GSHD

Goosehead Insurance Inc

62.00

Jul 31 • 3:59 PM ET -1.86 (-2.91%)

62.00

Aftermarket • 5:00 PM ET 0.00 (0.00%)

Financial Insurance Brokers USA Mid NASD

Jul 28, 2:01 PMStrong Q2 earnings beat, raised guidance, and CEO succession propel GSHD 9% higher

Peers: BWIN ARX NP AJG BRO AON WTW RYAN AGO KNSL

| Held by: IJR IWM VTI VB VBK SPSM VXF IWN IJT SCHA

Index	RUT
Market Cap	2.20B
Enterprise Value	2.47B
Income	35.29M
Sales	402.16M
Book/sh	-4.72
Cash/sh	0.77
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	Jan 21, 2025
Dividend Gr. 3/5Y	- -
Payout	0.00%
Employees	1600
IPO	Apr 27, 2018

P/E	45.18
Forward P/E	23.10
PEG	1.03
P/S	5.48
P/B	-
P/C	80.13
P/FCF	33.09
EV/EBITDA	23.24
EV/Sales	6.14
Quick Ratio	1.54
Current Ratio	1.54
Debt/Eq	-
LT Debt/Eq	-
Option/Short	Yes / Yes

EPS (ttm)	1.37
EPS next Y	2.68
EPS next Q	0.53
EPS this Y	15.34%
EPS next Y	25.13%
EPS next 5Y	22.46%
EPS past 3/5Y	241.96% 15.53%
Sales past 3/5Y	20.38% 25.57%
EPS Y/Y TTM	18.77%
Sales Y/Y TTM	17.74%
EPS Q/Q	122.15%
Sales Q/Q	20.59%
Earnings	Jul 22 AMC
EPS/Sales Surpr.	35.02% 9.77%

Insider Own	9.34%
Insider Trans	-5.27%
Inst Own	115.66%
Inst Trans	-4.50%
ROA	8.37%
ROE	-
ROIC	14.22%
Gross Margin	-
Oper. Margin	23.31%
Profit Margin	8.78%
SMA20	8.71%
SMA50	32.58%
SMA200	11.22%
Trades

Shs Outstand	23.80M
Shs Float	21.58M
Short Float	9.13%
Short Ratio	3.47
Short Interest	1.97M
52W High	93.90 -33.98%
52W Low	33.68 84.09%
Volatility	8.61% 7.35%
ATR (14)	4.13
RSI (14)	59.39
Beta	1.36
Rel Volume	1.25
Avg Volume	568.69K
Volume	708,752

Perf Week	5.53%
Perf Month	22.51%
Perf Quarter	38.42%
Perf Half Y	-1.15%
Perf YTD	-15.82%
Perf Year	-31.80%
Perf 3Y	-2.04%
Perf 5Y	-44.75%
Perf 10Y	-
Recom	2.36
Target Price	67.38
Prev Close	63.86
Price	62.00
Change	-2.91%

Date	Action	Analyst	Rating Change	Price Target Change
Mar-17-26	Resumed	RBC Capital Mkts	Sector Perform	$49
Feb-18-26	Upgrade	Piper Sandler	Neutral → Overweight	$69
Dec-01-25	Initiated	Jefferies	Buy	$93
Aug-13-25	Initiated	Cantor Fitzgerald	Overweight	$125
Jul-24-25	Downgrade	Piper Sandler	Overweight → Neutral	$109
Aug-22-24	Downgrade	BMO Capital Markets	Outperform → Market Perform	$90
Aug-15-24	Downgrade	TD Cowen	Buy → Hold	$98 → $94
Jan-10-24	Initiated	TD Cowen	Outperform	$105
Oct-17-23	Initiated	UBS	Buy	$84
Sep-20-23	Upgrade	BMO Capital Markets	Market Perform → Outperform	$86 → $90
Feb-06-23	Initiated	Credit Suisse	Outperform	$72
Jan-20-23	Initiated	BMO Capital Markets	Market Perform	$39
Jul-28-22	Downgrade	William Blair	Outperform → Mkt Perform
Oct-18-21	Downgrade	BofA Securities	Neutral → Underperform	$154
Sep-09-21	Initiated	JMP Securities	Mkt Outperform	$170
Sep-08-21	Initiated	Truist	Hold	$155
Jul-01-21	Downgrade	JP Morgan	Overweight → Neutral	$100 → $135
Jun-25-21	Initiated	Piper Sandler	Overweight	$145
May-24-21	Resumed	JP Morgan	Overweight	$145 → $100
Apr-15-21	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$130

