undamentalytics Newsletter

REX American Resources Corp (REX) stock

Add holding +

NYSE: REX NYSE Oil & Gas Refining & Marketing Next results ~December 3, 2026

REX American Resources Corp is a US-listed company in the oil & gas refining & marketing industry. Its financial year ends in January.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 2 selling0 purchases and 10 sales by directors and officers, last 12 monthsInsider trades
  • Funds111 adding, 101 cuttingOf 39 active managers that changed their stake, 15 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter REX American Resources files

Where REX American Resources stands after its latest 10-Q

Revenue for the twelve months to July 2026 was $659m, up 1.3% on a year earlier, about the same pace as a quarter earlier. Free-cash-flow margin rose to 10.4% from 1.7% a year earlier. It passes 1 of our 1 financial-health checks.

Our model value for REX American Resources is under review, so past values are not shown until it is resolved.

Source: 10-Q filed September 3, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~December 3, 2026 (estimated)

REX American Resources Corp's trailing-twelve-month revenue grew 1.3% year on year, with a free-cash-flow margin of 10.4%.

Our discounted-cash-flow model values the business at ~$28 per share in the base case (~$23–$35 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Free cash flow diverging from earnings: TTM free cash flow grew 508.3% while net income grew 134.6%: a 374pp divergence.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • Shrinking share count. Diluted shares fell 4.0% in a year, so each share owns more of the business.
  • Net cash. Cash exceeds long-term debt by $0.1bn.

Things to watch

  • Weak cash conversion. Free cash flow was 57% of net income over the last 12 months.

Latest results: FY2027 Q2

Filed September 3, 2026
Revenue
$168m, up 6.3% on a year earlier
Share reaction
-0.9% in the first session after the results on September 2, 2026, against +1.5% for the S&P 500
Next report
December 3, 2026

REX American Resources' figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.1%
  • 1 week+2.7%
  • 1 month-8.9%
  • This year+19.8%
  • 1 year+22.5%
  • 5 years+156.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$659M
Net margin
18.3%
EPS (TTM, diluted)
$3.65

Growth

Revenue growth
+1.3%
Change in growth rate
−0.1 pts

Cash

Free cash flow (TTM)
$68.6M
FCF margin
10.4%
Stock pay % of revenue
1.6%

Earnings

Last results
September 2, 2026
Next results (est.)
December 3, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Insider trade
  2. Results

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

Our value per share comes from a discounted-cash-flow model of REX American Resources Corp's free cash flow after stock-based pay ( $39.2M, FY2027 Q2 TTM, with after-tax interest added back): growth for five years as below (the first two years from forecasts, guidance and the company's record), fading to 2.5%, discounted at 8.5%, then cash added and debt and other claims subtracted. These are model values under stated assumptions, not price targets or recommendations.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value REX American Resources Corp as an operating company, with every model that fits that kind of business. Cost of equity 8.1%: the 10-year Treasury yield (4.9%) plus a beta of 0.7 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. ~$28 ~$23–$35 Primary model, counts double
Price-to-earnings vs peers Earnings per share times peers' typical (harmonic-mean) price-to-earnings. — Does not apply: This model is withheld pending its input or assumption review.
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare REX American Resources Corp with Oil & Gas Refining & Marketing in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

REX American Resources Corp: market value and multiples by fiscal year
At fiscal year end 20162017201820192020202120222023202420252026Now
Share price$8.90$13.84$13.61$12.15$12.56$12.75$16.07$16.36$20.70$20.86$33.81$38.72
Market value$390m$547m$539m$470m$476m$472m$577m$577m$727m$736m$1.1bn$1.3bn
+ Net debt (− = net cash)−$136m−$189m−$191m−$189m−$180m−$145m−$230m−$70m−$223m−$196m−$189m−$91m
Enterprise value$255m$358m$348m$281m$296m$327m$347m$508m$504m$540m$934m$1.2bn
Multiples
Price / sales 0.9x1.2x1.2x1.0x1.1x1.3x0.7x0.7x0.9x1.1x1.7x1.9x
Price / earnings 12.4x16.9x13.6x14.8x64.1x157.2x11.0x20.8x11.9x12.6x13.5x10.6x
Price / free cash flow 15.8x10.0x31.8x12.6x72.5x—6.7x14.7x8.1x—22.7x18.7x
EV / EBITDA ————————————

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

43 /100

Weak moat

How hard REX American Resources's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 8 / 20

    Net income has been a median 5.9% of total assets over 10 years.

