AGX at a glance
ARGAN INC (AGX, SEC CIK 100591) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), ARGAN INC (AGX) reported revenue of $944.6 million (up 8.1% from FY2025) and net income of $137.8 million. Diluted EPS was $9.74.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding ARGAN INC (AGX) shares worth $5.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Jeffrey John Ronald Jr. on July 31, 2026 of 5,716 shares at $579.64 per share.
- In the last 90 days, AGX insiders reported 0 open-market purchases ($0) and 1 open-market sale ($3.3M) on Form 4, a net sale of $3.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $944.6M
- +8.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$3.3M
- 13F holders
- 36 funds
- $5.8B · +2 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Item 8.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $384.0M, up 61.5% YoY from $237.7M
- Gross margin 19.3% vs 18.6% YoY; operating income $56.8M vs $30.1M
- Best segment Industrial revenue $76.2M, up 111.2%; worst Teledata gross margin 16.6% vs 24.7%
- Cash $364.5M vs $339.5M; operating cash flow $210.4M
- Capital deployment: $85.1M Treasury notes, $30.0M CDs, $8.0M ValCor acquisition, $14.0M dividends
- Outlook: strong power pipeline; tariff, equipment, permitting, labor, and data-center development risks
Risk Factors
- No Risk Factors section provided; supplied text covers share repurchases and other disclosures
- Share-repurchase authorization increased $50 million to $200 million on April 8, 2026
- Repurchases totaled 19,076 shares during the quarter, with $77.969 million remaining authorization
- ValCor acquisition consideration included 877 treasury shares valued at approximately $0.5 million
- No defaults upon senior securities reported for the quarter
AI summary of the AGX 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 8.01: Other Events
- Quarterly cash dividend increased 40%, from $0.50 to $0.70 per common share
- Dividend payable October 30, 2026, to shareholders of record October 22, 2026
Item EX-99.1: Item EX-99.1
- Quarterly dividend raised 40%, from $0.50 to $0.70 per share
- Annualized dividend reaches $2.80 per share, marking the fourth consecutive annual increase
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q2 2026 results covered the three months ended July 31, 2026
- Press release issued September 2, 2026
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue $384.0M, up 61.5% year over year, with record net income $53.3M and diluted EPS $3.76
- Adjusted EBITDA $70.0M, up from $38.5M, while margin expanded to 18.2% from 16.2%
Item 8.01: Other Events
- SMC completed ValCor acquisition on July 31, 2026
- ValCor adds New England installation, maintenance, and repair capabilities for information, communication, and data networks
Item EX-99.1: Item EX-99.1
- SMC completed ValCor acquisition on July 31, 2026, expanding Argan’s Teledata operations into New England
- Initial consideration approximately $8.3 million, funded with cash and Argan common stock
AI summaries of AGX 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AGX
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Getsinger Peter W | M | Sep 22, 2026 | 1,000 | $40.15 |
| Getsinger Peter W | M | Sep 22, 2026 | 895 | $40.15 |
| Collins Charles Edwin IV | A | Sep 9, 2026 | 3,506 | - |
| Jeffrey John Ronald Jr. | Sell | Jul 31, 2026 | 5,716 | $579.64 |
| Jeffrey John Ronald Jr. | M | Jun 30, 2026 | 1,000 | $43.70 |
| Jeffrey John Ronald Jr. | M | Jun 30, 2026 | 4,772 | $35.72 |
| Jeffrey John Ronald Jr. | M | Jun 30, 2026 | 5,000 | $35.72 |
| Jeffrey John Ronald Jr. | M | Jun 30, 2026 | 944 | $43.70 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $874.2M | $944.6M |
| Gross Profit | - | $141.0M | $193.7M |
| Operating Income | - | $88.2M | $134.7M |
| Net Income | - | $85.5M | $137.8M |
| Gross Margin | - | 16.1% | 20.5% |
| Op. Margin | - | 10.1% | 14.3% |
| Net Margin | - | 9.8% | 14.6% |
| Balance Sheet | |||
| Total Assets | $598.2M | $836.2M | $1.2B |
| Equity | - | $351.9M | $462.3M |
| ROE | - | 24.3% | 29.8% |
| Per Share | |||
| EPS | - | $6.15 | $9.74 |
| Cash Flow | |||
| Operating CF | - | $167.6M | $414.7M |
| CapEx | $2.8M | $6.6M | $3.9M |
Source: XBRL data in ARGAN INC (AGX)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AGX share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $5.83B |
| Q1 2026 | 34 | $3.55B |
| Q4 2025 | 30 | $1.60B |
| Q3 2025 | 30 | $1.38B |
| Q2 2025 | 29 | $1.10B |
| Q1 2025 | 26 | $527.7M |
| Q4 2024 | 22 | $486.1M |
| Q3 2024 | 18 | $256.3M |
- T. Rowe Price Group+328.2K (+357%)
- Vanguard Portfolio Management LLC+260.4K (+50%)
- FMR LLC (Fidelity)+101.7K (+1000%)
- BlackRock+85.8K (+4%)
- Morgan Stanley+54.9K (+34%)
- BNY Mellon−135.2K (-45%)
- Citadel Advisors LLC−60.7K (-89%)
- Dimensional Fund Advisors−41.1K (-10%)
- AQR Capital Management−18.5K (-17%)
- Two Sigma Investments−16.8K (-70%)
- Marex Group plc+403
- Blackstone Group+312
Source: 13F-HR filings on SEC EDGAR (aggregated from 225 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AGX filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 10-Q | Sep 2, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Sep 2, 2026 | - | Analysis | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| SC 13G | Jul 31, 2026 | - | - | |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 17, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 16, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 10-Q | Jun 4, 2026 | Apr 30, 2026 | Analysis |
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AGX SEC filings: frequently asked questions
Are AGX insiders buying or selling?
In the last 90 days, ARGAN INC (AGX) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $3.3 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AGX stock?
As of June 30, 2026, the largest ARGAN INC (AGX) holders among the 13F filers tracked by SignalX were BlackRock ($1.8 billion), Vanguard Portfolio Management LLC ($621.3 million), Renaissance Technologies LLC ($517.8 million), Vanguard Capital Management LLC ($475.0 million), State Street Corp ($434.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AGX's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), ARGAN INC (AGX) reported revenue of $944.6 million (up 8.1% from FY2025) and net income of $137.8 million. Diluted EPS was $9.74. The figures come from the XBRL data in the 10-K.
What did AGX report in its latest 8-K?
ARGAN INC (AGX) filed an 8-K on September 9, 2026 reporting Item 8.01 (Other Events). Quarterly cash dividend increased 40%, from $0.50 to $0.70 per common share.
What are the latest AGX SEC filings?
ARGAN INC (AGX) filed its latest 10-K annual report on March 26, 2026, a 10-Q quarterly report on September 2, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on September 23, 2026.
What is AGX's SEC CIK number?
ARGAN INC (AGX)'s SEC Central Index Key (CIK) is 100591. EDGAR lists every AGX filing under that number.
Ask anything about AGX
The research agent reads AGX's filings, financials, insider trades and 13F holders, then answers with sources.