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Andersen (ANDG)

USD42.38 -0.53 (-1.24%)
US NYSE Industrials Specialty Business Services
Address 333 Bush Street 94104
San Francisco, CA, US
CEO Mark Lawrence Vorsatz
Website andersen.com
IPO 2025-12-17
CIK 2065708 ISIN US0338531025

Explore sections of this company profile

Description

Andersen is a prominent firm specializing in independent tax, valuation, and financial advisory services, primarily serving individuals, family offices, businesses, and alternative investment funds across the United States. The company distinguishes itself through a client-centric philosophy, deeply rooted in core values that champion stewardship, transparency, and the consistent provision of objective, high-quality service. Globally, Andersen's expansive footprint reaches over 180 countries through its vast network of member and collaborating firms. This international alliance delivers a comprehensive range of tax, legal, valuation, and consulting solutions from more than 1,000 locations, supported by a formidable team exceeding 3,000 partners and 50,000 professionals. Andersen Group Inc. operates as a subsidiary of Andersen Aggregator LLC.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD42.38 -0.53 (-1.24%)
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Volume Profile
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Liquidity & share structure
Average Volume
290.5K
Beta
0.97
Float Shares
111.36M
Free Float %
99.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.42% -0.95% +21.62% +71.41% +51.06% +36.91% +51.06% +51.06% +51.06% +51.06% +51.06%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (5 ratings, all time) Buy
Price Targets & DCF
Current price
42.38
Low 25.00 -41.0%
Consensus 34.50 -18.6%
Median 34.50 -18.6%
High 44.00 +3.8%
DCF (Unlevered) 255.97 +504.0%
DCF (Levered) 649.99 +1,433.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 71% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month — —
Last Quarter — —
Last Year 6
29.50
-30.4%
All Time 6
29.50
-30.4%
Quality scores
Altman Z-Score
4.48
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • ✓
    Revenue growth Specialty Business Services: +7.6%
    +14.6% ★ Q1'26: +15.7% (vs Q1'25)
  • ✗
    EPS growth Specialty Business Services: +24.4%
    +93.2% ★ Q1'26: -99.3% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Specialty Business Services: +27.6%
    +1.8% Q1'26: -3.1% (vs Q1'25)
  • ✗
    EBIT margin Specialty Business Services: +9.0%
    +6.9% Q1'26: +0.0% (vs Q1'25)
  • ✓
    ROIC Specialty Business Services: +7.8%
    +33.3% ★ Q1'26: +0.0% (vs Q1'25)
  • ✓
    Share dilution Specialty Business Services: +0.4%
    +0.0% Q1'26: +34.7% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    6.89× Q1'26: 6.76× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
▶ WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.16) × ERP
WACC = 47% × Ke + 53% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 255.97 Current price: 42.38
Enterprise Value: — Equity Value: — Terminal Value: — TV as % of EV: —

