Monitor for any future conversion to a Schedule 13D, which would signal a shift from passive to activist intent. The reduction from the prior undisclosed level suggests portfolio rebalancing rather than conviction.
Price Chart
Executive Summary
Franklin Templeton Inc. filed an amended Schedule 13G disclosing a 3.5% passive stake in Andersen Group Inc. as of September 30, 2026, down from the prior filing's undisclosed level. The filing confirms continued passive intent with no activist agenda.
Key Financial Metrics
Key Facts
- Franklin Templeton Inc. reported beneficial ownership of 638,609 shares of Andersen Group Inc. Class A common stock.
- The stake represents 3.5% of the outstanding shares as of September 30, 2026.
- The filing is an amendment to a prior Schedule 13G, confirming passive intent under Rule 13d-1(b).
- Franklin Advisers, Inc., a subsidiary, holds sole voting and dispositive power over 620,189 shares and shared power over 18,420 shares.
Financial Impact
Franklin Templeton holds a 3.5% stake valued at approximately $255.4 million based on the $7.3B market cap.
Risk Factors
- A reduction in stake from prior levels could indicate waning institutional interest.
- No activist agenda is signaled, limiting near-term catalyst potential.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000038777-26-000274 |
| Document: 0000038777-26-000274-index.html | 0000038777-26-000274 |
| Document: 0000038777-26-000274.txt | 0000038777-26-000274 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 today | SC 13G/A | $63.87 | awaiting T+20 | awaiting T+20 | $64.87 (+1.57%) |
Oct 28, 2026 1d ago | SC 13G/A | $62.93 | awaiting T+20 | awaiting T+20 | $64.87 (+3.08%) |
Oct 16, 2026 13d ago | SC 13G/A | $58.27 | awaiting T+20 | awaiting T+20 | $64.87 (+11.33%) |
Oct 15, 2026 14d ago | 8-K | $58.27 | awaiting T+20 | awaiting T+20 | $64.87 (+11.33%) |
Oct 14, 2026 15d ago | 8-K | $58.95 | awaiting T+20 | awaiting T+20 | $64.87 (+10.04%) |
Oct 7, 2026 22d ago | SC 13G/A | $55.34 | awaiting T+20 | awaiting T+20 | $64.87 (+17.22%) |
Aug 20, 2026 10w ago | EFFECT | $50.32 $54.99 | ▲ +9.28% | ▲ +9.28% | $64.87 (+28.91%) |
Aug 17, 2026 10w ago | S-1 | $45.75 $55.13 | ▲ +20.49% | ▲ +21.48% | $64.87 (+41.79%) |
Jun 29, 2026 17w ago | 8-K | $37.72 $46.94 | ▲ +24.44% | ▲ +25.47% | $64.87 (+71.98%) |
Apr 30, 2026 26w ago | DEFA14A | $35.38 $38.31 | ▲ +8.28% | ▲ +3.31% | $64.87 (+83.35%) |
US Market Status
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