Andersen Group INC

Market Movers (8-K)

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NYSE
Andersen Group Inc. announced record second-quarter revenue of $217.7 million, a 23.7% increase year-over-year, driven by broad-based growth across all service lines and a significant rise in adjusted net income.
Better than expected
NYSE
Andersen Group Inc. has entered into a $50 million asset-based revolving credit facility with JPMorgan Chase Bank, N.A. to support general corporate purposes, acquisitions, and working capital.
NYSE
Andersen Group Inc. announced robust first-quarter 2026 financial results, with revenue up 15.7% year-over-year, and provided an updated full-year guidance.
NYSE
Andersen Group Inc. announced the appointment of Susan Decker to its Board of Directors, increasing the board size to eight members.
NYSE
Andersen Group Inc. announced record full-year 2025 revenue of $838.7 million, a 14.6% increase, but reported a GAAP net loss of $130.2 million due to IPO-related expenses, while forecasting a net loss for 2026 amidst strategic investments.
Worse than expected
Capital raise
NYSE
Andersen Group Inc. successfully completed its initial public offering, raising $202.4 million and appointing two new board members.
Capital raise

Quarterly Earnings (10-Q)

NYSE
Andersen Group Inc. announced a 23.7% year-over-year revenue increase for the first quarter of 2026, driven by organic growth and strategic international acquisitions.
NYSE
Andersen Group Inc. reported a 15.7% year-over-year revenue increase to $240.7 million for Q1 2026, but net income saw a significant decline due to increased operating expenses, particularly equity-based compensation.
Capital raise
Worse than expected

Annual Reports (10-K)

NYSE
Andersen Group Inc. reported a 14.6% revenue increase to $838.7 million in 2025, driven by client growth and service expansion, despite a net loss of $(130.2) million primarily due to IPO-related equity restructuring costs.
Delay expected
Capital raise
Worse than expected

Insider Trading (Form 4)

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NYSE
Durable Capital Partners LP reported a significant acquisition of Class A Common Stock in Andersen Group Inc. (ANDG), increasing its beneficial ownership.
NYSE
Director Robert V. Gunderson Jr. purchased 2,367 shares of Andersen Group Inc. common stock at $35.82 per share.
NYSE
Andersen Group Inc.'s Chairman and CEO, Mark Lawrence Vorsatz, transferred 200,000 Class X Aggregator Units from his direct holdings to a controlled trust for no consideration.
NYSE
Andersen Group Inc. Director Ronald L. Olson purchased 7,896 shares of Class A Common Stock at $16 per share through a directed share program related to the company's initial public offering.
Capital raise
NYSE
Andersen Group Inc. Director John R. Joyce purchased 10,422 shares of Class A common stock at $16 per share through a directed share program during the company's initial public offering.
Capital raise
NYSE
Andersen Group Inc. Director Robert V Gunderson JR acquired 12,633 Class A Common Stock shares at $16 each through a directed share program during the company's initial public offering.
Capital raise

Proxy Statements (Def-14A)

NYSE
Andersen Group Inc. has announced its 2026 Annual Meeting of Stockholders, scheduled for June 22, 2026, to elect directors and ratify the appointment of its independent auditor.

New Public Companies (S-1)

NYSE
Andersen Group Inc. files for an initial public offering of 11 million Class A common shares at $14-$16, revealing a complex UP-C structure and significant obligations to existing owners.
Worse than expected
Capital raise
NYSE
Andersen Group Inc. filed an S-1/A for its initial public offering, highlighting robust revenue and Adjusted EBITDA growth, alongside a complex reorganization and significant tax-related payment obligations.
Capital raise
Worse than expected
NYSE
Andersen Group Inc., a leading tax and financial advisory firm, has filed an S-1 registration statement for its initial public offering, reporting strong historical growth but a net loss in the first half of 2025 due to non-cash equity compensation.
Worse than expected
Capital raise

Schedule 13G - Passive Investments

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NYSE
Brown Advisory Inc. and its subsidiaries have updated their Schedule 13G filing, reporting a combined beneficial ownership of 16.64% of Andersen Group Inc.'s Class A common stock as of June 30, 2026.
NYSE
Driehaus Capital Management LLC has reported beneficial ownership of 10.49% of Andersen Group Inc.'s Class A Common Stock as of July 31, 2026.
NYSE
Telemark Asset Management, LLC, Telemark Fund, LP, and Colin McNay have jointly reported beneficial ownership of 720,000 shares, representing 5.3% of Andersen Group Inc.'s Class A Common Stock.
NYSE
Royce & Associates LP has reported an increase in its beneficial ownership of Andersen Group Inc's Class A Common Stock to 8.44%, holding 1,137,589 shares as of June 30, 2026.
NYSE
Franklin Resources, Inc. and its affiliate Franklin Advisers, Inc. have reported a beneficial ownership of 6.7% in Andersen Group Inc.'s Class A common stock.
NYSE
JPMorgan Chase & Co. has filed an amended Schedule 13G, reporting beneficial ownership of 10.4% of Andersen Group Inc.'s Class A common stock as of June 30, 2026.