Show Previous Ratings

Jul-23-26 01:01AM	Goosehead Insurance Inc (GSHD) Q2 2026 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jul-22-26 04:37PM	Goosehead: Q2 Earnings Snapshot (Associated Press)
04:05PM	Goosehead Insurance, Inc. Announces Second Quarter 2026 Results (GlobeNewswire)
04:05PM	Goosehead Insurance Announces CEO Transition (GlobeNewswire)
Jul-20-26 09:00AM	Goosehead Insurance, Inc. to Host Investor Day on November 13 (GlobeNewswire) +5.43%
09:00AM	Loading…
Jul-15-26 09:00AM	Goosehead Insurance, Inc. to Report Second Quarter 2026 Results (GlobeNewswire)
Jul-10-26 02:28PM	Goosehead Insurance, Inc. Named to Selling Power Magazine's 60 Best Companies to Sell For 2026 List (GlobeNewswire)
Jun-15-26 09:15AM	Goosehead Insurance, Inc. Names Eben Hewitt as Chief Technology Officer (GlobeNewswire)
Apr-23-26 03:06AM	Goosehead Insurance Inc (GSHD) Q1 2026 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +11.39%
Apr-22-26 08:17PM	Goosehead Insurance, Inc Q1 2026 Earnings Call Summary (Moby)
04:17PM	Goosehead: Q1 Earnings Snapshot (Associated Press)
04:02PM	Goosehead Insurance, Inc. Appoints John Martin as Chief Financial Officer and Promotes Mark Jones, Jr. to President and Chief Operating Officer (GlobeNewswire)
04:02PM	Goosehead Insurance, Inc. Announces First Quarter 2026 Results (GlobeNewswire)
Apr-15-26 10:30AM	Goosehead Insurance, Inc. to Report First Quarter 2026 Results (GlobeNewswire)
Mar-30-26 04:01PM	Goosehead Insurance, Inc. Announces Appointment of Martin Thornthwaite as General Counsel and Corporate Secretary (GlobeNewswire)
05:33PM	Loading…
Mar-04-26 05:33PM	AI Agents Remain a Threat to Insurance Agents, Analyst Says (Barrons.com)
Feb-18-26 08:30AM	Goosehead Insurance, Inc Q4 2025 Earnings Call Summary (Moby) -6.42%
12:01AM	Goosehead Insurance Inc (GSHD) Q4 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Feb-17-26 07:43PM	Goosehead Insurance Q4 Earnings Call Highlights (MarketBeat)
05:30PM	Goosehead (GSHD) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
05:15PM	Goosehead Insurance (GSHD) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:21PM	Goosehead: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2025 Results (GlobeNewswire)
Feb-13-26 09:20AM	Strength Seen in Goosehead (GSHD): Can Its 5.8% Jump Turn into More Strength? (Zacks) -6.99%
Feb-12-26 01:30PM	Theres a new Wall Street battle: The Insurance Agent vs. the AI Superagent (Barrons.com) +5.75%
Feb-11-26 03:37PM	The Latest AI Selloff: Insurance Brokers (Barrons.com)
10:00AM	SiriusPoint (SPNT) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Feb-10-26 09:00AM	Goosehead Insurance, Inc. to Report Fourth Quarter and Full Year 2025 Results (GlobeNewswire) -12.93%
Feb-06-26 08:40AM	Will Assurant's Beat Streak Continue This Earnings Season? (Zacks)
Feb-05-26 09:00AM	Planet and Goosehead Insurance Announce Strategic Partnership to Simplify Homeowners Insurance Shopping (GlobeNewswire)
07:49AM	Loading…
07:49AM	PFG Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-30-26 09:48AM	PRU Gears Up to Report Q4 Earnings: Here's What to Expect (Zacks)
Jan-03-26 01:02AM	What Makes GooseHead Insurance (GSHD) Attractive (Insider Monkey)
Dec-19-25 03:07AM	Why Jefferies favors P&C brokers over carriers into 2026, names top picks (Investing.com)
