REX American Resources (NYSE:REX) Releases Quarterly Earnings Results, Beats Expectations By $0.42 EPS

REX American Resources (NYSE:REX) announced its quarterly earnings results on Thursday. The energy company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.14 by $0.42, Zacks reports. REX American Resources had a return on equity of 12.72% and a net margin of 12.75%.The firm had revenue of $156.50 million for the quarter, compared to analysts’ expectations of $167.23 million.

Here are the key takeaways from REX American Resources’ conference call:

• REX said fiscal Q1 2026 was the most profitable first quarter in company history on a net income per share basis, with diluted EPS of $0.56 versus $0.26 a year ago.
• The company posted 23 consecutive profitable quarters, supported by gross profit of $29.1 million and ongoing strength in its core ethanol operations.
• REX recognized an additional $7.5 million in 45Z production tax credits in the quarter, which management said was a major driver of improved results.
• Both major growth projects remain on track: the Gibson City ethanol expansion is expected to be completed by the end of 2026, while the carbon capture project is still working through EPA and Illinois permitting.
• REX ended the quarter with $364.3 million in cash and short-term investments and no bank debt, giving it flexibility to fund growth while maintaining a strong balance sheet.

REX American Resources Price Performance

REX American Resources stock opened at $47.80 on Friday. The stock has a market capitalization of $1.57 billion, a PE ratio of 19.12 and a beta of 0.63. The business’s fifty day moving average is $46.10 and its 200 day moving average is $38.37. REX American Resources has a one year low of $19.99 and a one year high of $53.36.

Insider Activity

In other news, CFO Douglas Bruggeman sold 2,000 shares of the business’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $45.44, for a total transaction of $90,880.00. Following the completion of the sale, the chief financial officer owned 259,170 shares of the company’s stock, valued at $11,776,684.80. The trade was a 0.77% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 13.21% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in REX. Invesco Ltd. raised its stake in REX American Resources by 31.8% during 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 period. Empowered Funds LLC lifted its holdings in shares of REX American Resources by 4.0% in the 4th quarter. Empowered Funds LLC now owns 156,380 shares of the energy company’s stock worth $5,054,000 after buying an additional 6,044 shares during the period. XTX Topco Ltd purchased a new stake in shares of REX American Resources in the 4th quarter worth $362,000. Tudor Investment Corp ET AL raised its holdings in REX American Resources by 10.7% in the fourth quarter. Tudor Investment Corp ET AL now owns 84,640 shares of the energy company’s stock worth $2,736,000 after purchasing an additional 8,190 shares in the last quarter. Finally, Engineers Gate Manager LP bought a new stake in shares of REX American Resources in the 4th quarter valued at about $374,000. Institutional investors own 88.12% of the company’s stock.

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings downgraded REX American Resources from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, May 4th. One research analyst has rated the stock with a Hold rating, According to data from MarketBeat.com, the company presently has a consensus rating of “Hold”.

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.