REX American Resources Corporation, together with its subsidiaries, produces and sells ethanol in the United States. The company also offers corn, distillers grains, non-food grade corn oil, gasoline, and natural gas. In addition, it provides dry distillers grains with solubles, which is used as a protein in animal feed. The company was formerly known as REX Stores Corporation and changed its name to REX American Resources Corporation in 2010. REX American Resources Corporation was founded in 1980 and is headquartered in Dayton, Ohio.

REX appears to be a financially stable company with very strong liquidity and almost no debt burden, but the market is already pricing in a noticeable quality premium. The balance sheet is indeed strong: debt/equity is close to zero, the current ratio of 6.76 and quick ratio of 6.35 are significantly above the industry, and cash on hand of $364 million with moderate liabilities provides a solid margin of safety. At the same time, the valuation based on multiples does not look cheap: P/S of 2.12 is 36.3% above the industry median, P/B of 1.87 is 16.1% higher, and P/FCF of 30.25 is almost twice the industry median, which limits rerating potential. P/E of 15.0 is only slightly above the median, but combined with the expensive P/FCF it suggests that profitability is already fairly well reflected in the share price. Operating profitability remains mixed: net margin of 14% looks acceptable, ROA of 12.04% and ROI of 13.51% are strong, however gross margin of 16.44% and operating margin of 10.96% are noticeably below industry benchmarks. The year-over-year dynamics rather support the business than undermine it: revenue and EBITDA are generally holding at a stable level, gross profit and operating income remain positive, and TTM net income is still higher than during the weaker periods of last year. But revenue of $164 million is below the industry median, net income of $18 million is also below the industry level, and forecast EPS is weaker than the historical actual, which points to limited growth pace. ROE of 13.56% looks respectable, but still below the industry median, so shareholder returns are not outstanding enough to justify an aggressive premium. The lack of dividend yield removes one of the sources of valuation support for an investor focused on cash return. Overall, the fundamentals are more quality- and defensive-oriented than fast-growing: a strong balance sheet and solid ROA/ROI support the valuation, but expensive multiples and weaker-than-industry margins/revenue limit upside. For the target price, this implies a moderate downgrade, since the current price already reflects a significant portion of the company’s strengths, and the room for further fundamental upside is limited.

REX American Resources Corporation

Сильный индекс, значительно упал. Быки в растерянности.

Strong index, significantly down. The bulls are confused.

Слабый индекс, незначительно упал. Рынок не поддерживает быков.

Weak index, slightly down. The market does not support the bulls.

Слабый индекс, незначительно вырос. Приток средств в лонги остается на невысоком уровне.

Weak index, slightly up. The inflow of funds into longs remains at a low level.

A strong balance sheet and high liquidity support REX, but expensive valuation multiples and weaker-than-industry margins limit re-rating potential.

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REX American Resources (REX) Q2 2026 Earnings Call Transcript

(RTTNews) - REX American Resources Corporation (REX), an ethanol producer and marketer, on Wednesday reported significantly higher second-quarter profit, helped by production tax credit benefits, a jump in equity income from unconsolidated affiliates and improved pricing.
Net income attributable to REX common shareholders increased to $34.94 million, or $1.06 per share, from $7.11 million, or $0.22 per share a year ago.
The company recorded $18.41 million in production tax credit income, compared with none a year earlier, while equity in income of unconsolidated affiliates increased to $7.20 million from $0.89 million.
Gross profit increased to $53.30 million from $14.32 million a year earlier, reflecting improved crush margins and the benefits of production tax credits.
Net sales and revenue grew to $168.49 million from $158.56 million in the previous year, primarily helped by improved pricing.
REX shares were down more than 2% in pre-market trading after closing at $41.99 on Tuesday.

REX American Resources Q2 Profit Rises Sharply, Revenue Increases- Update

(RTTNews) - REX American Resources Corporation (REX) released earnings for its second quarter that Increased, from last year
The company's bottom line came in at $34.94 million, or $1.06 per share. This compares with $7.11 million, or $0.22 per share, last year.
The company's revenue for the period rose 6.3% to $168.49 million from $158.56 million last year.
REX American Resources Corporation earnings at a glance (GAAP) :
-Earnings: $34.94 Mln. vs. $7.11 Mln. last year. -EPS: $1.06 vs. $0.22 last year. -Revenue: $168.49 Mln vs. $158.56 Mln last year.

