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The Vanguard Group filed an Amendment No. 8 to its Schedule 13G/A relating to REX American Resources Corp common stock, reporting 0 shares beneficially owned and 0% of the class. The filing explains an internal realignment under SEC Release No. 34-39538 and disaggregation of prior holdings.
REX American Resources Corporation is soliciting proxies for its 2026 Annual Meeting to be held May 28, 2026 at its Dayton, Ohio offices. Shareholders of record as of April 6, 2026 (32,937,718 shares outstanding) may vote.
Key proposals include election of nine directors; an advisory say-on-pay vote; approval of an amendment to increase authorized common shares from 45,000,000 to 90,000,000; and approval of a 2026 Incentive Plan authorizing 1,500,000 shares for equity awards. The proxy discloses CEO Zafar A. Rizvi total compensation for fiscal 2025 of $5,275,200, a fiscal 2025 annual incentive payout of $5,000,000, and a CEO-to-median-employee pay ratio of 73.4:1. The Board recommends votes FOR the listed proposals.
REX American Resources reported record full-year 2025 earnings per share, driven by stronger margins and tax credits. Net income attributable to REX shareholders rose to $82.95 million for fiscal 2025, with diluted EPS increasing to $2.50 on 33.21 million diluted weighted average shares outstanding.
Full-year net sales and revenue were $650.49 million and gross profit was $93.71 million, both modestly higher than 2024, while Q4 2025 gross profit jumped to $28.91 million on $157.96 million of revenue. Q4 net income attributable to shareholders was $43.75 million, or $1.32 per diluted share. Results benefited from approximately $28.1 million of 45Z tax credits recognized in Q4 as a reduction to income tax expense.
The company is investing heavily in its One Earth Energy ethanol production expansion and carbon capture and sequestration project, with $166 million of capital expenditures to date and a total budget of $220–$230 million. As of January 31, 2026, REX held $375.8 million in cash, cash equivalents and short-term investments and had no bank debt, while repurchasing about 1.65 million shares for $32.9 million during fiscal 2025.
Renaissance Technologies, through Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation, reports beneficial ownership of 1,595,630 shares of REX American Resources Corp common stock, representing 4.84% of the outstanding class as of the event date.
The firms have sole voting and dispositive power over these shares, with no shared power reported. Certain funds managed by Renaissance Technologies LLC are entitled to receive dividends and sale proceeds. The holders certify the position is held in the ordinary course of business and not for the purpose of changing or influencing control of REX American Resources.
REX American Resources executive chair Stuart A. Rose reported share movements tied to a stock split and a family trust distribution. On September 8, 2025, REX common shares split 2-for-1, and on September 15, 2025, Rose received additional common stock at no cost, increasing his direct holdings to 582,104 shares and indirect holdings to 2,350,324 shares held by a foundation, plus 234,516 shares held by the 2012 Rose Family Trust.
On January 27, 2026, as trustee of the 2012 Rose Family Trust, Rose recorded a transfer of 234,516 trust shares, shown as a disposition from indirect ownership by the trust and matching an acquisition of 58,629 shares into his direct ownership. The remaining shares were distributed in equal 58,629-share blocks to his three siblings, reflecting a change from indirect to direct ownership of his 25% trust interest rather than a cash sale.
REX American Resources Corp director and secretary Edward M. Kress reported changes in his ownership of the company’s common stock. On September 8, 2025, the company completed a 2-for-1 stock split, which resulted in Kress receiving an additional 102,482 common shares recorded as of September 15, 2025, with no cash changing hands. Following that split-related adjustment, he beneficially owned 204,964 common shares directly.
On December 31, 2025, Kress made a charitable-style personal transfer, gifting 4,964 common shares that were allocated among his five grandchildren, again at a reported price of $0 per share. After this gift, he directly held 200,000 common shares of REX American Resources Corp. The filing reflects these transactions as routine ownership updates rather than open-market purchases or sales.
REX American Resources (REX) remained solidly profitable in its fiscal third quarter ended October 31, 2025, but margins tightened versus last year. Net sales were essentially flat at $175.6M, while net income attributable to common shareholders slipped to $23.4M from $24.5M. Earnings per diluted share were $0.71, up slightly from $0.69 as the company reduced its share count.
For the first nine months of fiscal 2025, revenue rose to $492.5M from $484.3M, but net income attributable to common shareholders declined to $39.2M from $47.1M, reflecting lower gross profit. Ethanol volumes grew modestly, dried distillers grains prices weakened, and distillers corn oil realized significantly higher pricing and volumes.
The balance sheet stayed strong, with cash and cash equivalents increasing to $272.0M from $196.3M and total equity rising to $656.2M. REX continued investing heavily in its One Earth Energy carbon sequestration and plant expansion projects, funding capital expenditures internally while also repurchasing $32.9M of stock and ending the period with about 32.9 million shares outstanding.
REX American Resources Corporation filed a current report stating that it has released its financial results for the three- and nine-month periods ended October 31, 2025. The company announced that these results were provided in a press release dated December 4, 2025, which is included as an exhibit to the report. This filing is mainly a formal notice to investors that updated quarterly and year-to-date performance information is now publicly available through the accompanying press release.
REX American Resources Corp director and secretary Edward M. Kress filed an amended Form 4 to correct a previously reported equity grant. A June 17, 2025 filing had shown a receipt on June 16, 2025 of a grant of 1,048 shares of restricted stock under the REX American Resources 2015 Incentive Plan. It was later determined that no restricted stock was actually issued because the plan had expired under its terms 15 days before the reported grant date.
As of June 16, 2025, Kress beneficially owned 102,482 shares of REX common stock. The amendment clarifies his true holdings and removes the erroneously reported restricted stock award.
REX American Resources filed an amended Form 4 to correct a prior reporting error regarding a restricted stock grant to Executive Chairman and director Stuart Rose. A June 17, 2025 filing had reported a grant of 11,532 shares of restricted stock under the REX American Resources 2015 Incentive Plan as of June 16, 2025. It was later determined that no restricted stock was actually issued because the plan had expired in accordance with its terms 15 days before the reported grant date. As of June 16, 2025, the reporting person directly owned 291,052 shares of common stock.