The Goldman Sachs Group, Inc. (NYSE:GS) Receives Average Rating of “Hold” from Analysts

The Goldman Sachs Group, Inc. (NYSE:GS) has been assigned an average rating of “Hold” from the twenty-four analysts that are currently covering the firm, MarketBeat Ratings reports. Fifteen research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $916.8571.

Several brokerages have recently commented on GS. Autonomous Res lowered 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 research report on Thursday, January 15th. Dbs Bank boosted their price target on The Goldman Sachs Group from $800.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Jefferies Financial Group upped their price target on The Goldman Sachs Group from $898.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Morgan Stanley reduced their price objective on shares of The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating on the stock in a research report on Wednesday, October 15th. Finally, BNP Paribas Exane boosted their target price on shares of The Goldman Sachs Group from $775.00 to $970.00 and gave the stock a “neutral” rating in a report on Friday, January 16th.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman is building autonomous AI agents with Anthropic to automate accounting, compliance and high‑volume operational finance tasks — expected to speed processes and boost efficiency, supporting future margin expansion. Goldman Sachs is tapping Anthropic’s AI model to automate accounting, compliance roles
• Positive Sentiment: Multiple outlets (including Reuters/CNBC coverage) confirm Anthropic engineers have worked inside Goldman to build these systems, increasing confidence the initiative is beyond pilot stage — a signal investors treat as credible operational leverage. Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports
• Positive Sentiment: Goldman’s venture/investment activity continues: it was among investors in TRM Labs’ recent $70M round that pushed the firm to unicorn status — indicating GS is expanding fintech/crypto analytics exposure that could generate fees and strategic data advantages. TRM Labs Reaches $1 Billion Valuation With $70 Million Series C Funding Round
• Neutral Sentiment: Goldman’s research desk continues to influence market flows (recent analyst moves: Vistra upgrade, reiteration of Nvidia buy), which supports its franchise reputation but has mixed direct impact on GS’s revenues. Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce
• Neutral Sentiment: Goldman (with peers) publicly defended LSEG against AI disruption fears, underscoring its role advising/analyst teams in market stabilization — reputationally positive but indirect for near‑term earnings. LSEG Shares Surge 7.4% After JPMorgan and Goldman Sachs Defend Stock
• Neutral Sentiment: Broader industry context: big U.S. banks, including Goldman, raised lobbying spend — this shows heightened regulatory engagement but is an industry‑level dynamic rather than a company‑specific catalyst. Big US banks boost Washington lobbying muscle as policy fights heat up
• Negative Sentiment: Deployment risks: agentic AI raises execution, model‑risk and regulatory/compliance scrutiny (and could cap future headcount growth). If automation causes errors or regulatory pushback, short‑term costs or oversight could dent investor enthusiasm. Goldman Sachs Lets AI Agents Do Accounting and Compliance Work

Insider Activity

In other news, CAO Sheara J. Fredman sold 4,863 shares of The Goldman Sachs Group stock in a transaction dated 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 directly owned 10,301 shares of the company’s stock, valued at approximately $9,515,548.75. The trade was a 32.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Treasurer Carey Halio sold 2,846 shares of the business’s stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $927.17, for a total value of $2,638,725.82. Following the completion of the sale, the treasurer owned 2,017 shares in the company, valued at $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. Over the last quarter, insiders have sold 87,513 shares of company stock valued at $83,718,401. 0.55% of the stock is owned by corporate insiders.

Institutional Trading of The Goldman Sachs Group

A number of large investors have recently made changes to their positions in the business. Dagco Inc. bought a new stake in The Goldman Sachs Group during the fourth quarter worth approximately $25,000. Harbor Capital Advisors Inc. purchased a new position in shares of The Goldman Sachs Group in the 3rd quarter worth approximately $26,000. Manning & Napier Advisors LLC increased its position in shares of The Goldman Sachs Group by 287.5% during the 4th quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock valued at $27,000 after purchasing an additional 23 shares during the last quarter. First PREMIER Bank purchased a new stake in The Goldman Sachs Group during the 3rd quarter valued at $28,000. Finally, Corundum Trust Company INC bought a new stake in The Goldman Sachs Group in the third quarter worth $29,000. 71.21% of the stock is currently owned by institutional investors.

The Goldman Sachs Group Stock Performance

GS opened at $929.47 on Monday. The company has a 50 day simple moving average of $909.26 and a two-hundred day simple moving average of $817.45. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65. The firm has a market cap of $278.77 billion, a P/E ratio of 18.12, a PEG ratio of 1.14 and a beta of 1.34. The Goldman Sachs Group has a 1-year low of $439.38 and a 1-year high of $984.70.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data 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 the consensus estimate of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The company’s revenue was down 3.0% on a year-over-year basis. During the same period last year, the firm earned $11.95 EPS. Equities analysts forecast that The Goldman Sachs Group will post 47.12 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This is a boost 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 1.9%. The Goldman Sachs Group’s payout ratio is currently 35.09%.

The Goldman Sachs Group Company 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.