AGX Argan (AGX) Insider Trading, Ownership & Congress Trades
Construction · Construction - special trade contractors · CIK 0000100591
Congress · 1Form 144 · 1
Insider buyers, 180 days
0
Funds added, last quarter
319
13F, latest reported quarter
Conversions, 180 days
15
Codes C/M, not in net · $578.4K priced
What the filings say about AGX
Insiders, 180 days
-$87.6M net sold
7 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-06-30
Planned sales (Form 144), 90 days
$3.4M
1 notice
Argan insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, ARGAN INC insiders sold a net $87.6M of stock across 122 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- 11 earlier Form 4 trades (code P or S) here by this insider (2 buys, 9 sales), the last on Apr 27, 2026.
- -2.4% median (-2.4% mean) 90-day return after 2 previous buys.
- The trade is 225.7% of the 2,533 shares held after it.
- No other insider sold within 30 days.
- 319 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Jeffrey John Ronald Jr. sold about $3.3M of AGX on Jul 31, 2026; 319 funds added in the latest 13F quarter.Context
- 11 earlier Form 4 trades (code P or S) here by this insider (11 sales), the last on Jun 18, 2026.
- The trade is 48.8% of the 40,976 shares held after it.
- 5 other insiders sold within 30 days.
- 319 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Griffin William F Jr sold about $15.2M of AGX on Jun 22, 2026; 5 other insiders sold within 30 days and 319 funds added in the latest 13F quarter.Context
- 10 earlier Form 4 trades (code P or S) here by this insider (10 sales), the last on Jun 12, 2026.
- The trade is 49.2% of the 60,976 shares held after it.
- 5 other insiders sold within 30 days.
- 319 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Griffin William F Jr sold about $21.8M of AGX on Jun 18, 2026; 5 other insiders sold within 30 days and 319 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 16, 2026.
- The trade is 25.5% of the 1,784 shares held after it.
- 5 other insiders sold within 30 days.
- 319 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Baugher Joshua Scott sold about $333.4K of AGX on Jun 17, 2026; 5 other insiders sold within 30 days and 319 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Apr 16, 2026.
- The trade is 20.6% of the 1,479 shares held after it.
- 5 other insiders sold within 30 days.
- 319 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Baugher Joshua Scott sold about $223.9K of AGX on Jun 17, 2026; 5 other insiders sold within 30 days and 319 funds added in the latest 13F quarter.122 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$87.6M over 180 days
-$3.3M over 90 days
below 90% of Construction
Congress
1 member bought in the last year
the lowest in Construction
Funds
319 funds bought in last quarter
more than 83% of Construction
Revenue
+8.1% year over year
more than 51% of Construction
Margin
14.6% net margin
more than 94% of Construction
Buybacks
$9.6M repurchased, FY to 2026-07-31
below 89% of Construction
Short interest
7.8% of the float short (float per yahoo 2026-10-27) · 3.4 days to cover · settled 2026-10-15
more than 82% of Construction
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch AGX
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+23.9%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns AGX: institutional holders (13F)
13F holdings, latest reported quarter
2,209,112 sh
$1.8B
778,042 sh
$621.3M
754,403 sh
$602.4M
648,379 sh
$517.8M
594,781 sh
$475.0M
Congress trades in AGX
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-06-30 · disclosed 2 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
AGX planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
John Ronald Jeffrey Jr.