Oct-22-25 11:01PM	Goosehead Insurance Inc (GSHD) Q3 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com) +8.08%
05:30PM	Goosehead (GSHD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:15PM	Goosehead Insurance (GSHD) Q3 Earnings and Revenues Lag Estimates (Zacks)
04:10PM	Goosehead: Q3 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces Third Quarter 2025 Results (GlobeNewswire)
Oct-21-25 09:25AM	Goosehead Insurance Inc (GSHD) Q3 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Oct-20-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Oct-15-25 04:22PM	Goosehead Insurance, Inc. to Report Third Quarter 2025 Results (GlobeNewswire)
10:00AM	Analysts Estimate Goosehead Insurance (GSHD) to Report a Decline in Earnings: What to Look Out for (Zacks)
Oct-14-25 08:37AM	Are Options Traders Betting on a Big Move in Goosehead Insurance Stock? (Zacks)
Oct-09-25 10:47AM	Keefe Bruyette Lowers PT on Goosehead Insurance (GSHD), Keeps an Outperform Rating (Insider Monkey)
Oct-07-25 07:00PM	Goosehead Insurance: Evaluating a Potential Market Beater (Motley Fool)
Sep-18-25 09:00AM	Goosehead Insurance and Nan & Company Properties Expand Strategic Franchise Arrangement to Enhance Client Experience in Houston's Luxury Real Estate Market (GlobeNewswire)
Sep-15-25 02:18PM	11 fast-growing small-cap stocks that could get a boost from the Fed's next move (MarketWatch)
Aug-28-25 04:30PM	Goosehead Announces Expansion of Mark Jones, Jr. as Chief Financial Officer and Chief Operating Officer (GlobeNewswire)
Aug-05-25 07:58AM	Goosehead Insurance (GSHD) Cooled Down in Q2 Following a Strong Run (Insider Monkey)
Jul-29-25 10:23AM	Amazon and Goosehead Insurance have been highlighted as Zacks Bull and Bear of the Day (Zacks)
04:00AM	Bear of the Day: Goosehead Insurance (GSHD) (Zacks)
Jul-28-25 06:52AM	New Strong Sell Stocks for July 28th (Zacks)
Jul-24-25 09:00AM	Goosehead Insurance and Baird & Warner Real Estate Forge Strategic Franchise Partnership to Accelerate the Homebuying Experience (GlobeNewswire) -13.93%
03:13AM	Goosehead Insurance Inc (GSHD) Q2 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Jul-23-25 05:40PM	Goosehead Insurance (GSHD) Lags Q2 Earnings Estimates (Zacks)
04:37PM	Goosehead: Q2 Earnings Snapshot (Associated Press Finance)
04:05PM	Goosehead Insurance, Inc. Announces Second Quarter 2025 Results (GlobeNewswire)
Jul-22-25 09:25AM	Earnings To Watch: Goosehead Insurance Inc (GSHD) Reports Q2 2025 Results (GuruFocus.com)
Jul-21-25 10:00AM	Principal Financial (PFG) Earnings Expected to Grow: Should You Buy? (Zacks)
Jul-16-25 10:00AM	Goosehead Insurance (GSHD) Earnings Expected to Grow: What to Know Ahead of Q2 Release (Zacks) +5.09%
08:53AM	Goosehead Insurance, Inc. to Report Second Quarter 2025 Results (GlobeNewswire)
Jun-29-25 09:55PM	BMO Capital Maintains 'Market perform' Rating on Goosehead Insurance, Inc (GSHD); Raises PT (Insider Monkey)
Jun-18-25 09:00AM	Porch Group Announces a Renewed Partnership with Goosehead Insurance (Business Wire)
Jun-10-25 09:00AM	Goosehead Insurance Names Angie Kervin as Chief Human Resources Officer (GlobeNewswire)
Jun-05-25 09:10AM	Goosehead Insurance launches new program to support veterans (TipRanks)