  • Pricing power 2 / 20

    Gross margin has been a median 9.2%, moving by 7.6 percentage points (standard deviation) across 10 years.

  • Durability 0 / 20

    Net margin has been a median 5.4%; its worst year was -2.1%.

  • Cash conversion 13 / 20

    Free cash flow was positive in 9 of 10 years, at a median 7.1% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 16.4% over five years; stock-based pay has been a median 0.3% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: December 3, 2026, before the open.

Analysts' consensus

No analyst estimates are published for REX American Resources Corp: too few analysts cover it.

Earnings against estimates

REX American Resources Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jan 2025 $0.18 $0.32 +70.3%
Oct 2024 $0.36 $0.69 +91.7%
Jul 2024 $0.35 $0.35 0.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Positioning

Short interest
3.6%
of tradable shares
Days to cover
3.22
at average volume
Short interest, 1 month
−10%
to October 15, 2026
Held by institutions
84%
of shares
Held by insiders
13.3%
of shares
Employees
132
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +20.9%

$32.03 on October 31, 2025 to $38.72

REX American Resources Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $650m $659m +1.3%
Net margin 7.9% 18.3% +131.6%
P/E multiple 21.5x 10.6x −50.5%
Share count 34m 33m +4.2%

Biggest factor: net margin.

Last 3 years +102.6%

$19.11 on November 3, 2023 to $38.72

REX American Resources Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $845m $659m −22.1%
Net margin 3.2% 18.3% +465.7%
P/E multiple 24.7x 10.6x −57.1%
Share count 35m 33m +7.2%

Biggest factor: net margin.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

REX American Resources Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
REX+31%−0%+49%−12%+55%+20%
Industry peers (median)+34%+50%+10%−18%+18%+105%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
REX58%50%67%33%67%46%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
REX−36%−30%−19%−34%−21%−25%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 3, 2015: 66% from May 11, 2017 to March 18, 2020. Getting back needed a 190% gain, reached on March 5, 2021, 352 days after the low.

Price behaviour

52-week range
$31.69 – $51.16
From 52-week high
−24.3%
vs 50-day average
−7.6%
vs 200-day average
−9.0%
Volatility (1 year)
32%
Beta vs S&P 500
0.02

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±9.2%
After a week
7 up, 5 down
typical move ±8.3%
After a month
7 up, 5 down
typical move ±12.0%
REX American Resources Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
September 2, 2026 −0.9% +1.5% +0.3% +3.3%
May 28, 2026 −4.9% +0.8% −6.5% −9.1%
March 26, 2026 +15.3% −3.5% +9.7% +14.2%
December 4, 2025 +0.5% +0.3% −0.6% −4.4%
August 27, 2025 +5.1% +0.6% +4.3% +2.1%
May 28, 2025 −3.6% −0.2% +0.8% +15.6%
March 26, 2025 +7.7% −1.5% +4.6% +10.7%
December 3, 2024 −4.1% +0.7% −6.3% −0.5%
August 27, 2024 −6.1% −0.4% −10.5% −5.9%
May 22, 2024 −0.9% −1.0% −10.6% −21.1%
March 28, 2024 +34.1% −0.2% +33.9% +30.2%
November 30, 2023 +27.8% +1.0% +11.7% +27.2%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) REX American Resources Corp
$600M $700M $800M $900M FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue (TTM), FY24 Q3: $845.9M Revenue (TTM), FY24 Q4: $833.4M Revenue (TTM), FY25 Q1: $781.9M Revenue (TTM), FY25 Q2: $718.1M Revenue (TTM), FY25 Q3: $671.9M Revenue (TTM), FY25 Q4: $642.5M Revenue (TTM), FY26 Q1: $639.6M Revenue (TTM), FY26 Q2: $650M Revenue (TTM), FY26 Q3: $650.8M Revenue (TTM), FY26 Q4: $650.5M Revenue (TTM), FY27 Q1: $648.6M Revenue (TTM), FY27 Q2: $658.6M $658.6M