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2025
actual 		Dec 2026
5 Rev. Ana.
3 EPS Ana. 		Dec 2027
5 Rev. Ana.
3 EPS Ana. 		Dec 2028
3 Rev. Ana.
1 EPS Ana.
Revenue
838.69M
est: 824.99M (+1.7%)
972.02M
963.13M – 987.39M
+17.8% YoY
1.11B
1.08B – 1.16B
+13.9% YoY
1.20B
1.19B – 1.20B
+8.0% YoY
EBITDA
66.88M
est: 132.06M (-49.4%)
155.59M
154.17M – 158.05M
+17.8% YoY
177.24M
172.27M – 185.53M
+13.9% YoY
191.35M
190.97M – 191.73M
+8.0% YoY
EBIT
57.87M
est: 122.67M (-52.8%)
144.53M
143.21M – 146.81M
+17.8% YoY
164.64M
160.02M – 172.33M
+13.9% YoY
177.74M
177.39M – 178.10M
+8.0% YoY
Net Income
-2.32M
est: 17.70M (-113.1%)
18.70M
17.79M – 19.61M
+5.6% YoY
23.28M
21.55M – 25.00M
+24.5% YoY
25.53M
24.57M – 26.48M
+9.7% YoY
SGA
—
est: 104.23M (-100.0%)
122.80M
121.68M – 124.74M
+17.8% YoY
139.89M
135.97M – 146.43M
+13.9% YoY
151.02M
150.72M – 151.32M
+8.0% YoY
EPS
-0.18
est: 1.59 (-111.3%)
1.71
1.62 – 1.78
+7.6% YoY
2.14
1.96 – 2.27
+25.3% YoY
2.31
2.23 – 2.41
+8.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-08 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-07 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-06 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-05 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-04 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-05-01 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-30 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-29 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-28 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-27 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-24 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-23 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-22 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-21 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-20 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-17 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5
2026-04-16 C+ 2/5 1/5 1/5 5/5 1/5 4/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
231.37M
OE per share TTM
21.03
Owner's Yield
57.39%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
15.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
15
Total invested
46.92M
Insider transactions (90d)
1
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
15
-50 vs prev Q
New positions
5
Closed positions
55
Increased
10
Reduced
2
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 JPMORGAN CHASE & CO 1.77M +1.8M (+100.0%) 45.99M +46.0M (+100.0%) 16.12% +16.123 pp 0.00% +0.003 pp USD25.93 +0.0% 1 qtrs NEW
2 DURABLE CAPITAL PARTNERS LP 1.67M +1.7M (+100.0%) 43.32M +43.3M (+100.0%) 15.19% +15.186 pp 0.41% +0.410 pp USD25.93 +0.0% 1 qtrs NEW
3 J. GOLDMAN & CO LP 1.16M +1.2M (+100.0%) 30.08M +30.1M (+100.0%) 10.55% +10.546 pp 0.79% +0.792 pp USD25.93 +0.0% 1 qtrs NEW
4 BROWN ADVISORY INC 1.13M +1.1M (+100.0%) 29.36M +29.4M (+100.0%) 10.30% +10.295 pp 0.04% +0.041 pp USD25.93 +0.0% 1 qtrs NEW
5 FRANKLIN RESOURCES INC 997.5K +997.5K (+100.0%) 25.86M +25.9M (+100.0%) 9.07% +9.068 pp 0.01% +0.006 pp USD25.93 +0.0% 1 qtrs NEW
6 ROYCE & ASSOCIATES LP 769.3K +769.3K (+100.0%) 19.95M +19.9M (+100.0%) 6.99% +6.994 pp 0.20% +0.202 pp USD25.93 +0.0% 1 qtrs NEW
7 DRIEHAUS CAPITAL MANAGEMENT LLC 688.7K +688.7K (+100.0%) 17.86M +17.9M (+100.0%) 6.26% +6.261 pp 0.12% +0.121 pp USD25.93 +0.0% 1 qtrs NEW
8 BAMCO INC /NY/ 500.0K +500.0K (+100.0%) 12.97M +13.0M (+100.0%) 4.55% +4.546 pp 0.04% +0.035 pp USD25.93 +0.0% 1 qtrs NEW
9 SEVEN GRAND MANAGERS, LLC 500.0K +500.0K (+100.0%) 12.97M +13.0M (+100.0%) 4.55% +4.546 pp 0.99% +0.987 pp USD25.93 +0.0% 1 qtrs NEW
10 ARROWMARK COLORADO HOLDINGS LLC 450.0K +450.0K (+100.0%) 11.67M +11.7M (+100.0%) 4.09% +4.091 pp 0.26% +0.257 pp USD25.93 +0.0% 1 qtrs NEW
11 GOLDMAN SACHS GROUP INC 401.8K +401.8K (+100.0%) 10.42M +10.4M (+100.0%) 3.65% +3.653 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
12 CITADEL ADVISORS LLC 372.1K +372.1K (+100.0%) 9.65M +9.6M (+100.0%) 3.38% +3.383 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
13 ALYESKA INVESTMENT GROUP, L.P. 325.0K +325.0K (+100.0%) 8.43M +8.4M (+100.0%) 2.95% +2.955 pp 0.02% +0.024 pp USD25.93 +0.0% 1 qtrs NEW