Jun-04-25 09:00AM	Goosehead Insurance Launches New Program to Support Veterans on Path to Business Ownership (GlobeNewswire)
May-14-25 10:18AM	Healthy Business Trends Lifted Goosehead Insurance (GSHD) in Q1 (Insider Monkey)
May-05-25 12:00PM	What Makes Goosehead (GSHD) a New Buy Stock (Zacks)
Apr-28-25 12:26AM	Goosehead Insurance: Balancing Franchise Reacceleration, Mixed Industry Outlook (Seeking Alpha) -5.00%
Apr-27-25 04:26PM	Goosehead Insurance, Inc (GSHD): Among the Oversold Growth Stocks to Buy Now (Insider Monkey)
Apr-24-25 12:57PM	Q1 2025 Goosehead Insurance Inc Earnings Call (Thomson Reuters StreetEvents) -12.00%
03:07AM	Goosehead Insurance Inc (GSHD) Q1 2025 Earnings Call Highlights: Strong Revenue Growth and ... (GuruFocus.com)
Apr-23-25 08:18PM	Goosehead Insurance, Inc. (GSHD) Q1 2025 Earnings Call Transcript (Seeking Alpha)
08:00PM	Goosehead (GSHD) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
05:15PM	Goosehead Insurance (GSHD) Tops Q1 Earnings Estimates (Zacks)
04:11PM	Goosehead: Q1 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces First Quarter 2025 Results (GlobeNewswire)
Apr-21-25 11:40AM	AXAHY or GSHD: Which Is the Better Value Stock Right Now? (Zacks) -8.03%
Apr-17-25 04:15PM	Goosehead Insurance Appoints Bill Wade to Board of Directors (GlobeNewswire)
10:01AM	Principal Financial (PFG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
Apr-16-25 10:01AM	Goosehead Insurance (GSHD) Expected to Beat Earnings Estimates: Can the Stock Move Higher? (Zacks)
09:07AM	Goosehead Insurance, Inc. to Report First Quarter 2025 Results (GlobeNewswire)
Apr-15-25 12:10PM	Why Goosehead (GSHD) Could Beat Earnings Estimates Again (Zacks)
Apr-04-25 11:40AM	AXAHY vs. GSHD: Which Stock Is the Better Value Option? (Zacks) -10.88%
Mar-19-25 11:40AM	AXAHY vs. GSHD: Which Stock Should Value Investors Buy Now? (Zacks)
Feb-25-25 07:21AM	Q4 2024 Goosehead Insurance Inc Earnings Call (Thomson Reuters StreetEvents) +15.90%
02:03AM	Goosehead Insurance Inc (GSHD) Q4 2024 Earnings Call Highlights: Record Growth and Strategic ... (GuruFocus.com)
Feb-24-25 08:45PM	Goosehead Insurance (GSHD) Q4 2024 Earnings Call Transcript (Motley Fool)
06:30PM	Goosehead (GSHD) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
05:55PM	Goosehead Insurance (GSHD) Q4 Earnings and Revenues Top Estimates (Zacks)
05:06PM	Goosehead: Q4 Earnings Snapshot (Associated Press Finance)
04:01PM	Goosehead Insurance, Inc. Announces Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Feb-22-25 04:15PM	Goosehead Insurance Inc (GSHD) Q4 2024: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Feb-18-25 04:01PM	Goosehead Insurance, Inc. To Report Fourth Quarter and Full Year 2024 Results (GlobeNewswire)
Feb-12-25 10:00AM	Goosehead Insurance (GSHD) Earnings Expected to Grow: What to Know Ahead of Q4 Release (Zacks)
Feb-06-25 03:02PM	Kemper Stock Gets IBD Rating Upgrade (Investor's Business Daily)
Feb-03-25 08:06AM	Positive Earnings Results Lifted Goosehead Insurance (GSHD) in Q4 (Insider Monkey)
Jan-29-25 04:00AM	Bear of the Day: Goosehead Insurance (GSHD) (Zacks)
Jan-10-25 09:00AM	Goosehead Insurance, Inc. Announces New $300 Million Term Loan B and Declares a One-Time Special Dividend of $5.91 Per Share (GlobeNewswire)

