REX American Resources (NYSE:REX) Shares Gap Down – Time to Sell?

REX American Resources Corporation (NYSE:REX) shares gapped down prior to trading on Wednesday . The stock had previously closed at $41.99, but opened at $39.99. REX American Resources shares last traded at $41.3050, with a volume of 13,073 shares traded.

Key Headlines Impacting REX American Resources

Here are the key news stories impacting REX American Resources this week:

• Positive Sentiment: REX reported record fiscal second-quarter earnings of $1.06 per share, up from $0.22 a year earlier and well above the $0.42 analyst consensus. REX American Resources Reports Record Fiscal Second Quarter 2026 Net Income Per Share
• Positive Sentiment: Gross profit reached approximately $53.3 million, highlighting improved profitability across the company’s ethanol operations. REX American Resources Q2 Fiscal 2026 EPS Jumps
• Positive Sentiment: Management outlined growth plans for the One Earth facility, targeting expansion to about 175 million gallons of annual production and approximately 200 million gallons by the middle of next year. The expansion could support future volume and earnings growth. REX Outlines One Earth Expansion
• Neutral Sentiment: The quarter reflected operations at six ethanol production facilities, with One Earth and NuGen consolidated in REX’s financial statements. Conference-call materials provided additional details on results and expansion plans. REX American Resources Earnings Call Transcript
• Negative Sentiment: Quarterly revenue was $168.5 million, below analysts’ $194.8 million expectation. The revenue miss may be outweighing the substantial EPS beat and helps explain the stock’s weaker reaction to the report. REX American Resources Q2 Profit Rises Sharply

Wall Street Analysts Forecast Growth

Separately, Weiss Ratings downgraded REX American Resources from a “buy (b)” rating to a “buy (b-)” rating in a research report on Monday, August 24th. One equities research analyst has rated the stock with a Buy rating, According to data from MarketBeat.com, REX American Resources has a consensus rating of “Buy”.

REX American Resources Stock Down 2.5%

The firm’s fifty day moving average price is $44.33 and its 200 day moving average price is $43.78. The stock has a market cap of $1.37 billion, a PE ratio of 11.44 and a beta of 0.63.

REX American Resources (NYSE:REX) last posted its earnings results on Wednesday, September 2nd. The energy company reported $1.06 earnings per share for the quarter, beating the consensus estimate of $0.42 by $0.64. The company had revenue of $168.49 million during the quarter, compared to analysts’ expectations of $194.81 million. REX American Resources had a net margin of 18.31% and a return on equity of 16.90%.

Insider Buying and Selling at REX American Resources

In other news, insider Stuart Rose sold 69,335 shares of REX American Resources stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $43.77, for a total value of $3,034,792.95. Following the sale, the insider directly owned 588,280 shares of the company’s stock, valued at approximately $25,749,015.60. The trade was a 10.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders sold a total of 100,000 shares of company stock worth $4,395,989 in the last ninety days. Company insiders own 13.21% of the company’s stock.

Hedge Funds Weigh In On REX American Resources

Institutional investors have recently added to or reduced their stakes in the company. AQR Capital Management LLC raised its holdings in shares of REX American Resources by 29.2% during the 1st quarter. AQR Capital Management LLC now owns 96,316 shares of the energy company’s stock worth $3,619,000 after acquiring an additional 21,781 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased 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 last quarter. Empowered Funds LLC increased 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 last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in REX American Resources by 74.9% during the first 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, JPMorgan Chase & Co. raised its stake in REX American Resources by 55.3% during the second quarter. JPMorgan Chase & Co. now owns 95,608 shares of the energy company’s stock valued at $4,657,000 after purchasing an additional 34,030 shares in the last quarter. Hedge funds and other institutional investors own 88.12% of the company’s stock.

REX American Resources Company Profile

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.