REX AMERICAN RESOURCES CORP (REX)

Energy · ethanol production · NYSE

REX American Resources is a profitable ethanol producer and energy investment company currently expanding its capacity and developing carbon sequestration infrastructure to qualify for federal clean fuel tax credits.

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What REX AMERICAN RESOURCES CORP does

REX American Resources Corp is a holding company that operates through its interests in six ethanol production facilities. The company manages production, provides oversight, and invests in ethanol and related co-products, while pursuing carbon sequestration projects to reduce carbon intensity scores and leverage federal tax credits.

Recent developments

In August 2026, the company received draft EPA permits for three Class VI injection wells for its carbon sequestration project at the One Earth ethanol plant. The company reported record fiscal second quarter 2026 earnings, bolstered by improved crush margins and Section 45Z clean fuel production tax credits.

From REX AMERICAN RESOURCES CORP's filing of 2026-09-03.

Themes: ethanol production, carbon sequestration, carbon intensity reduction, clean fuel tax credits, commodity trading

Fundamentals

Price$44.84 as of 2026-10-08 close
Market cap$1.5B as of 2026-09-02 (share count; price 2026-10-08)
1-year return+44.5% 2025-10-08 close $31.04 → 2026-10-08 close $44.84
P/E15.98 as of 2026-10-08
Net margin+14.6% FY2026, SEC XBRL
Gross margin+14.4% FY2026, SEC XBRL
ROE+13.5% FY2026, SEC XBRL
Debt / equity0.01 as of 2026-09-02
Revenue growth (YoY)+2.6% as of 2026-09-02
Revenue CAGR (3y)-8.7% SEC XBRL
Beta0.53 as of 2026-09-02
Last reported earnings2026-09-02 SEC EDGAR Form 8-K (Item 2.02)

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How REX compares in its sector

price-to-earnings ratiomiddle range 108 covered Energy peers, as of 2026-10-08
net profit marginmiddle range 135 covered Energy peers, as of 2026-09-02
gross marginmiddle range 26 covered Energy peers, as of 2026-09-02
return on equitymiddle range 143 covered Energy peers, as of 2026-09-02
3-year revenue CAGRbottom 25% 137 covered Energy peers
free cash flow (absolute dollars, latest fiscal year)middle range 94 covered Energy peers, as of FY2026

Position among covered Energy companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.

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How REX AMERICAN RESOURCES CORP looks technically

REX AMERICAN RESOURCES CORP (REX) is trading 7.3% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 323 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 16, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 62, neither overbought (above 70) nor oversold (below 30). It just made a new 20-day high, its first since 2026-08-17, pushing above its recent trading range. It is 16.0% below its highest point of the past year.

Trend

Distance from the 200-day	it is trading 7.3% above its 200-day average, the long-term trend line — a longer-term uptrend	+7.3%
50-day moving average	its average price over the last 50 trading days — a short-term trend line — is $43.09	$43.09
200-day moving average	its average price over the last 200 trading days — the long-term trend line — is $41.77	$41.77
Swing structure	its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings	mixed — one of the two is not confirming
Last swing turn	its last significant turn was a swing low 9 calendar days ago — the swings before that are what the structure reading is measured on	9 sessions
Wave structure	its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 42.16. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next.	possible three-wave downward correction, complete (atypical proportions)
Since the 50/200 cross	its 50-day average crossed above its 200-day average about 323 trading days ago — a "golden cross", a bullish long-term signal	323 sessions
Trend strength (14-day ADX)	there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 16, below the 25 that marks a real trend)	15.5

Momentum

14-day RSI	momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 62, neither overbought (above 70) nor oversold (below 30)	62.3
Position in its 14-day range	it is trading near the top of its 14-day range ($42.16 to $45.28) — its "stochastic" reading is 86 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions.	85.9
Since the MACD crossed zero	MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish)	23 sessions

Range

52-week high	its highest closing price over the past year (about 252 trading days) was $53.36	$53.36
From the 52-week high	it is 16.0% below its 52-week high (its highest price of the past year)	-16.0%
Above the 52-week low	it is 47.9% above its 52-week low (its lowest price of the past year)	+47.9%
Below the 52-week high	it is 16.0% below its highest point of the past year	16.0%
Since a 20-day breakout	it just made a new 20-day high, its first since 2026-08-17, pushing above its recent trading range	1 session
Since a 55-day breakout	it made a new 55-day low about 30 trading days ago	30 sessions
All-time high	its highest closing price on record is $53.36 (set on 2026-05-05)	$53.36
Given back of the 52-week move	over the past year its closes ranged ($30.57 to $51.16), and it has given back roughly a third of its rise from last year’s low — 31% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $37.78 to $38.44. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast.	30.7%
From the all-time high	it is 16.0% below its all-time high	-16.0%
Nearest price level	it is trading 0.6% above a support level at $44.59 — a price it turned at three times since 2026-05-28, most recently on 2026-09-22. Since 2024-10-08 it has 15 such levels below the current price and 2 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go.	-0.6%
All-time low	its lowest closing price on record is $0.92 (set on 2009-03-06)	$0.92
Above the all-time low	it is 4773.9% above its all-time low	+4,774%

