Stenger Family Office LLC Grows Stock Position in The Goldman Sachs Group, Inc. $GS

Stenger Family Office LLC increased its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 49.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,766 shares of the investment management company’s stock after buying an additional 582 shares during the period. Stenger Family Office LLC’s holdings in The Goldman Sachs Group were worth $1,395,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Resonant Capital Advisors LLC grew its position in The Goldman Sachs Group by 4.2% during the third quarter. Resonant Capital Advisors LLC now owns 1,218 shares of the investment management company’s stock worth $970,000 after buying an additional 49 shares in the last quarter. Maryland State Retirement & Pension System lifted its holdings in shares of The Goldman Sachs Group by 1.3% during the 3rd quarter. Maryland State Retirement & Pension System now owns 14,993 shares of the investment management company’s stock worth $11,940,000 after acquiring an additional 194 shares during the last quarter. Sequoia Financial Advisors LLC increased its position in shares of The Goldman Sachs Group by 8.1% during the 3rd quarter. Sequoia Financial Advisors LLC now owns 145,647 shares of the investment management company’s stock valued at $115,986,000 after purchasing an additional 10,957 shares during the last quarter. Hartline Investment Corp boosted its stake in shares of The Goldman Sachs Group by 153.3% in the 3rd quarter. Hartline Investment Corp now owns 1,421 shares of the investment management company’s stock valued at $1,132,000 after purchasing an additional 860 shares in the last quarter. Finally, Occidental Asset Management LLC purchased a new stake in The Goldman Sachs Group during the third quarter valued at about $241,000. 71.21% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting The Goldman Sachs Group

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

• Positive Sentiment: Q4 EPS beat and record equities trading — Goldman reported Q4 EPS well above estimates and set a Wall Street record for equities‑trading revenue, driving upside to profits and supporting higher dividend/buyback capacity. MarketBeat: Goldman Sachs Soars on Q4 Post
• Positive Sentiment: Dividend increase and capital returns — Goldman raised its quarterly dividend to $4.50 (12.5% increase) and signaled buybacks, a clear shareholder‑friendly move that supports valuation and income investors. TipRanks: Dividend Raise
• Positive Sentiment: Strong investment‑banking backlog and 2026 outlook — Management flagged a heavier M&A/investment‑banking pipeline and expects IB revenue to grow, which could sustain earnings momentum if activity persists. MarketBeat: Investment Banking Outlook
• Neutral Sentiment: Exploring new revenue streams — Management said it is watching/tokenization, stablecoins (CLARITY Act) and is exploring prediction markets — long‑term optionality but not immediate revenue. Cointelegraph: CLARITY Act comments
• Neutral Sentiment: Alternatives activity — Goldman Sachs Alternatives participated in a continuation vehicle backing Ecowaste, showing continued private markets deal flow but limited near‑term impact on GS equity. Benzinga: Kinderhook/Ecowaste
• Negative Sentiment: Revenue miss and Apple Card accounting noise — Reported revenue was mixed/variance across sources; the Apple Card transition produced a large accounting impact that reduced revenue but boosted one‑time profit — creates comparability questions for investors. Reuters: Profit Rises; Apple Card note
• Negative Sentiment: Cash‑flow and Platform Solutions concerns — Third‑party reporting highlighted a sharp drop in operating cash flow and ongoing Platform Solutions exit costs/markdowns tied to the consumer portfolio, which could pressure near‑term fundamentals. QuiverQuant: Cash flow item
• Negative Sentiment: Analyst target shifts and valuation debate — Several firms raised price targets (Wells Fargo, KBW) but others trimmed or maintain more conservative views; commentary that the stock is “running hot” and a wide target range increases short‑term volatility risk. MarketScreener: Wells Fargo PT Street Insider: KBW PT

Wall Street Analyst Weigh In

GS has been the subject of a number of analyst reports. Bank of America increased their price objective on The Goldman Sachs Group from $1,050.00 to $1,100.00 and gave the company a “buy” rating in a research note on Friday. BMO Capital Markets increased their price objective on The Goldman Sachs Group from $785.00 to $980.00 and gave the stock a “market perform” rating in a report on Tuesday, January 6th. HSBC set a $604.00 price target on shares of The Goldman Sachs Group in a research report on Wednesday, January 7th. Morgan Stanley lowered their target price on The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 15th. Finally, Citigroup boosted their price objective on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the stock a “neutral” rating in a research note on Thursday, October 16th. Eight analysts have rated the stock with a Buy rating, seventeen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $891.57.

The Goldman Sachs Group Stock Down 1.5%

GS stock opened at $961.54 on Friday. The company has a market cap of $288.39 billion, a price-to-earnings ratio of 18.75, a P/E/G ratio of 1.02 and a beta of 1.33. The company has a debt-to-equity ratio of 2.29, a quick ratio of 0.65 and a current ratio of 1.13. The business’s 50-day moving average is $868.57 and its two-hundred day moving average is $793.05. The Goldman Sachs Group, Inc. has a fifty-two week low of $439.38 and a fifty-two week high of $984.70.

The Goldman Sachs Group (NYSE:GS) last announced its earnings results on Thursday, January 15th. The investment management company reported $14.01 EPS for the quarter, topping analysts’ consensus estimates of $11.52 by $2.49. The company had revenue of $13.45 billion for the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The Goldman Sachs Group’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same period last year, the firm earned $11.95 EPS. As a group, analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be paid a $4.50 dividend. 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 is presently 35.09%.

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.