REX American Resources Corporation (REX) Stock Price & Analysis
REX American Resources Corporation (REX) is trading at USD 39.51, down 0.79% today, as of October 23, 2026 at 17:27 UTC (US market open; quotes may be delayed), according to Nexqual market data.
REX last closed at USD 39.82; today's session has ranged USD 39.51–40.09 on volume of 51,290 shares. Market capitalization is $1.31B, with a 52-week range of USD 31–53.36 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 17:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/REX.md
Key facts (REX)
- Last four reported quarters (through Jul 31, 2026): revenue $659M, net income $137M (20.9% margin), free cash flow $68.6M (SEC filings).
- Valuation: P/E 9.5x (avg 11.3x at the last 3 fiscal year-ends).
- Insider open-market sales, last ~7 months: 7 Form 4 filings, $6.8M; 7 not under a Rule 10b5-1 plan ($6.8M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: None.
- Total return with dividends: 1Y +24.0% vs S&P 500 +14.4%; 5Y +169.5% vs S&P 500 +77.0%.
- Next earnings: 2026-12-03, EPS estimate USD —, revenue estimate $0K.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (REX)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $775M | $855M | $833M | $642M | $650M | $659M |
| Gross profit | $90.6M | $48.6M | $98.2M | $91.5M | $93.7M | — |
| Net income | $52.4M | $27.7M | $60.9M | $71.5M | $95.1M | $137M |
| EPS (diluted) | $1.46 | $0.79 | $1.73 | $1.65 | $2.50 | — |
| Free cash flow | $86.6M | $39.2M | $90.3M | -$7.1M | $49.4M | $68.6M |
| Gross margin | 11.7% | 5.7% | 11.8% | 14.2% | 14.4% | — |
| Net margin | 6.8% | 3.2% | 7.3% | 11.1% | 14.6% | 20.9% |
| Revenue growth | +107.9% | +10.4% | -2.5% | -22.9% | +1.2% | — |
| Cash + short-term investments | $256M | $281M | $379M | $359M | $376M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jul 31, 2026) (REX)
P/E 9.5x · P/S 2.0x · P/FCF 19.1x · P/B 1.9x · FCF yield 5.23% · Earnings yield 10.48% · Buyback yield (TTM) 0.12%
P/E at fiscal year-ends: Jan 2026 11.8x, Jan 2025 10.3x, Jan 2024 11.9x.
Insider sales (SEC Form 4, open-market, last ~7 months) (REX)
0 of 7 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-30 | Rose Stuart A | Executive COB | 50,000 | $2.1M | 1.7% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-18 | Rose Stuart A | Executive COB | 15,186 | $663K | 0.5% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-17 | Rose Stuart A | Executive COB | 69,335 | $3.0M | 2.3% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-11 | Rose Stuart A | Executive COB | 766 | $34K | 0% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-10 | Rose Stuart A | Executive COB | 1,129 | $50K | 0% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-08 | Rose Stuart A | Executive COB | 13,584 | $614K | 0.5% | No | Too little history (no open-market trades in 2023 or 2025) |
| 2026-06-02 | Bruggeman Douglas | CFO, VP-Finance, Treasurer | 5,086 | $248K | 2% | No | Too little history (no open-market trades in 2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (REX)
Consensus None.
Total return (dividends reinvested) (REX)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-25) | |
|---|---|---|
| Total return | +24.0% | +169.5% |
| S&P 500 (SPY) | +14.4% | +77.0% |
| Per year | +24.1% | +21.9% |
| Volatility (annualized) | 32.3% | 38.1% |
| Max drawdown | -22.8% (May 2026→Oct 2026) | -39.0% (May 2024→Mar 2025) |
REX revenue by business segment (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Ethanol & By Products | $501.8M | 297.8% | +29.2% |
| Total revenue | $168.5M | 100% | — |
REX revenue by product line (quarter ended Jul 31, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Ethanol | $125.8M | 74.6% | +2.0% |
| Dried Distillers Grains | $24.2M | 14.3% | +13.7% |
| Distillers Corn Oil | $17.6M | 10.4% | +40.6% |
| Modified Distillers Grains | $811,000 | 0.5% | -35.2% |
| Other | $91,000 | 0.1% | +203.3% |
| Derivative Financial Instrument Gains Losses | $62,000 | 0.0% | -69.2% |
| Total revenue | $168.5M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
REX customer concentration
In the period ended Jan 31, 2026, a single direct customer accounted for 93% of revenue, per the company's 10-K filed Mar 30, 2026. The company does not name it.
