AG Campbell Advisory LLC Takes Position in The Goldman Sachs Group, Inc. $GS

AG Campbell Advisory LLC purchased a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 9,405 shares of the investment management company’s stock, valued at approximately $8,267,000. The Goldman Sachs Group accounts for about 2.6% of AG Campbell Advisory LLC’s portfolio, making the stock its 5th largest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in shares of The Goldman Sachs Group by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company’s stock worth $25,503,685,000 after buying an additional 418,820 shares during the period. State Street Corp boosted its stake in The Goldman Sachs Group by 2.1% during the 4th quarter. State Street Corp now owns 19,564,783 shares of the investment management company’s stock worth $17,197,444,000 after acquiring an additional 394,198 shares during the last quarter. Fisher Asset Management LLC grew its holdings in The Goldman Sachs Group by 1.7% during the fourth quarter. Fisher Asset Management LLC now owns 6,771,556 shares of the investment management company’s stock valued at $5,952,199,000 after purchasing an additional 110,134 shares during the period. Geode Capital Management LLC grew its holdings in The Goldman Sachs Group by 0.7% during the fourth quarter. Geode Capital Management LLC now owns 6,726,721 shares of the investment management company’s stock valued at $5,896,795,000 after purchasing an additional 45,266 shares during the period. Finally, Bank of America Corp DE increased its stake in The Goldman Sachs Group by 3.4% in the fourth quarter. Bank of America Corp DE now owns 5,978,034 shares of the investment management company’s stock valued at $5,254,692,000 after purchasing an additional 194,109 shares in the last quarter. Institutional investors own 71.21% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Zacks Research cut shares of The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Daiwa Securities Group upped their price objective on shares of The Goldman Sachs Group from $891.00 to $930.00 and gave the company a “neutral” rating in a research report on Tuesday, May 5th. Bank of America dropped their price objective on The Goldman Sachs Group from $1,100.00 to $1,050.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. BMO Capital Markets lifted their target price on The Goldman Sachs Group from $905.00 to $972.00 and gave the stock a “market perform” rating in a report on Monday, April 20th. Finally, HSBC boosted their target price on The Goldman Sachs Group from $729.00 to $765.00 in a research note on Monday, May 4th. Nine research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $941.82.

The Goldman Sachs Group Stock Performance

GS opened at $1,099.46 on Friday. The Goldman Sachs Group, Inc. has a 52-week low of $630.01 and a 52-week high of $1,125.00. The firm has a market capitalization of $324.35 billion, a PE ratio of 20.09, a PEG ratio of 1.43 and a beta of 1.30. The company has a debt-to-equity ratio of 2.89, a quick ratio of 0.63 and a current ratio of 0.63. The business’s 50-day simple moving average is $979.32 and its 200 day simple moving average is $919.74.

The Goldman Sachs Group (NYSE:GS) last released its earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, beating the consensus estimate of $15.92 by $1.63. The business had revenue of $17.23 billion during the quarter, compared to analysts’ expectations of $16.66 billion. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.53%. The firm’s revenue was up 14.4% on a year-over-year basis. During the same period last year, the business earned $14.12 earnings per share. As a group, sell-side analysts expect that The Goldman Sachs Group, Inc. will post 59.6 earnings per share for the current fiscal year.

The Goldman Sachs Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 1st will be issued a dividend of $4.50 per share. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Monday, June 1st. The Goldman Sachs Group’s payout ratio is currently 32.89%.

Key The Goldman Sachs Group News

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

• Negative Sentiment: Goldman Sachs lowered its 2026 year-end gold target by $500 to $4,900, reflecting reduced expectations for Fed rate cuts and increasing risk of rate hikes. Gold Price Target Slashed by Goldman on Fed Rate Hike Risk
• Negative Sentiment: Multiple follow-up reports echoed Goldman’s more cautious gold outlook, reinforcing the view that tighter monetary policy could keep pressure on bullion prices. The Fed’s new hawkish reality just forced Goldman Sachs to slash its gold forecast by $500
• Neutral Sentiment: Goldman also said its gold view remains structurally constructive over the long term, but tactically cautious in the near term as policy uncertainty persists. Goldman Sachs cuts year-end gold target by $500, doubting rate cuts
• Neutral Sentiment: Separately, Goldman Sachs was mentioned in coverage on oil and shipping flows through Hormuz, but that commentary appears more macro-focused than directly material to GS shares. Hormuz Reopens, Yet Businesses Warn Oil Crisis Isn’t Over

Insider Transactions at The Goldman Sachs Group

In related news, insider Alex S. Golten sold 1,116 shares of the company’s stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $936.18, for a total value of $1,044,776.88. Following the transaction, the insider directly owned 2,578 shares in the company, valued at approximately $2,413,472.04. This represents a 30.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Denis P. Coleman sold 6,857 shares of The Goldman Sachs Group stock in a transaction that occurred on Thursday, May 14th. The shares were sold at an average price of $973.55, for a total transaction of $6,675,632.35. Following the completion of the sale, the chief financial officer owned 31,070 shares of the company’s stock, valued at approximately $30,248,198.50. The trade was a 18.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 33,681 shares of company stock worth $31,737,875. Insiders own 0.55% of the company’s stock.

The Goldman Sachs Group Company 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.