Goosehead Insurance, Inc. is a holding company, which engages in the provision of independent personal lines of insurance. The company was founded by Robyn Jones and Mark E. Jones in 2003 and is headquartered in Westlake, TX.

Co-Founder & Executive ChairmanMr. Mark E. Jones

Co-Founder & Vice ChairmanMs. Robyn Mary Elizabeth Jones

President & COOMr. Mark E. Jones Jr.

ConsultantMr. John T. O'Connor

Chief Financial OfficerMr. John A. Martin

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Mark & Robyn Jones Descendants	Member of 10% owner group	Jul 29 '26	Sale	69.71	125,000	8,713,883	0	Jul 30 05:27 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Jul 30 '26	Sale	66.27	2,519	166,926	0	Jul 30 05:27 PM
Chick & The Bear Irrevocable T	Member of 10% owner group	Jul 28 '26	Sale	65.03	5,000	325,150	0	Jul 30 04:41 PM
KEBODEAUX ADRIENNE	Member of 10% owner group	Jul 28 '26	Sale	65.20	5,000	326,000	0	Jul 30 04:40 PM
Mark Jones	Affiliate	Jul 29 '26	Proposed Sale	69.48	250,000	17,370,000		Jul 29 04:16 PM
Durable Capital Partners LP	10% Owner	Jul 24 '26	Buy	58.34	113,646	6,630,425	2,493,927	Jul 28 04:38 PM
Durable Capital Partners LP	10% Owner	Jul 27 '26	Buy	61.72	40,077	2,473,602	2,534,004	Jul 28 04:38 PM
Chick & The Bear Irrevocable T	Affiliate	Jul 28 '26	Proposed Sale	65.00	5,000	325,000		Jul 28 04:04 PM
Adrienne Kebodeaux	Affiliate	Jul 28 '26	Proposed Sale	65.00	10,000	650,000		Jul 28 04:02 PM
Langston Patrick Ryan	Member of 10% owner group	May 29 '26	Buy	35.56	2,800	99,568	7,800	Jun 01 05:35 PM
Martin John Arthur	Chief Financial Officer	May 28 '26	Buy	34.73	5,000	173,650	5,000	May 29 04:08 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 27 '26	Sale	40.76	9,588	390,814	0	May 27 08:42 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 26 '26	Sale	40.07	45,588	1,826,711	0	May 26 07:50 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 22 '26	Sale	41.77	82,689	3,453,750	0	May 22 05:37 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 21 '26	Sale	41.36	70,751	2,926,610	0	May 21 07:19 PM
Thornthwaite Martin Ellis	General Counsel	May 18 '26	Buy	41.50	5,000	207,500	5,000	May 18 09:23 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	May 01 '26	Sale	45.32	5,090	230,679	0	May 05 05:51 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Apr 29 '26	Sale	48.07	5,307	255,107	0	Apr 30 06:03 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Apr 28 '26	Sale	49.06	179	8,782	0	Apr 30 06:03 PM
Mark E. Jones	Executive Chairman	Apr 28 '26	Proposed Sale	48.25	300,000	14,475,000		Apr 28 06:11 PM
Goldberg Louis	Director	Feb 20 '26	Buy	44.85	5,575	250,039	5,575	Feb 25 07:28 PM
McConnon Thomas	Director	Dec 01 '25	Sale	73.62	69,686	5,130,522	269,322	Dec 03 06:19 PM
Whitebark Investors LP	Account controlled by director	Dec 01 '25	Proposed Sale	71.55	69,686	4,986,033		Dec 01 07:11 PM
Miller Mark	President and CEO	Nov 28 '25	Buy	72.34	5,000	361,700	35,000	Dec 01 04:32 PM
O'Connor John Terry	General Counsel	Nov 26 '25	Buy	71.81	2,100	150,801	3,100	Nov 28 05:19 PM
Jones Mark E. Jr.	CFO & COO	Oct 27 '25	Buy	74.44	873	64,986	4,364	Oct 29 04:50 PM
KEBODEAUX ADRIENNE	Member of 10% owner group	Aug 19 '25	Sale	86.30	3,000	258,900	0	Aug 21 06:20 PM
Adrienne Kebodeaux	Affiliate	Aug 19 '25	Proposed Sale	85.29	3,000	255,870		Aug 19 06:01 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 14 '25	Sale	87.60	21,391	1,873,829	0	Aug 18 06:07 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 15 '25	Sale	87.01	600	52,206	0	Aug 18 06:07 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 13 '25	Sale	88.23	60,000	5,293,501	0	Aug 14 05:57 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 12 '25	Sale	87.11	48,320	4,209,308	0	Aug 14 05:57 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 11 '25	Sale	86.44	45,998	3,976,202	0	Aug 12 05:09 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 08 '25	Sale	87.18	14,717	1,283,077	0	Aug 12 05:09 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 06 '25	Sale	87.60	12,153	1,064,603	0	Aug 07 04:54 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 07 '25	Sale	87.14	6,175	538,090	0	Aug 07 04:54 PM
Mark & Robyn Jones Descendants	Member of 10% owner group	Aug 05 '25	Sale	89.41	900	80,469	0	Aug 07 04:54 PM

