AG
AGX
ARGAN INC
$641.68
+2.89%
$9.0B
No data for this timeframe.
Vol
Market Cap$9.0B
Cap SizeMid Cap
Analyst ConsensusBuy (60%)
Inst. Holders50 funds
Inst. Value$5.1B
Inst. Activity23 buys / 27 sells
Insider Activity0B / 9S
Insider Net $-$29.6M
Reddit Sentiment70° Bullish
SEC Reports7
Exchange NYSE·Sector Construction - Special Trade Contractors·Inc. DE·CIK 0000100591·Prev Close $623.66
Recent Activity
Jun 10, 2026
SEC
Argan held its 2026 Annual Meeting on June 10, 2026, with all nine director nominees elected, advisory say-on-pay approv
8-K — Impact 3/10
Jun 10, 2026
Insider
Jeffrey John Ronald Jr. was granted 189 shares
Director
Jun 10, 2026
Insider
QUINN JAMES W acquired via exercise 533 shares
Director
Jun 10, 2026
Insider
QUINN JAMES W acquired via exercise 530 shares
Director
Jun 4, 2026
SEC
Argan reported record Q1 FY2027 revenue of $291.0M (+50.2% YoY) and diluted EPS of $3.24 (+102.5% YoY), massively beatin
8-K — Impact 7/10
Apr 29, 2026
SEC
Two directors and a subsidiary CEO of Argan Inc sold shares totaling $11.76M over a week, representing 0.13% of market c
CLUSTER — Impact 4/10
Inst.
BlackRock, Inc. — ADD
2,123,299 shares ($1.2B)
Inst.
FIRST TRUST ADVISORS LP — ADD
791,353 shares ($431.0M)
Price Targets
$679.80
+5.9% upside
Buy
Current $641.68
Low $500.00
Median $700.00
High $860.00
5 analysts
$500.00
$860.00
Analyst Ratings
1Strong Buy
5Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 5, 2026 | Lake Street | MAINTAIN | Hold → Hold |
| Mar 27, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| Mar 27, 2026 | Lake Street | MAINTAIN | Hold → Hold |
| Mar 27, 2026 | JP Morgan | UPGRADE | Neutral → Overweight |
| Mar 10, 2026 | Freedom Broker | INITIATE | Hold |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $2.69 ▲ +5.9% | $2.41 — $3.00 | 8% YoY | 4 |
| Next Q | $3.02 ▲ +5.3% | $2.53 — $3.59 | 39% YoY | 4 |
| Current FY | $12.24 ▲ +8.8% | $10.74 — $13.84 | 26% YoY | 4 |
| Next FY | $16.25 ▲ +8.9% | $12.56 — $20.71 | 33% YoY | 4 |
Latest Reports
NEUTRAL
8-K
3/10
Argan held its 2026 Annual Meeting on June 10, 2026, with all nine director nominees elected, advisory say-on-pay approv
Jun 10, 2026
BULLISH
8-K
7/10
Argan reported record Q1 FY2027 revenue of $291.0M (+50.2% YoY) and diluted EPS of $3.24 (+102.5% YoY), massively beatin
Jun 4, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| NOMURA ASSET MANAGEMENT CO | — | — |
| BlackRock, Inc. | $1.2B | ADD |
| FIRST TRUST ADVISORS LP | $431.0M | ADD |
| RENAISSANCE TECHNOLOGIES LLC | $332.7M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $320.0M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 10, 2026 | Jeffrey John | A | $0.00 |
| Jun 10, 2026 | QUINN JAMES | M | $0.00 |
| Jun 10, 2026 | QUINN JAMES | M | $0.00 |
| Jun 10, 2026 | QUINN JAMES | A | $0.00 |
| Jun 10, 2026 | Flanders Cynthia | A | $0.00 |
Reddit Sentiment
70°▼
Bullish
Bearish
Neutral
Bullish
50 institutional holders with $5.1B total value (9,306,302 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, FIRST. Net selling activity: 27 institutions trimmed/exited vs 23 added.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | NOMURA ASSET MANAGEMENT CO LTD | — | $0.00 | 0.0% | — |
| 2 | BlackRock, Inc. | 2,123,299 | $1.2B | 22.8% | ADD +80.0% |
| 3 | FIRST TRUST ADVISORS LP | 791,353 | $431.0M | 8.5% | ADD +32.1% |
| 4 | RENAISSANCE TECHNOLOGIES LLC | 610,899 | $332.7M | 6.6% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 587,466 | $320.0M | 6.3% | — |
| 6 | STATE STREET CORP | 517,656 | $281.9M | 5.6% | ADD +65.9% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 517,624 | $281.9M | 5.6% | — |
| 8 | DIMENSIONAL FUND ADVISORS LP | 397,962 | $216.7M | 4.3% | — |
