SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Takes $3.08 Million Position in The Goldman Sachs Group, Inc. $GS

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co purchased a new stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS) in the third quarter, according to its most recent disclosure with the SEC. The firm purchased 3,890 shares of the investment management company’s stock, valued at approximately $3,083,000. The Goldman Sachs Group makes up 2.2% of SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co’s investment portfolio, making the stock its 15th largest position.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Gilliland Jeter Wealth Management LLC boosted its stake in shares of The Goldman Sachs Group by 3.5% during the 3rd quarter. Gilliland Jeter Wealth Management LLC now owns 388 shares of the investment management company’s stock valued at $309,000 after buying an additional 13 shares during the last quarter. EWA LLC boosted its holdings in The Goldman Sachs Group by 2.2% in the third quarter. EWA LLC now owns 612 shares of the investment management company’s stock worth $488,000 after purchasing an additional 13 shares during the period. Carrera Capital Advisors increased its stake in The Goldman Sachs Group by 3.5% during the third quarter. Carrera Capital Advisors now owns 385 shares of the investment management company’s stock valued at $306,000 after purchasing an additional 13 shares during the last quarter. KPP Advisory Services LLC grew its position in shares of The Goldman Sachs Group by 2.1% during the 2nd quarter. KPP Advisory Services LLC now owns 668 shares of the investment management company’s stock valued at $473,000 after buying an additional 14 shares during the last quarter. Finally, Avion Wealth grew its holdings in shares of The Goldman Sachs Group by 31.1% during the second quarter. Avion Wealth now owns 59 shares of the investment management company’s stock valued at $41,000 after purchasing an additional 14 shares during the last quarter. Hedge funds and other institutional investors own 71.21% of the company’s stock.

Insider Buying and Selling

In related news, CAO Sheara J. Fredman sold 4,863 shares of the 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 transaction, the chief accounting officer owned 10,301 shares in the company, valued at $9,515,548.75. This trade represents a 32.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director David A. Viniar sold 45,000 shares of The Goldman Sachs Group stock in a transaction dated 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 directly owned 555,000 shares in the company, valued at $535,758,150. This represents a 7.50% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 87,513 shares of company stock valued at $83,718,401 in the last three months. Insiders own 0.55% of the company’s stock.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman is building autonomous AI agents with Anthropic to automate accounting, compliance and high‑volume operational finance tasks — expected to speed processes and boost efficiency, supporting future margin expansion. Goldman Sachs is tapping Anthropic’s AI model to automate accounting, compliance roles
• Positive Sentiment: Multiple outlets (including Reuters/CNBC coverage) confirm Anthropic engineers have worked inside Goldman to build these systems, increasing confidence the initiative is beyond pilot stage — a signal investors treat as credible operational leverage. Goldman Sachs teams up with Anthropic to automate banking tasks with AI agents, CNBC reports
• Positive Sentiment: Goldman’s venture/investment activity continues: it was among investors in TRM Labs’ recent $70M round that pushed the firm to unicorn status — indicating GS is expanding fintech/crypto analytics exposure that could generate fees and strategic data advantages. TRM Labs Reaches $1 Billion Valuation With $70 Million Series C Funding Round
• Neutral Sentiment: Goldman’s research desk continues to influence market flows (recent analyst moves: Vistra upgrade, reiteration of Nvidia buy), which supports its franchise reputation but has mixed direct impact on GS’s revenues. Stock Market Live February 6, 2026: S&P (SPY) Rebounding on Tech Bounce
• Neutral Sentiment: Goldman (with peers) publicly defended LSEG against AI disruption fears, underscoring its role advising/analyst teams in market stabilization — reputationally positive but indirect for near‑term earnings. LSEG Shares Surge 7.4% After JPMorgan and Goldman Sachs Defend Stock
• Neutral Sentiment: Broader industry context: big U.S. banks, including Goldman, raised lobbying spend — this shows heightened regulatory engagement but is an industry‑level dynamic rather than a company‑specific catalyst. Big US banks boost Washington lobbying muscle as policy fights heat up
• Negative Sentiment: Deployment risks: agentic AI raises execution, model‑risk and regulatory/compliance scrutiny (and could cap future headcount growth). If automation causes errors or regulatory pushback, short‑term costs or oversight could dent investor enthusiasm. Goldman Sachs Lets AI Agents Do Accounting and Compliance Work

The Goldman Sachs Group Price Performance

NYSE:GS opened at $929.47 on Monday. 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 business’s 50-day moving average price is $909.26 and its 200 day moving average price is $817.45. The Goldman Sachs Group, Inc. has a 52-week low of $439.38 and a 52-week high of $984.70. The firm has a market cap of $278.77 billion, a P/E ratio of 18.12, a PEG ratio of 1.14 and a beta of 1.34.

The Goldman Sachs Group (NYSE:GS) last posted 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 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 15.19%. The business’s revenue for the quarter was down 3.0% on a year-over-year basis. During the same quarter last year, the firm posted $11.95 EPS. As a group, sell-side analysts predict 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 firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be given a $4.50 dividend. This represents a $18.00 annualized dividend and a yield of 1.9%. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date is Monday, March 2nd. The Goldman Sachs Group’s dividend payout ratio (DPR) is presently 35.09%.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Keefe, Bruyette & Woods increased 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. Argus lifted their target price on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Bank of America boosted their price target on The Goldman Sachs Group from $1,050.00 to $1,100.00 and gave the stock a “buy” rating in a research report on Friday, January 16th. BMO Capital Markets increased their price target on The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 20th. Finally, Evercore reissued an “outperform” rating on shares of The Goldman Sachs Group in a report on Friday, January 16th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $916.86.

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.