AGXNYSEConstruction - Special Trade ContractorsFiscal year ends January 31
ARGAN INC
Financials through Q2 FY2026, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 2, 2026
$355.44+9.88 (+2.86%)
Close on Oct 19, 2026
- Market cap
- $5.03B
- P/E (TTM)
- 28.1
- Dividend yield
- 0.49%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
99.4%
14M of 14M shares
Institutional holders
563
141 new, 64 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 37 sales
Net sold $146.79M
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 |
|---|---|---|---|---|
| First Trust Advisors L.P. | 821,295 | 5.89% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 792,842 | 5.65% | 13G (passive) | Jun 30, 2026 |
| BlackRock, Inc. | 1,994,647 | 14.30% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AGX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,209,112 | 15.75% | $1.76B | +85,813 | 0.03% |
| Vanguard Portfolio Management LLC | 778,042 | 5.55% | $621.31M | +260,418 | 0.03% |
| First Trust Advisors LP | 754,403 | 5.38% | $602.43M | −36,950 | 0.35% |
| Renaissance Technologies LLC | 648,379 | 4.62% | $517.76M | +37,480 | 0.71% |
| Vanguard Capital Management LLC | 594,781 | 4.24% | $474.96M | +7,315 | 0.01% |
| State Street Corp | 544,200 | 3.88% | $434.57M | +26,544 | 0.01% |
| Geode Capital Management, LLC | 506,133 | 3.61% | $404.23M | +46,830 | 0.02% |
| American Century Companies Inc | 447,983 | 3.19% | $357.74M | +26,335 | 0.16% |
| Price T Rowe Associates Inc /Md/ | 420,104 | 2.99% | $335.48K | +328,238 | 0.03% |
| Lone Pine Capital LLC | 368,673 | 2.63% | $294.40M | −24,461 | 1.80% |
| Dimensional Fund Advisors LP | 356,845 | 2.54% | $284.96M | −41,117 | 0.05% |
| Invesco Ltd. | 273,125 | 1.95% | $218.10M | +11,204 | 0.02% |
| Morgan Stanley | 214,895 | 1.53% | $171.61M | +54,925 | 0.01% |
| Jacobs Levy Equity Management, Inc | 186,216 | 1.33% | $148.70M | −52,522 | 0.53% |
| Epoch Investment Partners, Inc. | 180,661 | 1.29% | $144.27M | −21,817 | 0.82% |
| Goldman Sachs Group Inc | 173,812 | 1.24% | $138.80M | −1,316 | 0.01% |
| TD Asset Management Inc | 173,601 | 1.24% | $138.63M | −34,101 | 0.12% |
| Bank of New York Mellon Corp | 165,147 | 1.18% | $131.88M | −135,232 | 0.02% |
| UBS Group AG | 156,861 | 1.12% | $125.26M | −167,175 | 0.02% |
| Northern Trust Corp | 151,510 | 1.08% | $120.99M | +11,685 | 0.01% |
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 | 563 | 14M | 99.4% | 141 / 174 | 189 / 64 | 2M | 2M |
| Q1 2026 | 495 | 14M | 98.4% | 138 / 144 | 170 / 67 | 4M | 2M |
| Q4 2025 | 433 | 13M | 90.7% | 96 / 121 | 169 / 45 | 2M | 2M |
| Q3 2025 | 390 | 13M | 92.1% | 96 / 137 | 119 / 57 | 3M | 2M |
| Q2 2025 | 355 | 12M | 86.3% | 98 / 114 | 113 / 35 | 3M | 2M |
| Q1 2025 | 294 | 12M | 82.2% | 62 / 102 | 100 / 40 | 2M | 2M |
| Q4 2024 | 276 | 12M | 82.7% | 70 / 77 | 106 / 35 | 2M | 2M |
| Q3 2024 | 243 | 12M | 85.1% | 74 / 66 | 78 / 35 | 3M | 1M |
| Q2 2024 | 205 | 11M | 80.0% | 64 / 57 | 60 / 14 | 2M | 2M |
| Q1 2024 | 158 | 11M | 76.7% | 24 / 47 | 58 / 12 | 1M | 1M |
| Q4 2023 | 148 | 11M | 76.9% | 23 / 56 | 47 / 13 | 1M | 1M |
