Banco Santander S.A. Sells 2,189 Shares of The Goldman Sachs Group, Inc. $GS

Banco Santander S.A. reduced its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 4.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 45,221 shares of the investment management company’s stock after selling 2,189 shares during the quarter. Banco Santander S.A.’s holdings in The Goldman Sachs Group were worth $36,012,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of GS. Brighton Jones LLC raised its holdings in The Goldman Sachs Group by 17.1% during the 4th quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock worth $1,989,000 after buying an additional 508 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of The Goldman Sachs Group by 7.0% in the fourth 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 during the period. Sivia Capital Partners LLC increased its position in shares of The Goldman Sachs Group by 90.1% during the second quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company’s stock worth $1,098,000 after acquiring an additional 735 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of The Goldman Sachs Group by 9.3% during the second quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock worth $581,000 after acquiring an additional 70 shares in the last quarter. Finally, AlphaQuest LLC raised its holdings in shares of The Goldman Sachs Group by 867.5% during the second quarter. AlphaQuest LLC now owns 387 shares of the investment management company’s stock worth $274,000 after acquiring an additional 347 shares during the period. Institutional investors own 71.21% of the company’s stock.

Insiders Place Their Bets

In related news, Treasurer Carey Halio sold 2,846 shares of The Goldman Sachs Group stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $927.17, for a total transaction of $2,638,725.82. Following the completion of the transaction, the treasurer owned 2,017 shares in the company, valued at approximately $1,870,101.89. This trade represents a 58.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP John F.W. Rogers sold 13,151 shares of the company’s stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $959.03, for a total value of $12,612,203.53. Following the completion of the sale, the executive vice president owned 39,007 shares in the company, valued at $37,408,883.21. This represents a 25.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 117,283 shares of company stock worth $112,016,033 in the last three months. Insiders own 0.55% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on GS. UBS Group reaffirmed a “neutral” rating and issued a $990.00 target price on shares of The Goldman Sachs Group in a research note on Wednesday, February 4th. JPMorgan Chase & Co. upped their price objective on The Goldman Sachs Group from $750.00 to $775.00 and gave the stock a “neutral” rating in a research report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c+)” rating on shares of The Goldman Sachs Group in a report on Monday, December 22nd. Evercore restated an “outperform” rating on shares of The Goldman Sachs Group in a research note on Friday, January 16th. Finally, Wells Fargo & Company raised their price target on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the stock an “overweight” rating in a research note on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and fourteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $916.86.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: Q4 results showed an EPS beat and stronger profitability that traders like (EPS outperformed estimates even as revenue dipped), supporting near‑term sentiment for GS. Goldman Sachs Group Inc. (GS) Releases Q4 2025 Earnings
• Positive Sentiment: Analyst coverage and price‑target momentum remain supportive (multiple buy/overweight ratings and high price targets cited by firms), helping underpin the rally. How Is Goldman Sachs’ Stock Performance Compared to Other Capital Markets Stocks?
• Positive Sentiment: Research/product flow: Goldman’s macro calls (including a bullish gold outlook) and prime‑brokerage notes (e.g., optimism on a software rebound) support trading and prime brokerage fee prospects, which investors view as revenue catalysts. Even Banks Now Bow To A Golden Master US software stocks to keep rebounding, says Goldman Sachs prime brokerage note
• Neutral Sentiment: Corporate and deal activity: Goldman arranging investor/analyst meetings (e.g., with Yes Bank, Gland Pharma) highlights its investment‑banking advisory role but is routine and not an immediate stock mover. Yes Bank Updates Markets on Outcome of Goldman Sachs Asia Financials Investor Meetings
• Neutral Sentiment: Management signaling on crypto: CEO David Solomon acknowledged owning a very small amount of Bitcoin — symbolic for GS’s evolving view on digital assets but unlikely to move fundamentals materially. Goldman Sachs CEO David Solomon Admits To Owning Bitcoin
• Negative Sentiment: Cash‑flow and insider activity raise caution: Q4 operating cash flow swung sharply negative and Quiver highlights heavy insider selling in recent months — items investors watch for liquidity and governance signals. Goldman Sachs Group Inc. (GS) Releases Q4 2025 Earnings

The Goldman Sachs Group Stock Up 0.8%

NYSE:GS opened at $928.87 on Friday. The Goldman Sachs Group, Inc. has a twelve month low of $439.38 and a twelve month high of $984.70. The firm has a market capitalization of $278.60 billion, a price-to-earnings ratio of 18.11, a price-to-earnings-growth ratio of 1.13 and a beta of 1.34. The company has a quick ratio of 0.65, a current ratio of 1.13 and a debt-to-equity ratio of 2.29. The stock’s 50 day moving average price is $924.95 and its two-hundred day moving average price is $835.31.

The Goldman Sachs Group (NYSE:GS) last released its earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $15.71 billion during the quarter, compared to analysts’ expectations of $14.30 billion. During the same period last year, the business earned $11.95 earnings per share. The firm’s revenue was down 3.0% on a year-over-year basis. Equities research analysts expect that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be issued a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Monday, March 2nd. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s payout ratio is currently 31.20%.

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.