The Goldman Sachs Group, Inc. $GS Shares Sold by SBI Securities Co. Ltd.

SBI Securities Co. Ltd. lessened its stake in The Goldman Sachs Group, Inc. (NYSE:GS) by 13.7% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,815 shares of the investment management company’s stock after selling 1,078 shares during the period. SBI Securities Co. Ltd.’s holdings in The Goldman Sachs Group were worth $5,427,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of GS. Howe & Rusling Inc. boosted its position in shares of The Goldman Sachs Group by 0.8% during the 3rd quarter. Howe & Rusling Inc. now owns 21,131 shares of the investment management company’s stock valued at $16,828,000 after purchasing an additional 162 shares in the last quarter. Savant Capital LLC increased its stake in shares of The Goldman Sachs Group by 3.4% in the third quarter. Savant Capital LLC now owns 8,821 shares of the investment management company’s stock worth $7,025,000 after acquiring an additional 286 shares during the last quarter. Ashton Thomas Private Wealth LLC raised its stake in shares of The Goldman Sachs Group by 149.6% during the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 10,502 shares of the investment management company’s stock worth $8,363,000 after purchasing an additional 6,295 shares in the last quarter. Premier Path Wealth Partners LLC grew its position in The Goldman Sachs Group by 2.2% in the third quarter. Premier Path Wealth Partners LLC now owns 2,219 shares of the investment management company’s stock worth $1,767,000 after acquiring an additional 47 shares in the last quarter. Finally, Penserra Capital Management LLC lifted its position in shares of The Goldman Sachs Group by 2,614.8% in the third quarter. Penserra Capital Management LLC now owns 733 shares of the investment management company’s stock worth $583,000 after buying an additional 706 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

Insider Buying and Selling

In other news, Treasurer Carey Halio sold 2,846 shares of the stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $927.17, for a total value of $2,638,725.82. Following the transaction, the treasurer directly owned 2,017 shares of the company’s stock, valued at $1,870,101.89. This represents a 58.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Sheara J. Fredman sold 4,863 shares of the business’s stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $923.75, for a total value of $4,492,196.25. Following the sale, the chief accounting officer owned 10,301 shares of the company’s stock, valued at approximately $9,515,548.75. This represents a 32.07% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 87,513 shares of company stock worth $83,718,401. Corporate insiders own 0.55% of the company’s stock.

The Goldman Sachs Group Trading Down 2.9%

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 has a market capitalization of $273.51 billion, a P/E ratio of 17.78, a P/E/G ratio of 1.15 and a beta of 1.34. The Goldman Sachs Group, Inc. has a 12 month low of $439.38 and a 12 month high of $984.70. The firm’s fifty day simple moving average is $905.73 and its 200 day simple moving average is $813.87.

The Goldman Sachs Group (NYSE:GS) last released its earnings results on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, beating the consensus estimate of $11.52 by $2.03. The firm had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The business’s quarterly revenue was down 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $11.95 EPS. As a group, research analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 EPS 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. Shareholders of record on Monday, March 2nd will be given a dividend of $4.50 per share. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $18.00 annualized dividend and a dividend yield of 2.0%. The Goldman Sachs Group’s payout ratio is presently 31.20%.

Analyst Ratings Changes

Several research analysts recently commented on the stock. UBS Group reiterated a “neutral” rating and issued a $990.00 target price on shares of The Goldman Sachs Group in a report on Wednesday. HSBC set a $604.00 price objective on The Goldman Sachs Group in a research note on Wednesday, January 7th. JPMorgan Chase & Co. raised their price objective on shares of The Goldman Sachs Group from $750.00 to $775.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. Autonomous Res lowered 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. Finally, Rothschild & Co Redburn raised their price target on The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a report on Friday, December 12th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, The Goldman Sachs Group currently has a consensus rating of “Hold” and a consensus target price of $907.43.

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.