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue (TTM)
FY24 Q3 $845.9M
FY24 Q4 $833.4M
FY25 Q1 $781.9M
FY25 Q2 $718.1M
FY25 Q3 $671.9M
FY25 Q4 $642.5M
FY26 Q1 $639.6M
FY26 Q2 $650M
FY26 Q3 $650.8M
FY26 Q4 $650.5M
FY27 Q1 $648.6M
FY27 Q2 $658.6M
Revenue growth, TTM YoY REX American Resources Corp
-30% -20% -10% 0% 10% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 Revenue growth, TTM YoY, FY24 Q3: -2.4% Revenue growth, TTM YoY, FY24 Q4: -2.5% Revenue growth, TTM YoY, FY25 Q1: -10.5% Revenue growth, TTM YoY, FY25 Q2: -15.0% Revenue growth, TTM YoY, FY25 Q3: -20.6% Revenue growth, TTM YoY, FY25 Q4: -22.9% Revenue growth, TTM YoY, FY26 Q1: -18.2% Revenue growth, TTM YoY, FY26 Q2: -9.5% Revenue growth, TTM YoY, FY26 Q3: -3.1% Revenue growth, TTM YoY, FY26 Q4: 1.2% Revenue growth, TTM YoY, FY27 Q1: 1.4% Revenue growth, TTM YoY, FY27 Q2: 1.3% 1.3%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period Revenue growth, TTM YoY
FY24 Q3 -2.4%
FY24 Q4 -2.5%
FY25 Q1 -10.5%
FY25 Q2 -15.0%
FY25 Q3 -20.6%
FY25 Q4 -22.9%
FY26 Q1 -18.2%
FY26 Q2 -9.5%
FY26 Q3 -3.1%
FY26 Q4 1.2%
FY27 Q1 1.4%
FY27 Q2 1.3%
FCF margin (TTM) REX American Resources Corp
-5% 0% 5% 10% 15% FY24 Q3 FY25 Q2 FY26 Q1 FY27 Q2 FCF margin (TTM), FY24 Q3: 4.2% FCF margin (TTM), FY24 Q4: 10.8% FCF margin (TTM), FY25 Q1: 10.4% FCF margin (TTM), FY25 Q2: 8.0% FCF margin (TTM), FY25 Q3: 4.6% FCF margin (TTM), FY25 Q4: -1.1% FCF margin (TTM), FY26 Q1: 1.5% FCF margin (TTM), FY26 Q2: 1.7% FCF margin (TTM), FY26 Q3: 2.7% FCF margin (TTM), FY26 Q4: 7.6% FCF margin (TTM), FY27 Q1: 7.1% FCF margin (TTM), FY27 Q2: 10.4% 10.4%

Source: SEC EDGAR filings. Retrieved October 29, 2026.