| 9 | LONE PINE CAPITAL LLC | 393,134 | $214.1M | 4.2% | NEW |
| 10 | Invesco Ltd. | 261,921 | $142.7M | 2.8% | — |
| 11 | TD ASSET MANAGEMENT INC | 207,702 | $113.1M | 2.2% | — |
| 12 | Epoch Investment Partners, Inc. | 202,478 | $110.3M | 2.2% | — |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 197,900 | $107.8M | 2.1% | — |
| 14 | GOLDMAN SACHS GROUP INC | 175,128 | $95.4M | 1.9% | — |
| 15 | MORGAN STANLEY | 159,970 | $87.1M | 1.7% | — |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 155,900 | $84.9M | 1.7% | — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 139,603 | $76.0M | 1.5% | — |
| 18 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 130,934 | $71.3M | 1.4% | TRIM -40.7% |
| 19 | FULLER & THALER ASSET MANAGEMENT, INC. | 114,862 | $62.6M | 1.2% | NEW |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 108,125 | $58.9M | 1.2% | TRIM -37.5% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | ADD | 1,179,581 | 2,123,299 | +80.0% | $1.2B | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 599,149 | 791,353 | +32.1% | $431.0M | 2026-Q1 |
| STATE STREET CORP | ADD | 312,003 | 517,656 | +65.9% | $281.9M | 2026-Q1 |
| LONE PINE CAPITAL LLC | NEW | — | 393,134 | — | $214.1M | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | TRIM | 220,877 | 130,934 | -40.7% | $71.3M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | NEW | — | 114,862 | — | $62.6M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | TRIM | 173,008 | 108,125 | -37.5% | $58.9M | 2026-Q1 |
| Allspring Global Investments Holdings, LLC | TRIM | 117,873 | 86,774 | -26.4% | $49.6M | 2026-Q1 |
| DEUTSCHE BANK AG\ | DOUBLED | 11,650 | 56,237 | +382.7% | $30.6M | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | NEW | — | 52,070 | — | $28.4M | 2026-Q1 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | NEW | — | 49,600 | — | $27.0M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 59,695 | 42,144 | -29.4% | $22.9M | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | TRIM | 63,361 | 38,555 | -39.2% | $21.0M | 2026-Q1 |
| RHUMBLINE ADVISERS | DOUBLED | 18,042 | 36,712 | +103.5% | $20.0M | 2026-Q1 |
| ROYCE & ASSOCIATES LP | TRIM | 60,616 | 36,480 | -39.8% | $19.9M | 2026-Q1 |
| Legal & General Group Plc | DOUBLED | 14,860 | 32,185 | +116.6% | $17.5M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 49,034 | 30,450 | -37.9% | $16.6M | 2026-Q1 |
| Temasek Holdings (Private) Ltd | NEW | — | 29,436 | — | $16.0M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | TRIM | 52,767 | 28,286 | -46.4% | $15.4M | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC | NEAR_EXIT | 226,173 | 23,016 | -89.8% | $11.8M | 2026-Q1 |
| POLEN CAPITAL MANAGEMENT LLC | TRIM | 24,886 | 17,981 | -27.7% | $9.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 54,089 | 16,165 | -70.1% | $8.8M | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC | DOUBLED | 4,919 | 15,532 | +215.8% | $8.5M | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 6,300 | 14,700 | +133.3% | $8.0M | 2026-Q1 |
| GREAT LAKES ADVISORS, LLC | TRIM | 15,284 | 11,226 | -26.6% | $6.1M | 2026-Q1 |
10 unique insiders with 50 transactions. Net insider value: -$29.6M ($0.00 bought, $29.6M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 10, 2026 | Jeffrey John Ronald Jr. | Director | AWARD | 189 | — | — |
| Jun 10, 2026 | QUINN JAMES W | Director | EXERCISE | 533 | — | — |
| Jun 10, 2026 | QUINN JAMES W | Director | EXERCISE | 530 | — | — |
| Jun 10, 2026 | QUINN JAMES W | Director | AWARD | 189 | — | — |
| Jun 10, 2026 | Flanders Cynthia | Director | AWARD | 189 | — | — |
| Jun 10, 2026 | Flanders Cynthia | Director | EXERCISE | 533 | — | — |