REX analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter | — | — | — | $0 | — |
| Next quarter (ends Oct 2025) | — | — | — | $0 | — |
| Current fiscal year (ends Jan 2026) | — | — | — | $0 | — |
| Next fiscal year | — | — | — | $0 | — |
Key Statistics (as of October 23, 2026 at 17:28 UTC)
| Price | USD 39.51 |
|---|---|
| Change | ▼ 0.79% (down) |
| Previous Close | USD 39.82 |
| Open | USD 39.89 |
| Day Range | USD 39.51 – 40.09 |
| 52-Week Range | USD 31 – 53.36 |
| Volume | 51,290 shares |
| Market Cap | $1.31B |
| Exchange | NYQ |
Technical Analysis (REX)
Nexqual's technical model rates REX "SELL" based on 1 bullish and 5 bearish signals across 128 daily candles, as of October 23, 2026 at 17:28 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 34.19 (neutral) |
| vs SMA50 | Below (USD 42.57) |
| MACD | -0.79 (negative) |
Analyst Ratings (REX)
Wall Street analysts rate REX "None", per Nexqual as of October 23, 2026 at 17:28 UTC.
| Consensus Rating | None |
|---|
Earnings (REX)
| Next Earnings Date | 2026-12-03 |
|---|
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2025-01-31 | USD 0.32 vs est 0.19 ▲ beat |
| 2024-10-31 | USD 0.69 vs est 0.36 ▲ beat |
| 2024-07-31 | USD 0.35 vs est 0.35 ▲ beat |
Source: Nexqual, October 23, 2026 at 17:28 UTC.
Financials & Fundamentals (REX)
| Total Revenue | $658.58M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +6.30% |
| Gross Margin | +18.44% |
| Operating Margin | +22.36% |
| Profit Margin | +18.31% |
| ROE | +19.59% |
| Debt / Equity | 0.02 |
| Current Ratio | 6.88 |
| Total Cash | $379.51M |
| Total Debt | $17.82M |
| Free Cash Flow (last four quarters to Jul 2026, SEC 10-Q / 10-K) | $68.55M (10.4% of revenue) |
Source: Nexqual, October 23, 2026 at 17:28 UTC.
Financial Health Score (REX)
Nexqual rates REX American Resources Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 17:28 UTC.
| Growth | Critical — Revenue -23% YoY (annual), sharp decline |
|---|---|
| Profitability | Mixed — Gross margin 18% (last 12 months) |
| Balance Sheet | Strong — $380M cash vs $18M debt, net cash position |
| Cash Flow | Solid — FCF $69M (last 4 quarters to Jul 2026, SEC), 10% margin |
| Efficiency | Solid — ROE 20%, ROA 8.2% |
Ownership (REX)
| Insider Ownership | +13.29% |
|---|---|
| Institutional Ownership | +83.84% |
| Shares Outstanding | 33.18M |
| Float | 31.04M |
| Short % of Float | +3.48% |
Source: Nexqual, October 23, 2026 at 17:28 UTC.
Leadership (REX)
REX American Resources Corporation is led by Zafar A. Rizvi, CEO, President & Director, per Nexqual as of October 23, 2026 at 17:28 UTC.
| CEO, President & Director | Zafar A. Rizvi |
|---|---|
| Executive Chairman & Head of Corporate Development | Stuart A. Rose |
| VP of Finance, CFO & Treasurer | Douglas L. Bruggeman |
| Secretary & Director | Edward M. Kress |
Major Backers & Investors (REX)
Notable institutional backers of REX American Resources Corporation include Renaissance Technologies, Systematic Financial Management, L.P., Mangrove Partners IM, LLC, according to Nexqual as of October 23, 2026 at 17:28 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Renaissance Technologies | 4.4% |
| Systematic Financial Management, L.P. | 3.13% |
| Mangrove Partners IM, LLC | 3.06% |
| Shaw D.E. & Co., Inc. | 1.95% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 1.61% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 17.07% |
| Vanguard Group | 7.62% |
| Dimensional Fund Advisors | 5.5% |
| State Street | 4.74% |
| Geode Capital | 2.62% |
Source: Nexqual, October 23, 2026 at 17:28 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HUN | Huntsman Corporation | USD 8.76 | ▲ 0.46% |
| GPRE | Green Plains, Inc. | USD 14.05 | ▲ 0.98% |
| OLN | Olin Corporation | USD 15.59 | ▲ 0.29% |
| WLKP | Westlake Chemical Partners LP | USD 21.1 | ▲ 0.67% |
| LXU | LSB Industries, Inc. | USD 9.92 | ▲ 1.64% |
| BAK | Braskem SA | USD 1.64 | ▲ 2.19% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 17:28 UTC. This page is informational and not investment advice.
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