REXNYSEIndustrial Organic ChemicalsFiscal year ends January 31
REX AMERICAN RESOURCES Corp
Financials through Q2 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$40.45−1.27 (-3.04%)
Close on Oct 19, 2026
- Market cap
- $1.34B
- P/E (TTM)
- 11.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
80.3%
27M of 33M shares
Institutional holders
230
30 new, 28 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 9 sales
Net sold $4.96M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Renaissance Technologies Holdings Corporation | 856,115 | 5.03% | 13G (passive) | Mar 27, 2025 |
| BlackRock, Inc. | 4,732,063 | 14.30% | 13G (passive) amendment | Sep 30, 2025 |
| Dimensional Fund Advisors LP | 2,152,938 | 13.00% | 13G (passive) amendment | Sep 30, 2025 |
| s): Stuart A. Rose | 1,612,305 | 9.20% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of REX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5,662,010 | 17.07% | $255.64M | +168,584 | 0.00% |
| Dimensional Fund Advisors LP | 1,825,770 | 5.50% | $82.43M | −70,298 | 0.01% |
| State Street Corp | 1,573,545 | 4.74% | $71.05M | +120,432 | 0.00% |
| Renaissance Technologies LLC | 1,458,366 | 4.40% | $65.85M | −65,228 | 0.09% |
| Vanguard Portfolio Management LLC | 1,284,806 | 3.87% | $58.01M | +30,860 | 0.00% |
| Vanguard Capital Management LLC | 1,243,606 | 3.75% | $56.15M | +19,291 | 0.00% |
| Systematic Financial Management LP | 1,036,887 | 3.13% | $46.82M | −71,943 | 0.93% |
| Mangrove Partners | 1,015,234 | 3.06% | $45.84M | – | 3.01% |
| Geode Capital Management, LLC | 869,102 | 2.62% | $39.25M | +33,554 | 0.00% |
| D. E. Shaw & Co., Inc. | 646,597 | 1.95% | $29.19M | +2,702 | 0.01% |
| American Century Companies Inc | 592,291 | 1.79% | $26.74M | −4,298 | 0.01% |
| Morgan Stanley | 572,684 | 1.73% | $25.86M | +22,095 | 0.00% |
| Invesco Ltd. | 563,188 | 1.70% | $25.43M | +34,318 | 0.00% |
| Brown Advisory Inc | 506,500 | 1.53% | $22.87M | −5,649 | 0.04% |
| Goldman Sachs Group Inc | 478,514 | 1.44% | $21.60M | +238,312 | 0.00% |
| Northern Trust Corp | 461,865 | 1.39% | $20.85M | +14,682 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 448,828 | 1.35% | $20.26M | +1,186 | 0.01% |
| Charles Schwab Investment Management Inc | 412,110 | 1.24% | $18.61M | −34,049 | 0.00% |
| AWH Capital, L.P. | 295,000 | 0.89% | $13.32M | +147,500 | 4.62% |
| Hotchkis & Wiley Capital Management LLC | 290,062 | 0.87% | $13.10M | −11,020 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 27M | 80.3% | 30 / 86 | 73 / 28 | 2M | 1M |
| Q1 2026 | 234 | 26M | 79.6% | 46 / 78 | 69 / 12 | 4M | 2M |
| Q4 2025 | 204 | 26M | 79.0% | 32 / 65 | 77 / 14 | 2M | 2M |
| Q3 2025 | 186 | 27M | 80.1% | 24 / 55 | 79 / 19 | 2M | 2M |
| Q2 2025 | 181 | 27M | 81.9% | 38 / 51 | 73 / 11 | 2M | 2M |
| Q1 2025 | 156 | 28M | 84.5% | 17 / 55 | 60 / 23 | 2M | 2M |
| Q4 2024 | 164 | 28M | 85.4% | 22 / 58 | 62 / 26 | 2M | 3M |
| Q3 2024 | 169 | 30M | 90.9% | 22 / 59 | 59 / 30 | 9M | 2M |
| Q2 2024 | 178 | 30M | 89.7% | 24 / 68 | 64 / 33 | 4M | 3M |
| Q1 2024 | 189 | 29M | 88.3% | 31 / 65 | 65 / 11 | 3M | 2M |
| Q4 2023 | 169 | 28M | 85.8% | 33 / 54 | 58 / 13 | 4M | 3M |
| Q3 2023 | 149 | 27M | 81.9% | 17 / 43 | 60 / 10 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of REX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,706,986 | 5.15% | $77.07M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 891,159 | 2.69% | $40.24M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 754,128 | 2.27% | $34.05M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 486,860 | 1.47% | $22.77M | 0.08% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF | 342,764 | 1.03% | $15.48M | 0.53% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 330,216 | 1.00% | $14.21M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 324,325 | 0.98% | $14.64M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 319,918 | 0.96% | $13.77M | 0.04% | Jul 31, 2026 |
