What is the 13F Pro Quality Score for REX?

13F Pro ranks REX AMERICAN RESOURCES Corp (REX) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View REX's current score at https://13fpro.ai/company/REX (free sign-up required for the full ranking).

Which hedge funds own the most REX stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of REX include BlackRock,, DIMENSIONAL FUND ADVISORS, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/REX as soon as new 13F filings post.

Where does 13F Pro source REX data?

All REX AMERICAN RESOURCES Corp fundamentals and ownership data come directly from SEC EDGAR. REX AMERICAN RESOURCES Corp files with the SEC under CIK 744187. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is REX in?

REX AMERICAN RESOURCES Corp (REX) is classified in the Materials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/materials.

What drives REX's revenue?

Per REX AMERICAN RESOURCES Corp's latest 10-Q filed with the SEC on 2026-09-03, the biggest revenue drivers are: Ethanol ($125.8M, +2% YoY); Dried distillers grains ($24.2M, +14% YoY); Distillers corn oil ($17.6M, +41% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/REX.

How often is REX research updated on 13F Pro?

REX's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

REX AMERICAN RESOURCES Corp(REX)Stock Analysis

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SEC EDGAR: CIK 744187 REX stock profile & AI dashboard →

13F Pro Quality Score

52.8/100

Rank #1,429 of 2,962 stocksTOP 50%

View Materials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

11.9/100

Profitability

82.0/100

Balance Sheet

92.8/100

Earnings Quality

49.3/100

Free Cash Flow

56.6/100

Institutional Flow

29.5/100

Revenue Scale

41.6/100

Dilution Risk

68.9/100

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Why REX Scores 53/100

exact factor attribution · 2026-09-11

REX's composite is driven by profitability and capital efficiency, held back by revenue growth and scale. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+4.8 pts

82th pct

Capital efficiency

+4.3 pts

93th pct

Earnings growth

+1.8 pts

86th pct

Free cash flow

+1.0 pts

57th pct

Shareholder dilution

+0.9 pts

69th pct

Earnings quality

-0.1 pts

49th pct

Institutional flow

-1.0 pts

30th pct

Scale

-1.3 pts

42th pct

Revenue growth

-7.6 pts

12th pct

Latest change (2026-09-03): 50 → 38 · ↓ Free cash flow 46→19; ↓ earnings_quality 53→21

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

Unusual Activity in REX

Events flagged as statistical outliers against REX's own multi-year baseline — not fixed dollar thresholds.

Score shock2026-09-03
REX quality score dropped 12 points (50→38) on a new filing
View source filing →

REX Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for REX AMERICAN RESOURCES Corp (REX), a Materials sector company. 13F Pro's AI-powered ranking engine scores REX at 52.8/100 on a 32-signal composite quality model, placing it at rank #1,429 of 2,962 stocks — the top half of the AI-ranked universe. REX scores in the top quartile across balance sheet strength (92.8), profitability (82.0). Areas of concern include revenue growth (11.9) and institutional flow (29.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), REX AMERICAN RESOURCES Corp reports quarterly revenue of $168.5M, net income of $40.6M, free cash flow of $16.8M. Top institutional holders of REX by reported 13-F value include BlackRock, DIMENSIONAL FUND ADVISORS, STATE STREET, based on the most recent SEC filings. REX trades on the NYSE exchange and files with the SEC under CIK 744187. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate REX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for REX AMERICAN RESOURCES Corp directly from SEC EDGAR. REX AMERICAN RESOURCES Corp's 13F Pro composite quality score has ranged between 28 and 63 since 2021, currently 52.8 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about REX AMERICAN RESOURCES Corp

Quirks, history, and lore behind REX — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. materials company · listed on NYSE · headquartered in Ohio · operates in the alternative energy space alongside a legacy industrial business.
2
The Numbers
A small-cap with revenues in the hundreds of millions, yet it sits on an unusually large pile of cash relative to its market size — management loves a clean balance sheet.
3
The History
Started decades ago in the coal business, then pivoted hard when coal's future looked grim — one of the more dramatic energy reinventions in the materials sector.
4
The Secret
Its unlikely second act is ethanol production — it owns interests in multiple ethanol plants across the U.S. Midwest, making it part corn farmer, part energy company.
5
The Lore
The company has aggressively bought back its own shares over the years, at times retiring a jaw-dropping percentage of shares outstanding — a capital-return obsessive in a quiet corner of the market.
6
The Giveaway
From coal mines to corn-based fuel, this Ohio outfit's ticker is fit for a king — three letters that sound like royalty and American resources rolled into one.