14 MILLENNIUM MANAGEMENT LLC 213.6K +213.6K (+100.0%) 5.54M +5.5M (+100.0%) 1.94% +1.942 pp 0.00% +0.002 pp USD25.93 +0.0% 1 qtrs NEW
15 GHISALLO CAPITAL MANAGEMENT LLC 200.0K +200.0K (+100.0%) 5.19M +5.2M (+100.0%) 1.82% +1.818 pp 0.23% +0.232 pp USD25.93 +0.0% 1 qtrs NEW
16 BALYASNY ASSET MANAGEMENT L.P. 177.9K +177.9K (+100.0%) 4.61M +4.6M (+100.0%) 1.62% +1.617 pp 0.01% +0.006 pp USD25.93 +0.0% 1 qtrs NEW
17 TEACHER RETIREMENT SYSTEM OF TEXAS 165.0K +165.0K (+100.0%) 4.28M +4.3M (+100.0%) 1.50% +1.500 pp 0.01% +0.015 pp USD25.93 +0.0% 1 qtrs NEW
18 BURKEHILL GLOBAL MANAGEMENT, LP 150.0K +150.0K (+100.0%) 3.89M +3.9M (+100.0%) 1.36% +1.364 pp 0.26% +0.256 pp USD25.93 +0.0% 1 qtrs NEW
19 TUDOR INVESTMENT CORP ET AL 144.5K +144.5K (+100.0%) 3.75M +3.7M (+100.0%) 1.31% +1.314 pp 0.01% +0.007 pp USD25.93 +0.0% 1 qtrs NEW
20 VANGUARD GROUP INC 140.0K +140.0K (+100.0%) 3.63M +3.6M (+100.0%) 1.27% +1.273 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
21 JAIN GLOBAL LLC 131.3K +131.3K (+100.0%) 3.40M +3.4M (+100.0%) 1.19% +1.193 pp 0.02% +0.017 pp USD25.93 +0.0% 1 qtrs NEW
22 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 129.6K +129.6K (+100.0%) 3.36M +3.4M (+100.0%) 1.18% +1.178 pp 0.01% +0.005 pp USD25.93 +0.0% 1 qtrs NEW
23 TELEMARK ASSET MANAGEMENT, LLC 100.0K +100.0K (+100.0%) 2.59M +2.6M (+100.0%) 0.91% +0.909 pp 0.26% +0.259 pp USD25.93 +0.0% 1 qtrs NEW
24 JANE STREET GROUP, LLC 86.4K +86.4K (+100.0%) 2.24M +2.2M (+100.0%) 0.79% +0.786 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
25 READYSTATE ASSET MANAGEMENT LP 78.9K +78.9K (+100.0%) 2.05M +2.0M (+100.0%) 0.72% +0.717 pp 0.08% +0.083 pp USD25.93 +0.0% 1 qtrs NEW
26 HBK INVESTMENTS L P 74.5K +74.5K (+100.0%) 1.93M +1.9M (+100.0%) 0.68% +0.677 pp 0.02% +0.015 pp USD25.93 +0.0% 1 qtrs NEW
27 SCHONFELD STRATEGIC ADVISORS LLC 70.4K +70.4K (+100.0%) 1.83M +1.8M (+100.0%) 0.64% +0.640 pp 0.01% +0.008 pp USD25.93 +0.0% 1 qtrs NEW
28 LONGAEVA PARTNERS L.P. 69.0K +69.0K (+100.0%) 1.79M +1.8M (+100.0%) 0.63% +0.628 pp 0.15% +0.150 pp USD25.93 +0.0% 1 qtrs NEW
29 SOROS FUND MANAGEMENT LLC 62.6K +62.6K (+100.0%) 1.62M +1.6M (+100.0%) 0.57% +0.569 pp 0.02% +0.019 pp USD25.93 +0.0% 1 qtrs NEW
30 SEI INVESTMENTS CO 62.0K +62.0K (+100.0%) 1.61M +1.6M (+100.0%) 0.56% +0.563 pp 0.00% +0.002 pp USD25.93 +0.0% 1 qtrs NEW
31 LMR PARTNERS LLP 60.0K +60.0K (+100.0%) 1.56M +1.6M (+100.0%) 0.55% +0.546 pp 0.00% +0.003 pp USD25.93 +0.0% 1 qtrs NEW
32 HOUND PARTNERS, LLC 60.0K +60.0K (+100.0%) 1.56M +1.6M (+100.0%) 0.55% +0.546 pp 0.21% +0.209 pp USD25.93 +0.0% 1 qtrs NEW
33 D. E. SHAW & CO., INC. 52.0K +52.0K (+100.0%) 1.35M +1.3M (+100.0%) 0.47% +0.473 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
34 RUSSELL INVESTMENTS GROUP, LTD. 51.7K +51.7K (+100.0%) 1.34M +1.3M (+100.0%) 0.47% +0.470 pp 0.00% +0.002 pp USD25.93 +0.0% 1 qtrs NEW
35 SQUAREPOINT OPS LLC 51.0K +51.0K (+100.0%) 1.32M +1.3M (+100.0%) 0.46% +0.464 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
36 LIMESTONE INVESTMENT ADVISORS LP 50.0K +50.0K (+100.0%) 1.30M +1.3M (+100.0%) 0.45% +0.455 pp 0.12% +0.124 pp USD25.93 +0.0% 1 qtrs NEW
37 WOODLINE PARTNERS LP 50.0K +50.0K (+100.0%) 1.30M +1.3M (+100.0%) 0.45% +0.455 pp 0.01% +0.005 pp USD25.93 +0.0% 1 qtrs NEW
38 HUDSON BAY CAPITAL MANAGEMENT LP 48.8K +48.8K (+100.0%) 1.26M +1.3M (+100.0%) 0.44% +0.443 pp 0.00% +0.004 pp USD25.93 +0.0% 1 qtrs NEW
39 MARSHALL WACE, LLP 47.6K +47.6K (+100.0%) 1.23M +1.2M (+100.0%) 0.43% +0.433 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
40 POINT72 ASSET MANAGEMENT, L.P. 36.4K +36.4K (+100.0%) 943.4K +943.4K (+100.0%) 0.33% +0.331 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
41 OXFORD ASSET MANAGEMENT LLP 32.1K +32.1K (+100.0%) 833.4K +833.4K (+100.0%) 0.29% +0.292 pp 0.34% +0.339 pp USD25.93 +0.0% 1 qtrs NEW
42 POLYMER CAPITAL MANAGEMENT (US) LLC 25.0K +25.0K (+100.0%) 648.3K +648.3K (+100.0%) 0.23% +0.227 pp 0.07% +0.068 pp USD25.93 +0.0% 1 qtrs NEW
43 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 25.0K +25.0K (+100.0%) 648.3K +648.3K (+100.0%) 0.23% +0.227 pp 0.01% +0.010 pp USD25.93 +0.0% 1 qtrs NEW