Volatility

Band width vs its own 6 months	day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 86% of it)	14th percentile
Typical daily range	in a typical session it travels about $1.33 between its high and its low — about 3.0% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was	$1.33
Bollinger bands (20-day, ±2σ)	most of its recent trading has stayed between about $41.56 and $44.85 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles	$41.56 – $43.21 – $44.85
Typical daily range (% of price)	its price moves about 3.0% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price	3.0%
Stretch from the 200-day average	it is trading 2.3 daily ranges above its 200-day average price (7.3% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale	2.3 daily ranges above its 200-day average

Volume

Volume vs its 30-day average	trading volume is about normal versus its 30-day average	0.97×

Candlestick patterns

Since a doji	today it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level	today

Price gaps

Gap at the open	it opened on 2026-10-08 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close	+1.1%
Gap filled	a 4.8% gap down opened on 2026-09-02 has been "filled" 25 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it	25 sessions ago

Price streaks

Closing streak	it has closed higher 4 sessions in a row, a +3.39% move over the run — an unbroken run of up days, which describes what has already happened and says nothing about the next session	4 sessions up

Relative strength

vs market, 1 month	over the past 1 month this stock beat the market by 4.2 percentage points (the stock gained 5.2% while the market gained 1.0%)	+4.2%
vs market, 3 months	over the past 3 months this stock lagged the market by 9.4 percentage points (the stock lost 5.6% while the market gained 3.8%)	-9.4%
vs market, 6 months	over the past 6 months this stock lagged the market by 17.8 percentage points (the stock lost 0.4% while the market gained 17.5%)	-17.8%
vs market, 12 months	over the past 12 months this stock beat the market by 29.5 percentage points (the stock gained 44.5% while the market gained 15.0%)	+29.5%

Signal agreement

Bullish technical signals	5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast	5 of 9
Bearish technical signals	2 of the 9 technical signals we can compute for it are currently in a bearish state: lagging the market over 6 months, near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast	2 of 9

Trend (Ichimoku cloud)

Vs the Ichimoku cloud	trading 1.9% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 3.4% of the share price.	+1.9%

Volume-weighted price

Vs this year’s average price paid	the price is 6% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $42.41 — a volume-weighted average of daily closes over 190 sessions, not a true tick-by-tick VWAP.	+5.7%

Double bottom, bullish — forming · entry $45.13 · 50 sessions in

Falling wedge, bullish — broke out · entry $43.50 · 81 sessions in

Price levels it has turned at before

REX last closed at $44.84 on 2026-10-08. Since 2024-10-08 it has turned at 15 prices below its last close and 2 above; the 3 nearest below and the 2 nearest above are listed, nearest first.

Level	Side	Distance	Evidence
$44.59	Support	0.6% below the last close	turned there three times · 2026-05-28 to 2026-09-22
$45.54	Resistance	1.6% above the last close	turned there twice · 2026-07-15 to 2026-08-17
$41.85	Support	6.7% below the last close	turned there five times · 2026-03-18 to 2026-09-29
$48.48	Resistance	8.1% above the last close	turned there twice · 2026-03-31 to 2026-07-13
$36.33	Support	19.0% below the last close	turned there twice · 2025-12-04 to 2026-02-11

A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.

Wave structure

Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.

This labelling fails — stops being a possible reading at all — if it closes below $42.16.

It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.

This reading has stood for 3 trading days, since 2026-10-06.

Read from daily closes as of 2026-10-08.

An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.

Screens: Trading above the 200-day moving average · Broke out to a new 20-day high · trendless / choppy (low ADX) · lagging the market · Printed a doji candle · At the top of its 14-day range (stochastic above 80) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low

Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.

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Key risks (from latest filing)

["Highly dependent on volatile commodity prices for corn, ethanol, distillers grains, and natural gas.","Regulatory and permitting uncertainty regarding carbon sequestration projects and EPA approvals.","Fluctuations in operating margins due to the sensitivity of the crush spread."]

See REX's biggest risks from its latest 10-Q →

What changed in the latest 10-Q

AI-assisted comparison of REX's 10-Q filed 2026-06-02 against the prior one filed 2025-12-04.

