Welcome to our dedicated page for Argan SEC filings (Ticker: AGX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Argan, Inc. SEC filings document the company’s operating results, material events and governance as a NYSE-listed construction services issuer. Recent 8-K filings report quarterly and fiscal financial results, cash dividends, share repurchase program actions, and engineering, procurement and construction contract developments involving Gemma Power Systems and power-generation projects.
Proxy materials cover board elections, executive compensation, equity awards, shareholder voting matters and related governance disclosures. The filings also identify Argan’s common stock registration and formal event reporting for capital allocation and project-backlog developments.
Argan, Inc. announced that its Board approved an increase to the company’s existing share repurchase program from $150 million to $200 million and extended the program’s expiration date through January 31, 2030.
The Board also declared a regular quarterly cash dividend of $0.50 per common share, payable on April 30, 2026 to stockholders of record at the close of business on April 22, 2026. Management highlighted strong cash generation, a robust balance sheet and confidence in long-term demand for Argan’s power-infrastructure services as support for these shareholder return actions.
BlackRock, Inc. amended a Schedule 13G to report beneficial ownership of 1,994,647 shares of ARGAN INC common stock, representing 14.3% of the class as of 03/31/2026. The filing attributes these holdings to certain Reporting Business Units of BlackRock and disaggregates other business‑unit holdings per SEC Release No. 34-39538.
Argan Inc. director Peter W. Getsinger reported several transactions in the company’s common stock. On April 1, 2026, he exercised stock options to acquire 6,000 shares at strike prices of $37.13 and $43.70 per share using the net settle method. On April 2, 2026, he sold 2,581 shares in open-market trades at an average price of $552.73 per share and made a bona fide gift of 1,000 shares. After these moves, he directly holds 9,847 shares and also has indirect holdings of 267 shares in a children’s trust and 133 shares in a custody account for a child.
Argan Inc. director Jeffrey John Ronald Jr. reported an open-market sale of the company’s common stock. On March 31, 2026, he sold 4,556 shares at an average price of $539.85 per share, according to the filing footnote.
After this transaction, he directly holds 3,636 shares of Argan common stock and has an additional 8,000 shares held indirectly through an IRA account listed as “John R. Jeffrey, IRA.” No derivative securities are reported as outstanding in this filing.
AGX filed a Form 144 reporting proposed resale following an exercise of options under a registered plan on 04/01/2026 for 2,581 shares of Common Stock to be sold by the issuer for cash. The filing also lists two sales by Peter W. Getsinger on 01/07/2026 (4,000 shares, $1,313,353.88) and 01/08/2026 (6,595 shares, $2,068,918.11).
Argan, Inc. (AGX) affiliate submitted a Form 144 notice regarding proposed transactions in Common Stock. The filing lists prior grants including 2,592 shares (time-based restricted stock, 12/14/2024) and 6,964 shares (equity grant, 12/20/2024). It also records sales of 2,700 shares on 01/20/2026 and 5,000 shares on 01/27/2026 with proceeds shown in the filing.
Argan, Inc. is a Delaware holding company whose main business is large engineering and construction projects across three segments: Power, Industrial and Teledata. The Power segment dominates results, generating $756.5 million of revenue in Fiscal 2026, or 80.1% of consolidated revenue, with a project backlog of over $2.7 billion as of January 31, 2026, up from approximately $1.3 billion a year earlier.
The Industrial segment produced $167.6 million of revenue, and the Teledata segment $20.6 million. Argan maintains a $35.0 million revolving credit facility with an accordion feature of $30.0 million and a separate $25.0 million letter-of-credit facility, with no borrowings outstanding and a $0.3 million letter of credit issued as of January 31, 2026.
The company paid increasing quarterly cash dividends, raising the regular dividend to $0.50 per share for the quarter ended October 31, 2025, and continued share repurchases under a program authorized up to $150 million. Key risks highlighted include heavy reliance on large EPC power projects, fixed-price contract exposure, labor and supply chain pressures, natural gas and power market dynamics, evolving regulation, cybersecurity (including a previously disclosed $2.7 million fraud loss), and ongoing contract litigation at a U.K. subsidiary involving a $10.0 million on-demand bond draw now recorded as accounts receivable.
Argan, Inc. reported strong fourth quarter and full-year results for the period ended January 31, 2026. Q4 revenues were $262.1 million with net income of $49.2 million, or $3.47 per diluted share, and gross margin improved to 25.0%.
For fiscal 2026, revenues reached $944.6 million and net income was $137.8 million, or $9.74 per diluted share, with gross margin rising to 20.5%. Year-end cash, cash equivalents and investments totaled $894.98 million and net liquidity was $421.0 million, with no debt.
Project backlog grew sharply to approximately $2.9 billion as of January 31, 2026, supported by $2.5 billion in new contract value added during the year. The company also increased cash dividends per share to $1.75 for fiscal 2026.
Argan Inc ownership disclosure: The Vanguard Group filed an Amendment No. 5 to Schedule 13G/A reporting 0 shares beneficially owned, representing 0% of Argan Inc common stock as disclosed in the amendment. The filing explains an internal realignment effective 01/12/2026 under SEC Release No. 34-39538 that led certain Vanguard subsidiaries and business divisions to report holdings separately.
Argan, Inc. director John R. Jeffrey Jr. reported an open-market sale of common stock. On January 27, 2026, he sold 5,000 shares of Argan common stock at an average price of $360.78 per share. After this transaction, he held 8,192 shares directly and 8,000 shares indirectly through a John R. Jeffrey IRA.