Services-Business Services, NEC · SIC 7389

Andersen Group Inc.

ANDG

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Latest revenue

$240.7M

as of 2026-03-31

Latest net income

$494.0K

as of 2026-03-31

Net margin

0.2%

as of 2026-03-31

6.0
of 10

ActaClear Score

Above avg
#62 of 109 in Services-Business Services, NEC
-0.1 · 2d
Profitability·25%
5.4
Growth·15%
6.5
Value·20%
2.5
Quality·20%
Momentum·20%
9.9

Computed from 5 years of SEC fundamentals + latest market data, ranked within Services-Business Services, NEC (109 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

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Price · 5Y

+194.8% / yr 175.1 pts / yr vs S&P 500 57.7% total
Compare:

Live market

delayed ≤15 min
$38.47
0.89%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$40.11
52-wk low
$18.12
Beta
Shares out

5-year trend

What this company does

AI

Item 1.Business Overview Our mission is to deliver exceptional client service grounded in integrity, transparency, and excellence. Since our founding in 2002, we have experienced rapid and sustained growth, powered by our people, our values and our relentless commitment to innovative, client-focused solutions. Building on the rich traditions and culture of the former Arthur Andersen, we are driven by a bold vision to lead in a complex global marketplace, creating lasting value for our clients, our people and our investors. We are a leading provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the…

AI summary unavailable — showing raw filing excerpt

Generated from ANDG's filing dated 2026-03-27

Key risks

AI

Item 1A.Risk Factors RISK FACTORS A description of risks and uncertainties facing our business is set forth below. Investing in our Class A common stock involves a high degree of risk. You should consider carefully the risks and uncertainties described below, as well as the other information in this Annual Report, including our financial statements and the related notes and Part II, Item 7 “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” before deciding whether to invest in shares of our Class A common stock. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of or that we…

AI summary unavailable — showing raw filing excerpt

Generated from ANDG's filing dated 2026-03-27

Profitability

Operating margin

-16.1%

191.1%

Net margin

-0.3%

101.5%

Return on equity

1.7%

Return on assets

-0.4%

101.2%

Leverage

Debt / equity

-5.19×

Long-term debt / equity

-2.14×

Debt / assets

123.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$240.7M+15.7%$494.0K-99.0%0.2%

Q1 2025

2025-03-31

$208.1M$50.6M24.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Business Services, NEC · SIC 7389

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Insider activity

Insider buying

$8.2M

Insider selling

$0

Net activity

+$8.2M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-20

Robert V Gunderson JR

Director

Purchase2,367$35.82$84.8K
2025-12-18

Ronald L Olson

Director

Purchase7,896$16.00$126.3K
2025-12-18

John R Joyce

Director

Purchase10,422$16.00$166.8K
2025-12-18

Robert V Gunderson JR

Director

Purchase12,633$16.00$202.1K
2025-12-18

John Nicolai

Director

Purchase9,475$16.00$151.6K
2025-12-17

Durable Capital Partners LP

10%+ owner

Purchase250,000$20.59$5.1M
2025-12-17

Durable Capital Partners LP

10%+ owner

Purchase107,985$21.36$2.3M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ANDG

Institutional value

$187.2M

Total shares held

7.0M

Distinct holders

27

-38 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1JPMORGAN CHASE & CO1.9M$47.9M+86.1K (+4.9%)Added
2ROYCE & ASSOCIATES LP1.4M$38.3M+639.4K (+83.1%)Added
3FRANKLIN RESOURCES INC1.1M$30.7M+132.9K (+13.3%)Added
4VANGUARD CAPITAL MANAGEMENT LLC509.8K$13.9MNew
5Telemark Asset Management, LLC500.0K$13.6M+400.0K (+400.0%)Added
6SEVEN GRAND MANAGERS, LLC500.0K$13.6M+0 (+0.0%)No change
7Russell Investments Group, Ltd.221.5K$6.0M+169.8K (+328.8%)Added
8BlackRock, Inc.191.1K$5.2MNew
9TEACHER RETIREMENT SYSTEM OF TEXAS165.0K$4.5M+0 (+0.0%)No change
10Allspring Global Investments Holdings, LLC130.9K$3.6M+1.3K (+1.0%)Added
11SEI INVESTMENTS CO121.6K$3.3M+59.7K (+96.3%)Added
12UBS Group AG88.0K$2.4M+83.3K (+1762.3%)Added
13VANGUARD FIDUCIARY TRUST CO78.1K$2.1MNew
14JANE STREET GROUP, LLC23.9K$650.2K-62.5K (-72.3%)Trimmed
15Bank of New York Mellon Corp18.6K$506.9K+6.0K (+47.0%)Added
16Quantbot Technologies LP18.0K$490.4KNew
17Vanguard Global Advisers, LLC6.0K$163.2KNew
18PNC Financial Services Group, Inc.3.9K$105.8K-4.3K (-52.3%)Trimmed
19BNP PARIBAS FINANCIAL MARKETS3.8K$104.4KNew
20WELLS FARGO & COMPANY/MN1.7K$45.8K-72 (-4.1%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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