44 RAYMOND JAMES FINANCIAL INC 18.6K +18.6K (+100.0%) 482.5K +482.5K (+100.0%) 0.17% +0.169 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
45 MORGAN STANLEY 15.5K +15.5K (+100.0%) 401.2K +401.2K (+100.0%) 0.14% +0.141 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
46 CI PRIVATE WEALTH, LLC 13.8K +13.8K (+100.0%) 356.8K +356.8K (+100.0%) 0.13% +0.125 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
47 BANK OF NEW YORK MELLON CORP 12.7K +12.7K (+100.0%) 328.6K +328.6K (+100.0%) 0.12% +0.115 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
48 TWO SIGMA INVESTMENTS, LP 12.0K +12.0K (+100.0%) 311.2K +311.2K (+100.0%) 0.11% +0.109 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
49 COVALIS CAPITAL LLP 12.0K +12.0K (+100.0%) 311.2K +311.2K (+100.0%) 0.11% +0.109 pp 0.02% +0.022 pp USD25.93 +0.0% 1 qtrs NEW
50 XTX TOPCO LTD 10.4K +10.4K (+100.0%) 269.3K +269.3K (+100.0%) 0.09% +0.094 pp 0.01% +0.007 pp USD25.93 +0.0% 1 qtrs NEW
51 VOLORIDGE INVESTMENT MANAGEMENT, LLC 10.0K +10.0K (+100.0%) 259.3K +259.3K (+100.0%) 0.09% +0.091 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
52 BARCLAYS PLC 8.4K +8.4K (+100.0%) 217.8K +217.8K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
53 PNC FINANCIAL SERVICES GROUP, INC. 8.3K +8.3K (+100.0%) 215.4K +215.4K (+100.0%) 0.08% +0.076 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
54 LEGAL & GENERAL GROUP PLC 5.0K +5.0K (+100.0%) 129.6K +129.6K (+100.0%) 0.05% +0.046 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
55 UBS GROUP AG 4.7K +4.7K (+100.0%) 122.5K +122.5K (+100.0%) 0.04% +0.043 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
56 BANK OF AMERICA CORP /DE/ 2.1K +2.1K (+100.0%) 54.5K +54.5K (+100.0%) 0.02% +0.019 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
57 WELLS FARGO & COMPANY/MN 1.8K +1.8K (+100.0%) 45.6K +45.6K (+100.0%) 0.02% +0.016 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
58 PARKSIDE FINANCIAL BANK & TRUST 746.00 +746.0 (+100.0%) 19.3K +19.3K (+100.0%) 0.01% +0.007 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
59 ROYAL BANK OF CANADA 301.00 +301.0 (+100.0%) 8.0K +8.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
60 COMERICA BANK 276.00 +276.0 (+100.0%) 7.2K +7.2K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
61 BESSEMER GROUP INC 271.00 +271.0 (+100.0%) 7.0K +7.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD25.93 +0.0% 1 qtrs NEW
62 AMERICAN CAPITAL ADVISORY, LLC 237.00 +237.0 (+100.0%) 6.1K +6.1K (+100.0%) 0.00% +0.002 pp 0.00% +0.003 pp USD25.93 +0.0% 1 qtrs NEW
63 BELLEVUE ASSET MANAGEMENT, LLC 98.00 +98.0 (+100.0%) 2.5K +2.5K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD25.93 +0.0% 1 qtrs NEW
64 MRP CAPITAL INVESTMENTS, LLC 85.00 +85.0 (+100.0%) 2.2K +2.2K (+100.0%) 0.00% +0.001 pp 0.00% +0.002 pp USD25.93 +0.0% 1 qtrs NEW
65 JONES FINANCIAL COMPANIES LLLP 9.00 +9.0 (+100.0%) 233.00 +233.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD25.89 +0.2% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 27 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor Active Small Cap ETF (SMLL) SMLL 2.42% 332.4K 0.80%
2 American Century Small Cap Growth Insights ETF ACSG 0.44% 110.3K 0.49%
3 VictoryShares Small Cap Free Cash Flow ETF SFLO 0.19% 1.22M 0.56%
4 First Trust Multi-Manager Small Cap Opportunities ETF MMSC 0.12% 63.7K 0.95%
5 First Trust US Equity Opportunities ETF FPX 0.11% 1.82M 0.57%
6 BNY Mellon US Small Cap Core Equity ETF BKSE 0.02% 20.4K 0.04%
7 Vanguard Extended Market ETF VXF 0.01% 5.17M 0.05%
8 iShares Core S&P Total U.S. Stock Market ETF ITOT 0.00% 1.20M 0.03%
9 iShares Core S&P U.S. Total Market Index ETF XUU.TO 0.00% 19.8K 0.07%
10 iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) XUH.TO 0.00% 2.2K 0.07%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
—
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-27 DECKER SUSAN L Director — — Class X Aggregator Units 200,000 0.00 — 0 I ↗
2026-02-02 Vorsatz Mark Lawrence Director / Officer G-Gift A Class X Aggregator Units 200,000 0.00 — 2,000,000 I ↗
2025-12-17 Durable Capital Partners LP 10% Owner — — Class A Common Stock 0 0.00 — 1,312,500 I ↗