Filed 2026-07-31
$3.4M
Griffin William F Jr
Filed 2026-06-22
$15.3M
Griffin William F Jr
Filed 2026-06-18
$22.0M
AGX mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
First Trust RBA American Industrial Renaissance ETF
$543.6M position · as of 2026-06-30
4.7%
Corgi Natural Gas Power & Turbines ETF
$519.9K position · as of 2026-06-30
4.3%
First Trust Small Cap BuyWrite Income ETF
$1.0M position · as of 2026-06-30
4.2%
Sit Small Cap Growth Fund
$5.8M position · as of 2026-06-30
4.0%
Sit Small Cap Dividend Growth Fund
$2.1M position · as of 2026-06-30
3.8%
Thornburg Focus Growth Fund
$7.9M position · as of 2026-06-30
3.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $87.6M sold by insiders over 180 days, 319 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $3.4M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
AGX financials
Revenue growth
+8.1%
XBRL, annual
Net margin
14.6%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$1.2B
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM AGX
| FY Jan 2026 | $944.6M |
| FY Jan 2025 | $874.2M |
| FY Jan 2024 | $573.3M |
| FY Jan 2023 | $455.0M |
| FY Jan 2022 | $509.4M |
| Jul 2026 | $384.0M |
| Apr 2026 | $291.0M |
| Jan 2026 | $262.1M |
| Oct 2025 | $251.2M |
| Jul 2025 | $237.7M |
| Apr 2025 | $193.7M |
| Jan 2025 | $232.5M |
| Oct 2024 | $257.0M |
At each fiscal year end
Single quarter
Net margin, TTM
+15.1%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM AGX
| FY Jan 2026 | +14.6% |
| FY Jan 2025 | +9.8% |
| FY Jan 2024 | +5.6% |
| FY Jan 2023 | +7.6% |
| FY Jan 2022 | +7.0% |
| Jul 2026 | +13.9% |
| Apr 2026 | +15.8% |
| Jan 2026 | +18.8% |
| Oct 2025 | +12.2% |
| Jul 2025 | +14.8% |
| Apr 2025 | +11.6% |
| Jan 2025 | +13.5% |
| Oct 2024 | +10.9% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$545.7M
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM AGX
| FY Jan 2026 | $410.8M |
| FY Jan 2025 | $161.0M |
| FY Jan 2024 | $114.1M |
| FY Jan 2023 | -$33.4M |
| FY Jan 2022 | $27.0M |
| Jul 2026 | $91.7M |
| Apr 2026 | $111.0M |
| Jan 2026 | $171.1M |
| Oct 2025 | $171.9M |
| Jul 2025 | $32.9M |
| Apr 2025 | $34.9M |
| Jan 2025 | $43.3M |
| Oct 2024 | $29.2M |
At each fiscal year end
Single quarter
Debt to equity
n/a
no debt line filed
Debt to equity AGX
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Jan 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Jan 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
n/a
no debt line filed
Cash flow to debt AGX
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Jan 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Jan 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+39.8%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity AGX
| FY Jan 2026 | +33.8% |
| FY Jan 2025 | +26.6% |
| FY Jan 2024 | +11.3% |
| FY Jan 2023 | +11.4% |
| FY Jan 2022 | +11.0% |
| Jul 2026 | +39.8% |
| Apr 2026 | +38.5% |
| Jan 2026 | +33.8% |
| Oct 2025 | +32.0% |
| Jul 2025 | +33.4% |
| Apr 2025 | +30.5% |
| Jan 2025 | +26.6% |
| Oct 2024 | +21.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+15.7%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets AGX
| FY Jan 2026 | +13.6% |
| FY Jan 2025 | +11.9% |
| FY Jan 2024 | +5.9% |
| FY Jan 2023 | +6.7% |
| FY Jan 2022 | +6.2% |
| Jul 2026 | +15.7% |
| Apr 2026 | +15.5% |
| Jan 2026 | +13.6% |
| Oct 2025 | +13.2% |
| Jul 2025 | +14.6% |
| Apr 2025 | +14.1% |
| Jan 2025 | +11.9% |
| Oct 2024 | +9.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
no debt line filed
Return on invested capital AGX
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Jan 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Jan 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+39.6%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed AGX
| FY Jan 2026 | +32.4% |
| FY Jan 2025 | +27.0% |