REX American Resources Corporation Q2 Profit Rises

Key Points
REX's executive chairman sold 15,186 shares on June 18, 2026 for a transaction value of about $663,000, at a weighted average price of around $43.64 per share.
The transaction represented approximately 0.52% of Stuart Rose's direct common stock holdings.
Only direct shares were involved; post-transaction, 573,094 shares are held directly and 2,328,324 indirectly via a foundation, according to the filing.
Rose retains 2,901,418 shares (direct and indirect) in total, the filing states.
Stuart A. Rose, Executive Chairman of REX American Resources Corporation (NYSE:REX), disclosed the direct sale of 15,186 shares of common stock for a transaction value of approximately $663,000, according to the SEC Form 4 filing.
Transaction summary
Shares traded (direct)
15,186
Transaction value
~$663,000
Post-transaction common shares (direct)
573,094
Post-transaction value (direct ownership)
~$25.12 million
Transaction value based on SEC Form 4 weighted average purchase price ($43.64); post-transaction value based on June 18, 2026 market close ($43.64).
Key questions
How does this sale compare to Rose's typical trade size and cadence?
Over the past 10 sell transactions, the mean trade size has been approximately 22,755 shares. This 15,186-share sale is smaller than average.
What is the impact on Rose's overall ownership and direct exposure?
The filing notes Rose continues to own 2,901,418 shares (direct and indirect), maintaining a meaningful economic interest in the company.
Were any indirect holdings or derivative securities affected?
No indirect shares or derivative securities were involved; indirect ownership through the a foundation remains unchanged at 2,328,324 shares.
Company overview
Market capitalization
$1.4 billion
Revenue (TTM)
$648.6 million
Net income (TTM)
$92.73 million
1-year price change
77.10%
* 1-year price change calculated using June 18, 2026 as the reference date.
Company snapshot
REX produces and distributes ethanol, corn, distillers grains, industrial-grade corn oil, gasoline, and natural gas. Dry distillers grains serve as a key animal feed ingredient.
The firm generates revenue primarily from the sale of ethanol and related co-products to wholesale fuel distributors and agricultural markets.
It supplies ethanol and related products across the United States, including dry distillers grains used in animal feed.
REX American Resources Corporation is a specialty chemicals company focused on ethanol production and the distribution of related agricultural and energy products. With a lean workforce and efficient operations, the company leverages its vertically integrated model to maximize value from both core ethanol sales and high-margin co-products. Its established presence in the U.S. fuels and animal feed markets supports consistent financial performance and positions it as a competitive supplier within the renewable fuels sector.
What this transaction means for investors
This sale ultimately looks more like routine portfolio management than a meaningful change in conviction. While insider selling can attract attention, the transaction was smaller than Stuart Rose's average sale over the past several years and leaves him with ownership of roughly 2.9 million shares. The backdrop is also notably different from what investors might expect from a company facing operational headwinds. REX recently reported the strongest first quarter earnings per share in its history, benefiting from lower corn costs, production tax credit income, and continued profitability across its ethanol operations. First-quarter net income attributable to shareholders more than doubled year over year to $18.5 million, while diluted earnings per share climbed to $0.56 from $0.26.
Management struck an optimistic tone. CEO Zafar Rizvi said the company's core ethanol business continued its "exceptional record of sustained profitability and earnings strength" and highlighted opportunities tied to the 45Z tax credit program. REX is also nearing completion of an expansion project at its One Earth facility and continues advancing its carbon capture initiative.
For long-term investors, the bigger story is execution rather than insider activity. With no bank debt, more than $364 million in liquidity, and several growth projects underway, REX appears focused on capitalizing on favorable renewable fuels market conditions. Rose's sale is worth noting, but his remaining stake suggests he still has significant skin in the game.
Should you buy stock in Rex American Resources right now?
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

What Investors Should Know About This $663,000 REX Insider Sale Amid Record Earnings

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Rex (REX) Q1 2026 Earnings Call Transcript

(RTTNews) - REX American Resources Corporation (REX) revealed a profit for its first quarter that Increased, from the same period last year
The company's earnings came in at $18.45 million, or $0.56 per share. This compares with $8.68 million, or $0.26 per share, last year.
The company's revenue for the period fell 1.2% to $156.49 million from $158.34 million last year.
REX American Resources Corporation earnings at a glance (GAAP) :
-Earnings: $18.45 Mln. vs. $8.68 Mln. last year. -EPS: $0.56 vs. $0.26 last year. -Revenue: $156.49 Mln vs. $158.34 Mln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

