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ANDG · Andersen Group Inc.

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$66.27 -1.19 (-1.76%) At close · Nov 5
Market Cap
$7.49B
Shares
112.99M
Volume · Nov 5 793.14K Avg daily vol (3M) 470.24K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$66.27 Open$67.12 Day$66.14–68.41 Available close range$18.34–67.46 Avg vol 30d417K Short int2.5M · 2.2% of shares · 7.3d Short vol54% Last earningsNov 12, 2026 DataDec 2025–Nov 2026 Filing10-Q · Aug 12

The closing range uses available history since Dec 17, 2025; less than a full year is stored.

Up next

Nov 12, 2026 Scheduled · in 1 wks

Latest documents

2026
Oct 15
Current report 8-K Events of Aug 11
Unregistered sale of equity

Andersen Group Inc. issued 412,547 shares of Class A Common Stock for Andersen UK, which closed October 2, 2026, and completed BD Emerson, Daniels Consulting, Zenger Folkman and SPRI Consulting; additional acquisitions remain pending.

Oct 14
Current report 8-K Events of Oct 13
Director or officer change, or executive pay

Andersen Group Inc. appointed Daniel DePaoli and Peter Coscia to its Board of Directors effective October 13, 2026, increasing the Board to 10 directors from 8 directors and strengthening its operational oversight of global growth, acquisitions and expansion.

Aug 12
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $217.66M ▲ 23.7% Net loss $1.01M Diluted EPS -$0.09
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$913.04M
Trailing 12 months
Net income (TTM)
$42.57M
Trailing 12 months
Revenue growth YoY
+23.7%
Year over year
Operating margin
-7.4%
Trailing 12 months
P / E (TTM)
179.1
Trailing earnings · reciprocal yield 0.6%
FCF yield
2.2%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
−$125.60M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
—
Year over year · more shares
Price change (1Y)
—
Trailing year
Short interest
2.2%
Latest settlement · 7.3 days to cover
View all 122 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol High
Market backdrop VIX 28.2 · fear Equity put/call 0.44
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +65%
above
Price vs 50-day avg +14%
above
RSI (14) 69
neutral
MACD trend Positive
52-week position 98%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +18%
trailing
6-month return +89%
trailing
YTD return +156%
this year
Relative strength +90%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $58 › 200d $40 — 50d above 200d
Institutional flow Accumulating
23 of 87 funds reported for Sep 30 · net +337.4K sh shares · +9 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.18% of shares out · ▼ -18.2% MoM · 7.3 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
87 holders — 13F breadth
Squeeze score 63
elevated · 0–100
Fundamentals
Excellent
Revenue growth +15%
Y/Y
Free cash flow $174.3M
Balance sheet $99.8M
net debt
Quant / Vol
risk profile
High
Volatility 58%
annualized · 1-yr
Max drawdown −31%
past year
ATR 3.6%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the 8-K filed Aug 12, 2026
Adjusted EBITDA · Full-Year 2026 Non-GAAP Maintained $225M – $250M
Jun 30, 2026 $225M – $250M changed to Aug 12, 2026 $225M – $250M
Adjusted EBITDA margins · Full-Year 2026 Non-GAAP Maintained 23% – 25%
May 12, 2026 23% – 25% changed to Aug 12, 2026 23% – 25%
Previous outlook earlier release · from the Earnings Call filed Jun 30, 2026

Still-open targets the latest release did not restate under the same label.

