Skip to content
Baker Capital StrategiesMARKETS. FILINGS. PERSPECTIVE.
Powered by THEMA

BAKER CAPITAL STRATEGIES

Get the free weekly BCS email.

Selected company filings and market updates, delivered by email. Your first report will follow soon.

  • Your weekly BCS reportMarket updates and links to filings you can explore.
  • THEMA at launchWe’ll send directions for setting up your filing alerts when THEMA officially opens.

One signup for the weekly email and your free THEMA Basic account at launch.

Already registered or a CSW member?Log in to THEMA →

At least 8 characters. This also creates your free THEMA account for launch.

You’re signing up for the weekly BCS email and THEMA launch/setup updates. Unsubscribe using the link in any email. Privacy policy · Terms

BCS

Current Report · Items 2.02, 7.01, 9.01 · 8-K

Andersen Group Inc.

ANDGNYSEEQUITYCurrent

Results of Operations and Financial Condition · Regulation FD Disclosure

Item 2.02. Results of Operations and Financial Condition. On May 12, 2026, Andersen Group Inc. (“Andersen”, “we” or the “Company”) issued a press release announcing financial results for the first-quarter ended March 31, 2026.…

Filed May 12, 2026Accepted May 12, 2026, 4:18 PM EDTCIK 2065708Accession 0001193125-26-219512
Share

Company context

We are a leading provider of independent tax, valuation and financial advisory services to individuals and family offices, businesses and institutional clients in the United States. We have strategically expanded our business to build an integrated platform of service offerings that enables us to solve our clients’ most complex tax and financial challenges. The success of our approach is reflected in our consistent growth to date, having delivered a revenue compound annual growth rate (CAGR) of 15% since 2003, the first full fiscal year following our formation, through December 31, 2025. We have achieved this by delivering specialized technical expertise combined with practical advice, supported by our widely recognized and strong firm culture, integrated services offerings and global capabilities. Our global reach is facilitated through our membership in Andersen Global, a Swiss association of over 300 member and collaborating firms.

Current securities

Recent company filings

  1. SCHEDULE 13G/A - filed by ROYCE & ASSOCIATES LP regarding Andersen Group Inc.Oct 29, 2026
  2. SCHEDULE 13G/A - filed by FRANKLIN TEMPLETON INC regarding Andersen Group Inc.Oct 28, 2026
  3. SCHEDULE 13G/A - filed by JPMORGAN CHASE & CO regarding Andersen Group Inc.Oct 16, 2026
  4. Unregistered Sales of Equity SecuritiesOct 15, 2026
  5. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory ArrangementsOct 14, 2026

Registered securities in this filing

Andersen Group Inc. · 8-K · Filed 2026-05-12

As filed in this accession. Current/historical status below comes from the governed listing record; the cover itself remains exact to this filing.

Class A Common Stock, $0.0001 par value

Symbol
ANDG
Exchange
NYSE
Classification
COMMON
Status
Current
Filing context

Context: duration_2026-05-12_to_2026-05-12

Dimensions: Not supplied

Accession 000119312526219512 · 1 registered-security cover member

Read the exact SEC filing ↗

Disclosure sections

Items 2.02, 7.01, 9.01

Select an item to read the extracted section. The as-filed document remains the primary evidence.

Item 2.02Item 2.02 - Results of Operations
Item 2.02. Results of Operations and Financial Condition. On May 12, 2026, Andersen Group Inc. (“Andersen”, “we” or the “Company”) issued a press release announcing financial results for the first-quarter ended March 31, 2026. A copy of the press release (including accompanying financial tables) (the “Press Release”) is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated by reference herein. The Company will hold a conference call on May 12, 2026 at 5:00 PM Eastern to announce financial results for the first-quarter ended March 31, 2026.
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure On May 12, 2026, the Company posted to the investor relations page of its website an updated investor presentation that will be used at upcoming investor and analyst meetings (the “Presentation”). The Presentation includes certain financial results, operating data and other information. The Company routinely posts announcements, updates, events, investor information and presentations and recent news releases on its website at http://www.andersen.com. Information on the Company’s website is not incorporated by reference in this Current Report on Form 8-K and does not constitute a part of this Current Report on Form 8-K. The information included herein, including Exhibit 99.1 furnished herewith, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that section, nor shall it be incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Exchange Act, regardless of any incorporation by reference language in any such filing, except as expressly set forth by specific reference in such filing.
Filed exhibits (1)
EX-99.1 (by filename) d320761dex991.htm

EX-99.1 2 d320761dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 Andersen Group Inc. 333 Bush Street Suite 1700 San Francisco, CA 94104 Andersen Reports Strong First-Quarter of 2026 Financial Results and Updates Full-Year Guidance San Francisco, May 12, 2026 - Andersen Group Inc. (NYSE: ANDG) today released financial results for the first quarter ended March 31, 2026. Andersen continued to deliver strong top-line growth with first-quarter revenue of $240.7 million up 15.7%, compared with $208.1 million in the prior year quarter. Higher revenue in the first quarter of 2026 was supported by client growth, higher volume and service line expansion. There were no large one-time first-quarter 2026 revenue items, and all of our service lines grew revenue in the first quarter of 2026. Higher equity-based compensation expenses of $41.1 million led to net income of $17.7 million in the first-quarter of 2026 compared with $50.6 million in the prior year quarter. Adjusted net income for the first-quarter of 2026 was $62.9 million as compared with $55.2 million in the prior year quarter. First Quarter 2026: Andersen delivered a strong first quarter, driven by demand across core services,…

Open exhibit ↗

Privacy choices

BCS measures page use with Google Analytics using regional consent settings. You can change your preference here. Charts and market data remain available.

Essential functions — always available. Security, navigation, registration and remembering these choices.

Audience analytics

Analytics cookies are off by default for visitors Google identifies in the EEA, UK or Switzerland until allowed. Limited measurement without analytics cookies may still occur under those regional defaults.

TradingView charts, quotes and the economic calendar load automatically as page content. TradingView receives network and browser information and may collect its own usage analytics. This choice controls BCS’s Google Analytics only.

Google advertising is not enabled. Direct sponsor links do not load advertising trackers on BCS.

Turning analytics off stops future Google Analytics activity here. It does not erase information already received by the provider. Read the privacy policy.