| Q3 2023 | 139 | 10M | 74.2% | 19 / 37 | 60 / 8 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AGX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 840,743 | 5.99% | $671.38M | 0.60% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 680,708 | 4.85% | $543.58M | 4.73% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 421,033 | 3.00% | $336.22M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 352,838 | 2.51% | $281.76M | 0.34% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 304,061 | 2.17% | $242.81M | 0.13% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 175,337 | 1.25% | $140.02M | 0.30% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 160,075 | 1.14% | $127.83M | 0.13% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 150,273 | 1.07% | $85.72M | 0.25% | Jul 31, 2026 |
| Invesco Discovery Fund | 149,826 | 1.07% | $99.94M | 1.28% | May 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 144,931 | 1.03% | $96.67M | 0.36% | May 31, 2026 |
| Small Cap Growth Fund | 137,331 | 0.98% | $78.34M | 1.41% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 128,110 | 0.91% | $102.30M | 0.60% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 126,891 | 0.90% | $101.33M | 0.66% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 126,520 | 0.90% | $101.03M | 0.69% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 125,449 | 0.89% | $100.18M | 1.22% | Jun 30, 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 |
|---|---|---|---|---|
| David Hibbert Watson | PRESIDENT AND CEO, Director | 41,426 | 0.30% | Jun 16, 2026 |
| Charles Edwin Collins IV | CHIEF EXECUTIVE OFFICER, GEMMA | 30,320 | 0.22% | Sep 11, 2026 |
| Joshua Scott Baugher | Chief Financial Officer | 1,479 | 0.01% | Jun 18, 2026 |
| Peter W. Getsinger | Director | 6,175 | 0.04% | Sep 23, 2026 |
| John Ronald Jeffrey Jr. | Director | 10,533 | 0.08% | Aug 4, 2026 |
| William F. Griffin Jr | Director | 1,061,778 | 7.57% | Jun 23, 2026 |
| Karen Sweeney | Director | 1,548 | 0.01% | Jun 17, 2026 |
| Cynthia Flanders | Director | 23,144 | 0.16% | Jun 16, 2026 |
| William F. Leimkuhler | Director | 38,028 | 0.27% | Jun 12, 2026 |
| James W. Quinn | Director | 51,803 | 0.37% | Jun 12, 2026 |
| Alexander Lisa Larroque | Director | 883 | 0.01% | Jun 12, 2026 |
| W. G. Champion Mitchell | Director | 38,333 | 0.27% | Dec 13, 2024 |
| Rainer H. Bosselmann | – | 196,723 | 1.40% | Sep 15, 2025 |
| Richard H. Deily | – | 7,802 | 0.06% | Sep 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Peter W. Getsinger Director | Sep 22, 2026 | Option exercise | +895 | $40.15 | $35.93K | 5,775 |
| John Ronald Jeffrey Jr. Director | Jul 31, 2026 | Sale | −5,716 | $579.64 | $3.31M | 2,533 |
| John Ronald Jeffrey Jr. Director | Jun 30, 2026 | Option exercise | +944 | $43.70 | $41.25K | 8,249 |
| John Ronald Jeffrey Jr. Director | Jun 30, 2026 | Option exercise | +4,772 | $35.72 | $170.46K | 7,305 |
| William F. Griffin Jr Director | Jun 22, 2026 | Sale | −20,000 | $760.43 | $15.21M | 40,976 |
| William F. Griffin Jr Director | Jun 18, 2026 | Sale | −30,000 | $725.85 | $21.78M | 60,976 |
| Joshua Scott Baugher Chief Financial Officer | Jun 17, 2026 | Sale | −305 | $734.00 | $223.87K | 1,479 |
| Joshua Scott Baugher Chief Financial Officer | Jun 17, 2026 | Option exercise | +455 | $61.22 | $27.86K | 2,239 |
| Joshua Scott Baugher Chief Financial Officer | Jun 17, 2026 | Sale | −455 | $732.83 | $333.44K | 1,784 |
| Karen Sweeney Director | Jun 17, 2026 | Sale | −300 | $705.00 | $211.50K | 1,548 |
| Peter W. Getsinger Director | Jun 17, 2026 | Sale | −2,000 | $699.00 | $1.40M | 4,880 |
