Nippon Life Global Investors Americas Inc. Has $44.15 Million Holdings in The Goldman Sachs Group, Inc. $GS

Nippon Life Global Investors Americas Inc. grew its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 164.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 55,440 shares of the investment management company’s stock after acquiring an additional 34,490 shares during the quarter. The Goldman Sachs Group accounts for approximately 1.9% of Nippon Life Global Investors Americas Inc.’s investment portfolio, making the stock its 15th largest position. Nippon Life Global Investors Americas Inc.’s holdings in The Goldman Sachs Group were worth $44,150,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently made changes to their positions in GS. Ignite Planners LLC bought a new stake in shares of The Goldman Sachs Group in the 2nd quarter valued at about $239,000. Bank of New York Mellon Corp lifted its stake in shares of The Goldman Sachs Group by 4.9% in the second quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock worth $2,392,124,000 after acquiring an additional 157,473 shares during the period. Wells Trecaso Financial Group LLC boosted its holdings in The Goldman Sachs Group by 0.5% in the second quarter. Wells Trecaso Financial Group LLC now owns 21,534 shares of the investment management company’s stock valued at $15,240,000 after acquiring an additional 108 shares during the last quarter. Baron Silver Stevens Financial Advisors LLC acquired a new stake in The Goldman Sachs Group during the 2nd quarter valued at approximately $288,000. Finally, Venture Visionary Partners LLC raised its holdings in The Goldman Sachs Group by 23.4% during the 2nd quarter. Venture Visionary Partners LLC now owns 4,536 shares of the investment management company’s stock worth $3,211,000 after purchasing an additional 861 shares during the last quarter. Institutional investors own 71.21% of the company’s stock.

The Goldman Sachs Group Stock Down 1.5%

GS opened at $961.54 on Friday. The Goldman Sachs Group, Inc. has a 12 month low of $439.38 and a 12 month high of $984.70. The company has a current ratio of 1.13, a quick ratio of 0.65 and a debt-to-equity ratio of 2.29. The business’s 50-day moving average price is $868.57 and its 200-day moving average price is $793.05. The company has a market cap of $288.39 billion, a P/E ratio of 18.75, a P/E/G ratio of 1.02 and a beta of 1.33.

The Goldman Sachs Group (NYSE:GS) last issued its earnings results on Thursday, January 15th. The investment management company reported $14.01 EPS for the quarter, topping the consensus estimate of $11.52 by $2.49. The company had revenue of $13.45 billion for the quarter, compared to the consensus estimate of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The firm’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same period in the previous year, the firm earned $11.95 earnings per share. On average, equities analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be paid a $4.50 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 annualized dividend and a dividend yield of 1.9%. The Goldman Sachs Group’s payout ratio is 35.09%.

Wall Street Analysts Forecast Growth

GS has been the subject of several recent analyst reports. Citigroup increased their price objective on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the stock a “neutral” rating in a research report on Thursday, October 16th. Barclays increased their price target on The Goldman Sachs Group from $850.00 to $1,048.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. Jefferies Financial Group boosted their price objective on The Goldman Sachs Group from $898.00 to $1,087.00 and gave the company a “buy” rating in a research note on Tuesday, January 6th. BMO Capital Markets raised their target price on The Goldman Sachs Group from $785.00 to $980.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 6th. Finally, Dbs Bank boosted their price target on The Goldman Sachs Group from $800.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Eight equities research analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $891.57.

Key The Goldman Sachs Group News

Here are the key news stories impacting The Goldman Sachs Group this week:

• Positive Sentiment: Q4 EPS beat and record equities trading — Goldman reported Q4 EPS well above estimates and set a Wall Street record for equities‑trading revenue, driving upside to profits and supporting higher dividend/buyback capacity. MarketBeat: Goldman Sachs Soars on Q4 Post
• Positive Sentiment: Dividend increase and capital returns — Goldman raised its quarterly dividend to $4.50 (12.5% increase) and signaled buybacks, a clear shareholder‑friendly move that supports valuation and income investors. TipRanks: Dividend Raise
• Positive Sentiment: Strong investment‑banking backlog and 2026 outlook — Management flagged a heavier M&A/investment‑banking pipeline and expects IB revenue to grow, which could sustain earnings momentum if activity persists. MarketBeat: Investment Banking Outlook
• Neutral Sentiment: Exploring new revenue streams — Management said it is watching/tokenization, stablecoins (CLARITY Act) and is exploring prediction markets — long‑term optionality but not immediate revenue. Cointelegraph: CLARITY Act comments
• Neutral Sentiment: Alternatives activity — Goldman Sachs Alternatives participated in a continuation vehicle backing Ecowaste, showing continued private markets deal flow but limited near‑term impact on GS equity. Benzinga: Kinderhook/Ecowaste
• Negative Sentiment: Revenue miss and Apple Card accounting noise — Reported revenue was mixed/variance across sources; the Apple Card transition produced a large accounting impact that reduced revenue but boosted one‑time profit — creates comparability questions for investors. Reuters: Profit Rises; Apple Card note
• Negative Sentiment: Cash‑flow and Platform Solutions concerns — Third‑party reporting highlighted a sharp drop in operating cash flow and ongoing Platform Solutions exit costs/markdowns tied to the consumer portfolio, which could pressure near‑term fundamentals. QuiverQuant: Cash flow item
• Negative Sentiment: Analyst target shifts and valuation debate — Several firms raised price targets (Wells Fargo, KBW) but others trimmed or maintain more conservative views; commentary that the stock is “running hot” and a wide target range increases short‑term volatility risk. MarketScreener: Wells Fargo PT Street Insider: KBW PT

The Goldman Sachs Group Profile

The Goldman Sachs Group, Inc is a global investment banking and financial services firm headquartered in New York City. Founded in 1869 as a commercial paper business, the company has grown into a diversified financial institution that provides a broad range of services to corporations, financial institutions, governments and individuals. The firm is led by Chief Executive Officer David M. Solomon and operates across major financial centers worldwide.

Goldman Sachs’ core businesses include investment banking, global markets, asset and wealth management, and consumer banking.