National Pension Service Increases Stake in The Goldman Sachs Group, Inc. $GS

National Pension Service lifted its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 3.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 665,794 shares of the investment management company’s stock after purchasing an additional 19,796 shares during the period. National Pension Service’s holdings in The Goldman Sachs Group were worth $530,205,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of GS. Harbor Capital Advisors Inc. purchased a new stake in shares of The Goldman Sachs Group during the third quarter valued at approximately $26,000. First PREMIER Bank acquired a new stake in shares of The Goldman Sachs Group in the 3rd quarter valued at about $28,000. Corundum Trust Company INC acquired a new stake in The Goldman Sachs Group during the third quarter valued at approximately $29,000. Clearstead Trust LLC bought a new position in The Goldman Sachs Group during the second quarter worth $31,000. Finally, Elevation Wealth Partners LLC lifted its position in shares of The Goldman Sachs Group by 100.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 40 shares of the investment management company’s stock worth $32,000 after buying an additional 20 shares during the last quarter. 71.21% of the stock is owned by institutional investors and hedge funds.

More The Goldman Sachs Group News

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

• Positive Sentiment: Goldman reported a strong Q4 and raised its quarterly dividend to $4.50, reinforcing income and capital‑return themes that support valuation and buy-side interest. Goldman Sachs Soars on Q4 Post, Strong Investment Banking Outlook
• Positive Sentiment: Bank of America highlighted upside to Goldman’s earnings into 2026, backing expectations for continued operating leverage from investment banking and trading — a supportive analyst view for the stock. Bank of America sees earnings upside at Goldman Sachs
• Positive Sentiment: Some sell‑side shops nudged price targets higher or maintained constructive views (Daiwa raised its PT to $940 while staying neutral), which can provide short‑term support. Daiwa adjusts price target on Goldman Sachs
• Neutral Sentiment: Goldman is reported to be among the banks advising or involved in possible IPO talks for crypto custodian Copper — this highlights fee opportunities but is early‑stage and uncertain. Crypto custodian Copper weighs IPO — Cointelegraph
• Neutral Sentiment: Regulatory filings show Goldman built a roughly 3% voting stake in QIAGEN via shares and derivatives — notable for portfolio activity but not material enough alone to move GS fundamentals. Qiagen Reports Goldman Sachs Builds 3.15% Voting Stake
• Negative Sentiment: Insider selling surfaced this week: CEO David Solomon and other senior officers disclosed sales (including larger trims by the treasurer). Even if routine, visible insider sales can pressure sentiment and prompt short‑term profit taking. David Solomon SEC Form 4
• Negative Sentiment: Aggregated coverage noted multiple high‑profile insider sales that some investors interpret as reduced insider conviction, which can blunt momentum despite strong fundamentals. TipRanks: Insider selling roundup

Insider Transactions at The Goldman Sachs Group

In other news, Director David A. Viniar sold 19,796 shares of the firm’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $964.27, for a total value of $19,088,688.92. Following the transaction, the director owned 103,390 shares of the company’s stock, valued at approximately $99,695,875.30. This trade represents a 16.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Sheara J. Fredman sold 4,863 shares of the stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $923.75, for a total transaction of $4,492,196.25. Following the completion of the transaction, the chief accounting officer owned 10,301 shares in the company, valued at $9,515,548.75. This represents a 32.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 87,513 shares of company stock valued at $83,718,401. 0.55% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. UBS Group raised their price target on The Goldman Sachs Group from $762.00 to $805.00 and gave the stock a “neutral” rating in a report on Tuesday, October 7th. Daiwa Capital Markets boosted their target price on The Goldman Sachs Group from $927.00 to $940.00 and gave the stock a “neutral” rating in a report on Thursday. Argus boosted their price target on shares of The Goldman Sachs Group from $863.00 to $1,066.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. Rothschild & Co Redburn upped their price target on The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Finally, Wells Fargo & Company upped their price objective on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $898.62.

The Goldman Sachs Group Trading Down 0.5%

Shares of The Goldman Sachs Group stock opened at $935.21 on Friday. The company’s fifty day simple moving average is $897.98 and its 200-day simple moving average is $808.41. 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 current ratio of 1.13, a quick ratio of 0.65 and a debt-to-equity ratio of 2.29. The company has a market cap of $280.50 billion, a price-to-earnings ratio of 18.23, a PEG ratio of 1.15 and a beta of 1.33.

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 the consensus estimate of $11.52 by $2.03. The company had revenue of $15.71 billion for the quarter, compared to analyst estimates of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The company’s revenue was down 3.0% compared to the same quarter last year. During the same period in the prior year, the company posted $11.95 EPS. As a group, sell-side analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current 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 given a dividend of $4.50 per share. The ex-dividend date is Monday, March 2nd. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. The Goldman Sachs Group’s dividend payout ratio is presently 35.09%.

The Goldman Sachs Group Profile

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.