Open in Screener

ANDG

Andersen Group Inc

47.33

Jul 31 • 3:59 PM ET +1.25 (2.71%)

47.33

Aftermarket • 5:00 PM ET 0.00 (0.00%)

Consumer Cyclical Personal Services USA Mid NYSE

ANDG Andersen Group Inc daily Stock Chart

Peers: SCI CSV FTDR ROL RGS CHE MMS UNF AMN BAH

| Held by: VTI VXF FPX SFLO ITOT SMLL ACSG MMSC BKSE

Index	-
Market Cap	5.35B
Enterprise Value	6.39B
Income	13.30M
Sales	871.37M
Book/sh	-61.67
Cash/sh	1.88
Dividend Est.	-
Dividend TTM	-
Dividend Ex-Date	-
Dividend Gr. 3/5Y	- -
Payout	-
Employees	2300
IPO	Dec 17, 2025

P/E	45.27
Forward P/E	21.57
PEG	3.54
P/S	6.13
P/B	-
P/C	25.22
P/FCF	-
EV/EBITDA	144.78
EV/Sales	7.33
Quick Ratio	2.36
Current Ratio	2.36
Debt/Eq	-
LT Debt/Eq	-
Option/Short	No / Yes

EPS (ttm)	1.05
EPS next Y	2.19
EPS next Q	0.09
EPS this Y	-9.82%
EPS next Y	24.40%
EPS next 5Y	6.09%
EPS past 3/5Y	- -
Sales past 3/5Y	14.55% -
EPS Y/Y TTM	-90.79%
Sales Y/Y TTM	15.15%
EPS Q/Q	-99.16%
Sales Q/Q	15.71%
Earnings	Aug 12 AMC
EPS/Sales Surpr.	25.11% 3.40%

Insider Own	0.55%
Insider Trans	-34.99%
Inst Own	111.74%
Inst Trans	2.27%
ROA	13.15%
ROE	206.05%
ROIC	-
Gross Margin	25.10%
Oper. Margin	4.01%
Profit Margin	1.53%
SMA20	9.49%
SMA50	19.17%
SMA200	52.81%
Trades

Shs Outstand	13.47M
Shs Float	13.40M
Short Float	20.63%
Short Ratio	8.25
Short Interest	2.76M
52W High	48.32 -2.05%
52W Low	18.12 161.20%
Volatility	6.10% 6.47%
ATR (14)	2.54
RSI (14)	65.94
Beta	-
Rel Volume	1.24
Avg Volume	334.95K
Volume	415,804

Perf Week	10.53%
Perf Month	28.34%
Perf Quarter	33.78%
Perf Half Y	121.17%
Perf YTD	82.53%
Perf Year	-
Perf 3Y	-
Perf 5Y	-
Perf 10Y	-
Recom	1.71
Target Price	40.50
Prev Close	46.08
Price	47.33
Change	2.71%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-12-26	Initiated	William Blair	Outperform
Jan-12-26	Initiated	Wells Fargo	Equal Weight	$25
Jan-12-26	Initiated	UBS	Buy	$28
Jan-12-26	Initiated	Truist	Buy	$32
Jan-12-26	Initiated	Robert W. Baird	Outperform	$40
Jan-12-26	Initiated	Morgan Stanley	Equal-Weight	$22
Jan-12-26	Initiated	Deutsche Bank	Buy	$30

