REX
REX AMERICAN RESOURCES Corp
$43.94
+2.19%
$1.4B
No data for this timeframe.
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Inst. Holders50 funds
Inst. Value$829.1M
Inst. Activity13 buys / 5 sells
Insider Activity0B / 5S
Insider Net $-$1.1M
SEC Reports6
Recent Activity
Jun 12, 2026
SEC
REX American Resources filed an 8-K on June 10, 2026, disclosing that its Compensation Committee approved the form of a
8-K — Impact 2/10
Jun 11, 2026
SEC
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
INST-CLUSTER — Impact 3/10
Jun 10, 2026
SEC
Two REX insiders sold a total of ~$718K in stock within a 7-day window. The $614K sale by Executive COB Stuart Rose at $
CLUSTER — Impact 4/10
Jun 10, 2026
Insider
ROSE STUART A sold 1,129 shares
Executive COB @ $44.52 ($50.3K)
Jun 8, 2026
Insider
ROSE STUART A sold 13,584 shares
Executive COB @ $45.23 ($614.4K)
Jun 2, 2026
Insider
BRUGGEMAN DOUGLAS sold 2,086 shares
CFO, VP-Finance, Treasurer @ $49.50 ($103.3K)
Inst.
HOTCHKIS & WILEY CAPITAL — TRIM
301,082 shares ($13.7M)
Inst.
TEACHER RETIREMENT SYSTEM OF — ADD
77,420 shares ($3.5M)
Analyst Ratings
1Strong Buy
3Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Mar 27, 2025 | Truist Securities | REITERATE | Buy → Buy |
| Dec 9, 2024 | Truist Securities | MAINTAIN | Buy → Buy |
| Aug 28, 2024 | Truist Securities | REITERATE | Buy → Buy |
| Aug 27, 2024 | Truist Securities | MAINTAIN | Buy → Buy |
| Jun 17, 2024 | Truist Securities | MAINTAIN | Buy → Buy |
Latest Reports
NEUTRAL
8-K
2/10
REX American Resources filed an 8-K on June 10, 2026, disclosing that its Compensation Committee approved the form of a
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanley) collectively add
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $250.3M | ADD |
| DIMENSIONAL FUND ADVISORS LP | $86.4M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $69.4M | — |
| STATE STREET CORP | $66.2M | ADD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $57.1M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | ROSE STUART | SELL | $50.3K |
| Jun 8, 2026 | ROSE STUART | SELL | $614.4K |
| Jun 2, 2026 | BRUGGEMAN DOUGLAS | SELL | $103.3K |
| Apr 2, 2026 | BRUGGEMAN DOUGLAS | SELL | $90.9K |
| Mar 31, 2026 | BRUGGEMAN DOUGLAS | SELL | $227.0K |
50 institutional holders with $829.1M total value (18,202,953 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, RENAISSANCE. Net buying activity: 13 institutions added/increased vs 5 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5,493,426 | $250.3M | 30.2% | ADD +88.9% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1,896,068 | $86.4M | 10.4% | ADD +89.3% |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 1,523,594 | $69.4M | 8.4% | — |
| 4 | STATE STREET CORP | 1,453,113 | $66.2M | 8.0% | ADD +73.0% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,253,946 | $57.1M | 6.9% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,224,315 | $55.8M | 6.7% | — |
| 7 | D. E. Shaw & Co., Inc. | 643,895 | $29.3M | 3.5% | — |
| 8 | MORGAN STANLEY | 550,589 | $25.1M | 3.0% | ADD +96.9% |
| 9 | Invesco Ltd. | 528,870 | $24.1M | 2.9% | ADD +31.8% |
| 10 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 447,642 | $20.4M | 2.5% | DOUBLED +104.5% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 446,159 | $20.3M | 2.5% | — |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 301,082 | $13.7M | 1.7% | TRIM -28.4% |
| 13 | Nuveen, LLC | 254,321 | $11.6M | 1.4% | ADD +98.2% |
| 14 | GOLDMAN SACHS GROUP INC | 240,202 | $10.9M | 1.3% | — |
| 15 | UniSuper Management Pty Ltd | 202,664 | $9.2M | 1.1% | — |
| 16 | VANGUARD FIDUCIARY TRUST CO | 187,237 | $8.5M | 1.0% | — |
| 17 | PANAGORA ASSET MANAGEMENT INC | 129,849 | $5.9M | 0.7% | DOUBLED +101.3% |
| 18 | CITADEL ADVISORS LLC | 121,861 | $5.6M | 0.7% | ADD +43.9% |
| 19 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 101,368 | $4.6M | 0.6% | — |
| 20 | BANK OF AMERICA CORP /DE/ | 88,791 | $4.0M | 0.5% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | TRIM | 420,772 | 301,082 | -28.4% | $13.7M | 2026-Q1 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | ADD | 52,559 | 77,420 | +47.3% | $3.5M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 44,731 | 57,127 | +27.7% | $2.6M | 2026-Q1 |
| ExodusPoint Capital Management, LP | DOUBLED | 10,141 | 54,102 | +433.5% | $2.5M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 17,670 | 28,327 | +60.3% | $1.3M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | TRIM | 38,844 | 26,968 | -30.6% | $1.2M | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 228 | 25,675 | +11161.0% | $1.2M | 2026-Q1 |
