Andersen Group Inc. (ANDG) Stock Analysis
Range Bound setup
Consumer Cyclical · Personal Services
Sell if holding. Engine safety override at $36.50: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum.
Andersen Group is a leading provider of independent tax, valuation, and financial advisory services to individuals, family offices, businesses, and institutional clients across 26 U.S. locations with 2,300+ employees. Revenue of $838.7M in 2025 is driven by fees from ~12,350... Read more
Sell if holding. Engine safety override at $36.50: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum. Chart setup: RSI 54 mid-range, Bollinger mid-band. Score 4.9/10, moderate confidence.
Passes 5/8 gates (clean insider activity, news events none recent, earnings proximity 65d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
About Andersen Group Inc.
About Andersen Group Inc.
Andersen Group generated $838.7 million in revenue during fiscal 2025, up from $731.6 million in 2024, through four core service practices — Private Client Services, Business Tax Services, Alternative Investments, and Valuation — delivered across 26 US locations. The firm employs over 2,300 professionals, served approximately 12,350 client groups through the year ended December 31, 2025, and extended international reach through Andersen Global's network of 300+ member and collaborating firms across 180 countries.
Revenue derives entirely from advisory fees charged to individual clients, family offices, businesses, and institutional clients — with no revenue from audit or attestation services, a structural choice that removes regulatory constraints applicable to audit firms and broadens the pool of potential engagements. The top 10 client groups accounted for approximately 5% of revenue in both 2025 and 2024, reflecting unusually low client-account concentration for a professional services firm. Over 70% of 2025 revenue came from client groups with three or more years of history with the firm. Managing Directors lead direct sales and business development, supported by referral channels from existing clients, M&A advisors, wealth advisors, and law firms. In the first quarter of 2026, Andersen entered into definitive agreements for the acquisition of four Andersen member firms in Africa and Latin America, and a business combination with one member firm in Canada, all expected to close in the second quarter of 2026 subject to closing conditions.
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Talent supply constrains capacity: the 10-K cites a "global talent shortage in the accounting sector" as a specific structural factor, with 87% of client-facing managers and above holding professional licenses including CPAs, CFAs, EAs, LLMs, or JDs. Andersen Group competes for these professionals against major accounting and consulting firms, law firms, and investment banks that may offer higher compensation. With over 2,300 employees serving 12,350 client groups and no collective bargaining agreements in place, if key Managing Directors who hold direct client relationships depart, revenue tied to those relationships may also migrate.
See also: Consumer Cyclical · Personal Services
From Andersen Group Inc.'s most recent 10-K filing, extracted June 9, 2026.
Recent developments
updated 2026-06-09Recent Developments — Andersen Group Inc.
Latest news
- NEWS 12 Industrials Stocks Moving In Tuesday's Pre-Market Session — benzinga May 19, 2026 neutral
- NEWS UBS Maintains Buy on Andersen Group, Raises Price Target to $42 — benzinga May 14, 2026 positive
- NEWS Morgan Stanley Maintains Equal-Weight on Andersen Group, Raises Price Target to $27 — benzinga May 13, 2026 neutral
- NEWS Truist Securities Maintains Buy on Andersen Group, Raises Price Target to $42 — benzinga May 13, 2026 positive
- NEWS Wells Fargo Maintains Equal-Weight on Andersen Group, Raises Price Target to $38 — benzinga May 13, 2026 positive
Generated 2026-06-15T18:11:46Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Material Events(8-K, last 90d)
- 2026-04-28Item 5.02LOWBoard appointed Susan Decker as a director effective April 27, 2026; Board size increased to eight members. Ms. Decker joined the compensation and risk committees. No officer departure.SEC filing →
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
4 floor-breakers
Volatile — 6.5% daily ATR makes tight stops impractical. Position-size conservatively.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $36.50: Quality below floor (3.5 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 4.9/10. Specifically: High short interest: 28%; Below-average business quality; Negative price momentum. Chart setup: RSI 54 mid-range, Bollinger mid-band. Prior stop was $33.95. Score 4.9/10, moderate confidence.
Take-profit target: $39.43 (+8.0% upside). Prior stop was $33.95. Stop-loss: $33.95.
Target reached (-5.8% upside); Quality below floor (3.5 < 4.0).
Andersen Group Inc. trades at a P/E of N/A (forward 16.4). TrendMatrix value score: 5.7/10. Verdict: Sell.
13 analysts cover ANDG with a consensus score of 4.1/5. Average price target: $40.
What does Andersen Group Inc. do?Andersen Group is a leading provider of independent tax, valuation, and financial advisory services to individuals,...
Andersen Group is a leading provider of independent tax, valuation, and financial advisory services to individuals, family offices, businesses, and institutional clients across 26 U.S. locations with 2,300+ employees. Revenue of $838.7M in 2025 is driven by fees from ~12,350 client groups; the company deliberately excludes audit services to avoid independence restrictions.