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What's Driving REX's Business? Latest 10-Q Breakdown

✓ 42/42 datapoints verified

AI-extracted from REX AMERICAN RESOURCES Corp's 10-Q filed 2026-09-03 — Q2 FY2026 (quarter ended July 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

REX reported Q2 revenue of $168.5M (+6% YoY) with net income of $34.9M (+391% YoY), driven by $18.4M in Section 45Z production tax credits and improved commodity margins.

Biggest Revenue Drivers

Ethanol$125.8M+2% YoY

Average selling price increased 2% to $1.78/gallon; gallons sold held flat at 70.6M gallons.

Dried distillers grains$24.2M+14% YoY

Average price per ton increased 16% to $166.55 reflecting increased soymeal prices and export demand; tons sold decreased 2%.

Biggest Revenue Drivers

Total revenue: $168.5M+6% YoY

Ethanol$125.8M+2% YoY

Average selling price increased 2% to $1.78/gallon; gallons sold held flat at 70.6M gallons.

Dried distillers grains$24.2M+14% YoY

Average price per ton increased 16% to $166.55 reflecting increased soymeal prices and export demand; tons sold decreased 2%.

Distillers corn oil$17.6M+41% YoY

Average price per pound increased 33% to $0.72 and pounds sold increased 5%, driven by renewable biodiesel market demand.

Production tax credit income$18.4M

Section 45Z clean fuel production credits recognized under ASU 2025-10 income model; credits earned based on CO2 reduction below 50 CI score threshold.

Largest Expense Items

Cost of sales$133.6M-7% YoY

Corn represented 77% ($102.3M); natural gas 4% ($5.4M). Lower commodity costs on lower volumes offset by favorable crush spread.

Selling, general and administrative$15.6M+152% YoY

$4.7M increase in performance bonuses from higher net income; $3.0M increase from restricted stock awards granted to executives in Q2.

Income tax provision$7.5M

Effective tax rate 15.5% (vs. 22.9% prior year) due to nontaxable income from 45Z tax credits and noncontrolling interests impact.

Margins: Gross profit surged to $53.3M (+271% YoY) from improved crush spreads and $18.4M in 45Z tax credits recognized as production income. Operating leverage improved significantly as revenue grew 6% while cost of sales declined 7%, reflecting favorable commodity price dynamics.

Watch Items from the Filing

Section 45Z tax credit monetization strategy: Company intends to sell $26.0M in transferable tax credits earned in FY2026 (recorded as Level 3 fair value assets), subject to proposed regulatory changes and timing of credit monetization markets.
One Earth carbon sequestration project: $59.1M cumulative spend with $0.3M remaining commitment; EPA issued draft permit for Class VI injection wells (August 17, 2026); still requires state/county permits and CO2 connector pipeline approval with no assurance of success or timing.
NuGen Summit Carbon Solutions pipeline delay: South Dakota banned eminent domain for CO2 pipelines (March 2025); North Dakota voided permits (March 2026); project delays may hinder Company's ability to capture additional 45Q/45Z credits at NuGen facility.
RFS compliance uncertainty: EPA issued 34 Small Refinery Exemption decisions on August 31, 2026 (18 full, 11 partial 50%, 5 denied); 1.8B RINs exempted; 2025 RVO compliance deadline extended 30 days to October 1, 2026; discretionary SRE decisions impact ethanol demand.
Big River equity investment concentration: 10.3% ownership stake contributed $7.2M equity income in Q2 (vs. $0.9M prior year), with $1.8M from 45Z credits; undiversified reliance on co-member performance and regulatory credit monetization.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$168.5M