| FY Jan 2024 | +12.5% |
| FY Jan 2023 | +13.5% |
| FY Jan 2022 | +13.5% |
| Jul 2026 | +39.6% |
| Apr 2026 | +36.2% |
| Jan 2026 | +32.4% |
| Oct 2025 | +31.3% |
| Jul 2025 | +33.1% |
| Apr 2025 | +31.8% |
| Jan 2025 | +27.0% |
| Oct 2024 | +21.6% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
26.98x
close 2026-10-27 over four quarters of diluted EPS, 2025-08-01 to 2026-07-31
P/E, trailing AGX
| FY Jan 2026 | 35.64x |
| FY Jan 2025 | 22.32x |
| FY Jan 2024 | 18.55x |
| FY Jan 2023 | 16.73x |
| FY Jan 2022 | 15.41x |
| Jul 2026 | 45.13x |
| Apr 2026 | 58.87x |
| Jan 2026 | 35.64x |
| Oct 2025 | 35.98x |
| Jul 2025 | 29.37x |
| Apr 2025 | 21.42x |
| Jan 2025 | 22.32x |
| Oct 2024 | 27.62x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no debt line filed
Enterprise value AGX
| FY Jan 2026 | n/a |
| FY Jan 2025 | n/a |
| FY Jan 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Jan 2022 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+11.4%
TTM free cash flow over market value at close 2026-10-27
FCF yield AGX
| FY Jan 2026 | +8.5% |
| FY Jan 2025 | +8.7% |
| FY Jan 2024 | +19.3% |
| FY Jan 2023 | -6.3% |
| FY Jan 2022 | +4.6% |
| Jul 2026 | +6.8% |
| Apr 2026 | +5.2% |
| Jan 2026 | +8.5% |
| Oct 2025 | +6.7% |
| Jul 2025 | +4.2% |
| Apr 2025 | +8.6% |
| Jan 2025 | +8.7% |
| Oct 2024 | +8.0% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.52x
P/E over trailing EPS growth of 52%: four quarters to 2026-07-31 against the four to 2025-07-31
PEG, trailing AGX
| FY Jan 2026 | 0.61x |
| FY Jan 2025 | 0.14x |
| FY Jan 2024 | 7.20x |
| FY Jan 2023 | n/a |
| FY Jan 2022 | 0.26x |
| Jul 2026 | 0.88x |
| Apr 2026 | 1.00x |
| Jan 2026 | 0.61x |
| Oct 2025 | 0.46x |
| Jul 2025 | 0.18x |
| Apr 2025 | 0.14x |
| Jan 2025 | 0.14x |
| Oct 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-27. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-01 | 2025-01 | 2024-01 | 2023-01 | |
|---|---|---|---|---|
| Revenue | $944.6M | $874.2M | $573.3M | $455.0M |
| Gross profit | $193.7M | $141.0M | $80.8M | $86.4M |
| Operating income | $134.7M | $88.2M | $36.5M | $41.7M |
| Net income | $137.8M | $85.5M | $32.4M | $34.7M |
| EPS (diluted) | 9.74 | 6.15 | 2.39 | 2.33 |
| Operating cash flow | $414.7M | $167.6M | $116.9M | -$30.1M |
| Cash | $339.5M | $145.3M | $197.0M | $173.9M |
| Buybacks | $9.9M | $1.5M | $12.5M | $68.2M |
| Dividends paid | $24.3M | $18.3M | $14.7M | $14.0M |
SEC XBRL, fiscal years, as known on 2026-10-28
AGX Stock Sonar score 5/7 axes
Find similar shapesCompareAGX ranks highest on profitability (92nd percentile) and institutional and government (78th), and lowest on insider conviction (5th), among Construction peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
AGX filings, in plain words
Are Argan insiders buying or selling AGX?
In the 180 days to 2026-10-28, Argan insiders were net sellers, a net $87.6M across purchases and sales reported on Form 4, by 7 sellers.
Have members of Congress traded AGX?
Yes. In the year to 2026-10-28, 1 House member disclosed buying AGX and 0 House members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-06-30.
Are there planned insider sales of AGX?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-28, covering $3.4M of stock; the latest, by John Ronald Jeffrey Jr., was filed 2026-07-31.
Read the full summary
In the 180 days to 2026-10-28, Argan insiders were net sellers of AGX, a net $87.6M across purchases and sales reported on Form 4 by 7 sellers. None of the 12 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying AGX and 0 members disclosed selling it; the latest on record is a purchase by Gilbert Cisneros dated 2026-06-30. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-28, covering $3.4M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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