| Peter W. Getsinger Director | Jun 16, 2026 | Sale | −4,728 | $708.65 | $3.35M | 6,880 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Jun 16, 2026 | Option exercise | +862 | $39.47 | $34.02K | 40,867 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Jun 16, 2026 | Option exercise | +588 | $61.22 | $36.00K | 41,455 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Jun 16, 2026 | Option exercise | +430 | $148.72 | $63.95K | 41,885 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Jun 16, 2026 | Sale | −1,880 | $707.35 | $1.33M | 40,005 |
| Peter W. Getsinger Director | Jun 15, 2026 | Option exercise | +4,728 | $35.72 | $168.88K | 11,608 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Jun 15, 2026 | Sale | −9,993 | $651.22 | $6.51M | 40,005 |
| Cynthia Flanders Director | Jun 15, 2026 | Sale | −2,596 | $666.31 | $1.73M | 23,144 |
| William F. Griffin Jr Director | Jun 12, 2026 | Sale | −50,000 | $643.46 | $32.17M | 90,976 |
| Karen Sweeney Director | Jun 10, 2026 | Option exercise | +533 | – | – | 1,848 |
| Peter W. Getsinger Director | Jun 10, 2026 | Option exercise | +533 | – | – | 6,880 |
| John Ronald Jeffrey Jr. Director | Jun 10, 2026 | Option exercise | +533 | – | – | 2,533 |
| Alexander Lisa Larroque Director | Jun 10, 2026 | Option exercise | +533 | – | – | 883 |
| William F. Leimkuhler Director | Jun 10, 2026 | Option exercise | +533 | – | – | 37,028 |
| James W. Quinn Director | Jun 10, 2026 | Option exercise | +533 | – | – | 15,580 |
| Cynthia Flanders Director | Jun 10, 2026 | Gift | −1,000 | – | – | 25,207 |
| Cynthia Flanders Director | Jun 10, 2026 | Option exercise | +533 | – | – | 25,740 |
| Peter W. Getsinger Director | Apr 29, 2026 | Sale | −3,000 | $628.36 | $1.89M | 6,847 |
| Peter W. Getsinger Director | Apr 29, 2026 | Gift | −500 | – | – | 6,347 |
| Alexander Lisa Larroque Director | Apr 29, 2026 | Sale | −350 | $630.58 | $220.70K | 350 |
| William F. Leimkuhler Director | Apr 28, 2026 | Sale | −5,000 | $617.41 | $3.09M | 36,495 |
| William F. Leimkuhler Director | Apr 28, 2026 | Sale | −400 | $621.14 | $248.46K | 500 |
| William F. Leimkuhler Director | Apr 28, 2026 | Sale | −400 | $618.61 | $247.44K | 500 |
| John Ronald Jeffrey Jr. Director | Apr 27, 2026 | Sale | −2,698 | $664.84 | $1.79M | 2,000 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 21, 2026 | Sale | −11,068 | $621.61 | $6.88M | 30,320 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 21, 2026 | Option exercise | +333 | $148.72 | $49.52K | 41,388 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 21, 2026 | Option exercise | +500 | $61.22 | $30.61K | 41,055 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 21, 2026 | Option exercise | +5,000 | $36.78 | $183.90K | 35,320 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 21, 2026 | Option exercise | +5,235 | $33.81 | $177.00K | 40,555 |
| John Ronald Jeffrey Jr. Director | Apr 21, 2026 | Sale | −3,636 | $615.40 | $2.24M | 0 |
| John Ronald Jeffrey Jr. Director | Apr 21, 2026 | Option exercise | +4,698 | $37.13 | $174.44K | 4,698 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 20, 2026 | Sale | −2,500 | $610.00 | $1.53M | 30,320 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 20, 2026 | Option exercise | +2,500 | $39.47 | $98.68K | 32,820 |