View chart data
Period FCF margin (TTM)
FY24 Q3 4.2%
FY24 Q4 10.8%
FY25 Q1 10.4%
FY25 Q2 8.0%
FY25 Q3 4.6%
FY25 Q4 -1.1%
FY26 Q1 1.5%
FY26 Q2 1.7%
FY26 Q3 2.7%
FY26 Q4 7.6%
FY27 Q1 7.1%
FY27 Q2 10.4%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

REX American Resources Corp: annual financial statements
Fiscal year 2010 Jan 2010 2011 Jan 2011 2012 Jan 2012 2013 Jan 2013 2014 Jan 2014 2015 Jan 2015 2016 Jan 2016 2017 Jan 2017 2018 Jan 2018 2019 Jan 2019 2020 Jan 2020 2021 Jan 2021 2022 Jan 2022 2023 Jan 2023 2024 Jan 2024 2025 Jan 2025 2026 Jan 2026 LTM Jul 2026
Income
Revenue 170 236 409 657 666 572 436 454 453 487 418 373 775 855 833 642 650 659
Gross profit 21 34 35 14 64 142 51 71 44 30 20 20 91 49 98 91 125 179
Net income 9 5 28 −2 35 87 31 32 40 32 7 3 52 28 61 58 83 121
Diluted EPS $0.15 $0.09 $3.08 −$0.28 $4.29 $10.76 $4.30 $4.91 $1.00 $4.91 $1.18 $0.49 $1.46 $0.79 $1.73 $1.65 $2.50 $3.65
Growth (year on year)
Revenue — +38.7% +73.6% +60.6% +1.4% −14.1% −23.7% +4.0% −0.3% +7.5% −14.2% −10.8% +107.9% +10.4% −2.5% −22.9% +1.2% +1.3%
Net income — −41.4% +457.7% −108.1% — +149.0% −64.0% +2.9% +22.8% −20.3% −76.5% — — −47.1% +120.0% −4.5% +42.6% +134.6%
Diluted EPS — −42.9% +>999% −109.1% — +150.8% −60.0% +14.2% −79.6% +389.4% −76.0% — — −46.2% +120.4% −4.6% +51.5% —
Margins
Gross margin 12.3% 14.2% 8.5% 2.1% 9.7% 24.8% 11.6% 15.7% 9.8% 6.2% 4.9% 5.2% 11.7% 5.7% 11.8% 14.2% 19.3% 27.2%
Net margin 5.1% 2.2% 6.9% −0.3% 5.3% 15.3% 7.2% 7.1% 8.8% 6.5% 1.8% 0.8% 6.8% 3.2% 7.3% 9.1% 12.8% 18.3%
Free-cash-flow margin −14.5% 9.3% 6.7% 2.0% 9.1% 22.2% 5.7% 12.1% 3.7% 7.6% 1.6% −0.5% 11.2% 4.6% 10.8% −1.1% 7.6% 10.4%
Cash flow
Cash from operations 11 28 35 17 64 137 40 69 41 48 10 9 92 55 128 64 118 143
Capital spending 36 6 7 4 4 10 15 14 24 11 4 10 5 16 38 71 68 74
Free cash flow −25 22 28 13 61 127 25 55 17 37 7 −2 87 39 90 −7 49 69
Stock-based pay 0 — — — — — 0 1 2 1 0 0 2 2 6 4 4 10
Free cash flow after stock pay −25 — — — — — 25 54 15 36 6 −2 85 37 84 −11 45 58
Balance sheet
Cash 100 91 75 69 105 138 136 189 191 189 180 145 230 70 223 196 189 91
Total debt 0 — — — — — — — — — — — — — — — — 0
Net debt (negative = net cash) −100 −91 −75 −69 −105 −138 −136 −189 −191 −189 −180 −145 −230 −70 −223 −196 −189 −91
Diluted shares 57m 59m 55m 50m 49m 49m 44m 40m 40m 39m 38m 37m 36m 35m 35m 35m 33m 33m
Returned to shareholders
Buybacks 6 8 22 4 3 18 70 5 — 22 — 20 7 13 0 15 33 2
Total returned 6 8 22 4 3 18 70 5 — 22 — 20 7 13 0 15 33 2