Adjusted EBITDA margin · 2026 full year 22% – 23%
Prior guidance period ended · from the Earnings Call filed May 12, 2026
Revenue · second quarter of 2026 $190M – $205M
Guided vs delivered · last 1 settled
Revenue second quarter of 2026
guided $190M – $205M
$217.66M Beat +10.2%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+65% Bullish
Price vs 50-day avg
+14% Bullish
RSI (14)
69 Neutral
MACD trend
Positive Bullish
52-week position
98% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $58 › 200d $40 — 50d above 200d
Institutional flow Accumulating
23 of 87 funds reported for Sep 30 · net +337.4K sh shares · +9 new
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
2.18% of shares out · ▼ -18.2% MoM · 7.3 days cover
Volume signal Reversal watch
High volume on a down day — possible exhaustion
Institution breadth Steady
87 holders — 13F breadth
Price context
position in its available closing range
Range low $18 Now $66 · 98% Range high $67
vs 200-day avg +65% vs 50-day avg +14%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Adjusted EBITDA non-GAAP 262.95M Last Twelve Months Ended June 30, 2026 —
Adjusted EBITDA Margin non-GAAP 28.8% Last Twelve Months Ended June 30, 2026 —
Adjusted Net Income non-GAAP 240.63M Last Twelve Months Ended June 30, 2026 —
Adjusted Net Income Margin non-GAAP 26.4% Last Twelve Months Ended June 30, 2026 —
Annualized attrition rate 15.7% Six Months Ended June 30, 2026 —
Attrition rate - United States 15.7% As of June 30, 2026 —
Client engagements 23,800 Six Months Ended June 30, 2026 —
Client groups 13,500 Six Months Ended June 30, 2026 —
EBITDA non-GAAP 23.93M Six Months Ended June 30, 2026 —
GAAP → non-GAAP reconciliation
GAAP Net (loss) income -77.12M
-5.31M Interest income
+13.31M Interest expense
+9.67M Depreciation and amortization
+8.57M Income tax expense (benefit)
= EBITDA -50.88M
Managing Directors 349 As of June 30, 2026 —
Non-Managing Directors 2,341 As of June 30, 2026 —
Total employees 2,690 As of June 30, 2026 —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Personal Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
ANDG
Andersen Group Inc.
this stock
$7.49B +155.6% +14.6% — 2.2%
ROL
Rollins Inc
$18.46B -35.4% +7.2% 35.4 5.2%
SCI
Service Corp International
$10.29B -3.2% +2.9% 18.8 3.7%
HRB
H&R Block Inc
$6.84B +26.2% -1.3% 9.3 15.1%
FTDR
Frontdoor, Inc.
$6.49B +66.4% +13.6% 24.0 5.2%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
94
% held
15.0%
Reported
23 of 87
Top holder
BROWN ADVISORY INC
Held Float
View
Held by Funds
Fund positions
60
View
Short & Settlement
Short Interest Falling
Shares short
2.5M
Days to cover
7.3d
Change
-549.6K sh
View
Short Volume
Short vol %
54%
As of
Nov 5, 2026
Short Total
View
Fails to Deliver
FTD shares
42
Value
$2.3K
As of
Sep 30, 2026
View
Off-Exchange
Off-exchange %
39.7%
Week of
Sep 28, 2026
Off-exch Lit
View
Financials
Financials
Revenue (FY)
$838.7M
Net income (FY)
$-2.3M
View
Filings
SEC Filings
Latest
8-K
Filed
Oct 15, 2026
This year
15

Andersen Group Inc. issued 412,547 shares of Class A Common Stock for Andersen UK, which closed October 2, 2026, and completed BD Emerson, Daniels Consulting, Zenger Folkman and SPRI Consulting; additional acquisitions remain pending.

View
Earnings & Events
Webcasts Upcoming
Next webcast
Nov 12, 2026
Last webcast
Aug 12, 2026
View
Investor Relations
Latest news
Andersen Group Delivers Record Se…
Published
Aug 12, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
ANDG +2.2% +17.8% +88.8% +1.1% +155.6%
SPY -4.7% -5.3% -0.8% -3.0% +7.5%
vs SPY +6.9% +23.1% +89.6% +4.1% +148.1%
Key facts CIK 2065708 CUSIP 033853102 13F (30d) 21 filings 21 filers Visit website Investor relations