| Rafferty Asset Management, LLC | ADD | 17,007 | 23,212 | +36.5% | $1.1M | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 13,001 | 19,626 | +51.0% | $894.4K | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 11,172 | 17,051 | +52.6% | $777.0K | 2026-Q1 |
| FMR LLC | DOUBLED | 6,318 | 16,389 | +159.4% | $746.8K | 2026-Q1 |
| FRANKLIN RESOURCES INC | TRIM | 24,095 | 15,468 | -35.8% | $704.9K | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 8,808 | 12,498 | +41.9% | $569.5K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 194 | 7,748 | +3893.8% | $353.1K | 2026-Q1 |
| M&T BANK CORP | NEAR_EXIT | 532,135 | 6,920 | -98.7% | $315.3K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 900 | 4,485 | +398.3% | $204.4K | 2026-Q1 |
| DANSKE BANK A/S | NEAR_EXIT | 6,800 | 900 | -86.8% | $41.0K | 2026-Q1 |
| Allworth Financial LP | DOUBLED | 73 | 166 | +127.4% | $7.6K | 2026-Q1 |
| Invesco Ltd. | ADD | 408,857 | 538,768 | +31.8% | $17.4M | 2025-Q4 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 205,700 | 420,653 | +104.5% | $13.6M | 2025-Q4 |
| M&T BANK CORP | NEW | — | 532,135 | — | $13.3M | 2025-Q4 |
| SEI INVESTMENTS CO | DOUBLED | 15,958 | 44,731 | +180.3% | $1.4M | 2025-Q4 |
| ROYCE & ASSOCIATES LP | TRIM | 55,050 | 38,844 | -29.4% | $1.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 22,022 | 32,934 | +49.6% | $1.1M | 2025-Q4 |
| Trexquant Investment LP | TRIM | 76,506 | 29,077 | -62.0% | $939.8K | 2025-Q4 |
2 unique insiders with 7 transactions. Net insider value: -$1.1M ($0.00 bought, $1.1M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | ROSE STUART A | Executive COB | SELL | 1,129 | $44.52 | $50.3K |
| Jun 8, 2026 | ROSE STUART A | Executive COB | SELL | 13,584 | $45.23 | $614.4K |
| Jun 2, 2026 | BRUGGEMAN DOUGLAS | CFO, VP-Finance, Treasurer | SELL | 2,086 | $49.50 | $103.3K |
| Apr 2, 2026 | BRUGGEMAN DOUGLAS | CFO, VP-Finance, Treasurer | SELL | 2,000 | $45.44 | $90.9K |
| Mar 31, 2026 | BRUGGEMAN DOUGLAS | CFO, VP-Finance, Treasurer | SELL | 5,000 | $45.41 | $227.0K |
| Mar 30, 2026 | ROSE STUART A | Executive COB | GIFT | 22,000 | — | — |
| Sep 15, 2025 | BRUGGEMAN DOUGLAS | CFO, VP-Finance, Treasurer | AWARD | 133,085 | — | — |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 5 neutral. Avg impact: 3.5/10.
NEUTRAL
8-K
2/10
REX American Resources filed an 8-K on June 10, 2026, disclosing that its Compensation Committee app
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Five mega-passive institutional investors (Vanguard, BlackRock, State Street, Fidelity, Morgan Stanl
Jun 11, 2026
NEUTRAL
CLUSTER
4/10
Two REX insiders sold a total of ~$718K in stock within a 7-day window. The $614K sale by Executive
Jun 10, 2026
NEUTRAL
8-K
3/10
REX American Resources held its 2026 Annual Meeting on May 28, 2026, where shareholders approved the
Jun 3, 2026
MIXED
8-K
5/10
REX American Resources reported Q1 2026 results with net sales of $156.5M (slightly down YoY from $1
May 28, 2026
NEUTRAL
DEFA14A
4/10
REX American Resources Corporation filed definitive additional proxy materials for its 2026 annual s
Apr 15, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Mar 2025): 80% buy across 5 analysts — 1 strong buy, 3 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q 2025-10-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY 2026-01-31 |
$0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
5 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 3 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Mar 27, 2025 | Truist Securities | REITERATE | Buy | Buy |
| Dec 9, 2024 | Truist Securities | MAINTAIN | Buy | Buy |
| Aug 28, 2024 | Truist Securities | REITERATE | Buy | Buy |
| Aug 27, 2024 | Truist Securities | MAINTAIN | Buy | Buy |
| Jun 17, 2024 | Truist Securities | MAINTAIN | Buy | Buy |
| May 30, 2024 | Truist Securities | REITERATE | Buy | Buy |
| Apr 12, 2024 | Truist Securities | REITERATE | Buy | Buy |
| Apr 1, 2024 | Truist Securities | MAINTAIN | Buy | Buy |
| Sep 20, 2023 | Truist Securities | MAINTAIN | Buy | Buy |
| Aug 25, 2023 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 7, 2021 | Truist Securities | MAINTAIN | — | Buy |
| Aug 13, 2020 | Truist Securities | INITIATE | — | Buy |
| Sep 15, 2016 | Feltl & Co. | INITIATE | — | Buy |
| Oct 14, 2014 | KLR Group | UPGRADE | Accumulate | Buy |
| Sep 16, 2014 | Sidoti & Co. | UPGRADE | Neutral | Buy |
| Feb 5, 2014 | Sidoti & Co. | UPGRADE | Neutral | Buy |
| May 11, 2012 | Credit Suisse | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong 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% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
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