| Jun 10, 2026 | Flanders Cynthia | Director | EXERCISE | 530 | — | — |
| Jun 10, 2026 | Flanders Cynthia | Director | GIFT | 1,000 | — | — |
| Jun 10, 2026 | Jeffrey John Ronald Jr. | Director | EXERCISE | 530 | — | — |
| Jun 10, 2026 | Sweeney Karen | Director | EXERCISE | 533 | — | — |
| Jun 10, 2026 | Leimkuhler William F. | Director | EXERCISE | 533 | — | — |
| Jun 10, 2026 | Sweeney Karen | Director | EXERCISE | 530 | — | — |
| Jun 10, 2026 | Leimkuhler William F. | Director | EXERCISE | 530 | — | — |
| Jun 10, 2026 | Sweeney Karen | Director | AWARD | 189 | — | — |
| Jun 10, 2026 | Leimkuhler William F. | Director | AWARD | 189 | — | — |
| Jun 10, 2026 | Jeffrey John Ronald Jr. | Director | EXERCISE | 533 | — | — |
| Apr 29, 2026 | Getsinger Peter W | Director | SELL | 3,000 | $628.36 | $1.9M |
| Apr 29, 2026 | Getsinger Peter W | Director | GIFT | 500 | — | — |
| Apr 29, 2026 | Larroque Alexander Lisa | Director | SELL | 350 | $630.58 | $220.7K |
| Apr 28, 2026 | Leimkuhler William F. | Director | SELL | 5,000 | $617.41 | $3.1M |
| Apr 27, 2026 | Jeffrey John Ronald Jr. | Director | SELL | 2,698 | $664.84 | $1.8M |
| Apr 21, 2026 | Jeffrey John Ronald Jr. | Director | EXERCISE | 5,000 | $37.13 | $185.7K |
| Apr 21, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | SELL | 11,068 | $621.61 | $6.9M |
| Apr 21, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 5,000 | $36.78 | $183.9K |
| Apr 21, 2026 | Jeffrey John Ronald Jr. | Director | SELL | 3,636 | $615.40 | $2.2M |
| Apr 21, 2026 | Jeffrey John Ronald Jr. | Director | EXERCISE | 4,698 | $37.13 | $174.4K |
| Apr 20, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 2,500 | $39.47 | $98.7K |
| Apr 20, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | SELL | 2,500 | $610.00 | $1.5M |
| Apr 17, 2026 | Watson David Hibbert | PRESIDENT AND CEO | SELL | 19,310 | $602.11 | $11.6M |
| Apr 17, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 4,000 | — | — |
| Apr 17, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 10,000 | — | — |
| Apr 17, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 5,000 | — | — |
| Apr 17, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 2,813 | — | — |
| Apr 17, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 2,500 | — | — |
| Apr 17, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 1,000 | — | — |
| Apr 17, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 4,500 | — | — |
| Apr 17, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 1,666 | — | — |
| Apr 17, 2026 | Baugher Joshua Scott | Chief Financial Officer | EXERCISE | 305 | — | — |
| Apr 17, 2026 | Baugher Joshua Scott | Chief Financial Officer | EXERCISE | 584 | — | — |
| Apr 17, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 2,302 | — | — |
| Apr 16, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 3,333 | — | — |
| Apr 16, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 548 | — | — |
| Apr 16, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 1,000 | — | — |
| Apr 16, 2026 | Collins Charles Edwin IV | CHIEF EXECUTIVE OFFICER, GEMMA | EXERCISE | 1,333 | — | — |
| Apr 16, 2026 | Baugher Joshua Scott | Chief Financial Officer | EXERCISE | 509 | — | — |
| Apr 16, 2026 | Baugher Joshua Scott | Chief Financial Officer | SELL | 600 | $605.60 | $363.4K |
| Apr 16, 2026 | Baugher Joshua Scott | Chief Financial Officer | EXERCISE | 1,000 | — | — |
| Apr 16, 2026 | Larroque Alexander Lisa | Director | EXERCISE | 700 | — | — |
| Apr 16, 2026 | Larroque Alexander Lisa | Director | EXERCISE | 695 | — | — |
| Apr 16, 2026 | Watson David Hibbert | PRESIDENT AND CEO | EXERCISE | 1,869 | — | — |
7 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 4 neutral. Avg impact: 4.7/10.
