REX AMERICAN RESOURCES CORPORATION
At today's price, REX AMERICAN RESOURCES CORPORATION (REX) is priced for +4.8% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
REX American Resources is a debt-free ethanol producer trading at $43.90, a mature commodity processor sitting on roughly $361 million of net cash against about $3 million of gross debt. The cash is more than a third of the market value, which changes how the rest of the business should be read. The near-term result was strong: fiscal first-quarter 2026 diluted EPS more than doubled to $0.56, with net income of $18.5 million on a 17 percent operating margin, even as revenue dipped slightly on l
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225 institutional managers reported holding REX in 13F filings for the quarter ended 2026-03-31. Together they hold about 80% of the company; the top 10 hold 52%. 37 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 690k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (3.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at REX over the trailing three years. Absence is a fact about the company, not a signal. 10 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
REX's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-09-02 | -9.9% | +4.4% |
| 2022-12-06 | +16.6% | +12.2% |
| 2023-03-31 | -6.5% | +20.1% |
| 2024-03-30 | +33.7% | -14.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
REX's latest 8-K filings: 2026-07-01 (items 5.02, 9.01); 2026-06-12 (items 5.02, 9.01); 2026-06-03 (items 5.02, 5.03, 5.07, 9.01); 2026-05-28 (items 2.02, 9.01); 2026-03-26 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.