REX American Resources Corporation Bottom Line Advances In Q1

In trading on Friday, precious metals shares were relative leaders, up on the day by about 2.9%. Leading the group were shares of Elemental Royalty, up about 7.7% and shares of SSR Mining up about 6% on the day.
Also showing relative strength are oil & gas refining & marketing shares, up on the day by about 1.9% as a group, led by Clean Energy Fuels, trading up by about 8.9% and REX American Resources, trading up by about 6.7% on Friday.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Friday Sector Leaders: Precious Metals, Oil & Gas Refining & Marketing Stocks

In trading on Thursday, oil & gas exploration & production shares were relative leaders, up on the day by about 3.2%. Leading the group were shares of Seadrill, up about 39.8% and shares of VAALCO Energy, up about 18.5% on the day.
Also showing relative strength are oil & gas refining & marketing shares, up on the day by about 1.8% as a group, led by PBF Energy, trading higher by about 5.3% and Delek US Holdings, trading higher by about 4.8% on Thursday.
VIDEO: Thursday Sector Leaders: Oil & Gas Exploration & Production, Oil & Gas Refining & Marketing Stocks
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Thursday Sector Leaders: Oil & Gas Exploration & Production, Oil & Gas Refining & Marketing Stocks

(RTTNews) - REX American Resources Corporation (REX) released earnings for its fourth quarter that Increased, from the same period last year
The company's bottom line totaled $43.75 million, or $1.32 per share. This compares with $11.09 million, or $0.31 per share, last year.
The company's revenue for the period fell 0.2% to $157.96 million from $158.23 million last year.
REX American Resources Corporation earnings at a glance (GAAP) :
-Earnings: $43.75 Mln. vs. $11.09 Mln. last year. -EPS: $1.32 vs. $0.31 last year. -Revenue: $157.96 Mln vs. $158.23 Mln last year.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

