REX American Resources (NYSE:REX) Reaches New 12-Month High Following Strong Earnings

REX American Resources Corporation (NYSE:REX)’s stock price hit a new 52-week high during mid-day trading on Thursday following a stronger than expected earnings report. 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, beating 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 12.75% and a return on equity of 12.72%.

Key Stories Impacting REX American Resources

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 Analyst Weigh In

Several equities analysts have recently issued reports on REX shares. Wall Street Zen upgraded REX American Resources from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Weiss Ratings raised 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, the stock currently has a consensus rating of “Buy”.

Institutional Trading of REX American Resources

Institutional investors have recently made changes to their positions in the stock. AQR Capital Management LLC increased its stake in shares of REX American Resources by 29.2% during the first quarter. AQR Capital Management LLC now owns 96,316 shares of the energy company’s stock valued at $3,619,000 after acquiring an additional 21,781 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in REX American Resources by 4.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 9,161 shares of the energy company’s stock worth $344,000 after purchasing an additional 390 shares during the period. Empowered Funds LLC lifted its position in REX American Resources by 4.1% in the first quarter. Empowered Funds LLC now owns 78,667 shares of the energy company’s stock worth $2,956,000 after purchasing an additional 3,128 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in REX American Resources by 74.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 82,244 shares of the energy company’s stock valued at $3,090,000 after purchasing an additional 35,209 shares in the last quarter. Finally, Creative Planning increased its position in shares of REX American Resources by 42.7% during the 2nd quarter. Creative Planning now owns 11,029 shares of the energy company’s stock valued at $537,000 after purchasing an additional 3,301 shares during the period. 88.12% of the stock is owned by institutional investors and hedge funds.

REX American Resources Trading Up 8.2%

The firm has a 50-day moving average price of $36.43 and a 200-day moving average price of $33.73. The company has a market capitalization of $1.57 billion, a price-to-earnings 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.