average of $9.02 and a 200 day simple moving average of $9.08.

Insiders Are Selling These 3 High-Flying Stocks

Redwire (NYSE:RDW - Get Free Report) last issued its earnings results on Wednesday, November 5th. The company reported ($0.29) EPS for the quarter, missing the consensus estimate of ($0.14) by ($0.15). The firm had revenue of $103.43 million during the quarter, compared to the consensus estimate of $132.05 million. Redwire had a negative net margin of 70.32% and a negative return on equity of 16.24%. As a group, equities research analysts forecast that Redwire Corporation will post -0.85 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on RDW. Weiss Ratings reissued a "sell (d-)" rating on shares of Redwire in a report on Thursday, January 22nd. Industrial Alliance Securities set a $9.00 price objective on Redwire in a research note on Thursday, November 6th. KeyCorp initiated coverage on Redwire in a research report on Thursday, December 18th. They issued a "sector weight" rating for the company. Roth Mkm reaffirmed a "buy" rating and issued a $20.00 price target on shares of Redwire in a report on Wednesday, January 28th. Finally, Cantor Fitzgerald cut their target price on shares of Redwire from $20.00 to $9.00 and set an "overweight" rating for the company in a research report on Wednesday, December 10th. Six research 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's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Hold" and an average price target of $13.75.

Redwire Is Quietly Winning the Space Economy’s Next Phase

Check Out Our Latest Stock Analysis on RDW

Institutional Investors Weigh In On Redwire

Institutional investors and hedge funds have recently bought and sold shares of the business. AE Industrial Partners LP lifted its position in Redwire by 7.1% during the third quarter. AE Industrial Partners LP now owns 91,598,704 shares of the company's stock valued at $823,472,000 after purchasing an additional 6,101,959 shares during the last quarter. Vanguard Group Inc. raised its position in Redwire by 2.9% during the 3rd quarter. Vanguard Group Inc. now owns 3,242,848 shares of the company's stock valued at $29,153,000 after purchasing an additional 91,045 shares in the last quarter. Voya Investment Management LLC acquired a new stake in shares of Redwire in the 3rd quarter worth $20,372,000. Hood River Capital Management LLC acquired a new position in shares of Redwire during the second quarter valued at about $36,206,000. Finally, UBS Group AG lifted its stake in shares of Redwire by 140.8% during the fourth quarter. UBS Group AG now owns 2,039,902 shares of the company's stock worth $15,503,000 after buying an additional 1,192,885 shares during the period. 8.10% of the stock is owned by institutional investors.

Key Headlines 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

(Get Free Report)

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.