REX American Resources Corporation (REX)

Over the past six months, REX American Resources has experienced some stock price challenges. REX American Resources reported fiscal second-quarter 2025 net income per share attributable to REX common shareholders of $0.43. The company held its Q1 2025 earnings call on May 28, 2025. As of September 10, 2025, the company's valuation grade shifted from "fair" to "attractive". A 100% stock dividend was noted for September 15, 2025. Analysts have provided various perspectives, with some suggesting the stock looks cheap, is fairly priced for bulls, or that net income may drop.

The demand seasonality for REX American Resources Corp.'s products is influenced by several factors. Ethanol demand is closely tied to gasoline consumption, which can exhibit seasonal patterns. The price volatility and availability of corn can impact production costs and, consequently, pricing and demand for ethanol and distillers grains. Distillers grains may experience demand fluctuations based on livestock farming cycles and feed requirements.

REX American Resources Corp. is an American producer and retailer of ethanol, distillers grains, and natural gas, operating as a holding company with investments in energy entities. Founded in 1980, the company transitioned its business focus from retail to the energy sector in 2009. The company primarily operates in the Materials sector, specifically within the Chemicals or Commodity Chemicals industry, with a strong focus on Renewable Fuels. REX American Resources operates through two main segments: Alternative Energy (Ethanol and By-Products) and Real Estate. Its major products include fuel-grade ethanol, distillers grains, distillers corn oil, natural gas and gasoline.

REX American Resources Corp.'s ethanol production facilities are strategically located in the Midwest United States. The company has ownership interests in several ethanol production facilities across Illinois, Indiana, Iowa, Minnesota, Nebraska, Ohio, and South Dakota. It is the majority owner of two ethanol production plants: One Earth Energy, LLC in Gibson City, Illinois, and NuGen Energy, LLC in Marion, South Dakota, with a combined capacity of 300 million gallons per year. The company sources its primary raw material, corn, from local suppliers.

There is no direct information available regarding specific events that have significantly impacted REX American Resources Corp.'s brand reputation in the past year. However, the company's focus on ethanol production as a renewable, cleaner-burning fuel and its pursuit of carbon capture and sequestration projects suggest a commitment to environmental responsibility, which can positively influence brand perception.

Institutional ownership of REX American Resources Corporation stands at 60.82%, while individual ownership is 13.3%. Major institutional owners include State Street Corp., Schweizerische Nationalbank, First Financial Bankshares, Inc., SEI Investments Co., and Manulife Financial Corp. The geographical origin of shareholders indicates that 64.59% are from the United States, followed by individuals at 13.3%, Australia at 6.28%, and the United Kingdom at 4.33%.