Mitsubishi UFJ Asset Management Co. Ltd. Acquires New Position in Redwire Corporation $RDW

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in Redwire Corporation (NYSE:RDW) in the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 1,009,999 shares of the company’s stock, valued at approximately $7,676,000.

Other hedge funds have also added to or reduced their stakes in the company. AE Industrial Partners LP increased its position in shares of Redwire by 7.1% during the third quarter. AE Industrial Partners LP now owns 91,598,704 shares of the company’s stock worth $823,472,000 after acquiring an additional 6,101,959 shares during the period. UBS Group AG boosted its holdings in shares of Redwire by 140.8% in the fourth quarter. UBS Group AG now owns 2,039,902 shares of the company’s stock valued at $15,503,000 after purchasing an additional 1,192,885 shares during the period. Two Sigma Investments LP grew its stake in Redwire by 489.3% in the third quarter. Two Sigma Investments LP now owns 1,049,292 shares of the company’s stock worth $9,433,000 after purchasing an additional 871,223 shares in the last quarter. Invesco Ltd. grew its stake in Redwire by 2,930.6% in the third quarter. Invesco Ltd. now owns 642,418 shares of the company’s stock worth $5,775,000 after purchasing an additional 621,220 shares in the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in Redwire by 2,556.0% during the 3rd quarter. JPMorgan Chase & Co. now owns 577,271 shares of the company’s stock worth $5,190,000 after purchasing an additional 555,536 shares during the period. 8.10% of the stock is currently owned by institutional investors.

Redwire Stock Down 0.1%

Redwire stock opened at $11.06 on Monday. The company has a quick ratio of 1.37, a current ratio of 1.75 and a debt-to-equity ratio of 0.08. The firm has a market cap of $2.12 billion, a P/E ratio of -4.13 and a beta of 2.41. The business has a fifty day moving average of $9.44 and a two-hundred day moving average of $8.63. Redwire Corporation has a twelve month low of $4.87 and a twelve month high of $22.25.

Redwire (NYSE:RDW) last announced its quarterly earnings results on Wednesday, May 6th. The company reported ($0.40) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of ($0.16) by ($0.24). The company had revenue of $96.97 million during the quarter, compared to analysts’ expectations of $105.94 million. Redwire had a negative net margin of 80.90% and a negative return on equity of 11.68%. The company’s revenue was up 57.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted ($0.09) earnings per share. On average, analysts forecast that Redwire Corporation will post -0.49 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on RDW shares. Canaccord Genuity Group lifted their target price on Redwire from $11.00 to $12.00 and gave the company a “buy” rating in a research report on Friday, February 27th. Alliance Global Partners restated a “buy” rating on shares of Redwire in a research note on Wednesday, April 22nd. Jefferies Financial Group restated a “buy” rating and issued a $13.00 price objective on shares of Redwire in a report on Sunday. Truist Financial raised shares of Redwire to a “strong-buy” rating in a research note on Friday, May 1st. Finally, Roth Mkm reiterated a “buy” rating and set a $20.00 target price on shares of Redwire in a report on Wednesday, January 28th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Redwire presently has a consensus rating of “Moderate Buy” and an average price target of $14.00.

Redwire News Summary

Here are the key news stories impacting Redwire this week:

• Positive Sentiment: Redwire’s revenue growth has kept the long-term growth story intact, with articles noting momentum and renewed market buzz around the stock as traders focus on the company’s expanding space-defense and aerospace footprint.
• Positive Sentiment: Post-earnings commentary suggests some investors are looking past the headline miss and focusing on Redwire’s larger revenue base and growth trajectory, which has helped support a rebound in the share price. Assessing Redwire (RDW) Valuation After Recent Share Price Strength And Growth Narratives
• Neutral Sentiment: Redwire’s Q1 2026 earnings call transcripts drew attention, but the key takeaway appears to be management’s explanation of near-term results rather than any major new strategic announcement. Redwire (RDW) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Market coverage also highlighted volatility in the stock after earnings, reflecting a mix of enthusiasm over growth and concern about execution. Redwire Momentum Builds Amid Market Buzz on NYSE Composite
• Negative Sentiment: The main pressure point remains Redwire’s Q1 results: revenue came in below analyst expectations and the company posted a wider-than-expected loss, underscoring ongoing profitability challenges. Redwire (NYSE:RDW) reports sales below analyst estimates in Q1 CY2026 earnings, stock drops 10.5%
• Negative Sentiment: Zacks also noted that Redwire missed earnings estimates, reinforcing concerns that rapid revenue growth is still not translating into bottom-line strength. Redwire Corporation (RDW) Reports Q1 Loss, Lags Revenue Estimates

Insider Transactions at Redwire

In other Redwire news, Director Ae Red Holdings, Llc sold 7,500,000 shares of the business’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $9.15, for a total value of $68,625,000.00. Following the completion of the transaction, the director directly owned 36,135,217 shares in the company, valued at approximately $330,637,235.55. The trade was a 17.19% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Insiders sold a total of 23,377,780 shares of company stock valued at $229,306,538 in the last 90 days. 0.79% of the stock is owned by insiders.

Redwire 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.