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

Key Points

• Mitsubishi UFJ Asset Management opened a new stake in Redwire, buying about 1.01 million shares valued at roughly $7.68 million. The position represented about 0.61% of the company at quarter-end.
• Institutional activity around Redwire was active, with several hedge funds and asset managers boosting holdings, while insiders have also been heavy sellers. In the past three months, insiders sold 23.4 million shares worth about $229.3 million.
• Redwire’s latest earnings showed mixed results: revenue rose 57.9% year over year to $96.97 million, but EPS of -$0.40 missed estimates and the stock remains under pressure from profitability concerns. Analysts currently rate the stock a Moderate Buy with an average price target of $14.00.

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new position in Redwire Corporation (NYSE:RDW - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 1,009,999 shares of the company's stock, valued at approximately $7,676,000. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.61% of Redwire at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the company. Andar Capital Management HK Ltd increased its position in Redwire by 76.5% in the third quarter. Andar Capital Management HK Ltd now owns 300,000 shares of the company's stock worth $2,697,000 after purchasing an additional 130,000 shares during the last quarter. Register Financial Advisors LLC lifted its position in Redwire by 46.8% during the third quarter. Register Financial Advisors LLC now owns 327,900 shares of the company's stock valued at $2,948,000 after purchasing an additional 104,597 shares during the last quarter. JPMorgan Chase & Co. lifted its position in Redwire by 2,556.0% during the third quarter. JPMorgan Chase & Co. now owns 577,271 shares of the company's stock valued at $5,190,000 after purchasing an additional 555,536 shares during the last quarter. Capelight Capital Asset Management LP purchased a new position in shares of Redwire in the 4th quarter worth $1,330,000. Finally, Canal Insurance CO increased its holdings in shares of Redwire by 50.0% in the 3rd quarter. Canal Insurance CO now owns 300,000 shares of the company's stock worth $2,697,000 after buying an additional 100,000 shares during the last quarter. 8.10% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on RDW shares. Jefferies Financial Group restated a "buy" rating and set a $13.00 target price on shares of Redwire in a research report on Sunday. Truist Financial raised Redwire to a "strong-buy" rating in a research note on Friday, May 1st. Canaccord Genuity Group upped their price objective on Redwire from $11.00 to $12.00 and gave the company a "buy" rating in a research report on Friday, February 27th. Zacks Research raised Redwire from a "strong sell" rating to a "hold" rating in a research report on Wednesday, March 11th. Finally, Roth Mkm restated a "buy" rating and set a $20.00 price target on shares of Redwire in a report on Wednesday, January 28th. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have issued a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $14.00.

Insider Transactions at Redwire

In other Redwire news, Director Ae Red Holdings, Llc sold 7,500,000 shares of the company's stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $9.15, for a total value of $68,625,000.00. Following the transaction, the director owned 36,135,217 shares of the company's stock, valued at $330,637,235.55. This represents a 17.19% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. In the last three months, insiders sold 23,377,780 shares of company stock worth $229,306,538. 0.79% of the stock is owned by insiders.

Redwire Stock Performance

Shares of NYSE:RDW opened at $11.06 on Monday. The company has a current ratio of 1.75, a quick ratio of 1.37 and a debt-to-equity ratio of 0.08. Redwire Corporation has a 12 month low of $4.87 and a 12 month high of $22.25. The company has a market capitalization of $2.12 billion, a price-to-earnings ratio of -4.13 and a beta of 2.41. The firm's 50-day moving average is $9.44 and its 200 day moving average is $8.63.

Redwire (NYSE:RDW - Get Free Report) last announced its earnings results on Wednesday, May 6th. The company reported ($0.40) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.16) by ($0.24). The business had revenue of $96.97 million for 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 firm's quarterly revenue was up 57.9% on a year-over-year basis. During the same quarter last year, the firm earned ($0.09) EPS. Research analysts predict that Redwire Corporation will post -0.49 EPS for the current year.

Key Stories Impacting Redwire

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

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.

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