The Goldman Sachs Group, Inc. $GS Shares Bought by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. boosted its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 141.2% in the fourth quarter, HoldingsChannel.com reports. The firm owned 39,574 shares of the investment management company’s stock after purchasing an additional 23,167 shares during the quarter. Rakuten Investment Management Inc.’s holdings in The Goldman Sachs Group were worth $35,307,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of GS. Brighton Jones LLC boosted its stake in The Goldman Sachs Group by 17.1% during the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock valued at $1,989,000 after buying an additional 508 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in The Goldman Sachs Group by 7.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company’s stock worth $508,000 after buying an additional 58 shares in the last quarter. Sivia Capital Partners LLC grew its position in The Goldman Sachs Group by 90.1% in the second quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company’s stock worth $1,098,000 after buying an additional 735 shares during the last quarter. Schnieders Capital Management LLC. grew its position in The Goldman Sachs Group by 9.3% in the second quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock worth $581,000 after buying an additional 70 shares during the last quarter. Finally, Main Street Financial Solutions LLC boosted its stake in shares of The Goldman Sachs Group by 22.2% during the 2nd quarter. Main Street Financial Solutions LLC now owns 2,150 shares of the investment management company’s stock worth $1,522,000 after acquiring an additional 391 shares in the last quarter. 71.21% of the stock is currently owned by institutional investors and hedge funds.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman Sachs helped arrange notable transactions such as Alphabet’s prepaid energy bond deal and SpaceX’s IPO, underscoring strength in investment banking and potential fee generation.
• Positive Sentiment: Analysts and market commentary continue to point to Goldman’s strong stock performance and the possibility of further upside as financial stocks benefit from improving sentiment around oil prices and economic conditions.
• Neutral Sentiment: Goldman Sachs also issued updated oil price forecasts, cutting its Brent outlook after signs of easing geopolitical risk; this reflects macro views rather than a direct change in Goldman’s own fundamentals.
• Neutral Sentiment: The firm named Alibaba, JD.com and other Chinese internet stocks as top picks for the second half of 2026, which may influence investor perception of Goldman’s research franchise but has limited direct impact on GS shares.
• Negative Sentiment: Lower oil-price assumptions and a potential peace deal in the Middle East could weigh on energy-related trading and market volatility, though the effect on Goldman Sachs is likely indirect.

Insider Transactions at The Goldman Sachs Group

In other news, insider Alex S. Golten sold 1,116 shares of The Goldman Sachs Group stock in a transaction dated Thursday, April 23rd. The shares were sold at an average price of $936.18, for a total transaction of $1,044,776.88. Following the sale, the insider directly owned 2,578 shares in the company, valued at approximately $2,413,472.04. The trade was a 30.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Sheara J. Fredman sold 10,301 shares of The Goldman Sachs Group stock in a transaction that occurred on 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 sale, the chief accounting officer directly owned 6,338 shares in the company, valued at $5,889,079.46. The trade was a 61.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 33,681 shares of company stock worth $31,737,875 over the last 90 days. Insiders own 0.55% of the company’s stock.

Analyst Upgrades and Downgrades

GS has been the topic of several analyst reports. Wells Fargo & Company dropped their target price on shares of The Goldman Sachs Group from $1,050.00 to $1,000.00 and set an “overweight” rating on the stock in a research report on Monday, April 13th. HSBC increased their target price on shares of The Goldman Sachs Group from $729.00 to $765.00 in a research report on Monday, May 4th. Rothschild & Co Redburn increased their price objective on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a “neutral” rating in a report on Friday, April 17th. Weiss Ratings downgraded The Goldman Sachs Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, May 8th. Finally, Dbs Bank increased their price objective on The Goldman Sachs Group from $890.00 to $1,050.00 in a report on Thursday, May 7th. Nine equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company’s stock. According to MarketBeat.com, The Goldman Sachs Group currently has a consensus rating of “Hold” and a consensus price target of $941.82.

The Goldman Sachs Group Trading Up 1.4%

Shares of GS stock opened at $1,077.31 on Tuesday. The firm has a market capitalization of $317.82 billion, a P/E ratio of 19.69, a price-to-earnings-growth ratio of 1.38 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 1 year low of $618.00 and a 1 year high of $1,098.36. The firm’s fifty day simple moving average is $961.56 and its 200 day simple moving average is $912.63. 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 Goldman Sachs Group (NYSE:GS) last issued its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, beating analysts’ consensus estimates of $15.92 by $1.63. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.53%. The firm had revenue of $17.23 billion during the quarter, compared to the consensus estimate of $16.66 billion. During the same period in the prior year, the firm earned $14.12 EPS. The business’s revenue was up 14.4% on a year-over-year basis. As a group, sell-side analysts predict that The Goldman Sachs Group, Inc. will post 59.08 EPS for the current year.

The Goldman Sachs Group Dividend Announcement

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