REX American Resources (NYSE:REX) Shares Up 6.2% Following Better-Than-Expected Earnings

REX American Resources Corporation (NYSE:REX) traded up 6.2% during mid-day trading on Friday after the company announced better than expected quarterly earnings. The company traded as high as $46.13 and last traded at $46.8140. 85,103 shares were traded during mid-day trading, a decline of 54% from the average session volume of 186,235 shares. The stock had previously closed at $44.08.

The energy company reported $1.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.14 by $1.18. The business had revenue of $157.96 million during the quarter, compared to analyst estimates of $162.00 million. REX American Resources had a return on equity of 12.72% and a net margin of 12.75%.

Key REX American Resources News

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

• Positive Sentiment: Record full‑year profit: REX reported record full fiscal‑2025 net income per share of $2.50, underscoring stronger profitability from its ethanol assets. REX American Resources Reports Record High Full Fiscal Year 2025 Net Income Per Share
• Positive Sentiment: Big EPS beat in Q4: REX posted Q4 EPS of $1.32 vs. roughly $0.14 expected — investors are rewarding the beat even though revenue slightly missed estimates. (Earnings call transcripts confirm management highlighted tax‑credit and operational drivers.) Q4 2025 earnings call transcript
• Positive Sentiment: Tax‑credit and carbon‑capture upside: Management signaled progress on carbon capture initiatives and indicated ~$28M in potential Section 45Z tax credits plus plans tied to ~200M‑gallon capacity expansion — these non‑cash/tax items materially boosted reported results and create future cash‑flow benefits if realized. Expanded capacity and 45Z tax credits article
• Neutral Sentiment: Operational structure: The company consolidated interests in six ethanol facilities (One Earth, NuGen, etc.), which management says supports scale but will also change reported results comparability going forward. Earnings call transcript (Fool)
• Neutral Sentiment: Revenue vs. expectations: Q4 revenue of ~$158M was slightly below consensus (~$162M), so the EPS beat was driven more by tax/timing items than top‑line outperformance. MarketBeat earnings summary
• Negative Sentiment: Valuation concerns: Coverage notes investors worry that the stock’s recent run and rich multiples (e.g., elevated P/E) may already price in continued tax‑credit benefits and operational improvement, leaving limited upside if execution or credits disappoint. Yahoo Finance valuation article

Analyst Upgrades and Downgrades

A number of analysts have issued reports on REX shares. Wall Street Zen upgraded shares of REX American Resources from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Weiss Ratings upgraded shares of REX American Resources from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 2nd. One analyst has rated the stock with a Buy rating, According to data from MarketBeat.com, the company currently has a consensus rating of “Buy”.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of REX. Vanguard Group Inc. boosted its position in shares of REX American Resources by 3.8% in the fourth quarter. Vanguard Group Inc. now owns 2,529,944 shares of the energy company’s stock valued at $81,768,000 after acquiring an additional 93,312 shares during the period. Dimensional Fund Advisors LP increased its position in 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 acquiring an additional 1,015,668 shares during the period. Mangrove Partners IM LLC increased its position in REX American Resources by 92.8% during the fourth quarter. Mangrove Partners IM LLC now owns 1,015,234 shares of the energy company’s stock worth $32,812,000 after acquiring an additional 488,682 shares during the period. American Century Companies Inc. raised its stake in REX American Resources by 88.0% during the 3rd quarter. American Century Companies Inc. now owns 826,427 shares of the energy company’s stock valued at $25,305,000 after purchasing an additional 386,947 shares during the last quarter. Finally, Geode Capital Management LLC raised its stake in REX American Resources by 0.4% during the 4th quarter. Geode Capital Management LLC now owns 695,670 shares of the energy company’s stock valued at $22,486,000 after purchasing an additional 2,647 shares during the last quarter. 88.12% of the stock is currently owned by institutional investors and hedge funds.

REX American Resources Trading Up 8.2%

The stock has a market capitalization of $1.57 billion, a P/E ratio of 19.08 and a beta of 0.73. The business’s fifty day simple moving average is $36.43 and its two-hundred day simple moving average is $33.73.

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.