AXR.NYSEAmrep CORP

SCHEDULE: AMREP Insider Boosts Stake to 17.8% with Recent Purchases

Sentiment:

Beneficial Ownership Update


James H. Dahl and Rainey E. Lancaster have increased their beneficial ownership in AMREP Corporation, with Dahl now holding 17.8% of outstanding shares.

Better than expectedThe filing indicates a significant increase in beneficial ownership by James H. Dahl, now holding 17.8% of AMREP Corporation's outstanding shares.Recent open market purchases by James H. Dahl, totaling 13,452 shares across multiple transactions in February 2026, demonstrate active and continued investment by a key insider.

Summary

  • James H. Dahl and Rainey E. Lancaster, as Reporting Persons, have filed Amendment No. 7 to their Schedule 13D regarding AMREP Corporation's Common Stock.
  • James H. Dahl beneficially owns 945,077 Shares, representing 17.8% of the total 5,305,199 Shares outstanding as of December 10, 2025.
  • Rainey E. Lancaster beneficially owns 173,750 Shares, representing 3.3% of the total outstanding shares.
  • The Reporting Persons have shared voting and dispositive power over Rainey E. Lancaster's 173,750 Shares.
  • The aggregate purchase price for the 945,077 Shares beneficially owned by the Reporting Persons is approximately $12,858,100.45.
  • Funds for these acquisitions came from James H. Dahl's personal funds and trusts (IRA FBO James H. Dahl Pershing LLC as Custodian ROTH Conversion Account, IRA FBO James H. Dahl Pershing LLC as Custodian, and Dahl Family Foundation, Inc.) and Rainey E. Lancaster's personal funds.
  • James H. Dahl made several open market purchases between February 10, 2026, and February 12, 2026, acquiring a total of 13,452 shares at weighted average prices ranging from $21.1223 to $24.3248 per share.

Sentiment

Score: 8

Explanation: StockSavvy.ai views this filing as highly positive due to the substantial increase in insider ownership and recent open market purchases by a significant shareholder, signaling strong confidence in the company's future.

Positives

  • Significant increase in beneficial ownership by James H. Dahl to 17.8% of outstanding shares, indicating strong insider confidence.
  • Recent open market purchases by James H. Dahl demonstrate continued investment and belief in the company's value, even at varying price points.

Future Outlook

The filing does not contain forward-looking statements or guidance from AMREP Corporation. The Reporting Persons' intent is to hold the shares for investment purposes.

Industry Context

StockSavvy.ai notes that significant insider buying, particularly by a substantial shareholder like James H. Dahl, often signals strong confidence in the company's valuation and future prospects. This can be a positive indicator for other investors, suggesting that those with intimate knowledge of the company believe its stock is undervalued or poised for growth.

Stakeholder Impact

  • Shareholders may view the increased insider ownership as a strong vote of confidence from a key investor, potentially leading to increased investor interest and positive sentiment towards the stock.

Key Dates

DateDescription
May 20, 2021Original Schedule 13D filed by Reporting Persons.
September 2, 2021Amendment No. 1 to Schedule 13D filed.
December 13, 2021Amendment No. 2 to Schedule 13D filed.
March 31, 2022Amendment No. 3 to Schedule 13D filed.
January 9, 2024Amendment No. 4 to Schedule 13D filed.
February 1, 2024Amendment No. 5 to Schedule 13D filed.
May 17, 2024Amendment No. 6 to Schedule 13D filed.
December 10, 2025Date as of which 5,305,199 Shares of Common Stock were outstanding, as reported in the Issuer's Form 10-Q.
December 12, 2025Issuer's Quarterly Report on Form 10-Q for the quarter ended October 31, 2025, filed with the SEC.
February 10, 2026James H. Dahl purchased 3,636 shares at $21.1223 and 2,488 shares at $22.2916 on the open market.
February 11, 2026James H. Dahl purchased 2,303 shares at $23.343 and 697 shares at $23.9478 on the open market. This is also the Date of Event Which Requires Filing of This Statement.
February 12, 2026James H. Dahl purchased 3,960 shares at $23.6448 and 398 shares at $24.3248 on the open market.
February 13, 2026Date of this Amendment No. 7 filing and the date all holdings in this Statement on Schedule 13D are reported as of.

Recommendation

buy

The significant increase in beneficial ownership by James H. Dahl to 17.8% of outstanding shares, coupled with recent open market purchases, indicates strong insider confidence in AMREP Corporation's value. This level of commitment from a major shareholder often precedes positive developments or reflects a belief that the stock is undervalued, making it an attractive buying opportunity for seasoned investors.

Keywords

AMREP Corporation, James H. Dahl, Rainey E. Lancaster, Schedule 13D, beneficial ownership, insider buying, common stock, equity stake, shareholder

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