Capital Advisors Wealth Management LLC boosted its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 328.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,304 shares of the investment management company’s stock after buying an additional 1,000 shares during the period. Capital Advisors Wealth Management LLC’s holdings in The Goldman Sachs Group were worth $1,147,000 at the end of the most recent reporting period.
A number of other large investors have also added to or reduced their stakes in GS. Wellington Management Group LLP grew its stake in shares of The Goldman Sachs Group by 110.8% in the third quarter. Wellington Management Group LLP now owns 1,780,620 shares of the investment management company’s stock worth $1,417,997,000 after acquiring an additional 936,015 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of The Goldman Sachs Group by 18.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock worth $1,345,924,000 after purchasing an additional 291,280 shares during the last quarter. Danske Bank A S purchased a new position in shares of The Goldman Sachs Group in the 3rd quarter worth about $178,941,000. Alliancebernstein L.P. boosted its stake in The Goldman Sachs Group by 14.4% in the 2nd quarter. Alliancebernstein L.P. now owns 1,710,516 shares of the investment management company’s stock worth $1,210,618,000 after purchasing an additional 215,230 shares in the last quarter. Finally, Holocene Advisors LP purchased a new stake in The Goldman Sachs Group during the 2nd quarter valued at about $152,166,000. Hedge funds and other institutional investors own 71.21% of the company’s stock.
Insider Buying and Selling
In related news, EVP John F.W. Rogers sold 13,151 shares of the business’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 transaction of $12,612,203.53. Following the completion of the sale, the executive vice president directly owned 39,007 shares in the company, valued at approximately $37,408,883.21. The trade was a 25.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Denis P. Coleman sold 11,623 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $941.57, for a total transaction of $10,943,868.11. Following the sale, the chief financial officer directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 117,283 shares of company stock valued at $112,016,033 in the last 90 days. 0.55% of the stock is owned by insiders.
Key The Goldman Sachs Group News
- 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
Analyst Upgrades and Downgrades
Several research analysts have issued reports on GS shares. BMO Capital Markets lifted their target price on shares of The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a report on Tuesday, January 20th. Zacks Research downgraded shares of The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. UBS Group restated a “neutral” rating and issued a $990.00 price objective on shares of The Goldman Sachs Group in a report on Wednesday, February 4th. Morgan Stanley lowered their price objective on The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an “equal weight” rating on the stock in a research report on Tuesday, March 31st. Finally, BNP Paribas Exane increased their target price on The Goldman Sachs Group from $775.00 to $970.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Eight analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $929.52.
Check Out Our Latest Report on GS
The Goldman Sachs Group Stock Performance
GS stock opened at $863.92 on Monday. 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, Inc. has a 1 year low of $439.38 and a 1 year high of $984.70. The company has a market cap of $254.85 billion, a P/E ratio of 16.84, a price-to-earnings-growth ratio of 1.13 and a beta of 1.32. The stock’s fifty day moving average price is $874.90 and its 200-day moving average price is $851.45.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The company had revenue of $15.71 billion during the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.72% and a net margin of 13.73%.The Goldman Sachs Group’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $11.95 earnings per share. On average, equities analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.
The Goldman Sachs Group Increases Dividend
The firm also recently disclosed a quarterly dividend, which was paid on Monday, March 30th. Stockholders of record on Monday, March 2nd were paid a $4.50 dividend. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date was Monday, March 2nd. This represents a $18.00 annualized dividend and a dividend yield of 2.1%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 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.
Further Reading
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