The Goldman Sachs Group, Inc. (NYSE:GS) Given Consensus Rating of “Hold” by Brokerages

The Goldman Sachs Group, Inc. (NYSE:GS) has been given a consensus recommendation of “Hold” by the twenty-four research firms that are covering the stock, Marketbeat Ratings reports. Fifteen equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the company. The average 1-year price target among analysts that have issued a report on the stock in the last year is $916.8571.

A number of brokerages recently issued reports on GS. Weiss Ratings reissued a “hold (c+)” rating on shares of The Goldman Sachs Group in a research note on Monday, December 22nd. Royal Bank Of Canada boosted their target price on shares of The Goldman Sachs Group from $900.00 to $1,030.00 and gave the company a “sector perform” rating in a research note on Tuesday, January 20th. Zacks Research raised shares of The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 19th. Citigroup lifted their price objective on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the company a “neutral” rating in a report on Thursday, October 16th. Finally, Jefferies Financial Group upped their target price on shares of The Goldman Sachs Group from $898.00 to $1,087.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th.

Insider Activity

In related news, insider Kathryn H. Ruemmler sold 9,589 shares of The Goldman Sachs Group stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $927.51, for a total transaction of $8,893,893.39. Following the transaction, the insider directly owned 18,533 shares of the company’s stock, valued at $17,189,542.83. This trade represents a 34.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO David M. Solomon sold 272 shares of The Goldman Sachs Group stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $938.92, for a total value of $255,386.24. Following the completion of the transaction, the chief executive officer owned 125,527 shares in the company, valued at $117,859,810.84. This represents a 0.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 87,513 shares of company stock valued at $83,718,401. Company insiders own 0.55% of the company’s stock.

Hedge Funds Weigh In On The Goldman Sachs Group

A number of large investors have recently added to or reduced their stakes in the company. Dagco Inc. purchased a new position in shares of The Goldman Sachs Group in the 4th quarter worth approximately $25,000. Harbor Capital Advisors Inc. acquired a new stake in The Goldman Sachs Group in the third quarter valued at approximately $26,000. Manning & Napier Advisors LLC grew its holdings in The Goldman Sachs Group by 287.5% in the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock worth $27,000 after purchasing an additional 23 shares during the last quarter. First PREMIER Bank purchased a new position in The Goldman Sachs Group in the third quarter worth $28,000. Finally, Corundum Trust Company INC acquired a new position in shares of The Goldman Sachs Group during the third quarter worth $29,000. 71.21% of the stock is currently owned by institutional investors.

Trending Headlines about The Goldman Sachs Group

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

GS stock opened at $929.47 on Monday. The stock has a market cap of $278.77 billion, a PE ratio of 18.12, a P/E/G ratio of 1.14 and a beta of 1.34. The Goldman Sachs Group has a 12 month low of $439.38 and a 12 month high of $984.70. The company has a 50-day moving average price of $909.26 and a 200 day moving average price of $817.45. 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 Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $14.30 billion. During the same quarter last year, the firm earned $11.95 earnings per share. The firm’s quarterly revenue was down 3.0% compared to the same quarter last year. Equities research analysts anticipate that The Goldman Sachs Group will post 47.12 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This represents a $18.00 annualized dividend and a yield of 1.9%. The ex-dividend date is Monday, March 2nd. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s dividend payout ratio (DPR) is 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.