Management's Discussion & Analysis (MD&A)

Added:
- Reference to OBBBA (Inflation Reduction Act) alongside IRA for tax credits
- Statement that company 'continue[s] to work to identify ways to further reduce our CI score at the One Earth plant with the intention of maximizing tax credits available under the IRA and OBBBA'
- Reference to 'connector pipeline' between One Earth compression facility and sequestration well
- Capital expenditure budget of approximately $220 million to $230 million for expansion and sequestration projects
- Disclosure of $58.7 million spent to date on carbon sequestration project and $0.2 million contractual obligation
- Disclosure of $117.7 million spent on plant capacity expansion and $9.2 million contractual commitment
- Discussion of section 45Z tax credits based on 'gallons of ethanol produced'
- Statement that 'Companies may elect either the 45Q credit or the 45Z credit in periods in which both tax credits are available'
- Note that OBBBA extended 45Z credit availability through December 31, 2029
- Reference to Clean Fuel Production Credit credits ranging from $0.02 to $0.20 per gallon (or $0.10 to $1.00 with wage/apprenticeship requirements)
Removed:
- Expected EPA draft permit date of 'February 2026' and final permit decision date of 'June 2026'
- Reference to 'CO2 pipeline between the One Earth ethanol plant and the sequestration site or a sequestration well'
- Disclosure of land easements secured from all necessary landowners for CO2 pipeline construction
- Disclosure of subsurface easements for first injection well with 15-year carbon sequestration capacity
- Detailed discussion of Illinois SB 1289 (Safety and Aid for the Environment in Carbon Capture and Sequestration Act) and its requirements
- Discussion of moratorium on issuance of new certificates of authority for CO2 pipeline construction until July 1, 2026 or until federal PHMSA standards finalized
- Discussion of Illinois SB 1723 prohibiting carbon sequestration activities over, under, or through EPA-defined aquifers
- Statement that 'We continue to work to identify ways to reduce our CI score at the One Earth plant with the intention of maximizing tax credits available under the IRA'
- Statement that 45Z credits originally available for 'calendar years 2025 – 2027'
- Reference to credits between '$0.02 and $0.20, or $0.10 and $1.00 if prevailing wage requirements are met'
Reworded:
- Date reference changed from 'October 31, 2025' to 'April 30, 2026' for ownership interest snapshot
- One Earth Sequestration parent entity reference changed from 'One Earth Energy, LLC' to 'One Earth'
- Expected EPA draft permit timeline changed to 'July 2026' and final decision to 'November 2026'
- 'pipeline' changed to 'connector pipeline' in description of CO2 infrastructure
- Reference to 'further reduce our CI score' (newer) vs. 'reduce our CI score' (older)
- Reference to 'IRA and OBBBA' (newer) vs. 'IRA' alone (older) for tax credit eligibility
- Discussion of 'Trends and Uncertainties' changed from 'certain recently proposed legislation' to 'certain recently adopted legislation and certain recently proposed legislation'
- Credits described as '$0.02 and $0.20 ($0.10 and $1.00 if prevailing wage and apprenticeship requirements are met)' (newer) vs. '$0.02 and $0.20, or $0.10 and $1.00 if prevailing wage requirements are met' (older)
Notes:
- Newer filing text appears truncated at end ('The. U.S. Department of the Treasury issued pr'), making full assessment of that section impossible
- Older filing text also appears truncated at end, limiting complete comparison of final paragraph

AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.

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Insider activity (SEC Form 4)

0 open-market purchases and 1 open-market sale by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.

Last 30 days · read to 2026-10-040 buys · 1 sell ($2M) — 1 selling insider
Last 90 days · read to 2026-10-040 buys · 1 sell ($2M) — 1 selling insider
Last 180 days · read to 2026-10-040 buys · 8 sells ($7M) — 2 selling insiders

Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)

Most recent open-market transaction: 2026-09-30. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.

View full insider trading history → View SEC Form 3/4/5 filings

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Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.

Institutional ownership (13F)

5 institutional 13F filers reported holding REX as of 2026-06-30 (quarter-end position, filed within 45 days).

Distinct 13F filers 5
Reported shares held 8,778,433
Reported value $396,346,271

reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 3 increased, 2 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".

Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.

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Short interest (FINRA)

REX had 971,597 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).

REX had 2.93% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 4.56 days to cover at the same settlement.

Reported short interest (shares) 971,597
Short interest (% of shares outstanding) 2.93%
Prior settlement (shares) 900,593
Reported change 7.88%
Days to cover (reported) 4.56

Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.

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Competitors & peers

AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.

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Frequently asked questions

What does REX AMERICAN RESOURCES CORP (REX) do?

What sector is REX AMERICAN RESOURCES CORP (REX) in?

REX AMERICAN RESOURCES CORP (REX) is classified in the Energy sector. Its industry is ethanol production. It trades on NYSE.

Who are REX AMERICAN RESOURCES CORP's (REX) competitors?

Notable peers of REX AMERICAN RESOURCES CORP (REX) include Green Plains, The Andersons, Alto Ingredients, Valero Energy and Archer-Daniels-Midland. This peer set is informational only — not financial advice.

Is REX AMERICAN RESOURCES CORP (REX) overbought or oversold right now?

REX AMERICAN RESOURCES CORP (REX) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 62, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.

Where does stocks-llm's data on REX come from?

Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.

Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.

Last updated 2026-10-08.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.