MGO One Seven LLC Increases Holdings in The Goldman Sachs Group, Inc. $GS

MGO One Seven LLC grew its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 6.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 12,034 shares of the investment management company’s stock after buying an additional 694 shares during the quarter. MGO One Seven LLC’s holdings in The Goldman Sachs Group were worth $10,578,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the business. Brighton Jones LLC increased its position in The Goldman Sachs Group by 17.1% during the 4th 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 lifted its position 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 boosted its stake 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 in the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of 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 purchasing an additional 70 shares in the last quarter. Finally, Main Street Financial Solutions LLC increased its position in shares of The Goldman Sachs Group by 22.2% during the second quarter. Main Street Financial Solutions LLC now owns 2,150 shares of the investment management company’s stock valued at $1,522,000 after buying an additional 391 shares during the period. 71.21% of the stock is currently owned by institutional investors.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman is a founding investor in a new AI services venture with Anthropic and private‑equity partners — a strategic move that could create recurring AI services revenue and deepen client ties. Anthropic and Wall Street Giants Join Forces to Create New A.I. Firm
• Positive Sentiment: Recent quarter beat (Q1 EPS $17.55 vs. $15.92 est.; revenue $17.23B) reinforces that core trading, asset management and advisory profitability remain intact, supporting valuation. The Goldman Sachs Group Trading Up 1.7%
• Positive Sentiment: Goldman announced a quarterly dividend ($4.50 per share; $18 annualized) — a cash return that can support investor sentiment amid uncertainty. GS Dividend Notice
• Positive Sentiment: Goldman research remains influential across tech and energy — analysts reiterated/raised targets on major chip names (Nvidia, AMD) and flagged energy inventory risks, underscoring the firm’s revenue exposure from trading and research services. Goldman Sachs Raises Nvidia Estimates
• Neutral Sentiment: UBS and Daiwa nudged GS price targets slightly higher (UBS to $940; Daiwa to $930) but kept conservative/neutral stances — a modest valuation tailwind without changing consensus view. UBS Adjusts GS Price Target
• Neutral Sentiment: Management changes (additions to the management committee; new CAO appointment) are operationally relevant but not immediate earnings drivers. Goldman Sachs Adds to Management Committee
• Negative Sentiment: Insider selling: Chief Accounting Officer Sheara Fredman sold 10,301 shares (~62% reduction in disclosed holding), a headline that can weigh on sentiment even if driven by non‑company factors. Insider Sale Filing
• Negative Sentiment: Some sell‑side skepticism remains: HSBC kept a “reduce” stance (despite a higher PT), signaling persistent valuation concerns that could cap upside until AI/earnings narratives prove durable. HSBC Adjusts GS Price Target

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. JPMorgan Chase & Co. restated a “neutral” rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. BNP Paribas Exane reduced their target price on The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating on the stock in a report on Friday, April 24th. Keefe, Bruyette & Woods increased their target price on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the stock a “market perform” rating in a research report on Friday, January 16th. Zacks Research cut The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. Finally, Autonomous Res reduced their price target on The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. Nine research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $926.76.

Insider Buying and Selling

In other The Goldman Sachs Group news, insider Alex S. Golten sold 1,200 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $933.30, for a total value of $1,119,960.00. Following the sale, the insider directly owned 4,809 shares of the company’s stock, valued at approximately $4,488,239.70. The trade was a 19.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CAO Sheara J. Fredman sold 10,301 shares of the stock in a transaction on Friday, May 1st. The stock was sold at an average price of $929.17, for a total value of $9,571,380.17. Following the completion of the sale, the chief accounting officer directly owned 6,338 shares in the company, valued at approximately $5,889,079.46. This represents a 61.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,302 shares of company stock worth $39,938,686 over the last three months. 0.55% of the stock is owned by corporate insiders.

The Goldman Sachs Group Price Performance

Shares of GS opened at $924.95 on Friday. The Goldman Sachs Group, Inc. has a fifty-two week low of $558.21 and a fifty-two week high of $984.70. The firm’s 50-day simple moving average is $870.56 and its two-hundred day simple moving average is $871.13. The stock has a market cap of $272.87 billion, a PE ratio of 16.90, a price-to-earnings-growth ratio of 1.21 and a beta of 1.28. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.66 and a current ratio of 0.63.

The Goldman Sachs Group (NYSE:GS) last released its earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $15.92 by $1.63. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.53%. The firm had revenue of $17.23 billion during the quarter, compared to analyst estimates of $16.66 billion. During the same period last year, the business earned $14.12 earnings per share. The business’s revenue was up 14.4% on a year-over-year basis. Analysts anticipate that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current fiscal year.

The Goldman Sachs Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Monday, June 1st will be paid a dividend of $4.50 per share. The ex-dividend date is Monday, June 1st. This represents a $18.00 dividend on an annualized basis and a yield of 1.9%. The Goldman Sachs Group’s payout ratio is presently 32.89%.

About The Goldman Sachs Group

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.