REX American Resources (NYSE:REX) Trading Up 6.2% Following Strong Earnings

REX American Resources Corporation (NYSE:REX)’s stock price rose 6.2% during trading on Friday following a better than expected earnings announcement. The company traded as high as $46.13 and last traded at $46.8140. Approximately 85,103 shares were traded during mid-day trading, a decline of 54% from the average daily 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 analysts’ consensus estimates of $0.14 by $1.18. REX American Resources had a return on equity of 12.72% and a net margin of 12.75%.The firm had revenue of $157.96 million for the quarter, compared to analyst estimates of $162.00 million.

REX American Resources News Roundup

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

Wall Street Analysts Forecast Growth

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of REX. Hsbc Holdings PLC grew its holdings in shares of REX American Resources by 20.8% in the fourth quarter. Hsbc Holdings PLC now owns 14,059 shares of the energy company’s stock valued at $455,000 after purchasing an additional 2,418 shares during the period. Rockefeller Capital Management L.P. raised its stake in REX American Resources by 359.2% during the fourth quarter. Rockefeller Capital Management L.P. now owns 900 shares of the energy company’s stock worth $29,000 after purchasing an additional 704 shares during the period. Invesco Ltd. boosted its holdings in REX American Resources by 31.8% in the 4th quarter. Invesco Ltd. now owns 538,768 shares of the energy company’s stock valued at $17,413,000 after purchasing an additional 129,911 shares during the last quarter. Empowered Funds LLC boosted its holdings in REX American Resources by 4.0% in the 4th quarter. Empowered Funds LLC now owns 156,380 shares of the energy company’s stock valued at $5,054,000 after purchasing an additional 6,044 shares during the last quarter. Finally, XTX Topco Ltd purchased a new stake in shares of REX American Resources in the 4th quarter valued at approximately $362,000. Institutional investors and hedge funds own 88.12% of the company’s stock.

REX American Resources Stock Performance

The firm’s 50 day moving average price is $36.43 and its two-hundred day moving average price is $33.75. The firm has a market cap of $1.57 billion, a PE ratio of 19.08 and a beta of 0.73.

About REX American Resources

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.