Cookson Peirce & Co. Inc. Boosts Stock Holdings in The Goldman Sachs Group, Inc. $GS

Cookson Peirce & Co. Inc. grew its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 3.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,774 shares of the investment management company’s stock after buying an additional 872 shares during the quarter. Cookson Peirce & Co. Inc.’s holdings in The Goldman Sachs Group were worth $19,729,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Gilliland Jeter Wealth Management LLC lifted its position in The Goldman Sachs Group by 3.5% in 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 last quarter. EWA LLC increased its stake in shares of The Goldman Sachs Group by 2.2% in 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 during the period. Carrera Capital Advisors raised its holdings in The Goldman Sachs Group by 3.5% during 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 last quarter. Centerpoint Advisors LLC boosted its position in The Goldman Sachs Group by 1.5% during the 3rd quarter. Centerpoint Advisors LLC now owns 863 shares of the investment management company’s stock valued at $687,000 after buying an additional 13 shares during the period. Finally, Avion Wealth boosted its position in The Goldman Sachs Group by 31.1% during the 2nd quarter. Avion Wealth now owns 59 shares of the investment management company’s stock valued at $41,000 after buying an additional 14 shares during the period. Institutional investors own 71.21% of the company’s stock.

Insider Buying and Selling at The Goldman Sachs Group

In related news, insider Kathryn H. Ruemmler sold 9,589 shares of the company’s stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $927.51, for a total value of $8,893,893.39. Following the sale, the insider owned 18,533 shares in the company, valued at $17,189,542.83. This represents a 34.10% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director David A. Viniar sold 45,000 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $965.33, for a total value of $43,439,850.00. Following the transaction, the director directly owned 555,000 shares of the company’s stock, valued at approximately $535,758,150. This trade represents a 7.50% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 101,428 shares of company stock valued at $96,805,313. 0.55% of the stock is currently owned by company insiders.

The Goldman Sachs Group Trading Down 4.2%

NYSE GS opened at $905.33 on Friday. The firm has a market capitalization of $271.53 billion, a PE ratio of 17.65, a P/E/G ratio of 1.16 and a beta of 1.34. The stock’s 50 day moving average is $918.15 and its 200 day moving average is $822.04. The Goldman Sachs Group, Inc. has a twelve month low of $439.38 and a twelve month high of $984.70. The company has a quick ratio of 0.65, a current ratio of 1.13 and a debt-to-equity ratio of 2.29.

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

The Goldman Sachs Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be issued a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a yield of 2.0%. This is a boost 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 currently 31.20%.

The Goldman Sachs Group News Roundup

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

• Positive Sentiment: Goldman is a lead creditor / arranger on large financing mandates (including a reported role in the $3.6B IREN facility and a sole‑lead role on a proposed $1B Presidio acquisition financing), which should drive fee income and underwriting revenue. IREN Bounces Back Presidio Financing
• Neutral Sentiment: Goldman’s research and macro views (commodity/gold commentary and the “old‑economy as AI winners” theme) support franchise positioning and could help markets and client flow over time, but are unlikely to move the stock sharply near‑term. Goldman Research
• Neutral Sentiment: Goldman increased a derivative‑based position in Siemens Energy to 5.38%, reflecting active position‑taking in European energy stocks — shows trading/structuring activity but mixed directional impact for GS shares. Siemens Energy Stake
• Negative Sentiment: Material insider selling: CFO Denis Coleman disclosed sale of ~11,623 shares (~$10.9M) and other senior insiders sold additional stock — concentrated insider sales are dragging sentiment and can pressure the share price. Denis Coleman Form 4
• Negative Sentiment: Crypto position churn and mark‑to‑market pain: filings show GS reduced some bitcoin‑ETF exposure while increasing allocations to ETH/XRP trusts (roughly $153M reported in XRP exposure via trust products). These moves reflect active rebalancing but also produced trading losses and inventory markdowns as BTC fell — a near‑term earnings and volatility headwind. Crypto Holdings Report XRP Exposure

Wall Street Analyst Weigh In

A number of research firms have issued reports on GS. BNP Paribas Exane boosted their price objective on shares of The Goldman Sachs Group from $775.00 to $970.00 and gave the company a “neutral” rating in a research report on Friday, January 16th. Zacks Research upgraded The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Monday, January 19th. Autonomous Res lowered their price target on The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating for the company in a research report on Thursday, January 15th. Wells Fargo & Company lifted their price objective on The Goldman Sachs Group from $970.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Finally, Keefe, Bruyette & Woods boosted their target price on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the company a “market perform” rating in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $916.86.

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.