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Argan Inc

AGX
Exchange
NYSE
Industry
Construction - Special Trade Contractors
SEC CIK
0000100591

No open-market purchases or sales by Argan Inc insiders were filed in the last 90 days; 571 institutions reported holding it in 13F filings for Q2 2026, worth $11.4B in total; superinvestors Lone Pine Capital and Coatue Management hold it.

Key figures

Market capClose on Nov 10, 2026
$4.27B
Insider buysOpen market, last 90 days
0
Insider sellsOpen market, last 90 days
0
13F holdersQ2 2026, +76 vs. previous quarter
571
13F valueReported value at the end of Q2 2026
$11.4B
Superinvestors holdingAt the end of Q2 2026
2

Price chart

From SEC filings, in USD.

Revenue, FY2025
$944.6M
+8.1% year over year
Net income, FY2025
$137.8M
+61.2% year over year
Free cash flow, FY2025
$410.8M
+155.2% year over year
Revenue, Q2 FY2026
$384.0M
+61.5% year over year

Revenue flow, FY2025

Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.

Short interest

See short data

From FINRA, settlement date Oct 15, 2026.

Short interest
1.08M
Shares sold short
Change
−154.3K
−12.5% vs. previous
Days to cover
3.36
At average daily volume

Superinvestors holding AGX, Q2 2026

Go to the superinvestors tab

2 superinvestors report holding Argan Inc on Form 13F. Percentages are the stock's share of each portfolio.

Lone Pine Capital

Stephen Mandel

1.8%

Argan Inc's share of the portfolio

Shares
368,673
Value
$294.4M

Coatue Management

Philippe Laffont

0.1%

Argan Inc's share of the portfolio

Shares
36,101
Value
$28.8M

Latest insider trades

See all insider trades

Open-market purchases and sales by Argan Inc insiders from Form 4, newest first.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Aug 4, 2026 (view filing)4:30 PM ETJul 314 daysJeffrey John Ronald Jr.DirectorSSale−5.72K$579.64−$3.31M−69.3%2.53K after
Jun 23, 2026 (view filing)Jun 18-225 daysGriffin William F JrDirector, Other: GEMMA, NON-EXECUTIVE CHAIRMANSSale−50.0K$739.68−$37.0M−55.0%41.0K after2 lots
Jun 18, 2026 (view filing)Jun 171 dayBaugher Joshua ScottChief Financial OfficerSSale−760$733.30−$557.3K−33.9%1.48K after2 lots
Jun 17, 2026 (view filing)Jun 17Same daySweeney KarenDirectorSSale−300$705.00−$211.5K−16.2%1.55K after
Jun 17, 2026 (view filing)Jun 16-171 dayGetsinger Peter WDirectorSSale−6.73K$705.78−$4.75M−58.0%4.88K after2 lots
Jun 16, 2026 (view filing)Jun 15-161 dayWatson David HibbertPRESIDENT AND CEOSSale−11.9K$660.11−$7.84M−22.9%40.0K after2 lots
Jun 16, 2026 (view filing)Jun 151 dayFlanders CynthiaDirectorSSale−2.60K$666.31−$1.73M−10.1%23.1K after
Jun 16, 2026 (view filing)Jun 124 daysGriffin William F JrDirector, Other: GEMMA, NON-EXECUTIVE CHAIRMANSSale−50.0K$643.46−$32.2M−35.5%91.0K after
Apr 30, 2026 (view filing)Apr 291 dayLarroque Alexander LisaDirectorSSale−350$630.58−$220.7K−50.0%350 after
Apr 30, 2026 (view filing)Apr 291 dayGetsinger Peter WDirectorSSale−3.00K$628.36−$1.89M−30.5%6.85K after

Top 10 13F holders, Q2 2026

See all 571 holders

The largest institutional positions in Argan Inc at the end of Q2 2026; share changes are against Q1 2026.

Institutions holding AGX in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.2,209,112$1.76B0.03%+85,813+4.0%Added
Vanguard Portfolio Management LLC778,042$621.3M0.03%+260,418+50.3%Added
First Trust Advisors LP754,403$602.4M0.35%−36,950−4.7%Reduced
Renaissance Technologies LLC648,379$517.8M0.71%+37,480+6.1%Added
Vanguard Capital Management LLC594,781$475.0M0.01%+7,315+1.2%Added
State Street Corp544,200$434.6M0.01%+26,544+5.1%Added
Geode Capital Management, LLC506,133$404.2M0.02%+46,830+10.2%Added
American Century Companies Inc447,983$357.7M0.16%+26,335+6.2%Added
Price T Rowe Associates Inc420,104$335.5M0.03%+328,238+357.3%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital368,673$294.4M1.80%−24,461−6.2%Reduced

Holders of 5% or more of AGX

See all 4 holders and filings

Holders whose latest Schedule 13D or 13G filing reports 5% or more of Argan Inc.

Largest holders of AGX from 13D and 13G filings
HolderLatest formStakeChangeFirst filedLatest filingFiling
BlackRock, Inc.13G/A14.30%1.99M shares+6.80 ppfrom 7.50%Oct 22, 20244 filingsApr 7, 2026SEC
First Trust Portfolios LP13G5.89%821.3K sharesNewApr 27, 20261 filingApr 27, 2026SEC
Vanguard Portfolio Management LLC13G5.65%792.8K sharesNewJul 31, 20261 filingJul 31, 2026SEC
Vanguard Capital Management LLC13G5.09%715.1K sharesNewOct 30, 20261 filingOct 30, 2026SEC

2 members of Congress reported 3 trades in Argan Inc since 2020. Newest filings:

  1. Gilbert Ray Cisneros, Jr.

    House · CA · Jul 2, 2026

    Buy$15K-$50K

  2. Thomas R. Carper

    Senate · DE · Jan 3, 2024

    Sell (full)$1K-$15K

  3. Thomas R. Carper

    Senate · DE · Mar 1, 2023

    Buy$1K-$15K