Vest Financial LLC Increases Holdings in The Goldman Sachs Group, Inc. $GS

Vest Financial LLC increased its stake in The Goldman Sachs Group, Inc. (NYSE:GS) by 23.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 5,374 shares of the investment management company’s stock after buying an additional 1,036 shares during the period. Vest Financial LLC’s holdings in The Goldman Sachs Group were worth $4,280,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in the stock. Norges Bank bought a new stake in shares of The Goldman Sachs Group in the 2nd quarter worth approximately $2,138,031,000. Ninety One UK Ltd purchased a new stake in The Goldman Sachs Group in the second quarter worth $408,780,000. AGF Management Ltd. increased its position in The Goldman Sachs Group by 2,429.6% in the second quarter. AGF Management Ltd. now owns 485,375 shares of the investment management company’s stock worth $343,524,000 after buying an additional 466,187 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of The Goldman Sachs Group by 100,678.6% in the second quarter. Laurel Wealth Advisors LLC now owns 404,122 shares of the investment management company’s stock valued at $286,017,000 after buying an additional 403,721 shares during the period. Finally, Ameriprise Financial Inc. lifted its position in shares of The Goldman Sachs Group by 18.2% during the 2nd quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock valued at $1,345,924,000 after buying an additional 291,280 shares during the last quarter. Institutional investors own 71.21% of the company’s stock.

Insider Activity at The Goldman Sachs Group

In related news, Director David A. Viniar sold 45,000 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $965.33, for a total transaction of $43,439,850.00. Following the transaction, the director directly owned 555,000 shares of the company’s stock, valued at approximately $535,758,150. This trade represents a 7.50% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. In the last 90 days, insiders sold 68,186 shares of company stock worth $65,820,670. 0.55% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently weighed in on GS. BNP Paribas Exane lifted their price objective on The Goldman Sachs Group from $775.00 to $970.00 and gave the stock a “neutral” rating in a report on Friday, January 16th. Bank of America lifted their price objective on shares of 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, January 16th. Keefe, Bruyette & Woods increased their target price on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the stock a “market perform” rating in a research report on Friday, January 16th. HSBC set a $604.00 price target on The Goldman Sachs Group in a research report on Wednesday, January 7th. Finally, JPMorgan Chase & Co. raised their target price on The Goldman Sachs Group from $750.00 to $775.00 and gave the stock a “neutral” rating in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $898.00.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: QIA and Goldman agreed a $25 billion investment collaboration, a sizable strategic partnership that could drive fee revenue and long‑term asset management opportunities for GS. QIA and Goldman Sachs agree $25bn investment collaboration
• Positive Sentiment: Goldman raised its dividend by 50% after exiting the Apple Card partnership — a cash return increase that boosts yield and signals board confidence in capital levels. Goldman Sachs raises dividend 50% after major change
• Positive Sentiment: Goldman delivered strong Q4 results (Jan. 15) with EPS and revenue beats and has attracted analyst upgrades/positive coverage (Zacks upgraded to Strong Buy; BMO nudged its target higher), supporting sentiment around earnings momentum and valuation. Zacks upgrade BMO target adjustment
• Positive Sentiment: Leadership move: Goldman promoted top consumer/retail banker Ben Frost to chairman of investment banking — a management signal tied to deal execution strength in a key revenue area. Ben Frost named chairman of investment banking
• Neutral Sentiment: Goldman research and bank commentary (on themes like the US data‑center boom and AI-era volatility) highlight franchise thought‑leadership that can support client flows but are not immediate stock drivers. Data center research
• Negative Sentiment: Insider selling: Director David A. Viniar disclosed multiple block sales mid‑January totaling roughly $65.8M across filings — sizeable disposals that can create short‑term investor caution even though insiders still hold large positions. SEC filing
• Negative Sentiment: Real‑estate exposure: Goldman is leading a takeover effort after the Radford Studio Center mortgage default — a credit/operational matter that could entail losses or capital deployment depending on outcomes. Radford Studio Center default

The Goldman Sachs Group Stock Performance

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

The Goldman Sachs Group (NYSE:GS) last released its quarterly earnings results on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, topping analysts’ consensus estimates of $11.52 by $2.03. The business 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 business’s quarterly revenue was down 3.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $11.95 EPS. As a group, equities analysts predict that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be issued a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a dividend 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 (DPR) is currently 31.20%.

About The Goldman Sachs Group

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.