REX American Resources Corporation Q4 Profit Rises

The following are today's upgrades for Validea's Small-Cap Growth Investor model based on the published strategy of Motley Fool. This strategy looks for small cap growth stocks with solid fundamentals and strong price performance.
PAYSIGN INC (PAYS) is a small-cap growth stock in the Consumer Financial Services industry. The rating according to our strategy based on Motley Fool changed from 59% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Paysign, Inc. is a provider of prepaid card programs, patient affordability offerings, digital banking services and integrated payment processing designed for businesses, consumers and government institutions. The Companys payment solutions are utilized by its corporate customers to increase customer loyalty, increase patient adherence rates, reduce administration costs and streamline operations. It markets its prepaid card solutions under its Paysign brand. Its end-to-end technologies securely enable digital payout solutions and facilitate the distribution of funds for donor compensation, copay assistance, employee rewards, travel expenses, per diem, reimbursements, rebates, and countless other exchanges of value. It operates on a payments platform with fintech capabilities that can be seamlessly integrated with its clients systems. It offers donor engagement app, which integrates seamlessly with existing donor management systems, delivering immediate value to plasma centers.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of PAYSIGN INC
BANKINTER SA - ADR (BKNIY) is a large-cap value stock in the Money Center Banks industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Bankinter SA is a Spain-based financial institution (the Bank) primarily engaged in the banking sector. The Bank's activities are divided into four business segments: Commercial banking, which offers current accounts, fixed-term deposits, investment management and advisory, as well as mortgage loans, among others, to individual customers; Corporate banking, which provides financial services to small and medium-sized companies, corporations and government bodies; Consumer finance, which focuses on personal loans and credit card services through Bankinter Consumer Finance EFC, and Other, which includes online savings accounts, among others. The Company operates through numerous subsidiaries, such as Bankinter Gestion de Activos SGIIC, Hispamarket SA, Bankinter Capital Riesgo SGECR SA and Bankinter Sociedad de Financiacion SAU.
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Detailed Analysis of BANKINTER SA - ADR
TUTOR PERINI CORP (TPC) is a mid-cap value stock in the Construction Services industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Tutor Perini Corporation is a civil, building and specialty construction company offering diversified general contracting and design-build services to private customers and public agencies throughout the world. Its Civil segment specializes in public works construction and the replacement and reconstruction of infrastructure. The contracting services provided by the Civil segment include construction and rehabilitation of highways, bridges, tunnels, mass-transit systems, and others. Its Building segment is engaged in providing services for private and public works customers in several specialized building markets, including hospitality and gaming, transportation, commercial offices, and government facilities, among others. Its Specialty Contractors segment specializes in electrical, mechanical, plumbing, HVAC and fire protection systems for a full range of civil and building construction projects in the industrial, commercial, hospitality and gaming, and mass-transit end markets.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of TUTOR PERINI CORP
KINGSTONE COMPANIES INC (KINS) is a small-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Motley Fool changed from 69% to 83% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Kingstone Companies, Inc. is a northeast regional property and casualty insurance holding company. The Company offers property and casualty insurance products through its wholly owned subsidiary, Kingstone Insurance Company (KICO). KICO is a carrier writing business through retail and wholesale agents and brokers. KICO is engaged in writing personal lines and commercial auto insurance in New York. KICO is also licensed in New Jersey, Rhode Island, Massachusetts, Connecticut, Pennsylvania, New Hampshire, and Maine. In addition, through its subsidiary, Cosi Agency, Inc. (Cosi), a multi-state licensed general agency, it accesses alternative distribution channels. Its product lines include personal lines, livery physical damage, and other. Personal lines consist of homeowners, dwelling fire, cooperative/condominium, renters, and personal umbrella policies. The Company writes for-hire vehicle physical damage only policies for livery and car service vehicles and taxicabs.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of KINGSTONE COMPANIES INC
HARMONY GOLD MINING COMPANY LTD(ADR) (HMY) is a large-cap value stock in the Gold & Silver industry. The rating according to our strategy based on Motley Fool changed from 59% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Harmony Gold Mining Company Limited is a mining company. It acquires, explores, develops, and operates gold and uranium properties, through its underground and open-pit mines in South Africa, and its Hidden Valley open-pit mine in Papua New Guinea. Its main products are gold bullion and uranium concentrate, extracted from deep-level and surface mining operations. Its segments include South Africa Underground, Surface, and International. In South Africa, its underground operations are located within the Witwatersrand Basin, which includes one in the Klerksdorp goldfield, three in the West Rand, and five in the Free State, in the southern portion of the Witwatersrand Basin. It also has an open pit mine, Kalgold, on the Kraaipan Greenstone Belt as well as several surface treatment operations. In Papua New Guinea, it operates the Hidden Valley mine and Wafi-Golpu project. In Australia, the Company owns the Eva Copper Mine Project. It also owns CSA Copper Mine in New South Wales, Australia.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of HARMONY GOLD MINING COMPANY LTD(ADR)
REX AMERICAN RESOURCES CORP (REX) is a small-cap growth stock in the Chemical Manufacturing industry. The rating according to our strategy based on Motley Fool changed from 63% to 76% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Rex American Resources Corporation is an ethanol production company. The Company operates through the ethanol and by-products segment. Its ethanol operations are focused on corn, ethanol, distillers grains, distillers corn oil and natural gas. The Company has interests in over six ethanol production facilities, which in aggregate shipped approximately 730 million gallons of ethanol. The Company has ownership of the gallons shipped by the ethanol production facilities, which has ownership interests in approximately 300 million gallons. The Company operates through its subsidiaries, including One Earth Energy, LLC (One Earth), NuGen Energy, LLC (NuGen), and Big River Resources, LLC (Big River). The Companys ethanol production facilities are located across Illinois, Indiana, Iowa, Minnesota, Nebraska, Ohio, and South Dakota.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of REX AMERICAN RESOURCES CORP
MERCURY GENERAL CORP (MCY) is a mid-cap value stock in the Insurance (Prop. & Casualty) industry. The rating according to our strategy based on Motley Fool changed from 65% to 72% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
Company Description: Mercury General Corporation is an insurance holding company engaged in writing personal automobile insurance business. The Company writes homeowners, commercial automobile, commercial property, mechanical protection and umbrella insurance. Its automobile coverage includes collision, property damage, bodily injury, comprehensive, personal injury protection, underinsured, and uninsured motorists, and other hazards. Its homeowners coverage includes dwelling, liability, personal property, and other coverages. It offers standard, non-standard and preferred private passenger automobile insurance. It also offers homeowners insurance in approximately 10 states, commercial automobile insurance in approximately four states, and mechanical protection insurance in various states. Its subsidiaries include Mercury Casualty Company, California Automobile Insurance Company, Orion Indemnity Company, American Mercury Insurance Company, Animas Funding LLC, and Mercury Insurance Company of Illinois.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of MERCURY GENERAL CORP
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

REX American Resources Corporation

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