Market Cap
$1.4B
REX
REX AMERICAN RESOURCES Corp
$43.37 ▼ -0.87%
Prev close $43.75Market cap$1.4B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)20 New Institutional Positions13 Institutional Exits Biotech & Drug Discovery
Snapshot
The big-picture read on REX right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Inst. Holders
50 funds
Inst. Value
$996.9M
Inst. Activity
20 buys / 13 sells
Insider Activity
$0.00 buy / $7.1M sell
Insider Net $
-$7.1M
SEC Reports
8
Price chart 30d +4.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Sep 2, 2026 SEC ROSE STUART A sold 50,000 shares
Executive COB @ $42.55 ($2.1M)
REX American Resources reported a record fiscal Q2 2026 with diluted EPS of $1.06 vs $0.22 a year ago, on revenue of $16
8-K — Impact 7/10
Sep 2, 2026 earnings_calendar
Jul 1, 2026 SEC REX Q2 2026 Earnings Before Market Open — 2026-09-02
REX American Resources entered into new employment agreements with its three top executives (Executive Chairman Stuart R
8-K — Impact 3/10
Jun 30, 2026 Inst.
GOLDMAN SACHS GROUP INC — ADD
478,514 shares ($21.6M)
Jun 30, 2026 Inst.
Qube Research & Technologies — ADD
277,749 shares ($12.5M)
Jun 18, 2026 Insider
ROSE STUART A sold 15,186 shares
Executive COB @ $43.64 ($662.8K)
Jun 17, 2026 Insider
ROSE STUART A sold 69,335 shares
Executive COB @ $43.77 ($3.0M)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Mar 27, 2025 | Truist Securities | REITERATE | Buy | 55% |
| Dec 9, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 28, 2024 | Truist Securities | REITERATE | Buy | 55% |
| Aug 27, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 17, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| May 30, 2024 | Truist Securities | REITERATE | Buy | 55% |
| Apr 12, 2024 | Truist Securities | REITERATE | Buy | 55% |
| Apr 1, 2024 | Truist Securities | MAINTAIN | Buy | 55% |
| Sep 20, 2023 | Truist Securities | MAINTAIN | Buy | 55% |
| Aug 25, 2023 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jul 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% | |
| Jun 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% | |
| May 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% | |
| Apr 1, 2025 | 1 | 3 | 1 | 0 | 0 | 80% |
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 3.9/10.
BULLISH8-K7/10
REX American Resources reported a record fiscal Q2 2026 with diluted EPS of $1.06 vs $0.22 a year ag
Sep 2, 2026
NEUTRAL8-K3/10
REX American Resources entered into new employment agreements with its three top executives (Executi
Jul 1, 2026
NEUTRAL8-K2/10
REX American Resources filed an 8-K on June 10, 2026, disclosing that its Compensation Committee app
Jun 12, 2026
NEUTRALINST-CLUSTER3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 2, 2026
earnings_calendar
REX Q2 2026 Earnings Before Market Open — 2026-09-02
Aug 25, 2026
earnings_calendar
REX Q2 2027 Earnings Scheduled — 2026-08-25
May 28, 2026
earnings_calendar
REX Q1 2026 Earnings Before Market Open — 2026-05-28
May 26, 2026
earnings_calendar
REX Q1 2027 Earnings Scheduled — 2026-05-26
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next Q | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Current FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
| Next FY | $0.00 | $0.00–$0.00 | — | — | — | $0.0B | — |
Institutional ownership
Which big funds own REX (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $996.9M total value (22,081,138 shares) as of 2026-Q2. Top holders: BlackRock,, DIMENSIONAL, STATE. Net buying activity: 20 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 5,662,010 | $255.6M | 25.6% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,825,770 | $82.4M | 8.3% | — |
| STATE STREET CORP | 1,573,545 | $71.0M | 7.1% | — |
| RENAISSANCE TECHNOLOGIES LLC | 1,458,366 | $65.8M | 6.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1,284,806 | $58.0M | 5.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,243,606 | $56.1M | 5.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 869,102 | $39.2M | 3.9% | — |
| D. E. Shaw & Co., Inc. | 646,597 | $29.2M | 2.9% | — |
| AMERICAN CENTURY COMPANIES INC | 592,291 | $26.7M | 2.7% | — |
| MORGAN STANLEY | 572,684 | $25.9M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | ADD | 240,202 | 478,514 | +99.2% | $21.6M |
| Qube Research & Technologies Ltd | ADD | 179,145 | 277,749 | +55.0% | $12.5M |
| JPMORGAN CHASE & CO | ADD | 160,713 | 245,749 | +52.9% | $11.0M |
| BANK OF AMERICA CORP /DE/ | ADD | 88,791 | 131,006 | +47.5% | $5.9M |
| UniSuper Management Pty Ltd | TRIM | 202,664 | 129,198 | -36.3% | $5.8M |
| FIRST TRUST ADVISORS LP | DOUBLED | 17,051 | 69,930 | +310.1% | $3.2M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 25,675 | 47,801 | +86.2% | $2.2M |
| Creative Planning | ADD | 28,247 | 44,901 | +59.0% | $2.0M |
| Amundi | ADD | 24,499 | 35,613 | +45.4% | $1.6M |
| UBS Group AG | TRIM | 60,930 | 30,352 | -50.2% | $1.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 34 transactions. Net -$7.1M — $0.00 bought, $7.1M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | ROSE STUART A | Executive COB | SELL | 50,000 | $42.55 | $2.1M |
| Jun 18, 2026 | ROSE STUART A | Executive COB | SELL | 15,186 | $43.64 | $662.8K |
| Jun 17, 2026 | ROSE STUART A | Executive COB | SELL | 69,335 | $43.77 | $3.0M |
| Jun 15, 2026 | ROSE STUART A | Executive COB | AWARD | 23,064 | — | — |
| Jun 15, 2026 | Rizvi Zafar A | CEO, President | AWARD | 41,514 | — | — |
| Jun 15, 2026 | ROSE STUART A | Executive COB | TAX W/H | 19,211 | $42.97 | $825.5K |
| Jun 15, 2026 | Rizvi Zafar A | CEO, President | TAX W/H | 13,838 | $42.97 | $594.6K |
| Jun 15, 2026 | BRUGGEMAN DOUGLAS | CFO, VP-Finance, Treasurer | AWARD | 20,758 | — | — |
| Jun 15, 2026 | Bustos Cheryl Lea | Director | AWARD | 2,096 | — | — |
| Jun 15, 2026 | MacMillan Anne | Director | AWARD | 2,096 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for REX.
Shares short
971,597
Settlement Sep 15, 2026
Change vs prior
+7.9%
Semi-monthly cycle
Days to cover
4.6
At avg daily volume
Of shares outstanding
≈2.9%
Estimate — not % of float
All REX filing & press-release reports (8)
- 8-K reportSep 2, 2026
- 8-K reportJul 1, 2026
- 8-K reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- CLUSTER reportJun 10, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 28, 2026
- DEFA14A reportApr 15, 2026