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 1 checks passed · July 31, 2026
What it owns · $856m
Short-term assets $458mLonger-term assets $398m
What it owes, and who funded it · $740m
Short-term liabilities $67mShareholders' equity $674m
  • Short-term assets cover short-term liabilities $458m of assets due within a year against $67m of liabilities due within a year.
  • Short-term assets cover long-term liabilities Not assessable from the reported split. Not assessable.
  • More cash than debt Cash or debt not separately reported. Not assessable.
  • Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
  • Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
  • A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From REX American Resources Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2027 Q2 TTM
Buybacks (TTM)
$1.6M
Returned to shareholders
2%
of free cash flow
Buybacks, last 3 fiscal years
$48.1M
Total shareholder yield
0.1%
dividends 0.0% + buybacks 0.1% of market value
Sales & admin spending
7.0%
of revenue
Days sales outstanding
13 days
receivables vs revenue

Competitors: side by side with peers

Closest by revenue in oil & gas refining & marketing
Growth, margins and cash generation against peers
Last 12 months unless stated REX BANL DLXY UFG GPRE CAPL Median
Revenue, last 12 months $659m $538m $308m $264m $1.8bn $3.9bn $8.6bn
Revenue growth, last 12 months 1.3% −9.1% −2.3% 70.0% −23.7% 0.3% 12.8%
Revenue growth, 3-year average −8.0% — — — −19.9% −5.4% −1.0%
Revenue growth, latest quarter 6.3% — — — −19.3% 22.6% 44.9%
Gross margin 27.2% 0.8% 0.8% 1.8% 16.0% 10.9% 8.9%
Operating margin — −0.5% −1.5% −0.6% 7.4% 2.9% 2.9%
Operating margin, 3-year average — — — — 1.1% 2.3% 2.3%
Net margin 18.3% −0.6% −1.5% −0.7% 6.8% 1.4% 1.9%
Cash from operations / revenue 21.7% 0.7% −1.7% −0.9% 8.4% 3.0% 6.4%
Free-cash-flow margin 10.4% 0.7% −1.7% −0.9% 7.0% 2.3% 5.2%
Free-cash-flow margin, 3-year average 6.7% — — — 2.4% 1.8% 2.4%
Stock pay / revenue 1.6% — — 0.0% 0.6% 0.0% 0.1%
Change in share count −4.0% 0.0% 4.3% — 19.2% −1.4% −1.7%

Median of all 17 companies we cover in oil & gas refining & marketing. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to January 31, 2026
Segments
Line of business Revenue Share YoY
Ethanol and By Products $1.7B 254.9% ▼ 0.3%
Equity Method Ethanol Investment -$1B -154.9% —
Products and services
Line of business Revenue Share YoY
Ethanol $504M 77.5% ▲ 1.6%
Dried Distillers Grains $88.2M 13.6% ▼ 13.1%
Distillers Corn Oil $52.4M 8.1% ▲ 34.3%
Modified Distillers Grains $5.4M 0.8% ▲ 10.0%
Other $399,000 0.1% ▲ 21.3%
Derivative Financial Instrument Gains Losses -$254,000 0.0% ▼ 159.9%

From REX American Resources Corp's 10-K filed March 30, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$1.2B
Institutions reporting
229
Shares held vs prior quarter
▲ 0.9%
Positions opened / closed
25 / 28

Top buyers and sellers, Q2 2026: 111 institutions bought and 101 sold ; the biggest buyer was Goldman Sachs Group Inc (+238K shares) and the biggest seller Jane Street Group, LLC (−102K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $256M 5.7M 21.3% ▲ 3.1%
Dimensional Fund Advisors LP $82.4M 1.8M 6.9% ▼ 3.7%
State Street Corp $71M 1.6M 5.9% ▲ 8.3%
Renaissance Technologies LLC $65.8M 1.5M 5.5% ▼ 4.3%
Vanguard Portfolio Management LLC $58M 1.3M 4.8% ▲ 2.5%
Vanguard Capital Management LLC $56.1M 1.2M 4.7% ▲ 1.6%
Systematic Financial Management LP $46.8M 1.0M 3.9% ▼ 6.5%
Mangrove Partners Im, LLC $45.8M 1.0M 3.8% 0.0%
Geode Capital Management, LLC $39.2M 869K 3.3% ▲ 4.0%
D. E. Shaw & Co., Inc. $29.2M 647K 2.4% ▲ 0.4%
American Century Companies Inc $26.7M 592K 2.2% ▼ 0.7%
Morgan Stanley $25.9M 573K 2.2% ▲ 4.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not REX American Resources Corp's complete shareholder register. Values are as reported by the filers .

