Mediolanum International Funds Ltd raised its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 15.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 29,201 shares of the investment management company’s stock after purchasing an additional 3,860 shares during the quarter. Mediolanum International Funds Ltd’s holdings in The Goldman Sachs Group were worth $23,481,000 as of its most recent filing with the SEC.
Several other hedge funds have also made changes to their positions in GS. Gilliland Jeter Wealth Management LLC increased its position in shares of The Goldman Sachs Group by 3.5% during the third quarter. Gilliland Jeter Wealth Management LLC now owns 388 shares of the investment management company’s stock valued at $309,000 after purchasing an additional 13 shares during the period. EWA LLC boosted its stake in The Goldman Sachs Group by 2.2% during the third quarter. EWA LLC now owns 612 shares of the investment management company’s stock worth $488,000 after buying an additional 13 shares in the last quarter. Carrera Capital Advisors increased its holdings in The Goldman Sachs Group by 3.5% in the 3rd quarter. Carrera Capital Advisors now owns 385 shares of the investment management company’s stock valued at $306,000 after buying an additional 13 shares during the period. Winthrop Advisory Group LLC raised its stake in shares of The Goldman Sachs Group by 3.4% in the 2nd quarter. Winthrop Advisory Group LLC now owns 429 shares of the investment management company’s stock valued at $303,000 after buying an additional 14 shares in the last quarter. Finally, KPP Advisory Services LLC lifted its holdings in shares of The Goldman Sachs Group by 2.1% during the 2nd quarter. KPP Advisory Services LLC now owns 668 shares of the investment management company’s stock worth $473,000 after acquiring an additional 14 shares during the period. Institutional investors own 71.21% of the company’s stock.
The Goldman Sachs Group News Summary
Here are the key news stories impacting The Goldman Sachs Group this week:
- Positive Sentiment: Goldman reported a strong Q4 and raised its quarterly dividend to $4.50, reinforcing income and capital‑return themes that support valuation and buy-side interest. Goldman Sachs Soars on Q4 Post, Strong Investment Banking Outlook
- Positive Sentiment: Bank of America highlighted upside to Goldman’s earnings into 2026, backing expectations for continued operating leverage from investment banking and trading — a supportive analyst view for the stock. Bank of America sees earnings upside at Goldman Sachs
- Positive Sentiment: Some sell‑side shops nudged price targets higher or maintained constructive views (Daiwa raised its PT to $940 while staying neutral), which can provide short‑term support. Daiwa adjusts price target on Goldman Sachs
- Neutral Sentiment: Goldman is reported to be among the banks advising or involved in possible IPO talks for crypto custodian Copper — this highlights fee opportunities but is early‑stage and uncertain. Crypto custodian Copper weighs IPO — Cointelegraph
- Neutral Sentiment: Regulatory filings show Goldman built a roughly 3% voting stake in QIAGEN via shares and derivatives — notable for portfolio activity but not material enough alone to move GS fundamentals. Qiagen Reports Goldman Sachs Builds 3.15% Voting Stake
- Negative Sentiment: Insider selling surfaced this week: CEO David Solomon and other senior officers disclosed sales (including larger trims by the treasurer). Even if routine, visible insider sales can pressure sentiment and prompt short‑term profit taking. David Solomon SEC Form 4
- Negative Sentiment: Aggregated coverage noted multiple high‑profile insider sales that some investors interpret as reduced insider conviction, which can blunt momentum despite strong fundamentals. TipRanks: Insider selling roundup
The Goldman Sachs Group Price Performance
The Goldman Sachs Group (NYSE:GS – Get Free Report) last released its quarterly earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The business had revenue of $15.71 billion during the quarter, compared to analysts’ expectations of $14.30 billion. During the same period in the previous year, the business posted $11.95 earnings per share. The firm’s revenue for the quarter was down 3.0% compared to the same quarter last year. Equities research analysts expect 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 announced 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. The ex-dividend date is Monday, March 2nd. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 31.20%.
Analyst Upgrades and Downgrades
A number of analysts recently weighed in on the stock. Jefferies Financial Group upped their target price on shares of 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. Royal Bank Of Canada upped their price objective on The Goldman Sachs Group from $900.00 to $1,030.00 and gave the company a “sector perform” rating in a research note on Tuesday, January 20th. Barclays increased their target price 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. Daiwa Capital Markets boosted their price target on The Goldman Sachs Group from $927.00 to $940.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of The Goldman Sachs Group in a research note on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $898.62.
Read Our Latest Analysis on GS
Insider Buying and Selling at The Goldman Sachs Group
In other The Goldman Sachs Group news, CEO David M. Solomon sold 272 shares of the stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $938.92, for a total value of $255,386.24. Following the transaction, the chief executive officer directly owned 125,527 shares in the company, valued at approximately $117,859,810.84. This trade represents a 0.22% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David A. Viniar sold 19,796 shares of The Goldman Sachs Group stock in a transaction on Friday, January 16th. The shares were sold at an average price of $964.27, for a total value of $19,088,688.92. Following the completion of the sale, the director directly owned 103,390 shares of the company’s stock, valued at $99,695,875.30. This trade represents a 16.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 87,513 shares of company stock valued at $83,718,401 over the last three months. Insiders own 0.55% of the company’s stock.
The Goldman Sachs Group Company 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.
Featured Stories
- Five stocks we like better than The Goldman Sachs Group
- Stock market legend warns: “An Ominous Day Is Coming for the Markets…”
- Another reason you need to own gold… [running out]
- Trump’s Final Shocking Act Begins February 24
- NEW: Gold makes history
- Deutsche Bank Just Raised Their Gold Target to $6,000
Receive News & Ratings for The Goldman Sachs Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for The Goldman Sachs Group and related companies with MarketBeat.com's FREE daily email newsletter.
