REX American Resources (NYSE:REX) Sets New 1-Year High on Earnings Beat

REX American Resources Corporation (NYSE:REX)’s stock price reached a new 52-week high during trading on Thursday following a better than expected earnings announcement. The company traded as high as $44.41 and last traded at $44.0850, with a volume of 30565 shares changing hands. The stock had previously closed at $41.38.

The energy company reported $1.32 earnings per share for the quarter, topping the consensus estimate of $0.14 by $1.18. The firm had revenue of $157.96 million for the quarter, compared to the consensus estimate of $162.00 million. REX American Resources had a net margin of 7.73% and a return on equity of 7.89%.

Trending Headlines about REX American Resources

Here are the key news stories impacting REX American Resources this week:

• Positive Sentiment: Q4 EPS materially beat expectations — REX reported $1.32 EPS vs. consensus ~$0.14, with tax credits cited as a meaningful contributor to the upside. This beat is the primary near-term catalyst for the stock move. REX American Resources tops Q4 profit forecasts as tax credits boost results
• Positive Sentiment: Record full‑fiscal‑year results — management reported record full‑year net income per share of $2.50 and is consolidating/optimizing interests across six ethanol plants, supporting longer‑term earnings power. REX American Resources Reports Record High Full Fiscal Year 2025 Net Income Per Share
• Positive Sentiment: Management tone and growth initiatives — the earnings call highlighted expansion activity and operational progress at One Earth and NuGen facilities and signaled confidence in growth trajectory, which investors typically reward. Rex American Resources Signals Growth After Record EPS
• Neutral Sentiment: Revenue slightly missed estimates — quarterly revenue came in at $157.96M vs. ~$162M expected, so the beat was driven more by tax credits and margins than top‑line strength. Investors should watch if top‑line recovery follows. Press Release / Financials
• Neutral Sentiment: Analyst expectations and snapshots — sell‑side models show FY EPS expectations near ~$2.93; the stock reaction will depend on guidance vs. these forecasts and sustainability of credit-driven earnings. Earnings Call Transcript
• Negative Sentiment: Exposure and sustainability risk — REX’s results are sensitive to ethanol industry dynamics, commodity prices and the availability/timing of tax credits; if credits normalize or margins compress, earnings could drop. REX Q4 Earnings Call (context on risks)

Analyst Ratings Changes

REX has been the subject of several recent research reports. Weiss Ratings upgraded REX American Resources from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 2nd. Wall Street Zen upgraded shares of REX American Resources from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. One equities research analyst has rated the stock with a Buy rating, According to MarketBeat, REX American Resources has a consensus rating of “Buy”.

Institutional Investors Weigh In On REX American Resources

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its stake in REX American Resources by 101.0% during the third quarter. Vanguard Group Inc. now owns 2,436,632 shares of the energy company’s stock worth $74,610,000 after purchasing an additional 1,224,274 shares during the last quarter. Dimensional Fund Advisors LP increased its position in shares of REX American Resources by 89.3% during the third quarter. Dimensional Fund Advisors LP now owns 2,152,938 shares of the energy company’s stock worth $65,923,000 after purchasing an additional 1,015,668 shares in the last quarter. M&T Bank Corp purchased a new stake in shares of REX American Resources in the 4th quarter valued at about $17,199,000. Mangrove Partners IM LLC purchased a new stake in REX American Resources in the third quarter valued at approximately $16,123,000. Finally, American Century Companies Inc. grew its position in shares of REX American Resources by 88.0% during the third quarter. American Century Companies Inc. now owns 826,427 shares of the energy company’s stock worth $25,305,000 after acquiring an additional 386,947 shares during the last quarter. Institutional investors and hedge funds own 88.12% of the company’s stock.

REX American Resources Stock Performance

The company’s 50-day simple moving average is $36.14 and its 200-day simple moving average is $33.61. The company has a market capitalization of $1.45 billion, a PE ratio of 29.40 and a beta of 0.73.

REX American Resources Company Profile

REX American Resources Corp. is a diversified agribusiness and renewable energy company headquartered in Kansas City, Missouri. Founded in 2005 through a reorganization of existing agricultural interests, the company focuses on two primary business segments: fuel ethanol production and specialty ingredient solutions. REX American Resources leverages its integrated operations to supply clean-burning fuel, animal feed co-products and sweetener ingredients to a broad customer base in North America and beyond.

In its alcohol fuels segment, the company operates an anhydrous ethanol production facility in Colwich, Kansas.