| Invesco S&P SmallCap Momentum ETF | 311,702 | 0.94% | $13.42M | 0.44% | Jul 31, 2026 |
| Brown Advisory Small-Cap Fundamental Value Fund | 268,818 | 0.81% | $12.14M | 0.98% | Jun 30, 2026 |
| Vanguard Energy Index Fund | 268,335 | 0.81% | $12.55M | 0.11% | May 31, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 262,249 | 0.79% | $11.84M | 0.38% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 260,076 | 0.78% | $11.74M | 0.07% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 244,456 | 0.74% | $11.04M | 0.07% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 216,568 | 0.65% | $9.32M | 0.06% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Stuart A. Rose | Executive COB, Director | 2,901,418 | 8.75% | Jun 22, 2026 |
| Edward M. Kress | Secretary, Director | 204,423 | 0.62% | Jun 17, 2026 |
| Zafar A. Rizvi | CEO, President, Director | 760,608 | 2.29% | Jun 17, 2026 |
| Douglas Bruggeman | CFO, VP-Finance, Treasurer | 303,350 | 0.91% | Jun 17, 2026 |
| David Harris | Director | 47,599 | 0.14% | Jun 17, 2026 |
| Anne MacMillan | Director | 18,867 | 0.06% | Jun 17, 2026 |
| Cheryl Lea Bustos | Director | 9,495 | 0.03% | Jun 17, 2026 |
| Charles A. Elcan | Director | 114,772 | 0.35% | Jun 17, 2026 |
| Lee Fisher | Director | 18,615 | 0.06% | Jun 17, 2026 |
| Mervyn L. Alphonso | Director | 19,539 | 0.06% | Jun 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stuart A. Rose Executive COB, Director | Jun 18, 2026 | Sale | −15,186 | $43.64 | $662.72K | 573,094 |
| Stuart A. Rose Executive COB, Director | Jun 17, 2026 | Sale | −69,335 | $43.77 | $3.03M | 588,280 |
| Mervyn L. Alphonso Director | Jun 15, 2026 | Award | +2,327 | – | – | 19,539 |
| Mervyn L. Alphonso Director | Jun 15, 2026 | Award | +2,096 | – | – | 17,212 |
| Zafar A. Rizvi CEO, President, Director | Jun 15, 2026 | Award | +41,514 | – | – | 760,608 |
| Zafar A. Rizvi CEO, President, Director | Jun 15, 2026 | Award | +70,980 | – | – | 831,588 |
| Zafar A. Rizvi CEO, President, Director | Jun 15, 2026 | Tax withholding | −13,838 | $42.97 | $594.62K | 817,750 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Jun 15, 2026 | Award | +28,508 | – | – | 303,350 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Jun 15, 2026 | Award | +20,758 | – | – | 274,842 |
| Stuart A. Rose Executive COB, Director | Jun 15, 2026 | Tax withholding | −19,211 | $42.97 | $825.50K | 657,615 |
| Stuart A. Rose Executive COB, Director | Jun 15, 2026 | Award | +28,508 | – | – | 676,826 |
| Stuart A. Rose Executive COB, Director | Jun 15, 2026 | Award | +23,064 | – | – | 648,318 |
| Lee Fisher Director | Jun 15, 2026 | Award | +2,327 | – | – | 18,615 |
| Lee Fisher Director | Jun 15, 2026 | Award | +2,096 | – | – | 16,288 |
| Anne MacMillan Director | Jun 15, 2026 | Award | +2,327 | – | – | 18,867 |
| Anne MacMillan Director | Jun 15, 2026 | Award | +2,096 | – | – | 16,540 |
| Cheryl Lea Bustos Director | Jun 15, 2026 | Award | +2,327 | – | – | 9,495 |
| Cheryl Lea Bustos Director | Jun 15, 2026 | Award | +2,096 | – | – | 7,168 |
| Charles A. Elcan Director | Jun 15, 2026 | Award | +2,096 | – | – | 114,772 |
| Charles A. Elcan Director | Jun 15, 2026 | Award | +2,327 | – | – | 117,099 |
| Edward M. Kress Secretary, Director | Jun 15, 2026 | Award | +2,327 | – | – | 204,423 |
| Edward M. Kress Secretary, Director | Jun 15, 2026 | Award | +2,096 | – | – | 202,096 |
| David Harris Director | Jun 15, 2026 | Award | +2,909 | – | – | 47,599 |
| David Harris Director | Jun 15, 2026 | Award | +3,144 | – | – | 44,690 |
| Stuart A. Rose Executive COB, Director | Jun 11, 2026 | Sale | −766 | $44.14 | $33.81K | 625,254 |
| Stuart A. Rose Executive COB, Director | Jun 10, 2026 | Sale | −1,129 | $44.52 | $50.26K | 626,020 |
