The Goldman Sachs Group, Inc. $GS is Homestead Advisers Corp’s 3rd Largest Position

Homestead Advisers Corp trimmed its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 7.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 190,536 shares of the investment management company’s stock after selling 15,500 shares during the quarter. The Goldman Sachs Group makes up 3.6% of Homestead Advisers Corp’s investment portfolio, making the stock its 3rd largest position. Homestead Advisers Corp owned approximately 0.06% of The Goldman Sachs Group worth $151,733,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. 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 worth $4,628,507,000 after acquiring an additional 227,604 shares in 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 in the last quarter. Norges Bank acquired a new stake in The Goldman Sachs Group during the second quarter worth approximately $2,138,031,000. Ameriprise Financial Inc. boosted its holdings in shares of The Goldman Sachs Group by 18.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock valued at $1,345,924,000 after buying an additional 291,280 shares in the last quarter. Finally, Franklin Resources Inc. grew its position in shares of The Goldman Sachs Group by 2.8% in the 2nd quarter. Franklin Resources Inc. now owns 1,815,660 shares of the investment management company’s stock valued at $1,285,032,000 after buying an additional 48,835 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman says investment banking and trading segments have strong momentum — this supports revenue upside for GS and helps justify recent multiple expansion. Goldman Sachs sees strong momentum in investment banking and trading segments
• Positive Sentiment: Analysts and write-ups are noting an upgraded 2026 outlook and a dividend increase, which supports GS’s valuation narrative and income appeal for investors. A Look At Goldman Sachs (GS) Valuation After 2026 Outlook Upgrade And Dividend Increase
• Positive Sentiment: Goldman participated in a $70M Series C for TRM Labs (crypto/blockchain analytics), signaling continued GS backing of fintech and digital-asset infrastructure — a strategic move that can expand GS’s deal flow and private‑markets exposure. TRM Labs completes $70M investment round at $1B, becomes crypto unicorn
• Neutral Sentiment: Goldman Sachs Alternatives made a sustainable‑investing minority investment in LearnWell — positive for ESG positioning but unlikely to move near‑term earnings materially. LearnWell Announces Investment from Goldman Sachs Alternatives
• Neutral Sentiment: GS is getting a lot of investor attention in media roundups (Zacks and others) — higher visibility can boost flows but also increases short‑term volatility. The Goldman Sachs Group, Inc. (GS) is Attracting Investor Attention
• Neutral Sentiment: Goldman analyst activity — new coverage and notes (e.g., Healthpeak, Alexandria, Glencore) keep GS at the center of institutional research and trading flow generation; useful for fee income but mixed for near‑term stock impact. Goldman Sachs Highlights Improving Occupancy and Cash Flow Visibility at Healthpeak Properties Inc. (DOC)
• Neutral Sentiment: Regulatory/position filings: Goldman disclosed a 3.11% economic position in Qiagen via shares and derivatives — routine for a bank with large prop/asset‑management operations; watch for regulatory or strategic follow‑up. Goldman Sachs Reports 3.11% Stake in QIAGEN via Shares and Derivatives
• Negative Sentiment: Goldman’s CEO flagged “slower” talent growth this year — a cautionary sign that management may be tightening hiring/growth plans; investors sometimes view slower headcount growth as reduced future revenue cadence. Goldman Sachs CEO forecasts ‘slower’ talent growth this year

Analyst Ratings Changes

A number of equities research analysts recently weighed in on GS shares. Bank of America boosted their price target on shares of The Goldman Sachs Group from $1,050.00 to $1,100.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Keefe, Bruyette & Woods upped their target price on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the company a “market perform” rating in a research report on Friday, January 16th. Autonomous Res dropped 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. Wells Fargo & Company raised their target price 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. Finally, Citigroup lifted their target price on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the company a “neutral” rating in a report on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $907.43.

The Goldman Sachs Group Price Performance

Shares of GS opened at $911.91 on Thursday. The company has a current ratio of 1.13, a quick ratio of 0.65 and a debt-to-equity ratio of 2.29. The stock’s 50 day moving average is $905.73 and its two-hundred day moving average is $813.87. The Goldman Sachs Group, Inc. has a twelve month low of $439.38 and a twelve month high of $984.70. The firm has a market capitalization of $273.51 billion, a PE ratio of 17.78, a P/E/G ratio of 1.15 and a beta of 1.34.

The Goldman Sachs Group (NYSE:GS) last issued its earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 business had revenue of $15.71 billion during the quarter, compared to the consensus estimate of $14.30 billion. During the same period in the prior year, the business posted $11.95 EPS. The company’s revenue for the quarter was down 3.0% on a year-over-year basis. Research analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be issued a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a yield of 2.0%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group’s dividend payout ratio is 31.20%.

Insider Activity at The Goldman Sachs Group

In other news, CEO David M. Solomon sold 272 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $938.92, for a total transaction of $255,386.24. Following the transaction, the chief executive officer directly 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 transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Sheara J. Fredman sold 4,863 shares of the stock in a transaction dated Friday, January 23rd. The shares were sold at an average price of $923.75, for a total transaction of $4,492,196.25. Following the completion of the transaction, the chief accounting officer owned 10,301 shares of the company’s stock, valued at $9,515,548.75. This represents a 32.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 87,513 shares of company stock worth $83,718,401. 0.55% of the stock is currently owned by insiders.

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.