Jul-22-26 10:00AM	Andersen to Announce Second-Quarter 2026 Financial Results (Business Wire)
May-12-26 04:40PM	Andersen: Q1 Earnings Snapshot (Associated Press)
04:15PM	Andersen Reports Strong First-Quarter of 2026 Financial Results and Updates Full-Year Guidance (Business Wire)
04:58AM	As consumer discretionary stocks struggle, sneaker group On Holding presents earnings (MarketWatch)
03:51AM	Stock Market Today: Dow, S&P 500 and Nasdaq called lower as chip stocks dip from highs; Treasury yields rise as oil prices gain and traders parse CPI inflation data (MarketWatch)
10:00AM	Loading…
May-04-26 10:00AM	Andersen to Announce First-Quarter 2026 Financial Results (Business Wire)
Apr-28-26 10:00AM	Andersen Appoints Susan (Sue) Decker to Board of Directors (Business Wire) +5.08%
Mar-17-26 05:05PM	Andersen: Q4 Earnings Snapshot (Associated Press Finance) +6.55% +13.58%
04:15PM	Andersen Reports Record Fourth-Quarter and Full-Year 2025 Financial Results and Initiates 2026 Guidance (Business Wire)
05:11AM	lululemon earnings on tap after stock swoon (MarketWatch)
04:17AM	Stock Market Today: Dow, S&P 500 and Nasdaq futures shake off early losses; Brent moves back above $100 a barrel on continued Iran war. (MarketWatch)
Mar-09-26 10:00AM	Andersen to Announce Fourth-Quarter and Full-Year 2025 Financial Results (Business Wire)
Jan-16-26 06:00AM	2 New IPO Stocks Hit the Market Morgan Stanley Picks the Superior One to Buy (TipRanks)
Jan-12-26 09:49AM	Netflix initiated, Palantir upgraded: Wall Street's top analyst calls (The Fly)
Dec-29-25 04:00PM	The IPO With a Famous Name and Lots of Fine Print (The Wall Street Journal)
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07:00AM	Andersen's IPO Makes It Hard for Investors to See Straight (The Wall Street Journal)
Dec-18-25 08:26PM	Andersen Announces Closing of its Initial Public Offering and Full Exercise of the Underwriters Over-Allotment Option (Business Wire) +8.09%
09:00AM	Gunderson Dettmer Represents Client Andersen Group in its $176 million IPO (PR Newswire)
Dec-17-25 11:00AM	Andersen Rings the Opening Bell at the New York Stock Exchange (Business Wire)
08:55AM	NYSE Content Advisory: Pre-Market update + Tax Firm Andersen Raises $176 Million in NYSE IPO (PR Newswire)

Andersen Group, Inc. is a holding company, which engages in providing tax, valuation, financial advisory, and related consulting services. It offers its services to individuals and family offices, businesses, and institutional clients in the United States. The company was founded on April 15, 2025 and is headquartered in San Francisco, CA.

Chairman & CEOMr. Mark Lawrence Vorsatz

Caribbean & East Regional Managing DirectorMr. Peter J. Coscia

Country MDMr. Daniel Gerald DePaoli

MD & DirectorMr. Joseph P. Karczewski

Regional MD for the Central Region & DirectorMs. Dorice Pepin

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Durable Capital Partners LP	10% Owner	Jul 07 '26	Sale	40.01	336,736	13,472,807	1,333,749	Jul 09 04:16 PM
Gunderson Robert V JR	Director	May 20 '26	Buy	35.82	2,367	84,786	15,000	May 22 04:23 PM
OLSON RONALD L	Director	Dec 18 '25	Buy	16.00	7,896	126,336	7,896	Dec 22 04:14 PM
JOYCE JOHN R	Director	Dec 18 '25	Buy	16.00	10,422	166,752	10,422	Dec 22 04:12 PM
Gunderson Robert V JR	Director	Dec 18 '25	Buy	16.00	12,633	202,128	12,633	Dec 22 04:10 PM
Nicolai John	Director	Dec 18 '25	Buy	16.00	9,475	151,600	9,475	Dec 22 04:10 PM
Durable Capital Partners LP	10% Owner	Dec 17 '25	Buy	20.82	357,985	7,454,060	1,670,485	Dec 19 05:00 PM

GSHD

Goosehead Insurance Inc

ANDG

Andersen Group Inc

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