Jag Capital Management LLC Grows Holdings in The Goldman Sachs Group, Inc. $GS

Jag Capital Management LLC boosted its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 2,578.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,758 shares of the investment management company’s stock after acquiring an additional 14,207 shares during the period. The Goldman Sachs Group accounts for about 1.3% of Jag Capital Management LLC’s investment portfolio, making the stock its 26th largest position. Jag Capital Management LLC’s holdings in The Goldman Sachs Group were worth $11,753,000 at the end of the most recent reporting period.

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

Analysts Set New Price Targets

GS has been the subject of several research analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of The Goldman Sachs Group in a research report on Monday, December 22nd. Autonomous Res reduced their price objective on shares of The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a research report on Thursday, January 15th. Jefferies Financial Group boosted their target price on shares of The Goldman Sachs Group from $898.00 to $1,087.00 and gave the stock a “buy” rating in a report on Tuesday, January 6th. Wells Fargo & Company raised their target price on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, BMO Capital Markets lifted their price target on shares of The Goldman Sachs Group from $980.00 to $985.00 and gave the company a “market perform” rating in a report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, The Goldman Sachs Group has a consensus rating of “Hold” and a consensus target price of $916.86.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Goldman is named as an advisor/underwriter on a potential RedotPay US IPO, which could generate meaningful investment-banking fees if it proceeds. RedotPay weighs US IPO that could raise $1B at over $4B valuation: Report
• Positive Sentiment: Goldman’s research/coverage activity continues to feed its advisory and trading pipelines — e.g., initiating coverage of Credo Technology (CRDO) with a Buy — supporting recurring research and IB revenue. Goldman Sachs Initiates Coverage of Credo Technology Group Holding Ltd (CRDO) Stock
• Neutral Sentiment: Goldman revised oil price forecasts higher for 2026/Q4 on lower OECD stocks — a research call that influences markets and trading flows but is not a direct firm financial event. Oil Prices Rise Ahead of U.S.-Iran Talks. Goldman Sachs Lifts 2026 Forecast.
• Neutral Sentiment: Goldman publicly flagged that equity-market risk is the biggest near-term risk to the US economy — a macro view that can heighten volatility in GS trading and prime services revenue but doesn’t directly change fundamentals. Goldman Sachs Dividend Stocks: Top 14 Stock Picks
• Neutral Sentiment: Goldman removed formal DEI criteria from its board director selection policy — a governance shift aligning with peers; investors will watch market/ESG community reaction but immediate financial impact is limited. Goldman Sachs Governance Shift Drops DEI Criteria As Valuation Stays Premium
• Negative Sentiment: A U.S. senator sold GS stock after a strong prior gain — an SEC filing that can attract negative investor attention and short-term sentiment pressure. Senator Ditches Goldman Sachs Stock After 55% Gain In 2025: What Investors Should Know
• Negative Sentiment: Goldman’s CEO (and the NYSE president) attended a Trump‑backed crypto event — a move that drew media attention and could present reputational risk for some clients or stakeholders. Goldman CEO, NYSE President Attend Trump-Backed World Liberty Crypto Event

Insider Buying and Selling

In other news, CFO Denis P. Coleman sold 11,623 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $941.57, for a total value of $10,943,868.11. Following the completion of the sale, the chief financial officer owned 29,342 shares in the company, valued at approximately $27,627,546.94. This trade represents a 28.37% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Treasurer Carey Halio sold 2,846 shares of The Goldman Sachs Group stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $927.17, for a total transaction of $2,638,725.82. Following the transaction, the treasurer directly owned 2,017 shares of the company’s stock, valued at approximately $1,870,101.89. This represents a 58.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 117,283 shares of company stock valued at $112,016,033 over the last 90 days. 0.55% of the stock is currently owned by insiders.

The Goldman Sachs Group Trading Up 1.1%

GS stock opened at $902.33 on Wednesday. The firm has a fifty day moving average price of $922.91 and a 200 day moving average price of $834.04. The Goldman Sachs Group, Inc. has a fifty-two week low of $439.38 and a fifty-two week high of $984.70. The firm has a market cap of $270.64 billion, a PE ratio of 17.59, a price-to-earnings-growth ratio of 1.10 and a beta of 1.34. The company has a debt-to-equity ratio of 2.29, a quick ratio of 0.65 and a current ratio of 1.13.

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 Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The company had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. During the same period in the previous year, the firm posted $11.95 earnings per share. The firm’s revenue for the quarter was down 3.0% on a year-over-year basis. Sell-side analysts anticipate 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 business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This represents a $18.00 annualized dividend and a yield of 2.0%. The ex-dividend date is Monday, March 2nd. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s payout ratio is currently 31.20%.

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.