Discover

ANDG
Andersen
42.80
4 x 42.16
4 x 43.55
bid
ask
+
0.22
0.52%
1 @ 04:00 PM
42.45 -0.35 (0.82%)
Ytd65.06%
1y82.13%
42.10
day range
43.67
18.12
52 week range
45.00
Open42.13Prev Close42.58Low42.10High43.67Mkt Cap4.81B
Vol176.87KAvg Vol309.77KEPS2.95P/E14.51Forward P/E19.57
BetaN/AShort Ratio7.80Inst. Own121.31%DividendN/ADiv YieldN/A
Ex Div DateN/AEarning05-1250-d Avg38.25200-d Avg30.201yr Est40.50
Earning
DateForEstimateReportedSurprisesurprise %
2026-08-112026-060.13N/AN/AN/A
2026-05-122026-030.453.082.63584.44%
2026-03-172025-12-0.28-0.130.1553.57%
Upgrade / Downgrade
DateFirmActionFromTo
2026-05-14UBSUpgradeBuyBuy
2026-05-13Morgan StanleyUpgradeEqual-WeightEqual-Weight
2026-05-13Truist SecuritiesUpgradeBuyBuy
2026-05-13Wells FargoUpgradeEqual-WeightEqual-Weight
2026-05-13BairdUpgradeOutperformOutperform
2026-04-13UBSUpgradeBuyBuy
Profile
Andersen Group Inc. provides independent tax, valuation, and financial advisory services to individuals and family offices, businesses, and institutional clients in the United States. The company offers private client services that provides tax and financial services for individuals and families, addressing client matters involving multigenerational wealth, charitable giving and trust and estate planning; business tax services, such as integrated tax-related consulting and compliance services for businesses, helping organizations with managing tax planning, compliance, and reporting needs; alternative investment funds, including tax and financial services for family offices, funds of funds, hedge funds, private equity funds, venture capital funds, and real estate investment trusts; and valuation services for clients to help navigate tax laws and regulations and comply with important regulatory requirements. Andersen Group Inc. was founded in 2002 and is headquartered in San Francisco, California. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.
Insider Holder
DateNameRelationQuantityDescription
2026-07-06DURABLE CAPITAL PARTNERS, L.P.Beneficial Owner of more than 10% of a Class of Security0.00Sale
2026-05-19GUNDERSON ROBERT V JRDirector15.00KPurchase
2025-12-17JOYCE JOHN RDirector10.42KPurchase
2025-12-17NICOLAI JOHN F.Director9.48KPurchase
2025-12-17OLSON RONALD LDirector7.90KPurchase
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Brown Advisory Holdings Inc2.44M0.002.16%
2026-03-30JPMorgan Chase & Co1.86M0.001.65%
2026-03-30Durable Capital Partners LP1.67M0.001.48%
2026-03-30Royce & Associates, LP1.41M0.001.25%
2026-03-30J. Goldman & Co LP1.20M0.001.06%
2026-03-30Franklin Resources Inc1.13M0.001.00%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Franklin US Small Cap Growth Equity946.88K0.000.84%
2026-06-29Baron Small Cap Strategy900.00K0.000.80%
2026-06-29Baron Small Cap Retail900.00K0.000.80%
2026-06-29Franklin Small Cap Growth Adv751.48K0.000.67%
2026-03-30Royce Small-Cap Quality Value Composite669.66K0.000.59%
2026-03-30JPM US Small Cap Core-Composite576.85K0.000.51%