Meiji Yasuda Life Insurance Co Sells 872 Shares of The Goldman Sachs Group, Inc. $GS

Meiji Yasuda Life Insurance Co decreased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 19.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,698 shares of the investment management company’s stock after selling 872 shares during the period. Meiji Yasuda Life Insurance Co’s holdings in The Goldman Sachs Group were worth $2,945,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in GS. Brighton Jones LLC raised its position in The Goldman Sachs Group by 17.1% during the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock valued at $1,989,000 after purchasing an additional 508 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of The Goldman Sachs Group by 7.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company’s stock worth $508,000 after purchasing an additional 58 shares during the period. Sivia Capital Partners LLC increased its position in shares of The Goldman Sachs Group by 90.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company’s stock valued at $1,098,000 after purchasing an additional 735 shares during the last quarter. Schnieders Capital Management LLC. raised its holdings in The Goldman Sachs Group by 9.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock valued at $581,000 after buying an additional 70 shares during the period. Finally, Savant Capital LLC lifted its position in The Goldman Sachs Group by 8.7% in the second quarter. Savant Capital LLC now owns 8,535 shares of the investment management company’s stock worth $6,041,000 after buying an additional 680 shares during the last quarter. Hedge funds and other institutional investors own 71.21% of the company’s stock.

The Goldman Sachs Group Trading Down 1.7%

NYSE GS opened at $820.95 on Friday. The stock has a market cap of $243.62 billion, a PE ratio of 16.01, a PEG ratio of 1.01 and a beta of 1.34. The Goldman Sachs Group, Inc. has a 12 month low of $439.38 and a 12 month high of $984.70. The company’s 50-day moving average price is $918.59 and its 200-day moving average price is $840.93. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 2.60.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The company had revenue of $15.71 billion during the quarter, compared to analyst estimates of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.72%. The firm’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same quarter last year, the business posted $11.95 EPS. Equities research analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be paid a dividend of $4.50 per share. 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 2.2%. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group’s payout ratio is presently 35.09%.

Analysts Set New Price Targets

Several brokerages have recently weighed in on GS. Rothschild & Co Redburn increased their target price on shares of The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Evercore reiterated an “outperform” rating on shares of The Goldman Sachs Group in a report on Friday, January 16th. Wells Fargo & Company increased their price objective on shares of 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. Barclays raised their price objective on shares of The Goldman Sachs Group from $850.00 to $1,048.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Finally, Royal Bank Of Canada boosted their target price on The Goldman Sachs Group from $900.00 to $1,030.00 and gave the company a “sector perform” rating in a research report on Tuesday, January 20th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and fourteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $916.86.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman’s research team warned oil could surge above the 2008 peak if the Strait of Hormuz remains closed — a view being widely cited by markets. A sharp commodities move usually boosts trading and FICC revenue for large banks like Goldman, and underscores the firm’s influential market research. Oil hits highest level since 2023 as Iran war triggers historic surge
• Positive Sentiment: Goldman Sachs Alternatives led a $65M Series C in Sage (senior-care tech) — another visible private-equity/growth investment that supports fee income and demonstrates continued dealflow in Alternatives. That helps diversify revenue beyond trading and investment banking. Sage Raises $65M Series C Led By Goldman Sachs Alternatives
• Positive Sentiment: Goldman Alternatives completed/participated in other PE investments (Mace Consult, Schellman), signaling active private markets deployment and potential management fees/carry down the road. These deals support the firm’s strategic push into Alternatives. Mace Consult Launches as a Standalone Company
• Neutral Sentiment: Analysts’ consensus on GS remains around a “Hold” and the stock is drawing investor attention — no immediate downgrade wave but mixed sentiment persists. GS Given Average Recommendation of “Hold” by Brokerages
• Neutral Sentiment: Goldman strategists and research notes (eg. buy dips on Iran/AI themes) are shaping market positioning — useful for investor guidance but not an immediate earnings driver. Goldman Strategists Say Buy Any Stocks Dip From Iran and AI
• Negative Sentiment: High-profile warnings about private credit (Lloyd Blankfein) and comments from CEO David Solomon flag “frothiness” and hidden risks in private credit — a sector where Goldman has significant exposure via Alternatives and lending businesses. That concern can pressure the stock due to potential mark-to-market, diligence costs or increased capital requirements. Something on Wall Street ‘Smells Like’ 2008, Says Former Goldman Sachs Chief
• Negative Sentiment: Legal/reputational headline risk: reporting shows Goldman’s top lawyer is expected to testify in connection with DOJ document releases tied to Epstein — this creates headline uncertainty and could weigh on sentiment even if it does not produce direct financial exposure. Epstein files: DOJ plans to release new batch of documents

Insider Transactions at The Goldman Sachs Group

In other news, insider Alex S. Golten sold 1,092 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $936.89, for a total transaction of $1,023,083.88. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO David M. Solomon sold 272 shares of The Goldman Sachs Group stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $938.92, for a total value of $255,386.24. Following the completion of the sale, the chief executive officer owned 125,527 shares of the company’s stock, valued at $117,859,810.84. The trade was a 0.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 117,283 shares of company stock valued at $112,016,033 in the last ninety days. Corporate 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.