NEUTRAL
8-K
3/10
Argan held its 2026 Annual Meeting on June 10, 2026, with all nine director nominees elected, adviso
Jun 10, 2026
BULLISH
8-K
7/10
Argan reported record Q1 FY2027 revenue of $291.0M (+50.2% YoY) and diluted EPS of $3.24 (+102.5% Yo
Jun 4, 2026
NEUTRAL
CLUSTER
4/10
Two directors and a subsidiary CEO of Argan Inc sold shares totaling $11.76M over a week, representi
Apr 29, 2026
BEARISH
CLUSTER
7/10
Three corporate insiders at Argan Inc. (AGX), including the CEO, CFO, and a director, sold shares in
Apr 22, 2026
NEUTRAL
DEFA14A
3/10
Argan, Inc. (AGX) has filed its definitive proxy statement for the 2026 Annual Meeting of Stockholde
Apr 21, 2026
BEARISH
CLUSTER
6/10
Argan Inc. (AGX) insiders executed a cluster of transactions over the past week, including significa
Apr 20, 2026
NEUTRAL
8-K
3/10
Argan, Inc. declared a regular quarterly cash dividend of $0.50 per share and increased its share re
Apr 8, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (60% buy). Based on 10 analysts: 1 strong buy, 5 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$679.80 mean target
+5.9% upside
Buy (2.40)
$500.00 Low
$860.00 High
| Metric | Value |
|---|---|
| Current Price | $641.68 |
| Target Low | $500.00 |
| Target Mean | $679.80 |
| Target Median | $700.00 |
| Target High | $860.00 |
| # Analysts | 5 |
| Recommendation | Buy (2.40) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-07-31 |
$2.69 | $2.41 | $3.00 | 7.6% | +5.9% | 3↑ 0↓ | $0.3B | 26.5% | 4 |
| Next Q 2026-10-31 |
$3.02 | $2.53 | $3.59 | 39.3% | +5.3% | 2↑ 1↓ | $0.3B | 34.0% | 4 |
| Current FY 2027-01-31 |
$12.24 | $10.74 | $13.84 | 25.6% | +8.8% | 3↑ 0↓ | $1.3B | 35.7% | 4 |
| Next FY 2028-01-31 |
$16.25 | $12.56 | $20.71 | 32.8% | +8.9% | 3↑ 0↓ | $1.6B | 25.4% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $2.689 | |
| 7d ago | $2.540 | +0.149 |
| 30d ago | $2.540 | +0.149 |
| 60d ago | $2.540 | +0.149 |
| 90d ago | $2.225 | +0.464 |
4 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 5, 2026 | Lake Street | MAINTAIN | Hold | Hold |
| Mar 27, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Lake Street | MAINTAIN | Hold | Hold |
| Mar 27, 2026 | JP Morgan | UPGRADE | Neutral | Overweight |
| Mar 10, 2026 | Freedom Broker | INITIATE | — | Hold |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 1 | 5 | 4 | 0 | 0 | 60% | |
| May 1, 2026 | 1 | 5 | 4 | 0 | 0 | 60% | |
| Apr 1, 2026 | 1 | 5 | 4 | 0 | 0 | 60% | |
| Mar 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Feb 1, 2026 | 1 | 4 | 4 | 0 | 0 | 56% | |
| Jan 1, 2026 | 1 | 3 | 3 | 0 | 0 | 57% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
70°
Bullish
Bearish
Neutral
Bullish
6 mentions
4 bullish
0 bearish
6 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 27, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 27, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 27, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 21, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
Why is Argan (AGX) stock so bullish this year, despite the bearish market trend this year?
▲ 1
💬 0
⚡ 0.5
is it too late to jump onto Argan (AGX) stock right now?
▲ 1
💬 0
⚡ 0.5
Covered call options on argon, AGX. Straddle?
▲ 1
💬 0
⚡ 0.4
My golden goose AGX
▲ 1
💬 0
⚡ 0.5
Jun 4, 2026
earnings_calendar
AGX Q1 2027 Earnings Scheduled — 2026-06-04
Apr 22, 2026
short_interest
FTD: AGX — 11,731 shares ($7.2M) failed to deliver
Settlement: 20260422, Price: $615.42, FTD Value: $7,219,492.02, ARGAN INC
Mar 30, 2026
short_interest
FTD: AGX — 1,056 shares ($0.6M) failed to deliver
Settlement: 20260330, Price: $566.62, FTD Value: $598,350.72, ARGAN INC
Mar 26, 2026
earnings_calendar
AGX Q4 2026 Earnings After Market Close — 2026-03-26
Mar 23, 2026
short_interest
FTD: AGX — 52,621 shares ($24.9M) failed to deliver
Settlement: 20260323, Price: $473.85, FTD Value: $24,934,460.85, ARGAN INC
Feb 27, 2026
short_interest
FTD: AGX — 2,326 shares ($1.1M) failed to deliver
Settlement: 20260227, Price: $452.53, FTD Value: $1,052,584.78, ARGAN INC
Feb 4, 2026
short_interest
FTD: AGX — 3,759 shares ($1.4M) failed to deliver
Settlement: 20260204, Price: $381.73, FTD Value: $1,434,923.07, ARGAN INC
Feb 3, 2026
short_interest
FTD: AGX — 2,731 shares ($1.0M) failed to deliver
Settlement: 20260203, Price: $355.77, FTD Value: $971,607.87, ARGAN INC