Motley Fool Asset Management LLC Increases Stock Position in The Goldman Sachs Group, Inc. $GS

Motley Fool Asset Management LLC increased its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 36.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 29,234 shares of the investment management company’s stock after buying an additional 7,811 shares during the quarter. The Goldman Sachs Group makes up 1.0% of Motley Fool Asset Management LLC’s portfolio, making the stock its 19th largest holding. Motley Fool Asset Management LLC’s holdings in The Goldman Sachs Group were worth $25,697,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in GS. Norges Bank purchased a new stake in The Goldman Sachs Group during the fourth quarter worth $2,515,830,000. Wellington Management Group LLP boosted its holdings in The Goldman Sachs Group by 110.8% during the third quarter. Wellington Management Group LLP now owns 1,780,620 shares of the investment management company’s stock worth $1,417,997,000 after buying an additional 936,015 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its holdings in The Goldman Sachs Group by 428.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 556,254 shares of the investment management company’s stock worth $488,947,000 after buying an additional 450,984 shares in the last quarter. Vanguard Group Inc. boosted its holdings in The Goldman Sachs Group by 1.5% during the fourth 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 in the last quarter. Finally, Jennison Associates LLC lifted its holdings in The Goldman Sachs Group by 40.8% during the fourth quarter. Jennison Associates LLC now owns 1,353,007 shares of the investment management company’s stock valued at $1,189,293,000 after purchasing an additional 392,319 shares in the last quarter. 71.21% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at The Goldman Sachs Group

In other news, CAO Sheara J. Fredman sold 10,301 shares of the firm’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $929.17, for a total value of $9,571,380.17. Following the transaction, the chief accounting officer directly owned 6,338 shares of the company’s stock, valued at approximately $5,889,079.46. This trade represents a 61.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Denis P. Coleman sold 6,857 shares of the firm’s stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $973.55, for a total transaction of $6,675,632.35. Following the completion of the transaction, the chief financial officer directly owned 31,070 shares in the company, valued at approximately $30,248,198.50. This represents a 18.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 33,681 shares of company stock valued at $31,737,875. Corporate insiders own 0.55% of the company’s stock.

Wall Street Analysts Forecast Growth

GS has been the topic of several recent analyst reports. Morgan Stanley decreased their price objective on shares of The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an “equal weight” rating on the stock in a report on Tuesday, March 31st. Jefferies Financial Group decreased their price objective on shares of The Goldman Sachs Group from $1,125.00 to $1,049.00 and set a “buy” rating on the stock in a report on Monday, April 6th. CICC Research increased their price objective on shares of The Goldman Sachs Group from $825.00 to $980.00 and gave the company an “outperform” rating in a report on Tuesday, May 19th. UBS Group increased their price objective on shares of The Goldman Sachs Group from $930.00 to $940.00 in a report on Wednesday, May 6th. Finally, Zacks Research downgraded shares of The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a report on Monday, March 16th. Nine analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $943.95.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman Sachs’ analysts are still finding opportunities in select names, including upgrades and buy ideas that suggest the firm’s research platform remains influential with investors. Goldman Sachs Says Buy the Dip in These 2 Newly Public ‘Strong Buy’ Stocks
• Positive Sentiment: Goldman Sachs continues to participate in major investor conferences and stock coverage activity, reinforcing its role in capital markets and research. Spandana Sphoorty to Join Goldman Sachs Asia Financials Investor Meet
• Neutral Sentiment: The Federal Reserve said it will release 2026 bank stress test results on June 24; Goldman Sachs is among the large banks being evaluated, but the new results will not affect capital requirements until 2027. Federal Reserve to Release 2026 Bank Stress Test Results on June 24 for 32 Major Lenders
• Neutral Sentiment: Goldman Sachs took a more cautious stance on rates, saying it now expects no Fed cuts in 2026 and pushing its first cut forecast to 2027 after strong U.S. jobs data. That view can support higher-for-longer rates, but it also signals a slower path to policy easing. Goldman Sachs Changes Fed Rate Calls, Now Sees No Cuts in 2026
• Negative Sentiment: Market commentary highlighted Goldman Sachs warning that AI-related market exuberance and speculation are rising, which may pressure sentiment across risk assets and the broader financial sector. Goldman Sachs Issues Blunt Warning on AI-Driven Market Conditions
• Negative Sentiment: News that Goldman Sachs expects the Fed to keep rates unchanged through 2026 and delay cuts until 2027 may reduce hopes for a near-term boost to deal-making and financing activity. Goldman Sachs pushes Fed rate-cut call to 2027 on strong US jobs data

The Goldman Sachs Group Stock Performance

NYSE:GS opened at $1,031.13 on Wednesday. The company’s 50-day moving average price is $945.60 and its 200-day moving average price is $905.35. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 2.89. The company has a market cap of $304.19 billion, a P/E ratio of 18.84, a P/E/G ratio of 1.35 and a beta of 1.30. The Goldman Sachs Group, Inc. has a twelve month low of $609.31 and a twelve month high of $1,098.36.

The Goldman Sachs Group (NYSE:GS) last posted its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, topping the consensus estimate of $15.92 by $1.63. The firm had revenue of $17.23 billion for the quarter, compared to the consensus estimate of $16.66 billion. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.53%. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. During the same period last year, the firm posted $14.12 earnings per share. On average, sell-side analysts forecast that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current fiscal year.

The Goldman Sachs Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 1st will be paid a $4.50 dividend. This represents a $18.00 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Monday, June 1st. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 32.89%.

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.