Rakuten Investment Management Inc. Takes $13.07 Million Position in The Goldman Sachs Group, Inc. $GS

Rakuten Investment Management Inc. bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 16,407 shares of the investment management company’s stock, valued at approximately $13,066,000.

Other institutional investors have also recently modified their holdings of the company. BankPlus Wealth Management LLC raised its holdings in shares of The Goldman Sachs Group by 11.4% during the third quarter. BankPlus Wealth Management LLC now owns 509 shares of the investment management company’s stock valued at $406,000 after purchasing an additional 52 shares during the last quarter. Chicago Partners Investment Group LLC grew its position in The Goldman Sachs Group by 5.7% in the 3rd quarter. Chicago Partners Investment Group LLC now owns 3,450 shares of the investment management company’s stock worth $2,733,000 after purchasing an additional 186 shares during the period. Mizuho Securities Co. Ltd. raised its stake in The Goldman Sachs Group by 650.0% during the 3rd quarter. Mizuho Securities Co. Ltd. now owns 150 shares of the investment management company’s stock valued at $119,000 after buying an additional 130 shares during the last quarter. Vest Financial LLC lifted its holdings in shares of The Goldman Sachs Group by 23.9% during the 3rd quarter. Vest Financial LLC now owns 5,374 shares of the investment management company’s stock valued at $4,280,000 after buying an additional 1,036 shares during the period. Finally, Joel Isaacson & Co. LLC boosted its stake in shares of The Goldman Sachs Group by 2.2% in the 3rd quarter. Joel Isaacson & Co. LLC now owns 9,741 shares of the investment management company’s stock worth $7,757,000 after buying an additional 208 shares during the last quarter. 71.21% of the stock is owned by hedge funds and other institutional investors.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman raised its end‑2026 gold price forecast to $5,400/oz, citing structural demand from central banks and private buyers — this bullish view can boost GS’s metals trading, research credibility and potential client flow. Read More.
• Positive Sentiment: Qatar Investment Authority and Goldman agreed a $25B investment collaboration — a large strategic client relationship that can generate long‑term fees and deal activity. Read More.
• Positive Sentiment: Goldman reportedly is exiting the Apple Card partnership and simultaneously raised its dividend by 50% — the dividend bump is shareholder‑friendly and the Apple Card exit signals a re‑focus of consumer credit exposure. Read More.
• Positive Sentiment: Leadership moves: Ben Frost promoted as chairman of investment banking and internal promotions in the consumer/retail bank — management changes emphasize deal execution focus after a strong IB performance last year. Read More.
• Positive Sentiment: Analyst upgrades/ratings: Zacks upgraded GS to “strong‑buy” and BMO nudged its target slightly higher — supportive analyst sentiment can help near‑term demand for the stock. Read More. · Read More.
• Neutral Sentiment: Goldman’s research notes on secular themes (e.g., data‑center power demand, AI compute leadership) underline franchise strength across sector coverage but are unlikely to move stock without near‑term revenue proof. Read More.
• Neutral Sentiment: Goldman Sachs BDC refinanced $505M under a credit facility — a routine capital action for its BDC arm with limited direct impact on GS parent stock. Read More.
• Negative Sentiment: Insider selling: Director David Viniar sold shares totaling roughly $65M in mid‑January (multiple SEC filings) — sizable insider sales can weigh on sentiment even though insiders still hold large positions. Read More.

Analysts Set New Price Targets

A number of analysts recently commented on the company. Barclays upped their price objective on The Goldman Sachs Group from $850.00 to $1,048.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. BMO Capital Markets increased their price objective on shares of The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a research note on Tuesday. Weiss Ratings restated a “hold (c+)” rating on shares of The Goldman Sachs Group in a research report on Monday, December 22nd. UBS Group increased their price target on shares of The Goldman Sachs Group from $762.00 to $805.00 and gave the stock a “neutral” rating in a research report on Tuesday, October 7th. Finally, Autonomous Res dropped their price target on shares of The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, The Goldman Sachs Group currently has a consensus rating of “Hold” and a consensus target price of $898.00.

Insider Buying and Selling

In other news, Director David A. Viniar sold 19,796 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $964.27, for a total value of $19,088,688.92. Following the transaction, the director directly owned 103,390 shares in the company, valued at $99,695,875.30. The trade was a 16.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold 68,186 shares of company stock worth $65,820,670 over the last quarter. 0.55% of the stock is owned by company insiders.

The Goldman Sachs Group Price Performance

Shares of NYSE:GS opened at $952.68 on Thursday. The company has a market capitalization of $285.74 billion, a P/E ratio of 18.57, a P/E/G ratio of 1.10 and a beta of 1.33. The Goldman Sachs Group, Inc. has a 1-year low of $439.38 and a 1-year high of $984.70. The firm’s 50 day simple moving average is $876.79 and its two-hundred day simple moving average is $797.88. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $11.52 by $2.03. The firm had revenue of $15.71 billion during the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The company’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same period in the prior year, the company posted $11.95 earnings per share. Research analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The firm 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 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Monday, March 2nd. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 31.20%.

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.