| Joshua Scott Baugher Chief Financial Officer | Apr 17, 2026 | Option exercise | +305 | – | – | 1,784 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 17, 2026 | Option exercise | +11,513 | – | – | 63,552 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 17, 2026 | Option exercise | +5,756 | – | – | 69,308 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 17, 2026 | Sale | −19,310 | $602.11 | $11.63M | 49,998 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 17, 2026 | Option exercise | +2,302 | – | – | 52,039 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 17, 2026 | Option exercise | +2,813 | – | – | 25,727 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 17, 2026 | Option exercise | +1,125 | – | – | 26,852 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 17, 2026 | Option exercise | +2,531 | – | – | 29,383 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 17, 2026 | Option exercise | +937 | – | – | 30,320 |
| Alexander Lisa Larroque Director | Apr 16, 2026 | Option exercise | +700 | – | – | 700 |
| Joshua Scott Baugher Chief Financial Officer | Apr 16, 2026 | Option exercise | +335 | – | – | 2,079 |
| Joshua Scott Baugher Chief Financial Officer | Apr 16, 2026 | Option exercise | +509 | – | – | 1,744 |
| Joshua Scott Baugher Chief Financial Officer | Apr 16, 2026 | Sale | −600 | $605.60 | $363.36K | 1,479 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 16, 2026 | Option exercise | +736 | – | – | 49,737 |
| David Hibbert Watson PRESIDENT AND CEO, Director | Apr 16, 2026 | Option exercise | +1,869 | – | – | 49,001 |
| Charles Edwin Collins IV CHIEF EXECUTIVE OFFICER, GEMMA | Apr 16, 2026 | Option exercise | +360 | – | – | 22,914 |
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 |
|---|---|---|---|---|---|
| Ronald Jeffrey John Jr. Director | Jul 31, 2026 | 5,716 | $3.40M | Jul 31, 2026 | EQUITY GRANT |
| W. Getsinger Peter Director | Jun 23, 2026 | 2,000 | $1.40M | Jun 17, 2026 | Private Acquisition from Issuer/Affiliate |
| William F. Griffin Jr Director | Jun 22, 2026 | 20,000 | $15.33M | Jun 22, 2026 | Exchange |
| William F. Griffin Jr Director | Jun 18, 2026 | 30,000 | $21.98M | Jun 18, 2026 | Exchange |
| S. Baugher Joshua Officer | Jun 17, 2026 | 760 | $528.63K | Jun 17, 2026 | EQUITY GRANT |
| W. Getsinger Peter Director | Jun 17, 2026 | 2,000 | $1.40M | Jun 17, 2026 | Exercise of Options Under a Registered Plan |
| Sweeney Karen Director | Jun 17, 2026 | 300 | $208.67K | Jun 17, 2026 | Restricted Stock Issuance |
| W. Getsinger Peter Director | Jun 16, 2026 | 4,728 | $3.35M | Jun 16, 2026 | Exercise of Options Under a Registered Plan |
| Hibbert Watson David Officer, Director | Jun 16, 2026 | 1,880 | $1.30M | Jun 16, 2026 | EQUITY GRANT |
| Hibbert Watson David Officer, Director | Jun 15, 2026 | 9,993 | $6.57M | Jun 15, 2026 | Restricted Stock Issuance |
| William F. Griffin Jr Director | Jun 12, 2026 | 50,000 | $32.05M | Jun 12, 2026 | Exchange |
| Flanders Cynthiaa DIRECTOR | Jun 12, 2026 | 2,596 | $1.61M | Jun 11, 2026 | STOCK OPTION |
| W. Getsinger Peter Director | Apr 29, 2026 | 3,000 | $1.89M | Apr 29, 2026 | Private Acquisition from Issuer/Affiliate |
| M. Larroque Alexander Lisa Director | Apr 29, 2026 | 350 | $220.52K | Apr 29, 2026 | Acquired as compensation -- Restricted Stock Units |
| William F. Leimkuhler Director | Apr 28, 2026 | 5,800 | $3.83M | Apr 28, 2026 | Stock Option Exercise |