REX American Resources Corporation (REX)

Over the past six months, REX American Resources Corp.'s stock price has increased significantly. The company reported strong Q4 FY25 earnings due to higher ethanol prices, lower corn costs, and tax credits. REX is advancing a carbon capture project, but regulatory delays have pushed major tax benefits to 2027 and beyond. An expansion project at the One Earth Energy plant is on schedule for completion in 2026. In August 2025, REX American Resources planned a stock split. In April 2026, CFO Douglas Bruggeman sold 2,000 shares of REX American Resources stock. Weiss Ratings upgraded REX from a "hold" to a "buy" rating in March 2026, and MarketBeat shows a consensus "Buy" rating for the stock.

The demand and profitability for REX American Resources Corp.'s products, particularly ethanol, are characterized by high seasonality. The crush spread is typically higher during the summer months. The company's operating results can fluctuate substantially due to the price volatility and availability of commodities. Weakness in the pricing of byproducts can also pressure overall profitability.

REX American Resources Corp. is a holding company focused on investments in alternative energy and ethanol production. Its core business involves producing and selling ethanol, along with co-products like DDGS, MDGS, and distillers corn oil. The company also has interests in natural gas and operates as a holding company with interests in six ethanol production facilities.

REX American Resources Corp. has a significant geographic footprint within the U.S. corn belt. The company holds majority ownership in two ethanol production plants in Illinois and South Dakota with a combined annual production capacity of 300 million gallons. Additionally, REX is a minority owner of four other ethanol production plants located in Iowa and Wisconsin. All six plants are strategically situated near major railroads and truck routes.

There have been no specific events or controversies negatively affecting REX American Resources Corp.'s brand reputation in the past year. The company's sustainability reports highlight its commitment to ESG principles and its positive impact on rural communities. REX is also actively pursuing carbon capture and sequestration projects.

REX American Resources Corp. is primarily owned by institutional shareholders (79.54%), with insiders holding 13.10% and retail investors holding 7.36%. Top institutional holders include BlackRock, Inc., Vanguard Group Inc, and Dimensional Fund Advisors LP. Stuart A. Rose is the largest individual shareholder, owning 9.01% of the company.