Cornerstone Capital Inc. Has $24.22 Million Stake in The Goldman Sachs Group, Inc. $GS

Cornerstone Capital Inc. increased its stake in The Goldman Sachs Group, Inc. (NYSE:GS) by 3.1% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 30,407 shares of the investment management company’s stock after purchasing an additional 904 shares during the quarter. The Goldman Sachs Group makes up 2.4% of Cornerstone Capital Inc.’s investment portfolio, making the stock its 13th largest holding. Cornerstone Capital Inc.’s holdings in The Goldman Sachs Group were worth $24,215,000 as of its most recent filing with the SEC.

A number of other large investors have also recently added to or reduced their stakes in GS. Cary Street Partners Investment Advisory LLC raised its position in shares of The Goldman Sachs Group by 3.4% in the third quarter. Cary Street Partners Investment Advisory LLC now owns 738 shares of the investment management company’s stock valued at $588,000 after purchasing an additional 24 shares during the period. Verus Capital Partners LLC boosted its holdings in shares of The Goldman Sachs Group by 10.6% during the 3rd quarter. Verus Capital Partners LLC now owns 648 shares of the investment management company’s stock worth $516,000 after buying an additional 62 shares during the period. O Neil Global Advisors Inc. acquired a new position in The Goldman Sachs Group in the 3rd quarter valued at $3,563,000. Sound View Wealth Advisors Group LLC raised its holdings in The Goldman Sachs Group by 7.5% in the 3rd quarter. Sound View Wealth Advisors Group LLC now owns 1,574 shares of the investment management company’s stock worth $1,253,000 after acquiring an additional 110 shares during the period. Finally, Zevin Asset Management LLC acquired a new position in The Goldman Sachs Group during the 3rd quarter worth $257,000. Institutional investors own 71.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the company. Zacks Research raised The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 19th. Argus raised their target price 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. UBS Group reaffirmed a “neutral” rating and issued a $990.00 price target on shares of The Goldman Sachs Group in a research report on Wednesday, February 4th. Daiwa Securities Group upped their price target on The Goldman Sachs Group from $927.00 to $940.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Finally, BMO Capital Markets raised their price objective on shares of The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and fourteen have issued a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $916.86.

Key Headlines Impacting The Goldman Sachs Group

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

• Positive Sentiment: Goldman raised its 2026 crude forecasts (Brent and WTI) citing lower OECD stockpiles and expects OPEC+ to gradually add supply — a view that supports higher oil prices and could boost Goldman’s commodities trading and advisory businesses. Article Link
• Positive Sentiment: Goldman cut its forecast for Iraq’s 2026 oil output, implying tighter supply than previously expected — another factor lifting near-term oil price expectations and supporting Goldman’s trading desks. Article Link
• Positive Sentiment: Goldman raised its Q4 oil price outlook after seeing lower OECD stocks, a research-driven repricing that helps trading and structuring revenue leverage to energy markets. Article Link
• Positive Sentiment: Goldman’s research/coverage actions — including initiating coverage of Credo Technology Group (CRDO) with a Buy and setting a $165 target — highlight ongoing investment-banking and equity research activity that can support deal flow and client engagement. Article Link
• Neutral Sentiment: Market commentary notes multiple banks (including Goldman) have lifted oil price targets as supply dynamics shift; this supports GS’s commodities view but is already priced into markets to varying degrees. Article Link
• Negative Sentiment: Goldman’s Prime Services desk reports hedge funds have been the fastest net sellers of global equities since last April — a drawdown in client activity that can reduce trading volumes, prime-broker fees and short-term revenue. Article Link
• Negative Sentiment: The Supreme Court’s tariff decisions and subsequent market/legal fallout have left uncertainty around consumer prices and trade policy; Goldman warns prices won’t quickly fall, which keeps inflation and policy risk elevated and may weigh on risk assets and client activity. Article Link

The Goldman Sachs Group Stock Performance

GS opened at $891.96 on Tuesday. The stock’s 50 day simple moving average is $922.45 and its 200-day simple moving average is $832.77. 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 cap of $267.52 billion, a PE ratio of 17.39, a P/E/G ratio of 1.13 and a beta of 1.34. The Goldman Sachs Group, Inc. has a 1 year low of $439.38 and a 1 year high of $984.70.

The Goldman Sachs Group (NYSE:GS) last posted its quarterly earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share for the quarter, topping 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 firm had revenue of $15.71 billion for the quarter, compared to the consensus estimate of $14.30 billion. During the same quarter in the previous year, the company earned $11.95 earnings per share. The business’s revenue was down 3.0% compared to the same quarter last year. Sell-side analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 EPS 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. Investors of record on Monday, March 2nd will be paid a $4.50 dividend. The ex-dividend date of this dividend is Monday, March 2nd. 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 yield of 2.0%. The Goldman Sachs Group’s payout ratio is presently 31.20%.

Insider Transactions at The Goldman Sachs Group

In other news, Director David A. Viniar sold 45,000 shares of the stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $965.33, for a total value of $43,439,850.00. Following the completion of the transaction, the director directly owned 555,000 shares of the company’s stock, valued at approximately $535,758,150. This represents a 7.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Sheara J. Fredman sold 4,863 shares of The Goldman Sachs Group stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $923.75, for a total value of $4,492,196.25. Following the transaction, 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 SEC filing for this sale provides additional information. Over the last three months, insiders have sold 117,283 shares of company stock valued at $112,016,033. Corporate insiders own 0.55% of the company’s stock.

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.