Andersen Group (NYSE:ANDG) Announces Quarterly Earnings Results

Andersen Group (NYSE:ANDG) announced its earnings results on Tuesday. The company reported ($0.13) EPS for the quarter, beating analysts’ consensus estimates of ($0.28) by $0.15, Zacks reports. The firm had revenue of $170.35 million for the quarter, compared to analyst estimates of $152.64 million.

Here are the key takeaways from Andersen Group’s conference call:

• Andersen reported strong underlying operating results with Q4 revenue of $170.3M (+19.6% YoY) and FY 2025 revenue of $838.7M (+14.6%), and robust non‑GAAP profitability (adjusted net income of $217M and adjusted EBITDA of $226.3M).
• Management guided 2026 revenue of $955–$970M (14–15% growth) and adjusted EBITDA of $213–$220M (22–23% margin), explicitly including about $33M of inorganic revenue and saying they expect to outperform that inorganic target.
• The firm is pursuing a selective roll‑up of its long‑standing global network and closed recent deals (Canada, Nigeria, Uruguay) that add ~270 people and roughly $21M of revenue, aiming to drive cross‑sell and faster geographic expansion.
• GAAP results were materially impacted by one‑time equity restructuring and stock‑based compensation (roughly $183M charge), producing GAAP losses in 2025 and an expected GAAP net loss in 2026 tied to non‑cash vesting; newer areas (consulting & global mobility) lost about $22M in 2025 and remain investment areas.

Andersen Group Stock Up 13.9%

ANDG stock opened at $28.35 on Thursday. Andersen Group has a 1 year low of $18.12 and a 1 year high of $30.19. The firm has a 50 day moving average of $22.52.

Hedge Funds Weigh In On Andersen Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ANDG. Goldman Sachs Group Inc. purchased a new stake in Andersen Group in the 4th quarter valued at $10,420,000. JPMorgan Chase & Co. acquired a new position in shares of Andersen Group during the 4th quarter valued at about $45,987,000. Franklin Resources Inc. acquired a new position in shares of Andersen Group during the 4th quarter valued at about $25,864,000. Jane Street Group LLC purchased a new stake in shares of Andersen Group in the fourth quarter valued at about $2,241,000. Finally, Wells Fargo & Company MN acquired a new stake in Andersen Group during the fourth quarter worth about $46,000.

Trending Headlines about Andersen Group

Here are the key news stories impacting Andersen Group this week:

• Positive Sentiment: Q4 results beat expectations — Andersen reported $170.35M in revenue and beat EPS estimates (reported ($0.13) vs. consensus ($0.28)), driven by record fourth-quarter performance. Andersen Reports Record Fourth-Quarter and Full-Year 2025 Financial Results and Initiates 2026 Guidance
• Positive Sentiment: Revenue momentum: Q4 revenue rose about 19.6% YoY, reinforcing the company’s growth narrative and supporting the stock’s upward move. Andersen Group Surpasses Revenue Projections with 19.6% Growth in Q4 2025
• Positive Sentiment: Bullish analyst actions: Robert W. Baird raised its price target to $42 and kept an outperform rating, signaling sizable upside from current levels. Baird price-target raise
• Positive Sentiment: UBS upgraded its target to $32 and maintained a Buy rating, adding further brokerage support. UBS raises target to $32
• Positive Sentiment: Momentum headline: media noted ANDG hit a new 12‑month high following analyst upgrade activity, reflecting market enthusiasm. Andersen Group Hits New 12-Month High Following Analyst Upgrade
• Neutral Sentiment: Morgan Stanley raised its target to $24 but kept an “equal weight” rating — a mixed signal (higher target but limited near‑term upside vs. the current market price). Morgan Stanley price-target note
• Neutral Sentiment: Coverage pieces explain the move: analysts and commentators cite the strong revenue beat and a corporate transformation that hurt near-term profitability — useful context for investors assessing sustainability. Why Andersen Group Stock Crushed it Today
• Negative Sentiment: Guidance/forward view is cautious: management’s FY26 outlook implies an expected net loss, which triggered intraday selling in some reports despite the quarter’s beats. That raises near-term profitability risk. Andersen stock falls on expected FY26 net loss

Analysts Set New Price Targets

A number of analysts have recently issued reports on the company. Morgan Stanley boosted their price target on Andersen Group from $22.00 to $24.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Wells Fargo & Company upgraded Andersen Group to a “hold” rating in a report on Monday, January 12th. William Blair raised shares of Andersen Group to a “strong-buy” rating in a research note on Monday, January 12th. Zacks Research raised shares of Andersen Group to a “hold” rating in a report on Tuesday, January 13th. Finally, Truist Financial upgraded shares of Andersen Group to a “strong-buy” rating in a research report on Monday, January 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $32.67.

About Andersen Group

Our mission is to deliver exceptional client service grounded in integrity, transparency, and excellence. Since our founding in 2002, we have experienced rapid and sustained growth, powered by our people, our values and our relentless commitment to innovative, client-focused solutions. Building on the rich traditions and culture of the former Arthur Andersen, we are driven by a bold vision to lead in a complex global marketplace, creating lasting value for our clients, our people and our investors.