REX American Resources Corporation (REX)

Over the past six months, REX American Resources Corp. reported record high full fiscal year 2025 net income per share of $2.50, significantly higher than the $1.65 per share in 2024. The company's stock price has shown significant growth, increasing by 154.09% between March 31, 2025, and March 27, 2026, and rose by 136.41% over the last 12 months. REX also announced a 2-for-1 stock split during this period and as of early April 2026, the stock was trading near its 52-week high. There was also a shareholder investigation announced by Purcell & Lefkowitz LLP in October 2025.

The demand and operating results for REX American Resources Corp.'s products are highly sensitive to commodity prices and availability. The company's ethanol operations are significantly dependent on the prices of corn, ethanol, distillers grains, distillers corn oil, and natural gas. This reliance on agricultural commodities like corn suggests a degree of seasonality tied to planting and harvest cycles, which can influence availability and pricing. Price volatility for these commodities can cause substantial fluctuations in the company's operating results.

REX American Resources Corp. is a holding company that invests in alternative energy and ethanol production, operating in the Basic Materials sector and Chemicals industry, with a focus on Renewable Energy. Its major products include ethanol, dried distillers grains (DDGS), modified distillers grains (MDGS), distillers corn oil, and natural gas. The company was historically involved in refined coal but has discontinued this segment and is a leading U.S. producer in the ethanol industry.

REX American Resources Corp. is headquartered in Dayton, Ohio, and its ethanol production facilities are primarily located in the U.S. corn belt. REX holds majority ownership in One Earth Energy, LLC in Gibson City, Illinois, and NuGen Energy, LLC in Marion, South Dakota. Additionally, REX is a minority owner of Big River Resources, LLC, which is a holding company for four other ethanol production plants located in West Burlington, Iowa; Galva, Illinois; Dyersville, Iowa; and Boyceville, Wisconsin. In total, REX has interests in six ethanol production facilities across these states.

In the past year, REX American Resources has focused on environmental stewardship and sustainability, positively contributing to its brand reputation. The company is actively working to lower greenhouse gas emissions and aims for near net-zero status in its plants. A significant initiative is the carbon capture and sequestration project at its One Earth Energy plant in Illinois, which is in the governmental approval stages and holds the potential for reducing carbon dioxide in the atmosphere. The company has also reported decreasing water, natural gas, and electricity usage per gallon of undenatured ethanol produced in 2022-2023. There haven't been specific events in the past year that have significantly negatively impacted its brand reputation, but regulatory and execution risks associated with carbon capture projects are noted.

REX American Resources Corp. has significant institutional ownership, with 201 institutional owners and shareholders holding a total of 26,273,819 shares as of April 2, 2026, representing approximately 79.54% of the company. Insiders own 12.78%, and retail investors hold 7.67%. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors LP, Renaissance Technologies LLC, State Street Corp, Systematic Financial Management LP, Mangrove Partners, Brown Advisory Inc, American Century Companies Inc, Geode Capital Management, Llc, D. E. Shaw & Co., L.P., and Charles Schwab Investment Management, Inc. The largest individual shareholder is Stuart A. Rose, who owns 2.99 million shares, representing 9.08% of the company.