BXM Wealth LLC Makes New $11.83 Million Investment in The Goldman Sachs Group, Inc. $GS

BXM Wealth LLC bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor bought 13,462 shares of the investment management company’s stock, valued at approximately $11,833,000. The Goldman Sachs Group makes up approximately 1.2% of BXM Wealth LLC’s portfolio, making the stock its 25th largest holding.

Several other hedge funds also recently made changes to their positions in the company. Brighton Jones LLC raised its holdings in The Goldman Sachs Group by 17.1% in the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock worth $1,989,000 after purchasing an additional 508 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of The Goldman Sachs Group by 7.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company’s stock valued at $508,000 after buying an additional 58 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of The Goldman Sachs Group by 90.1% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company’s stock valued at $1,098,000 after buying an additional 735 shares in the last quarter. Schnieders Capital Management LLC. grew its position in shares of The Goldman Sachs Group by 9.3% in the 2nd quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock worth $581,000 after buying an additional 70 shares during the period. Finally, StoneX Group Inc. grew its position in shares of The Goldman Sachs Group by 3.9% in the 2nd quarter. StoneX Group Inc. now owns 613 shares of the investment management company’s stock worth $434,000 after buying an additional 23 shares during the period. 71.21% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other The Goldman Sachs Group news, CAO Sheara J. Fredman sold 4,863 shares of The Goldman Sachs Group stock in a transaction 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 completion of the sale, the chief accounting officer owned 10,301 shares of the company’s stock, valued at approximately $9,515,548.75. This trade represents a 32.07% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David A. Viniar sold 45,000 shares of the business’s stock in a transaction 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 owned 555,000 shares of the company’s stock, valued at $535,758,150. This represents a 7.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 117,283 shares of company stock worth $112,016,033 over the last 90 days. 0.55% of the stock is currently owned by company insiders.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: Goldman finalized its purchase of Innovator, expanding its ETF lineup and adding substantial defined‑outcome ETF assets — a move that immediately enlarges GSAM’s product shelf and recurring fee base. Goldman Sachs Buys Innovator, Adds $31 Billion In Defined Outcome ETFs
• Positive Sentiment: Fee‑rich advisory and capital‑markets activity: Goldman is advising on Golar LNG strategic alternatives, participating in SpaceX’s planned IPO underwriting and has been issuing new debt — all actions that support near‑term fee revenue and demonstrate deal flow. Should Goldman’s Expanding LNG and Space Deals Plus New Debt Issuance Require Action From Goldman Sachs (GS) Investors?
• Neutral Sentiment: Goldman’s prime brokerage data show hedge funds rapidly cutting global equity exposure — this highlights market volatility that can reduce trading volumes/seasonality but also boosts demand for risk‑management services. Hedge funds bail from global stocks at fastest pace in 13 years
• Neutral Sentiment: Goldman disclosed sizable institutional spot XRP ETF holdings (~$153.8M across funds), signalling continued crypto exposure in its asset/wealth business; this may attract inflows but also regulatory/market volatility. XRP Price Prediction: Goldman Sachs Holds $153M in XRP ETFs
• Negative Sentiment: Analyst pressure: Morgan Stanley trimmed its price target on GS, reflecting mixed views on near‑term valuation and earnings cadence — a catalyst that can sap momentum among institutional holders. Morgan Stanley Cuts The Goldman Sachs Group (NYSE:GS) Price Target to $1,021.00
• Negative Sentiment: HSBC published a pessimistic forecast on GS stock, adding to mixed analyst sentiment and potential selling pressure from cautious investors. HSBC Issues Pessimistic Forecast for The Goldman Sachs Group (NYSE:GS) Stock Price
• Negative Sentiment: Security concerns in Europe: Paris offices were warned and some staff told to work from home after reported threats — an operational and reputational headwind that can briefly unsettle investors. Goldman and Citi tell Paris staff to work from home after thwarted BofA attack

Wall Street Analyst Weigh In

GS has been the subject of a number of recent research reports. Jefferies Financial Group lifted their price target on shares of The Goldman Sachs Group from $898.00 to $1,087.00 and gave the company a “buy” rating in a research report on Tuesday, January 6th. Keefe, Bruyette & Woods upped their price objective on shares of The Goldman Sachs Group from $971.00 to $1,000.00 and gave the stock a “market perform” rating in a report on Friday, January 16th. Daiwa Securities Group raised their target price on shares of The Goldman Sachs Group from $927.00 to $940.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. Evercore reiterated an “outperform” rating on shares of The Goldman Sachs Group in a report on Friday, January 16th. Finally, 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 report on Thursday, January 15th. Eight research analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $929.52.

The Goldman Sachs Group Stock Performance

Shares of The Goldman Sachs Group stock opened at $863.92 on Monday. The Goldman Sachs Group, Inc. has a 1 year low of $439.38 and a 1 year high of $984.70. The firm’s 50-day moving average is $874.90 and its 200 day moving average is $851.45. The stock has a market cap of $254.85 billion, a price-to-earnings ratio of 16.84, a PEG ratio of 1.13 and a beta of 1.32. The company has a debt-to-equity ratio of 2.60, a current ratio of 0.66 and a quick ratio of 0.66.

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 for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The business had revenue of $15.71 billion during the quarter, compared to analyst estimates of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.72%. The Goldman Sachs Group’s revenue was down 3.0% compared to the same quarter last year. During the same period last year, the business earned $11.95 EPS. Sell-side 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 company also recently declared a quarterly dividend, which was paid on Monday, March 30th. Investors of record on Monday, March 2nd were given a dividend of $4.50 per share. This represents a $18.00 annualized dividend and a dividend yield of 2.1%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date of this dividend was Monday, March 2nd. The Goldman Sachs Group’s payout ratio is 35.09%.

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.