Redwire (NYSE:RDW) Stock Price Down 12.4% Following Insider Selling

Shares of Redwire Corporation (NYSE:RDW) fell 12.4% during mid-day trading on Thursday following insider selling activity. The company traded as low as $7.81 and last traded at $7.89. 22,658,756 shares were traded during trading, a decline of 30% from the average session volume of 32,370,883 shares. The stock had previously closed at $9.01.

Specifically, Director Ae Red Holdings, Llc sold 49,985 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $10.01, for a total value of $500,349.85. Following the completion of the sale, the director directly owned 45,094,000 shares in the company, valued at approximately $451,390,940. The trade was a 0.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Ae Red Holdings, Llc sold 1,385,507 shares of Redwire stock in a transaction on Monday, February 9th. The shares were sold at an average price of $10.10, for a total value of $13,993,620.70. Following the completion of the transaction, the director directly owned 45,143,985 shares of the company’s stock, valued at $455,954,248.50. This represents a 2.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on RDW shares. Truist Financial set a $13.00 target price on Redwire in a report on Friday, January 9th. Cantor Fitzgerald reduced their price objective on shares of Redwire from $20.00 to $9.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 10th. Weiss Ratings reissued a “sell (d-)” rating on shares of Redwire in a report on Thursday, January 22nd. Roth Mkm reaffirmed a “buy” rating and set a $20.00 price target on shares of Redwire in a report on Wednesday, January 28th. Finally, KeyCorp started coverage on shares of Redwire in a research note on Thursday, December 18th. They issued a “sector weight” rating on the stock. Six equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $13.75.

Key Headlines Impacting Redwire

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Some analysts still see upside: several firms maintain buy ratings and MarketBeat shows an average analyst target (~$13.75) well above the current level, which could support upside if sentiment stabilizes. MarketBeat RDW Coverage
• Neutral Sentiment: Institutional ownership and company profile — Redwire remains a space-infrastructure specialist with institutional holders and a market-cap in the ~$1–1.5B range; long-term interest in the space sector can provide patient support but is not stopping near-term moves. Institutional / Company Profile
• Negative Sentiment: Large, repeated insider sales by AE Red Holdings / AE Industrial Partners: multiple filings show millions of shares sold over recent weeks (including blocks on Feb. 9–10), increasing available supply and signaling a major shareholder is reducing exposure. This is a principal reason for downward pressure. InsiderTrades: AE Red Holdings Sales
• Negative Sentiment: Analyst downgrade: Zacks lowered RDW from “hold” to “strong sell,” adding short-term negative sentiment and likely accelerating sell-side flows. Zacks Downgrade
• Negative Sentiment: News coverage pointing to the slide: Benzinga and other outlets cited the combination of heavy insider selling and downgrades as direct causes for the stock’s pullback, amplifying bearish momentum among traders. Benzinga: Why RDW Is Sliding

Redwire Price Performance

The business’s 50-day simple moving average is $9.39 and its two-hundred day simple moving average is $8.83. The stock has a market cap of $1.30 billion, a price-to-earnings ratio of -2.49 and a beta of 2.45. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.41 and a quick ratio of 1.05.

Institutional Investors Weigh In On Redwire

Hedge funds and other institutional investors have recently bought and sold shares of the company. Federation des caisses Desjardins du Quebec increased its holdings in Redwire by 82.6% in the 4th quarter. Federation des caisses Desjardins du Quebec now owns 13,732 shares of the company’s stock worth $104,000 after purchasing an additional 6,211 shares in the last quarter. Brooklyn Investment Group bought a new stake in shares of Redwire during the fourth quarter worth about $104,000. MetLife Investment Management LLC increased its stake in shares of Redwire by 38.6% in the fourth quarter. MetLife Investment Management LLC now owns 41,719 shares of the company’s stock valued at $317,000 after buying an additional 11,616 shares during the period. Commonwealth Equity Services LLC bought a new position in Redwire in the 4th quarter valued at approximately $92,000. Finally, New York State Common Retirement Fund boosted its position in Redwire by 186.0% during the 4th quarter. New York State Common Retirement Fund now owns 23,066 shares of the company’s stock worth $175,000 after buying an additional 15,000 shares during the period. Institutional investors own 8.10% of the company’s stock.

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.