Net Income

Q2 2026

$40.6M

Free Cash Flow

Q2 2026

$16.8M

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+1.2% YoY

$650.5MFY 2026

FY23 $855.0MFY24 $833.4MFY25 $642.5MFY26 $650.5M

Net Income

+42.6% YoY

$83.0MFY 2026

FY23 $27.7MFY24 $60.9MFY25 $58.2MFY26 $83.0M

EPS (Diluted)

+203.0% YoY

$2.50FY 2026

FY23 $0.79FY24 $0.86FY25 $0.82FY26 $2.50

Total Assets

+10.8% YoY

$797.7MFY 2026

FY23 $579.6MFY24 $664.8MFY25 $720.0MFY26 $797.7M

Op. Cash Flow

+83.6% YoY

$117.8MFY 2026

FY23 $54.8MFY24 $128.0MFY25 $64.2MFY26 $117.8M

Free Cash Flow

+793.1% YoY

$49.4MFY 2026

FY23 $39.2MFY24 $90.3MFY25 $-7.1MFY26 $49.4M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$650.5M +1.2%	$642.5M -22.9%	$833.4M -2.5%	$855.0M +10.4%	$774.8M +107.9%	$372.7M
Net Income	$83.0M +42.6%	$58.2M -4.5%	$60.9M +120.0%	$27.7M -47.1%	$52.4M +1644.9%	$3.0M
EPS (Diluted)	$2.50 +203.0%	$0.82 -4.6%	$0.86 +10.2%	$0.79 -46.2%	$1.46	—
Total Assets	$797.7M +10.8%	$720.0M +8.3%	$664.8M +14.7%	$579.6M +5.3%	$550.4M +14.8%	$479.3M
Operating Cash Flow	$117.8M +83.6%	$64.2M -49.8%	$128.0M +133.5%	$54.8M -40.3%	$91.7M +963.6%	$8.6M
Free Cash Flow	$49.4M +793.1%	$-7.1M -107.9%	$90.3M +130.3%	$39.2M -54.7%	$86.6M +4939.9%	$-1.8M

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Available Research

13F Pro tracks comprehensive data for REX AMERICAN RESOURCES Corp including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of REX

BlackRock, Inc.
$255.6M5,662,010 sh
DIMENSIONAL FUND ADVISORS LP
$82.4M1,825,770 sh
STATE STREET CORP
$71.0M1,573,545 sh
RENAISSANCE TECHNOLOGIES LLC
$65.8M1,458,366 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$58.0M1,284,806 sh
VANGUARD CAPITAL MANAGEMENT LLC
$56.1M1,243,606 sh
SYSTEMATIC FINANCIAL MANAGEMENT LP
$46.8M1,036,887 sh
MANGROVE PARTNERS IM, LLC
$45.8M1,015,234 sh
GEODE CAPITAL MANAGEMENT, LLC
$39.2M869,102 sh
D. E. Shaw & Co., Inc.
$29.2M646,597 sh

Fund	Value	Shares
BlackRock, Inc.	$255.6M	5,662,010
DIMENSIONAL FUND ADVISORS LP	$82.4M	1,825,770
STATE STREET CORP	$71.0M	1,573,545
RENAISSANCE TECHNOLOGIES LLC	$65.8M	1,458,366
VANGUARD PORTFOLIO MANAGEMENT LLC	$58.0M	1,284,806
VANGUARD CAPITAL MANAGEMENT LLC	$56.1M	1,243,606
SYSTEMATIC FINANCIAL MANAGEMENT LP	$46.8M	1,036,887
MANGROVE PARTNERS IM, LLC	$45.8M	1,015,234
GEODE CAPITAL MANAGEMENT, LLC	$39.2M	869,102
D. E. Shaw & Co., Inc.	$29.2M	646,597

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Is REX a good stock to buy?

13F Pro's AI-powered analysis of REX AMERICAN RESOURCES Corp (REX) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Materials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for REX are available on the REX stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. REX is classified as a small company.

Which hedge funds own REX?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling REX. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of REX AMERICAN RESOURCES Corp's investment landscape.