Fjarde AP Fonden Fourth Swedish National Pension Fund Purchases 800 Shares of The Goldman Sachs Group, Inc. $GS

Fjarde AP Fonden Fourth Swedish National Pension Fund raised its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 1.6% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 49,925 shares of the investment management company’s stock after purchasing an additional 800 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in The Goldman Sachs Group were worth $39,758,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in GS. Kingstone Capital Partners Texas LLC raised its position in The Goldman Sachs Group by 617,504.5% in the second quarter. Kingstone Capital Partners Texas LLC now owns 29,058,291 shares of the investment management company’s stock worth $20,566,005,000 after acquiring an additional 29,053,586 shares during the period. Fisher Asset Management LLC raised its holdings in The Goldman Sachs Group by 3.6% in the 2nd quarter. Fisher Asset Management LLC now owns 6,539,746 shares of the investment management company’s stock worth $4,628,507,000 after purchasing an additional 227,604 shares during the period. Bank of New York Mellon Corp raised its holdings in The Goldman Sachs Group by 4.9% in the 2nd quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock worth $2,392,124,000 after purchasing an additional 157,473 shares during the period. Norges Bank bought a new stake in The Goldman Sachs Group during the second quarter valued at about $2,138,031,000. Finally, Ameriprise Financial Inc. grew its holdings in The Goldman Sachs Group by 18.2% during the second quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock valued at $1,345,924,000 after purchasing an additional 291,280 shares during the period. Institutional investors own 71.21% of the company’s stock.

Wall Street Analyst Weigh In

GS has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of The Goldman Sachs Group in a research report on Monday, December 22nd. Daiwa Capital Markets lifted their price target on shares of The Goldman Sachs Group from $823.00 to $927.00 and gave the company a “neutral” rating in a report on Tuesday, January 6th. Rothschild & Co Redburn increased their price objective 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. Evercore ISI lifted their target price on shares of The Goldman Sachs Group from $752.00 to $830.00 and gave the company an “outperform” rating in a research note on Tuesday, September 30th. Finally, Keefe, Bruyette & Woods upped their target price on shares of The Goldman Sachs Group from $870.00 to $971.00 and gave the stock a “market perform” rating in a report on Wednesday, December 17th. Six analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, The Goldman Sachs Group has an average rating of “Hold” and an average price target of $859.63.

More The Goldman Sachs Group News

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

• Positive Sentiment: Q4 EPS materially beat Street estimates ($14.01 actual vs. ~$11.50 consensus) and equities trading hit an all‑time record, supporting the beat and investor optimism. MarketBeat Earnings Summary
• Positive Sentiment: Management raised the dividend and highlighted strength in investment banking, trading and wealth/asset management — income items that justify a higher multiple. TipRanks: Dividend Raise
• Positive Sentiment: Several outlets note robust dealmaking and trading helped lift profit and sent shares higher after the print. Positive press flow is supporting momentum. Reuters: Profit Rises
• Neutral Sentiment: CEO David Solomon said the firm is exploring entry into prediction markets — an experimental business line that could diversify revenue but is early stage. CNBC: Prediction Markets
• Neutral Sentiment: Management signaled a continued shift away from consumer balance‑sheet businesses tied to the Apple Card partnership, leaning more into digital engagement, AI and Platform Solutions strategy — strategic repositioning with multi‑quarter effects. PYMNTS: Post‑Apple Card Strategy
• Neutral Sentiment: Goldman’s equity research continues to be active (new coverage/ratings on names like Oracle and Datadog), underscoring the firm’s influence but not directly moving GS stock. InsiderMonkey: Research Activity
• Negative Sentiment: Revenue figures were mixed — some reports show revenue slightly below certain consensus marks and Platform Solutions posted losses tied to Apple Card loans; these mix issues limit the quality of the beat. Zacks: Revenue/Mix Concerns
• Negative Sentiment: Third‑party data flagged a sharp drop in operating cash flow and elevated insider selling in recent months — items investors watch for liquidity and governance signals. QuiverQuant: Cash‑Flow & Insider Activity
• Negative Sentiment: Some analysts trimmed price targets after the print (Autonomous lowered its target), balancing the positive news with near‑term risks. MarketScreener: Autonomous Lowers Target

The Goldman Sachs Group Price Performance

Shares of NYSE:GS opened at $975.01 on Friday. The firm has a market cap of $292.43 billion, a price-to-earnings ratio of 19.81, a P/E/G ratio of 0.99 and a beta of 1.33. The firm has a fifty day moving average price of $865.06 and a 200 day moving average price of $790.69. The Goldman Sachs Group, Inc. has a fifty-two week low of $439.38 and a fifty-two week high of $981.26. The company has a debt-to-equity ratio of 2.53, a quick ratio of 0.65 and a current ratio of 0.65.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings results on Thursday, January 15th. The investment management company reported $14.01 EPS for the quarter, topping the consensus estimate of $11.52 by $2.49. The Goldman Sachs Group had a net margin of 13.18% and a return on equity of 15.29%. The business had revenue of $13.45 billion for the quarter, compared to analysts’ expectations of $14.30 billion. During the same quarter in the previous year, the company earned $11.95 EPS. The business’s quarterly revenue was down 3.0% compared to the same quarter last year. As a group, sell-side 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 declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be paid a dividend of $4.50 per share. The ex-dividend date of this dividend is Monday, March 2nd. This is a boost 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 1.8%. The Goldman Sachs Group’s dividend payout ratio is currently 32.50%.

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.