Executive team

Top executives
EBIT / Employee
25.2K
Shares Outstanding
112.49M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Mark Vorsatz Chief Executive Officer 3.30M — 22.46M — — 11.51M 37.27M 60.28% ↗
2 2025 Daniel DePaoli Country Managing Director, North America 1.50M — 15.85M — — 3.34M 20.69M 76.59% ↗
3 2025 Peter Coscia East Regional Managing Director 1.22M — 10.35M — — 2.49M 14.05M 73.63% ↗
4 2024 Mark Vorsatz Chief Executive Officer 3.30M — — — — 6.29M 9.59M 0.00% ↗
5 2024 Daniel DePaoli Country Managing Director, North America 1.50M — — — — 2.11M 3.61M 0.00% ↗
6 2024 Peter Coscia East Regional Managing Director 1.08M 350.0K — — — 1.62M 3.04M 0.00% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A ↗
2026-04-30 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 DEFA14A ↗
2026-04-30 DEF 14A ↗
2026-04-30 ARS ↗
2026-04-29 SC 13G/A ↗
2026-04-28 8-K ↗
2026-04-28 3 ↗
2026-03-27 10-K ↗
2026-03-17 8-K ↗
2026-03-06 SC 13G/A ↗
2026-03-03 SC 13G/A ↗

Executive team

NameTitleCompensationGender
Mark Lawrence Vorsatz Chairman & CEO 15M male
Joseph Karczewski MD & Director 6M male
Daniel Gerald DePaoli Country MD - U.S. & Regional Managing Partner of North America 5M male
Peter J. Coscia Caribbean & East Regional Managing Director 4M male
Dorice Pepin Regional MD for the Central Region & Director 1M female
Neal Livingston Chief Financial Officer — male
Pareesa Ashabi Managing Director — female
Amy Frees Managing Director — female
William Leroy Deckelman Jr. Chief Legal Officer — male
Emad Asgari Managing Director — male
Gregory Vistica Managing Director of Investor Relations — male
Jacob Caplan Managing Director — male
ESG Rating
B
SPECIALTY BUSINESS SERVICES
Rank: 30 out of 43
2025
E (Environmental)
33.9 / 65.9
Company / Sector avg.
S (Social)
76.9 / 67.2
Company / Sector avg.
G (Governance)
73.5 / 67.1
Company / Sector avg.
ESG Total
61.4 / 66.7
Company / Sector avg.
ESG Score History SPECIALTY BUSINESS SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits

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