REX at a glance
REX AMERICAN RESOURCES Corp (REX, SEC CIK 744187) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 2, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), REX AMERICAN RESOURCES Corp (REX) reported revenue of $650.5 million (up 1.2% from FY2025) and net income of $83.0 million. Diluted EPS was $2.50.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding REX AMERICAN RESOURCES Corp (REX) shares worth $818.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by ROSE STUART A on September 30, 2026 of 50,000 shares at $42.55 per share.
- In the last 90 days, REX insiders reported 0 open-market purchases ($0) and 1 open-market sale ($2.1M) on Form 4, a net sale of $2.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $650.5M
- +1.2% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$2.1M
- 13F holders
- 31 funds
- $818.4M · +1 vs prior quarter
- Latest 8-K
- Sep 2, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Quarterly revenue $168.5M, up 6% YoY from $158.6M
- Gross margin 31.6% vs 9.0% YoY; net income $34.9M vs $7.1M
- Best product line distillers corn oil revenue $17.6M, up 41%; modified distillers grains $0.8M, down 35%
- 45Z production tax credit income $18.4M; Big River equity income $7.2M vs $0.9M YoY
- One Earth expansion and sequestration spending $191.2M cumulative; additional commitments $4.2M and permit timing uncertain
Risk Factors
- No material changes to risk factors from the January 31, 2026 Form 10-K
- Carried-forward regulatory and compliance risks unchanged from the 10-K
- Carried-forward ethanol-market and commodity-price volatility risks unchanged from the 10-K
- Carried-forward liquidity, debt, and financing risks unchanged from the 10-K
AI summary of the REX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 and first-half 2026 results announced for periods ended July 31, 2026
- Press release furnished as Exhibit 99 contains the financial figures and management commentary
Item EX-99.1: Item EX-99.1
- Q2 FY26 EPS $1.06 vs $0.22, with REX shareholder net income $34.9M vs $7.1M
- Gross profit surged to $53.3M from $14.3M, supported by $18.4M of Section 45Z production tax credits
Item 5.02: Departure/Appointment of Directors or Principal Officers
- New employment agreements effective February 1, 2026, executed June 29, 2026, replacing prior contracts
- Annual bonus caps increased: Rose and Bruggeman to $4,000,000; Rizvi to $12,000,000
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Compensation Committee approved a standard restricted stock unit agreement under REX’s 2026 Incentive Plan
- Agreement governs future equity awards and may affect share dilution and executive compensation
AI summaries of REX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for REX
Don't miss the next REX filing
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- Fund moves. Which tracked funds opened, added or cut REX, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| ROSE STUART A | Sell | Sep 30, 2026 | 50,000 | $42.55 |
| ROSE STUART A | Sell | Jun 18, 2026 | 15,186 | $43.64 |
| ROSE STUART A | Sell | Jun 17, 2026 | 69,335 | $43.77 |
| BRUGGEMAN DOUGLAS | A | Jun 15, 2026 | 28,508 | - |
| BRUGGEMAN DOUGLAS | A | Jun 15, 2026 | 20,758 | - |
| Bustos Cheryl Lea | A | Jun 15, 2026 | 2,327 | - |
| Rizvi Zafar A | F | Jun 15, 2026 | 13,838 | $42.97 |
| Bustos Cheryl Lea | A | Jun 15, 2026 | 2,096 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $642.5M | $650.5M |
| Gross Profit | $98.2M | $91.5M | $93.7M |
| Net Income | - | $58.2M | $83.0M |
| Gross Margin | - | 14.2% | 14.4% |
| Net Margin | - | 9.1% | 12.8% |
| Balance Sheet | |||
| Total Assets | - | $720.0M | $797.7M |
| Equity | $513.9M | $560.3M | $610.7M |
| ROE | - | 10.4% | 13.6% |
| Per Share | |||
| EPS | $3.47 | $3.30 | $2.50 |
| Cash Flow | |||
| Operating CF | - | $64.2M | $117.8M |
| CapEx | $37.7M | $71.3M | $68.4M |
Source: XBRL data in REX AMERICAN RESOURCES Corp (REX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate REX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $818.4M |
| Q1 2026 | 30 | $796.5M |
| Q4 2025 | 28 | $563.0M |
| Q3 2025 | 28 | $534.1M |
| Q2 2025 | 29 | $420.7M |
| Q1 2025 | 23 | $226.3M |
| Q4 2024 | 18 | $231.9M |
| Q3 2024 | 16 | $200.7M |
- Goldman Sachs Group+238.3K (+99%)
- BlackRock+168.6K (+3%)
- State Street Corp+120.4K (+8%)
- AQR Capital Management+93.1K (+54%)
- JPMorgan Chase & Co+85.0K (+53%)
- Citadel Advisors LLC−100.1K (-82%)
- Dimensional Fund Advisors−70.3K (-4%)
- Renaissance Technologies LLC−65.2K (-4%)
- Millennium Management−21.3K (-45%)
- Ameriprise Financial−5.1K (-6%)
- Two Sigma Investments+19.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 203 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
REX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 22, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | Jun 10, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 10-Q | Jun 2, 2026 | Apr 30, 2026 | Analysis | |
| 8-K | May 28, 2026 | - | Analysis | |
| 4 | Apr 3, 2026 | - | - | - |
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REX SEC filings: frequently asked questions
Are REX insiders buying or selling?
In the last 90 days, REX AMERICAN RESOURCES Corp (REX) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $2.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold REX stock?
As of June 30, 2026, the largest REX AMERICAN RESOURCES Corp (REX) holders among the 13F filers tracked by SignalX were BlackRock ($255.6 million), Dimensional Fund Advisors ($82.4 million), State Street Corp ($71.0 million), Renaissance Technologies LLC ($65.8 million), Vanguard Portfolio Management LLC ($58.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was REX's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), REX AMERICAN RESOURCES Corp (REX) reported revenue of $650.5 million (up 1.2% from FY2025) and net income of $83.0 million. Diluted EPS was $2.50. The figures come from the XBRL data in the 10-K.
What did REX report in its latest 8-K?
REX AMERICAN RESOURCES Corp (REX) filed an 8-K on September 2, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q2 and first-half 2026 results announced for periods ended July 31, 2026.
What are the latest REX SEC filings?
REX AMERICAN RESOURCES Corp (REX) filed its latest 10-K annual report on March 30, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 2, 2026 and a Form 4 insider filing on October 1, 2026.
What is REX's SEC CIK number?
REX AMERICAN RESOURCES Corp (REX)'s SEC Central Index Key (CIK) is 744187. EDGAR lists every REX filing under that number.
Ask anything about REX
The research agent reads REX's filings, financials, insider trades and 13F holders, then answers with sources.