76,450 Shares in REX American Resources Corporation $REX Acquired by Tudor Investment Corp ET AL

Key Points

• Tudor Investment Corp established a new position of 76,450 shares in REX (~$2.34M) during Q3, representing about 0.23% of the company, and institutional investors now own roughly 88.12% of the stock.
• REX posted a substantial beat with Q4 EPS of $1.32 (vs. ~$0.14 expected) and a record full‑year net income per share of $2.50, helped by roughly $28M of potential Section 45Z tax credits and carbon‑capture/capacity expansion initiatives.
• Brokerages including Weiss Ratings and Wall Street Zen have upgraded REX to a Buy and the stock rallied (~8.2%) toward its 12‑month high, though some investors caution that elevated multiples may already price in the expected tax‑credit and operational upside.

Tudor Investment Corp ET AL purchased a new position in REX American Resources Corporation (NYSE:REX - Free Report) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 76,450 shares of the energy company's stock, valued at approximately $2,341,000. Tudor Investment Corp ET AL owned 0.23% of REX American Resources at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Elevation Point Wealth Partners LLC bought a new position in shares of REX American Resources in the second quarter worth approximately $33,000. GAMMA Investing LLC boosted its position in REX American Resources by 116.5% during the 3rd quarter. GAMMA Investing LLC now owns 1,078 shares of the energy company's stock valued at $33,000 after buying an additional 580 shares during the period. Parallel Advisors LLC boosted its position in REX American Resources by 97.6% during the 3rd quarter. Parallel Advisors LLC now owns 1,142 shares of the energy company's stock valued at $35,000 after buying an additional 564 shares during the period. Ameritas Investment Partners Inc. grew its holdings in REX American Resources by 59.2% in the 3rd quarter. Ameritas Investment Partners Inc. now owns 2,476 shares of the energy company's stock worth $76,000 after acquiring an additional 921 shares during the last quarter. Finally, US Bancorp DE grew its holdings in REX American Resources by 100.0% in the 3rd quarter. US Bancorp DE now owns 2,680 shares of the energy company's stock worth $82,000 after acquiring an additional 1,340 shares during the last quarter. Institutional investors own 88.12% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on REX. Weiss Ratings raised shares of REX American Resources from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Monday, March 2nd. Wall Street Zen upgraded REX American Resources from a "hold" rating to a "buy" rating in a report on Saturday, December 6th. One investment analyst has rated the stock with a Buy rating, According to MarketBeat.com, the stock has a consensus rating of "Buy".

REX American Resources Trading Up 8.2%

NYSE:REX opened at $47.70 on Friday. The company has a 50-day moving average price of $36.43 and a 200-day moving average price of $33.75. The stock has a market cap of $1.57 billion, a price-to-earnings ratio of 19.08 and a beta of 0.73. REX American Resources Corporation has a 12 month low of $16.73 and a 12 month high of $47.74.

REX American Resources (NYSE:REX - Get Free Report) last announced its quarterly earnings results on Thursday, March 26th. The energy company reported $1.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.14 by $1.18. REX American Resources had a net margin of 12.75% and a return on equity of 12.72%. The company had revenue of $157.96 million for the quarter, compared to analysts' expectations of $162.00 million. Equities analysts forecast that REX American Resources Corporation will post 2.93 EPS for the current fiscal year.

Key REX American Resources News

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

• Positive Sentiment: Record full‑year profit: REX reported record full fiscal‑2025 net income per share of $2.50, underscoring stronger profitability from its ethanol assets. REX American Resources Reports Record High Full Fiscal Year 2025 Net Income Per Share
• Positive Sentiment: Big EPS beat in Q4: REX posted Q4 EPS of $1.32 vs. roughly $0.14 expected — investors are rewarding the beat even though revenue slightly missed estimates. (Earnings call transcripts confirm management highlighted tax‑credit and operational drivers.) Q4 2025 earnings call transcript
• Positive Sentiment: Tax‑credit and carbon‑capture upside: Management signaled progress on carbon capture initiatives and indicated ~$28M in potential Section 45Z tax credits plus plans tied to ~200M‑gallon capacity expansion — these non‑cash/tax items materially boosted reported results and create future cash‑flow benefits if realized. Expanded capacity and 45Z tax credits article
• Neutral Sentiment: Operational structure: The company consolidated interests in six ethanol facilities (One Earth, NuGen, etc.), which management says supports scale but will also change reported results comparability going forward. Earnings call transcript (Fool)
• Neutral Sentiment: Revenue vs. expectations: Q4 revenue of ~$158M was slightly below consensus (~$162M), so the EPS beat was driven more by tax/timing items than top‑line outperformance. MarketBeat earnings summary
• Negative Sentiment: Valuation concerns: Coverage notes investors worry that the stock’s recent run and rich multiples (e.g., elevated P/E) may already price in continued tax‑credit benefits and operational improvement, leaving limited upside if execution or credits disappoint. Yahoo Finance valuation article

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.

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