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Rose Stuart A Executive COB September 30, 2026 Sell 50,000 $42.55 $2.1M
Rose Stuart A Executive COB June 18, 2026 Sell 15,186 $43.64 $662,717
Rose Stuart A Executive COB June 17, 2026 Sell 69,335 $43.77 $3M
Rose Stuart A Executive COB June 11, 2026 Sell 766 $44.14 $33,811
Rose Stuart A Executive COB June 10, 2026 Sell 1,129 $44.52 $50,263
Rose Stuart A Executive COB June 8, 2026 Sell 13,584 $45.23 $614,404
Bruggeman Douglas CFO, VP-Finance, Treasurer June 2, 2026 Sell 2,086 $49.50 $103,257
Bruggeman Douglas CFO, VP-Finance, Treasurer June 2, 2026 Sell 3,000 $48.20 $144,600
Bruggeman Douglas CFO, VP-Finance, Treasurer April 2, 2026 Sell 2,000 $45.44 $90,880
Bruggeman Douglas CFO, VP-Finance, Treasurer March 31, 2026 Sell 5,000 $45.41 $227,050

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 4 trades and filings

No trades in REX American Resources Corp disclosed in the last 12 months; 4 earlier trades on record.

  • Rubén Hinojosa(TX):Sale (full), $1,001 - $15,000, traded August 21, 2015, filed August 31, 2015
  • Rubén Hinojosa(TX):Sale (full), $1,001 - $15,000, traded August 21, 2015, filed August 31, 2015
  • Rubén Hinojosa(TX):Purchase, $1,001 - $15,000, traded January 5, 2015, filed February 6, 2015

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around December 3, 2026 estimated from the company's past filing pattern, not announced

  • September 2, 2026
  • May 28, 2026
  • March 26, 2026
  • December 4, 2025
  • August 27, 2025
  • May 28, 2025

Recent SEC filings

Data status

When each part of this page on REX American Resources Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

REX American Resources Corp in brief

What does REX American Resources Corp do?
REX American Resources Corp is a US-listed company in the oil & gas refining & marketing industry. Its financial year ends in January.
What is REX American Resources Corp's stock ticker?
REX American Resources Corp trades under the ticker REX on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is REX American Resources Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, REX American Resources Corp reported revenue of $659M, 1.3% higher than a year earlier, according to its SEC filings.
What is REX American Resources Corp's free cash flow?
REX American Resources Corp's free-cash-flow margin is 10.4% of revenue over the trailing twelve months.
Who are REX American Resources Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Dimensional Fund Advisors LP and State Street Corp. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
What is REX American Resources Corp's market cap?
On November 2, 2026, REX American Resources Corp's market capitalisation was about $1.3B, with a price-to-earnings ratio of 10.6 and net debt of -$91.3M. Market figures come from third-party market data and may be delayed.
Who are REX American Resources Corp's competitors?
In our Oil & Gas Refining & Marketing peer group, the companies closest to REX American Resources Corp are CBL International Ltd, Delixy Holdings Ltd, Uni-fuels Holdings Ltd, Green Plains Inc. and Crossamerica Partners LP. The side-by-side comparison below sets their revenue, margins and growth against REX American Resources Corp's.
Are insiders buying or selling REX American Resources Corp stock?
Over the last 12 months, REX American Resources Corp's directors and officers reported 0 open-market purchases and 10 sales on Form 4. The insider trading page charts every trade.
When is REX American Resources Corp's next earnings date?
Around December 3, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — REX American Resources Corp announces its own schedule.