Strategic Planning Group LLC Acquires 1,007 Shares of The Goldman Sachs Group, Inc. $GS

Strategic Planning Group LLC boosted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 7.1% during the fourth quarter, Holdings Channel reports. The fund owned 15,171 shares of the investment management company’s stock after purchasing an additional 1,007 shares during the period. The Goldman Sachs Group makes up 1.7% of Strategic Planning Group LLC’s holdings, making the stock its 16th largest holding. Strategic Planning Group LLC’s holdings in The Goldman Sachs Group were worth $13,336,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in GS. Wellington Management Group LLP raised its stake in The Goldman Sachs Group by 110.8% in the 3rd quarter. Wellington Management Group LLP now owns 1,780,620 shares of the investment management company’s stock valued at $1,417,997,000 after acquiring an additional 936,015 shares during the period. Vanguard Group Inc. grew its holdings in The Goldman Sachs Group by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company’s stock valued at $25,503,685,000 after buying an additional 418,820 shares in the last quarter. Jennison Associates LLC grew its holdings in The Goldman Sachs Group by 40.8% in the 4th quarter. Jennison Associates LLC now owns 1,353,007 shares of the investment management company’s stock valued at $1,189,293,000 after buying an additional 392,319 shares in the last quarter. Danske Bank A S acquired a new position in The Goldman Sachs Group in the 3rd quarter valued at $178,941,000. Finally, Evergreen Capital Management LLC grew its holdings in The Goldman Sachs Group by 11,400.3% in the 3rd quarter. Evergreen Capital Management LLC now owns 212,180 shares of the investment management company’s stock valued at $168,970,000 after buying an additional 210,335 shares in the last quarter. Institutional investors own 71.21% of the company’s stock.

The Goldman Sachs Group News Roundup

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

• Positive Sentiment: Goldman’s research continues to point to strong AI-driven market trends, including higher forecasts for South Korea and Taiwan, where chip exports are boosting surpluses and supporting the case for tighter monetary policy. This reinforces Goldman’s positioning as a key source of market insight around the AI cycle. AI Chip Boom Could Push Taiwan Surplus Over 20% Of GDP
• Positive Sentiment: Goldman Sachs was cited as saying the yuan and renminbi are undervalued and likely to strengthen, which keeps the firm in the middle of major FX positioning and China trade headlines that can drive client activity. Goldman Sees Yuan More Than 20% Undervalued As 6.50 Target Nears
• Positive Sentiment: Goldman’s call that Fed rate cuts may be delayed longer because of sticky inflation and energy prices suggests a more “higher-for-longer” rates backdrop, which can support trading revenues and keep Goldman’s macro forecasts highly relevant to investors. Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data
• Positive Sentiment: Goldman’s latest stock-market commentary and list of committed share repurchasers may support the view that equity capital-markets and corporate activity remain constructive, which tends to benefit Goldman’s banking and markets businesses. Goldman Sachs identifies the S&P 500’s most committed share repurchasers
• Neutral Sentiment: Goldman reiterated a Buy rating on Mastercard, showing its analysts remain active on large-cap financial and payments names, but the call is not a direct catalyst for GS shares. Will Nance Reiterates Buy on Mastercard, Citing Undervalued Superior Growth and Emerging Payments Opportunities
• Neutral Sentiment: Several articles on Goldman’s retirement survey highlight consumer savings pressures and retirement costs, which are useful for the firm’s wealth-management branding but are unlikely to move the stock by themselves. Goldman Sachs Retirement Survey 2025: People with High Financial Grit Retire with 49% More Savings
• Negative Sentiment: Goldman’s warning that U.S. buybacks may only grow modestly because of AI spending and a weaker economic backdrop could signal a more cautious corporate environment, potentially limiting investment-banking opportunities. Big Tech’s AI spending is depriving investors of juicy payouts

Analyst Ratings Changes

GS has been the topic of a number of research reports. Zacks Research lowered The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Bank of America decreased their price objective on The Goldman Sachs Group from $1,100.00 to $1,050.00 and set a “buy” rating on the stock in a report on Tuesday, April 14th. Royal Bank Of Canada reaffirmed a “neutral” rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. Argus upped their price objective on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a “buy” rating in a report on Friday, January 16th. Finally, Autonomous Res decreased their price objective on The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Eight equities research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, The Goldman Sachs Group presently has a consensus rating of “Hold” and a consensus price target of $942.24.

The Goldman Sachs Group Stock Performance

GS opened at $945.38 on Tuesday. The firm has a market cap of $278.90 billion, a P/E ratio of 17.28, a price-to-earnings-growth ratio of 1.21 and a beta of 1.28. The Goldman Sachs Group, Inc. has a 52-week low of $582.50 and a 52-week high of $984.70. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.63 and a current ratio of 0.63. The business’s fifty day moving average is $871.19 and its 200-day moving average is $873.66.

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, topping the consensus estimate of $15.92 by $1.63. The company had revenue of $17.23 billion for the quarter, compared to analyst estimates of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.53% and a net margin of 14.13%.The Goldman Sachs Group’s quarterly revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the firm posted $14.12 EPS. Sell-side analysts expect that The Goldman Sachs Group, Inc. will post 59.53 EPS for the current fiscal year.

The Goldman Sachs Group Announces Dividend

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

Insider Buying and Selling

In other news, 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 transaction of $9,571,380.17. Following the sale, the chief accounting officer directly owned 6,338 shares of the company’s stock, valued at approximately $5,889,079.46. This represents a 61.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Kathryn H. Ruemmler sold 14,292 shares of the stock in a transaction on Wednesday, May 6th. The stock was sold at an average price of $939.07, for a total value of $13,421,188.44. Following the sale, the insider directly owned 15,657 shares in the company, valued at approximately $14,703,018.99. This trade represents a 47.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 42,679 shares of company stock valued at $40,272,963. Company insiders own 0.55% of the company’s stock.

The Goldman Sachs Group 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.