Recent chatter on X about Argan, Inc. (AGX) has centered around the company's latest financial moves and insider activity, sparking a flurry of opinions. A notable point of discussion is the recent insider selling by a director, with some users questioning whether this signals a lack of confidence in the company's near-term prospects. This has fueled debates over the stock's current trajectory, especially given reports of missed construction bids and perceived weak momentum.
Additionally, posts on X have highlighted concerns about Argan's market position, with some users pointing to broader industry challenges as a potential drag on performance. Despite the critical tone, a few voices remain cautiously optimistic, suggesting that long-term fundamentals could still hold value. The conversation remains dynamic, with fresh takes emerging daily as investors weigh the latest developments.
Note: This discussion summary was generated from an AI condensation of post data.
Argan, Inc. Insider Trading Activity
Argan, Inc. insiders have traded $AGX stock on the open market 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 have been sales.
Here’s a breakdown of recent trading of $AGX stock by insiders over the last 6 months:
- JAMES W QUINN has made 0 purchases and 4 sales selling 70,001 shares for an estimated $16,245,325.
- CYNTHIA FLANDERS has made 0 purchases and 3 sales selling 32,000 shares for an estimated $7,855,570.
- WILLIAM F. LEIMKUHLER has made 0 purchases and 4 sales selling 31,802 shares for an estimated $7,657,105.
- DAVID HIBBERT WATSON (PRESIDENT AND CEO) has made 0 purchases and 4 sales selling 25,000 shares for an estimated $5,642,120.
- CHARLES EDWIN IV COLLINS (CHIEF EXECUTIVE OFFICER, GEMMA) has made 0 purchases and 5 sales selling 20,265 shares for an estimated $5,157,906.
- JOHN RONALD JR. JEFFREY has made 0 purchases and 3 sales selling 12,819 shares for an estimated $3,077,314.
- RAINER H BOSSELMANN sold 13,728 shares for an estimated $3,041,850
- PETER W GETSINGER has made 0 purchases and 5 sales selling 14,357 shares for an estimated $2,692,323.
- RICHARD H DEILY (Compliance Officer, Former CFO) has made 0 purchases and 2 sales selling 3,169 shares for an estimated $627,783.
- KAREN SWEENEY sold 390 shares for an estimated $103,057
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Argan, Inc. Hedge Fund Activity
We have seen 203 institutional investors add shares of Argan, Inc. stock to their portfolio, and 150 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WELLINGTON MANAGEMENT GROUP LLP removed 331,160 shares (-78.0%) from their portfolio in Q2 2025, for an estimated $73,014,156
- FIRST TRUST ADVISORS LP added 327,127 shares (+14436.3%) to their portfolio in Q2 2025, for an estimated $72,124,960
- RIVER ROAD ASSET MANAGEMENT, LLC removed 306,785 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $67,639,956
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 259,720 shares (+696.9%) to their portfolio in Q2 2025, for an estimated $57,263,065
- LORD, ABBETT & CO. LLC added 246,300 shares (+214.5%) to their portfolio in Q2 2025, for an estimated $54,304,224
- JUPITER ASSET MANAGEMENT LTD added 173,477 shares (+1142.2%) to their portfolio in Q2 2025, for an estimated $38,248,208
- DRIEHAUS CAPITAL MANAGEMENT LLC added 160,824 shares (+inf%) to their portfolio in Q2 2025, for an estimated $35,458,475
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Argan, Inc. Analyst Ratings
Wall Street analysts have issued reports on $AGX in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Lake Street issued a "Buy" rating on 09/05/2025
To track analyst ratings and price targets for Argan, Inc., check out Quiver Quantitative's $AGX forecast page.
Argan, Inc. Price Targets
Multiple analysts have issued price targets for $AGX recently. We have seen 3 analysts offer price targets for $AGX in the last 6 months, with a median target of $251.0.
Here are some recent targets:
- Austin Wang from GLJ Research set a target price of $251.0 on 09/22/2025
- Robert Brown from Lake Street set a target price of $260.0 on 09/05/2025
- Drew Chamberlain from JP Morgan set a target price of $220.0 on 07/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