| Stuart A. Rose Executive COB, Director | Jun 8, 2026 | Sale | −13,584 | $45.23 | $614.40K | 627,149 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Jun 2, 2026 | Sale | −2,086 | $49.50 | $103.26K | 257,084 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Jun 2, 2026 | Sale | −3,000 | $48.20 | $144.60K | 254,084 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Apr 2, 2026 | Sale | −2,000 | $45.44 | $90.88K | 259,170 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Mar 31, 2026 | Sale | −5,000 | $45.41 | $227.05K | 261,170 |
| Stuart A. Rose Executive COB, Director | Mar 30, 2026 | Gift | −22,000 | – | – | 2,328,324 |
| Stuart A. Rose Executive COB, Director | Jan 27, 2026 | Other | +58,629 | – | – | 640,733 |
| Stuart A. Rose Executive COB, Director | Jan 27, 2026 | Other | −234,516 | – | – | 0 |
| Edward M. Kress Secretary, Director | Dec 31, 2025 | Gift | −4,964 | – | – | 200,000 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Sep 15, 2025 | Award | +133,085 | – | – | 266,170 |
| Stuart A. Rose Executive COB, Director | Sep 15, 2025 | Award | +117,258 | – | – | 234,516 |
| Stuart A. Rose Executive COB, Director | Sep 15, 2025 | Award | +1,175,162 | – | – | 2,350,324 |
| Stuart A. Rose Executive COB, Director | Sep 15, 2025 | Award | +291,052 | – | – | 582,104 |
| Edward M. Kress Secretary, Director | Sep 15, 2025 | Award | +102,482 | – | – | 204,964 |
| Stuart A. Rose Executive COB, Director | Sep 8, 2025 | Gift | −6,000 | – | – | 1,175,162 |
| Stuart A. Rose Executive COB, Director | Sep 3, 2025 | Gift | −25,400 | – | – | 1,181,162 |
| Cheryl Lea Bustos Director | Jun 16, 2025 | Award | +1,048 | – | – | 3,584 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer, Director | Jun 16, 2025 | Award | +10,379 | – | – | 143,464 |
| Lee Fisher Director | Jun 16, 2025 | Award | +1,048 | – | – | 8,144 |
| Charles A. Elcan Director | Jun 16, 2025 | Award | +1,048 | – | – | 57,386 |
| Anne MacMillan Director | Jun 16, 2025 | Award | +1,048 | – | – | 8,270 |
| Mervyn L. Alphonso Director | Jun 16, 2025 | Award | +1,048 | – | – | 8,606 |
| Edward M. Kress Secretary, Director | Jun 16, 2025 | Award | +1,048 | – | – | 103,530 |
| Zafar A. Rizvi CEO, President, Director | Jun 16, 2025 | Award | +20,757 | – | – | 380,304 |
| Stuart A. Rose Executive COB, Director | Jun 16, 2025 | Award | +11,532 | – | – | 302,584 |
| David Harris Director | Jun 16, 2025 | Award | +1,572 | – | – | 22,345 |
| Stuart A. Rose Executive COB, Director | Apr 4, 2025 | Other | +117,258 | – | – | 117,258 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Feb 26, 2025 | Award | +33,300 | – | – | 133,085 |
| Zafar A. Rizvi CEO, President, Director | Feb 26, 2025 | Award | +66,600 | – | – | 359,547 |
| Edward M. Kress Secretary, Director | Dec 17, 2024 | Gift | −1,500 | – | – | 102,482 |
| Charles A. Elcan Director | Jun 17, 2024 | Award | +1,095 | – | – | 56,338 |
| Douglas Bruggeman CFO, VP-Finance, Treasurer | Jun 17, 2024 | Award | +11,577 | – | – | 99,785 |
| Edward M. Kress Secretary, Director | Jun 17, 2024 | Award | +1,095 | – | – | 103,982 |
| Mervyn L. Alphonso Director | Jun 17, 2024 | Award | +1,095 | – | – | 7,558 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| A. Rose Stuart Affiliate | Sep 30, 2026 | 50,000 | $2.13M | Sep 30, 2026 | Transfer / Gift |
| A. Rose Stuart Affiliate | Jun 8, 2026 | 100,000 | $4.49M | Jun 8, 2026 | Option Exercise |
| Bruggmen Douglas Officer | Jun 1, 2026 | 18,000 | $854.28K | Jun 1, 2026 | Stock Grant |
| Bruggeman Douglas CFO | Mar 31, 2026 | 25,000 | $1.19M | Mar 31, 2026 | Stock Award |
| A. Rose Stuart Affiliate | Apr 4, 2024 | 51,087 | $3.07M | Apr 4, 2024 | Option Exercise |
| A. Rose Stuart Affiliate | Apr 3, 2024 | 100,000 | $5.99M | Apr 3, 2024 | Option Exercise |
| L. Bruggeman Douglas CFO | Apr 1, 2024 | 7,172 | $422.86K | Apr 1, 2024 | Stock Grant |
| L. Bruggeman Douglas Affiliate | Dec 4, 2023 | 7,172 | $325.97K | Dec 4, 2023 | Stock Grant |
| Bruggmen Douglas Officer | Sep 1, 2023 | 4,755 | $190.00K | Sep 1, 2023 | Stock Grant |
| L. Bruggmen Douglas Affiliate | May 30, 2023 | 7,914 | $314.58K | May 30, 2023 | Stock Grants |