Janney Capital Management LLC lessened its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 20.7% during the third quarter, HoldingsChannel reports. The firm owned 19,476 shares of the investment management company’s stock after selling 5,081 shares during the period. Janney Capital Management LLC’s holdings in The Goldman Sachs Group were worth $15,510,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Farmers & Merchants Trust Co of Chambersburg PA grew its position in The Goldman Sachs Group by 1.9% in the third quarter. Farmers & Merchants Trust Co of Chambersburg PA now owns 3,815 shares of the investment management company’s stock valued at $3,038,000 after acquiring an additional 72 shares in the last quarter. Tokio Marine Asset Management Co. Ltd. lifted its holdings in The Goldman Sachs Group by 3.2% in the 3rd quarter. Tokio Marine Asset Management Co. Ltd. now owns 10,262 shares of the investment management company’s stock worth $8,172,000 after buying an additional 318 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of The Goldman Sachs Group by 0.6% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,006,345 shares of the investment management company’s stock worth $801,403,000 after acquiring an additional 5,718 shares during the last quarter. First Horizon Corp purchased a new position in The Goldman Sachs Group in the third quarter valued at about $1,057,000. Finally, MGO One Seven LLC raised its position in shares of The Goldman Sachs Group by 1.7% in the 3rd quarter. MGO One Seven LLC now owns 11,340 shares of the investment management company’s stock valued at $9,031,000 after purchasing an additional 194 shares in the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.
Trending Headlines about The Goldman Sachs Group
Here are the key news stories impacting The Goldman Sachs Group this week:
- Positive Sentiment: Goldman warns market valuations are “historically high” but says a bear market is unlikely in 2026 and forecasts roughly 11% stock returns — a constructive macro view that supports risk assets and investor confidence in Goldman’s advisory/trading franchise. Goldman Sachs Warns Valuations Are ‘Historically High,’ But Bear Market Is Unlikely In 2026
- Positive Sentiment: Goldman participated as an anchor investor in India’s Amagi Media IPO book (₹805 crore), signaling continued underwriting and advisory deal flow in emerging markets — potential near-term fee revenue support. Amagi Media IPO anchor book draws Rs 805 crore from Goldman Sachs, Societe Generale and others
- Positive Sentiment: Analysts and commentary ahead of Q4 show Goldman entering earnings season with solid fundamentals — this supports expectations for outperformance versus peers on trading and advisory revenue. Goldman Sachs Heads Into Q4 2025 Earnings Results With Stronger Than Ever Fundamentals
- Positive Sentiment: High-profile investors (e.g., Jim Cramer) flag Goldman as a major position — a sentiment boost that can attract flows into financial-sector ETFs and funds holding GS. Jim Cramer Says Goldman Sachs (GS) is a Major Position In His Trust
- Neutral Sentiment: Goldman’s chief economist says Fed decisions will remain data-driven despite scrutiny of the Fed chair — reduces tail-risk of policy disruption but doesn’t change rate outlook materially. Goldman Sachs chief economist says Fed decisions will not be swayed by Powell criminal probe threat
- Neutral Sentiment: Goldman revised its Fed timing, pushing expected rate cuts later into 2026 — this alters macro timing but could be either positive or negative for net interest margins depending on duration of higher rates. Goldman Sachs Pushes Fed Rate Cuts Into 2026 as Inflation Eases
- Neutral Sentiment: Goldman’s commodity team and other outlets expect lower crude prices in 2026 on oversupply — weaker oil can reduce volatility-driven trading profits but may also lower credit stress in energy loan books. Goldman forecasts lower crude prices in 2026 on continued oversupply
- Neutral Sentiment: Goldman’s strategic exit from the Apple Card partnership to refocus on institutional banking is being reinterpreted by investors — could improve capital allocation but removes a consumer-originated revenue stream. Goldman’s Exit From Apple Card to Refocus on Institutional Banking Might Change The Case For Investing In Goldman Sachs Group (GS)
- Negative Sentiment: U.S. banks warned that President Trump’s proposed 10% cap on credit-card interest rates would force lenders to tighten credit or exit markets, a regulatory risk that could compress lending economics and affect fee/interest income across the sector. Banks warn consumers will be hurt by Trump’s 10% cap on credit card interest rates
The Goldman Sachs Group Stock Performance
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its earnings results on Tuesday, October 14th. The investment management company reported $12.25 EPS for the quarter, topping the consensus estimate of $10.27 by $1.98. The Goldman Sachs Group had a net margin of 13.18% and a return on equity of 15.29%. The firm had revenue of $15.18 billion during the quarter, compared to analysts’ expectations of $13.68 billion. During the same quarter in the prior year, the firm earned $8.40 EPS. The Goldman Sachs Group’s quarterly revenue was up 19.5% on a year-over-year basis. As a group, equities analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.
Analysts Set New Price Targets
A number of analysts have recently weighed in on the stock. Royal Bank Of Canada raised their price target on shares of The Goldman Sachs Group from $843.00 to $900.00 and gave the stock a “sector perform” rating in a research report on Friday, December 12th. JPMorgan Chase & Co. raised their price objective on shares of The Goldman Sachs Group from $750.00 to $775.00 and gave the stock a “neutral” rating in a report on Thursday, January 8th. Wells Fargo & Company upped their target price on shares of The Goldman Sachs Group from $855.00 to $970.00 and gave the company an “overweight” rating in a research note on Monday, January 5th. Jefferies Financial Group lifted their price target on 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. Finally, Weiss Ratings restated a “hold (c+)” rating on shares of The Goldman Sachs Group in a research note on Monday, December 22nd. Five investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $849.61.
Check Out Our Latest Research Report on GS
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.
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