SPZCOAndersen Group Inc. · ANDGData at close 2026-08-21
Industrials · Services-Business Services, NEC · NYSE · CIK 2065708 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD)
Last$50.16 · Day−0.32% · Off 52W high−1.2% · Vol (1Y)63.5%
Price2025-12-17 → 2026-08-21
ANDG close: $23.5 on 2025-12-17 to $50.2 on 2026-08-21.
Split-adj closes · 160 of 160 · price returnⓘ
At a glance
Days to cover7.3d
Top-10 13F concentration77.2%
Next report (est.)2026-10-25
SI 2026-07-31 · 13F 2026-Q1ⓘ
Key fundamentalsFY 2025
Sales (TTM)$838.7M
Earnings (TTM)-$2.3M
Net margin−0.3%
FY ratios · TTM sales/earnings (USD)ⓘ
Trailing returns
YTD+93.4%
Total return · from 2025-12-17ⓘ
Risk
Ann. volatility (1Y)63.5%
Ann. volatility (3Y)63.5%
Sharpe (1Y)2.21
Sharpe (3Y)2.21
Max drawdown (1Y)−30.6%
Max drawdown (3Y)−30.6%
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
BROWN ADVISORY INC
2.4M
$66M
—
+115.4%
JPMORGAN CHASE & CO
1.9M
$48M
—
+4.9%
Durable Capital Partners LP
1.7M
$45M
—
+0.0%
ROYCE & ASSOCIATES LP
1.4M
$38M
—
+83.1%
J. Goldman & Co LP
1.2M
$33M
—
+3.4%
FRANKLIN RESOURCES INC
1.1M
$31M
—
+13.3%
BAMCO INC /NY/
900,149
$24M
—
+80.0%
Driehaus Capital Management LLC
560,207
$15M
—
−18.7%
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarterslast report 2026-08-12
Period end
Reported
EPS
EPS YoY
Revenue
Rev YoY
2026-06-30
2026-08-12
−$0.09
—
$217.7M
+23.7%
2026-03-31
2026-05-12
$0.03
—
$240.7M
+15.7%
2025-06-30
—
—
—
$176.0M
—
2025-03-31
—
—
—
$208.1M
—
As-reported XBRL · next 2026-10-25 est.ⓘ
Segment mixFY2025 (ended Dec 2025)
Reportable 100%
business · TAGGED revenueⓘ
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
