Key Points
- CEO David Solomon sold 272 shares on Jan. 29 at an average price of $938.92 for $255,386, reducing his stake 0.22% to 125,527 shares valued at about $117.86M, according to the SEC filing.
- Goldman beat Q4 estimates (EPS $13.55 vs. $11.52 expected; revenue $15.71B vs. $14.30B) and raised the quarterly dividend to $4.50 (ex-dividend date March 2), supporting income and capital-return narratives.
- Analyst coverage is mixed—the stock's average rating is "Hold" with an average price target of $898—while institutions own roughly 71% of shares, and recent insider selling by senior executives has pressured sentiment.
The Goldman Sachs Group, Inc. (NYSE:GS - Get Free Report) CEO David Solomon sold 272 shares of the business's stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $938.92, for a total transaction of $255,386.24. Following the sale, the chief executive officer owned 125,527 shares of the company's stock, valued at $117,859,810.84. This represents a 0.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.
The Goldman Sachs Group Stock Up 0.2%
GS opened at $938.56 on Friday. The business's 50-day simple moving average is $894.77 and its 200-day simple moving average is $806.87. The stock has a market capitalization of $281.50 billion, a P/E ratio of 18.30, a price-to-earnings-growth ratio of 1.15 and a beta of 1.33. 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, Inc. has a one year low of $439.38 and a one year high of $984.70.
The Goldman Sachs Group (NYSE:GS - Get Free Report) last announced its earnings results on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, beating analysts' consensus estimates of $11.52 by $2.03. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The business 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 company posted $11.95 EPS. The company's quarterly revenue was down 3.0% on a year-over-year basis. Analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 EPS 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. Investors of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This is an increase from The Goldman Sachs Group's previous quarterly dividend of $4.00. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group's dividend payout ratio is 31.20%.
Institutional Trading of The Goldman Sachs Group
A number of institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its stake in shares of The Goldman Sachs Group by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company's stock worth $25,503,685,000 after acquiring an additional 418,820 shares in the last quarter. Fisher Asset Management LLC raised its holdings in The Goldman Sachs Group by 1.9% during the third quarter. Fisher Asset Management LLC now owns 6,661,422 shares of the investment management company's stock worth $5,304,824,000 after purchasing an additional 121,676 shares during the last quarter. Bank of New York Mellon Corp raised its holdings in The Goldman Sachs Group by 4.9% during the second 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 purchasing an additional 157,473 shares during the last quarter. Norges Bank purchased a new stake in The Goldman Sachs Group during the second quarter worth $2,138,031,000. Finally, Invesco Ltd. grew its holdings in The Goldman Sachs Group by 3.5% in the third quarter. Invesco Ltd. now owns 2,913,172 shares of the investment management company's stock valued at $2,319,905,000 after purchasing an additional 97,387 shares during the last quarter. Hedge funds and other institutional investors own 71.21% of the company's stock.
Analyst Upgrades and Downgrades
A number of research analysts have recently issued reports on GS shares. Morgan Stanley dropped their target price on The Goldman Sachs Group from $854.00 to $828.00 and set an "equal weight" rating on the stock in a report on Wednesday, October 15th. UBS Group upped their price objective on shares of The Goldman Sachs Group from $762.00 to $805.00 and gave the stock a "neutral" rating in a research report on Tuesday, October 7th. Barclays lifted their target price on shares of The Goldman Sachs Group from $850.00 to $1,048.00 and gave the company an "overweight" rating in a report on Monday, January 5th. Citigroup boosted their price target on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the stock a "neutral" rating in a research note on Thursday, October 16th. Finally, 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 for the company in a research report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $898.00.
Read Our Latest Research Report on GS
Trending Headlines about The Goldman Sachs Group
Here are the key news stories impacting The Goldman Sachs Group this week:
- Positive Sentiment: Bank of America sees upside to Goldman Sachs' earnings into 2026, reinforcing expectations for continued operating leverage from investment banking and trading. This analyst view supports the rally in GS shares. Bank of America sees earnings upside at Goldman Sachs
- Positive Sentiment: Goldman’s strong Q4 results and upbeat investment-banking outlook, plus a higher quarterly dividend ($4.50 per share; ex-div date Mar 2), boost income and capital-return narratives that support valuation. Goldman Sachs Soars on Q4 Post, Strong Investment Banking Outlook
- Positive Sentiment: Recent analyst upgrades/target increases (Wells Fargo, Barclays and others) lift sentiment and provide near‑term buy-side support given GS’s discounted multiple vs. peers. MarketBeat GS analyst roundup
- Neutral Sentiment: Goldman is reportedly one of several banks involved in advisory talks as crypto custodian Copper considers an IPO — this highlights fee opportunities in digital-asset infrastructure but is early-stage and uncertain. Crypto custodian Copper weighs IPO — Cointelegraph
- Neutral Sentiment: Ongoing research flow (macro, metals, AI/semiconductor calls) keeps GS visible to institutional clients — supportive of fee-generating client activity but with mixed direct P&L impact. Goldman vs. Evercore — Zacks
- Negative Sentiment: Insider selling: CEO David Solomon and Treasurer Carey Halio (among others) disclosed stock sales last week, including sizable reductions by senior executives — a near-term negative for sentiment even though sales may be routine. David Solomon SEC Form 4
- Negative Sentiment: Additional insider/insider-sale coverage highlights multiple high-profile exits and sizeable position trims, which can pressure sentiment and lead some investors to trim exposure despite the company’s strong fundamentals. TipRanks: Insider selling roundup
About The Goldman Sachs Group
(
Get Free Report)
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.
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