WD Rutherford LLC Has $4.45 Million Stock Position in The Goldman Sachs Group, Inc. $GS

WD Rutherford LLC grew its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 17.2% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 5,060 shares of the investment management company’s stock after buying an additional 743 shares during the period. The Goldman Sachs Group makes up 1.9% of WD Rutherford LLC’s portfolio, making the stock its 22nd largest position. WD Rutherford LLC’s holdings in The Goldman Sachs Group were worth $4,448,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Hartline Investment Corp lifted its holdings in 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 worth $1,132,000 after purchasing an additional 860 shares during the last quarter. A4 Wealth Advisors LLC acquired a new stake in The Goldman Sachs Group in the 3rd quarter worth approximately $940,000. Stevens Capital Management LP acquired a new stake in The Goldman Sachs Group in the 3rd quarter worth approximately $1,392,000. Meridian Wealth Management LLC lifted its holdings in The Goldman Sachs Group by 39.4% in the 3rd quarter. Meridian Wealth Management LLC now owns 2,332 shares of the investment management company’s stock worth $1,857,000 after purchasing an additional 659 shares during the last quarter. Finally, AlTi Global Inc. lifted its holdings in The Goldman Sachs Group by 87.3% in the 3rd quarter. AlTi Global Inc. now owns 29,770 shares of the investment management company’s stock worth $23,707,000 after purchasing an additional 13,879 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: Goldman Sachs said AI and hyperscaler stocks are increasingly being treated as a defensive trade, reinforcing optimism around a major market theme. AI Stocks Are Becoming Wall Street’s New Defensive Trade As Inflation Fears Rise, Goldman Says
• Positive Sentiment: Goldman Sachs expects central banks to increase gold buying, which could support bullion prices and highlight the firm’s strong market calls. Goldman Says Central Banks to Step Up Gold-Buying, Aiding Prices
• Positive Sentiment: Goldman Sachs continues to project a constructive backdrop for equities in 2026, reinforcing confidence in the bank’s market outlook. Goldman Sachs doubles down on stock market message for 2026
• Positive Sentiment: Goldman Sachs led a $300 million bridge loan for Applied Digital’s AI data center expansion, underscoring its role in financing AI infrastructure growth. A Look At Applied Digital (APLD) Valuation After $300 Million Goldman Sachs Bridge Loan For AI Data Center Expansion
• Neutral Sentiment: Market commentary tied to Goldman Sachs noted weaker futures and macro concerns, but this was broader market context rather than company-specific news. Why Stock Market Futures Are Falling Today and What Goldman Sachs Says Comes Next
• Neutral Sentiment: Separate analyst moves on other companies, including Figma and Enterprise Products Partners, mention Goldman Sachs but do not directly change the outlook for GS. Goldman Sachs revamps Figma stock price target for rest of 2026

Insider Activity at The Goldman Sachs Group

In related news, insider Alex S. Golten sold 1,116 shares of the company’s stock in a transaction on Thursday, April 23rd. The stock was sold at an average price of $936.18, for a total value of $1,044,776.88. Following the completion of the transaction, the insider directly owned 2,578 shares in the company, valued at approximately $2,413,472.04. This represents a 30.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CAO Sheara J. Fredman sold 10,301 shares of the company’s stock in a transaction 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 completion of the transaction, the chief accounting officer owned 6,338 shares of the company’s stock, valued at $5,889,079.46. The trade was a 61.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 26,824 shares of company stock worth $25,062,242. 0.55% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on GS. JPMorgan Chase & Co. restated a “neutral” rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. Citigroup upped their price target on The Goldman Sachs Group from $765.00 to $930.00 and gave the stock a “neutral” rating in a report on Friday, May 8th. Morgan Stanley cut their price target on The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an “equal weight” rating for the company in a report on Tuesday, March 31st. UBS Group upped their price target on The Goldman Sachs Group from $930.00 to $940.00 in a report on Wednesday, May 6th. Finally, Jefferies Financial Group cut their price target on The Goldman Sachs Group from $1,125.00 to $1,049.00 and set a “buy” rating for the company in a report on Monday, April 6th. Eight equities research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $942.24.

The Goldman Sachs Group Stock Up 0.1%

Shares of GS stock opened at $949.89 on Monday. The stock has a 50 day moving average of $878.61 and a 200-day moving average of $878.95. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 2.89. The firm has a market cap of $280.23 billion, a PE ratio of 17.36, a price-to-earnings-growth ratio of 1.22 and a beta of 1.28. The Goldman Sachs Group, Inc. has a 12 month low of $582.50 and a 12 month high of $984.70.

The Goldman Sachs Group (NYSE:GS) last issued its earnings results on Monday, April 13th. The investment management company reported $17.55 EPS for the quarter, beating analysts’ consensus estimates of $15.92 by $1.63. The business had revenue of $17.23 billion during the quarter, compared to analyst estimates of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.53% and a net margin of 14.13%.The Goldman Sachs Group’s revenue was up 14.4% on a year-over-year basis. During the same period in the prior year, the company posted $14.12 earnings per share. On average, equities analysts predict that The Goldman Sachs Group, Inc. will post 59.53 EPS for the current year.

The Goldman Sachs Group Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 1st will be paid 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, June 1st. The Goldman Sachs Group’s dividend payout ratio is presently 32.89%.

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.