American Century Companies Inc. Decreases Stock Position in The Goldman Sachs Group, Inc. $GS

American Century Companies Inc. decreased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 167,095 shares of the investment management company’s stock after selling 1,903 shares during the period. American Century Companies Inc. owned about 0.06% of The Goldman Sachs Group worth $133,067,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in GS. Norges Bank acquired a new position in shares of The Goldman Sachs Group in the second quarter worth about $2,138,031,000. AGF Management Ltd. increased its holdings in The Goldman Sachs Group by 2,429.6% during the 2nd quarter. AGF Management Ltd. now owns 485,375 shares of the investment management company’s stock worth $343,524,000 after purchasing an additional 466,187 shares during the last quarter. Laurel Wealth Advisors LLC increased its holdings in The Goldman Sachs Group by 100,678.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 404,122 shares of the investment management company’s stock worth $286,017,000 after purchasing an additional 403,721 shares during the last quarter. Ameriprise Financial Inc. boosted its stake in shares of The Goldman Sachs Group by 18.2% during 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 during the last quarter. Finally, Fisher Asset Management LLC boosted its stake 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 valued at $4,628,507,000 after buying an additional 227,604 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

Insider Activity

In other news, CFO Denis P. Coleman sold 11,623 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $941.57, for a total value of $10,943,868.11. Following the completion of the transaction, the chief financial officer owned 29,342 shares of the company’s stock, valued at approximately $27,627,546.94. This represents a 28.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CEO David M. Solomon sold 272 shares of the stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $938.92, for a total transaction of $255,386.24. Following the completion of the transaction, 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 disclosure for this sale is available in the SEC filing. Insiders have sold 117,283 shares of company stock worth $112,016,033 over the last ninety days. 0.55% of the stock is currently owned by company insiders.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Q4 results showed earnings strength: EPS beat expectations and net income rose year‑over‑year, which supports valuation narratives and underpins several bullish analyst price targets and buy ratings.
• Neutral Sentiment: Goldman analysts continue to publish market-impact research (e.g., estimating a $5–$6 oil risk premium from U.S.–Iran tensions) — a reminder the firm’s macro/research franchise remains active and can drive trading flows for clients. U.S.-Iran tensions adding $5-$6 oil risk premium, Goldman analysts say
• Neutral Sentiment: Goldman’s research team is active across coverage (recent analyst moves on Segro and Iberdrola show ongoing industry engagement), which supports recurring revenue from institutional clients but is unlikely to move the stock dramatically on its own. Segro: Solid Operations but Limited Upside and Valuation Constraints Drive Shift to Hold
• Negative Sentiment: Technical risk: Barron’s flags GS trading near a critical support ~ $875 — a decisive breakdown could trigger broader selling in financials and amplify the decline in GS shares as technical traders rush for exits. All Eyes on Goldman Sachs as Key Support Wobbles
• Negative Sentiment: Cash-flow and insider activity concerns: recent reporting highlighted a large drop in operating cash flow and extensive insider selling, which can weigh on sentiment and raises questions about liquidity/treasury trends even as EPS was up. Goldman Sachs Group Inc. (GS) Releases Q4 2025 Earnings: Revenue Down, EPS Up; Operating Cash Flow Plunges
• Negative Sentiment: Talent risk: press reports indicate Millennium Management hired Goldman’s equities co‑chief — an executive departure that can concern investors about bench strength in investment banking/equities leadership. Hedge Fund and Insider Trading News: David Tepper, Steve Cohen, Ray Dalio, Brevan Howard, Millennium Management, Citadel Investment Group, Candel Therapeutics Inc (CADL), Meta Platforms Inc (META), and More
• Negative Sentiment: Reputation/ESG noise: commentary on Goldman’s DEI challenges adds a reputational overhang that can amplify selling during risk‑off episodes. Goldman Sachs And The Fragility Of Corporate DEI

The Goldman Sachs Group Stock Down 7.7%

NYSE:GS opened at $857.90 on Monday. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 2.60. The stock has a 50 day moving average of $924.23 and a 200-day moving average of $837.57. The firm has a market capitalization of $254.58 billion, a PE ratio of 16.73, a price-to-earnings-growth ratio of 1.06 and a beta of 1.34. The Goldman Sachs Group, Inc. has a 52 week low of $439.38 and a 52 week high of $984.70.

The Goldman Sachs Group (NYSE:GS) last released its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The Goldman Sachs Group had a return on equity of 15.72% and a net margin of 13.73%.The business had revenue of $15.71 billion during the quarter, compared to analyst estimates of $14.30 billion. During the same quarter in the previous year, the firm posted $11.95 EPS. The business’s revenue for the quarter was down 3.0% compared to the same quarter last year. Analysts predict 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 declared a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This represents a $18.00 dividend on an annualized basis and a dividend yield of 2.1%. 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. The Goldman Sachs Group’s dividend payout ratio is presently 31.20%.

Analysts Set New Price Targets

A number of analysts recently issued reports on GS shares. Rothschild & Co Redburn lifted their price target on shares of The Goldman Sachs Group from $608.00 to $748.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. 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 research report on Friday, January 16th. Royal Bank Of Canada increased their price target on shares of The Goldman Sachs Group from $900.00 to $1,030.00 and gave the stock a “sector perform” rating in a research report on Tuesday, January 20th. Barclays lifted their price target on The Goldman Sachs Group from $850.00 to $1,048.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Finally, HSBC upped their price objective on The Goldman Sachs Group from $742.00 to $802.00 in a research note on Friday, February 6th. One 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. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $916.86.

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.