Strs Ohio Has $150.38 Million Holdings in The Goldman Sachs Group, Inc. $GS

Strs Ohio increased its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 12.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 188,836 shares of the investment management company’s stock after buying an additional 20,520 shares during the period. The Goldman Sachs Group accounts for about 0.6% of Strs Ohio’s investment portfolio, making the stock its 25th biggest holding. Strs Ohio owned approximately 0.06% of The Goldman Sachs Group worth $150,380,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of GS. Fisher Asset Management LLC boosted its position in shares of The Goldman Sachs Group by 3.6% during the second quarter. Fisher Asset Management LLC now owns 6,539,746 shares of the investment management company’s stock worth $4,628,507,000 after purchasing an additional 227,604 shares in the last quarter. Bank of New York Mellon Corp grew its position in shares of The Goldman Sachs Group by 4.9% in the 2nd quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock valued at $2,392,124,000 after acquiring an additional 157,473 shares during the period. Norges Bank acquired a new position in shares of The Goldman Sachs Group during the 2nd quarter worth about $2,138,031,000. Ameriprise Financial Inc. raised its holdings in shares of The Goldman Sachs Group by 18.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock valued at $1,345,924,000 after purchasing an additional 291,280 shares during the period. Finally, Franklin Resources Inc. grew its holdings in The Goldman Sachs Group by 2.8% during the second quarter. Franklin Resources Inc. now owns 1,815,660 shares of the investment management company’s stock worth $1,285,032,000 after purchasing an additional 48,835 shares during the period. 71.21% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at The Goldman Sachs Group

In related news, Director David A. Viniar sold 45,000 shares of the company’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $965.33, for a total value of $43,439,850.00. Following the sale, the director directly owned 555,000 shares in the company, valued at $535,758,150. This represents a 7.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders sold 68,186 shares of company stock valued at $65,820,670 over the last quarter. 0.55% of the stock is owned by insiders.

The Goldman Sachs Group Price Performance

GS stock opened at $953.67 on Friday. The company has a 50 day simple moving average of $879.73 and a 200 day simple moving average of $798.96. The stock has a market cap of $286.03 billion, a price-to-earnings ratio of 18.59, a P/E/G ratio of 1.15 and a beta of 1.33. The Goldman Sachs Group, Inc. has a 1 year low of $439.38 and a 1 year high of $984.70. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65.

The Goldman Sachs Group (NYSE:GS) last issued its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share for the quarter, topping the consensus estimate of $11.52 by $2.03. The company had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The Goldman Sachs Group’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same quarter in the previous year, the firm posted $11.95 earnings per share. Research analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be given a dividend of $4.50 per share. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date is Monday, March 2nd. The Goldman Sachs Group’s dividend payout ratio is 31.20%.

The Goldman Sachs Group News Roundup

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

• Positive Sentiment: Q4 recap: Big banks, including Goldman, showed strong bottom‑line results in Q4 (profits up) even though some peers had top‑line misses tied to one‑time charges — this supports the market view that GS’s earnings engine (IB/trading) remains resilient. Bank Stocks: Another Quarter of Double-Digit S&P 500 Earnings Growth?
• Positive Sentiment: Large client/capital win: Qatar Investment Authority (QIA) agreed a $25bn collaboration with Goldman — a sizable mandate that highlights GS’s ability to win long‑duration institutional business and supports fee and AUM growth expectations. QIA and Goldman Sachs agree $25bn investment collaboration
• Positive Sentiment: Capital return and strategic change: Reports say Goldman is exiting the Apple Card partnership and simultaneously raising its dividend by ~50% — a material boost to shareholder yield and signaling management’s confidence in capital generation. Goldman Sachs raises dividend 50% after major change
• Positive Sentiment: Analyst/ratings support: Zacks upgraded GS to a “strong‑buy” and BMO nudged its price target higher — analyst upgrades add buying pressure and validate the earnings/story momentum. Zacks upgrade (site) BMO raises GS price target
• Neutral Sentiment: Leadership and deal flow: Reuters reports Ben Frost was named chairman of investment banking — a leadership move intended to keep momentum on large consumer/retail deals. Good for execution, but incremental for near‑term stock moves. Goldman Sachs promotes consumer retail bankers
• Neutral Sentiment: Research/product positioning: Goldman lifted its S&P 500 outlook and sharply raised its 2026 gold forecast to $5,400/oz — bullish market research that can support trading/research revenues but is more relevant to macro flows than GS’s near‑term stock fundamentals. Goldman Sachs Targets 12% Gain for S&P 500 Gold forecast coverage
• Negative Sentiment: Insider selling: Multiple disclosures show director David Viniar sold shares (roughly $65m reported across filings) in mid‑January — insider sales can create short‑term selling pressure or raise investor questions about timing, even if part of planned schedules. Director dumps $65M
• Negative Sentiment: Asset manager exits: Goldman and Polar Capital sold a holding in Landmark Cars in a bulk deal — a routine portfolio action but a small negative signal about certain holdings in GS’s asset‑management book. Bulk deal alert

Wall Street Analyst Weigh In

GS has been the subject of several research analyst reports. Zacks Research raised shares of The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Bank of America increased their target price on The Goldman Sachs Group from $1,050.00 to $1,100.00 and gave the stock a “buy” rating in a report on Friday, January 16th. UBS Group boosted their price target on The Goldman Sachs Group from $762.00 to $805.00 and gave the company a “neutral” rating in a research note on Tuesday, October 7th. Jefferies Financial Group increased their price objective on shares of The Goldman Sachs Group from $898.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of The Goldman Sachs Group in a report on Monday, December 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $898.00.

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.