The Goldman Sachs Group, Inc. $GS Shares Acquired by Fjarde AP Fonden Fourth Swedish National Pension Fund

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 53.2% in the 1st quarter, Holdings Channel.com reports. The fund owned 77,765 shares of the investment management company’s stock after buying an additional 27,020 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in The Goldman Sachs Group were worth $65,788,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in the business. Dagco Inc. acquired a new position in The Goldman Sachs Group during the 4th quarter worth approximately $25,000. Garton & Associates Financial Advisors LLC acquired a new stake in The Goldman Sachs Group in the fourth quarter valued at approximately $26,000. Manning & Napier Advisors LLC raised its stake in shares of The Goldman Sachs Group by 287.5% during the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock valued at $27,000 after purchasing an additional 23 shares during the period. Steph & Co. acquired a new position in shares of The Goldman Sachs Group during the first quarter worth $27,000. Finally, Lifetime Wealth Management P.C. acquired a new position in shares of The Goldman Sachs Group during the fourth quarter worth $29,000. Hedge funds and other institutional investors own 71.21% of the company’s stock.

Analyst Upgrades and Downgrades

GS has been the subject of a number of analyst reports. CICC Research increased their price target on The Goldman Sachs Group from $825.00 to $980.00 and gave the company an “outperform” rating in a report on Tuesday, May 19th. BMO Capital Markets increased their target price on The Goldman Sachs Group from $972.00 to $1,070.00 and gave the company a “market perform” rating in a research note on Monday. BNP Paribas Exane decreased their price target on shares of The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating for the company in a research report on Friday, April 24th. Evercore dropped their price target on shares of The Goldman Sachs Group from $1,075.00 to $950.00 and set an “outperform” rating for the company in a research note on Monday, April 6th. Finally, JPMorgan Chase & Co. increased their price objective on shares of The Goldman Sachs Group from $826.00 to $900.00 and gave the company a “neutral” rating in a research note on Friday, June 12th. Ten analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $974.18.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: Financial stocks were broadly higher, which supports Goldman Sachs alongside the wider banking sector. A stronger tape for financials can help GS even without company-specific news. Sector Update: Financial Stocks Advance Late Afternoon
• Positive Sentiment: Goldman Sachs contributed $1,000 to “Trump Accounts” for eligible children of employees, a move that signals continued support for employee benefits and could be viewed favorably from a corporate culture and retention standpoint. Goldman Sachs Contributes to ‘Trump Accounts’ for Children of Its Employees
• Positive Sentiment: Market commentary highlighted Goldman’s bullish market stance, including its view that investors are still keeping meaningful exposure to equities and that the firm remains constructive on stocks heading into the second half. That optimism can support sentiment toward GS’s trading and advisory franchise. Goldman Sachs doubles down on stock market outlook for 2026
• Positive Sentiment: Goldman was also mentioned as being among the big banks that passed the Fed stress test and are planning dividend increases, which is typically supportive for bank stocks because it points to strong capital levels and shareholder returns. 3 Big Banks Plan Double Digit Dividend Increases After Passing Fed Stress Test
• Neutral Sentiment: Goldman’s private-credit fund reportedly saw relatively low redemption pressure, suggesting stability in that part of the business, though the direct stock impact is limited. Goldman private credit fund escapes redemption pressure again
• Neutral Sentiment: Several articles focused on Goldman analysts’ macro views, including signs of tech rotation and European equity resilience. These are informative for sentiment but are not direct catalysts for GS shares. Goldman’s Garrett sees investors dialing back tech exposure into H2

Insider Buying and Selling at The Goldman Sachs Group

In related news, CAO Sheara J. Fredman sold 10,301 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $929.17, for a total transaction of $9,571,380.17. Following the completion of the sale, the chief accounting officer owned 6,338 shares of the company’s stock, valued at $5,889,079.46. This represents a 61.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Denis P. Coleman sold 6,857 shares of the stock in a transaction dated Thursday, May 14th. The stock was sold at an average price of $973.55, for a total transaction of $6,675,632.35. Following the sale, the chief financial officer owned 31,070 shares in the company, valued at approximately $30,248,198.50. This trade represents a 18.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 33,681 shares of company stock valued at $31,737,875 over the last three months. 0.55% of the stock is currently owned by company insiders.

The Goldman Sachs Group Trading Up 0.2%

NYSE:GS opened at $1,022.00 on Friday. The company has a market cap of $301.50 billion, a PE ratio of 18.68, a P/E/G ratio of 1.31 and a beta of 1.30. The business’s 50 day moving average is $1,004.08 and its two-hundred day moving average is $932.24. 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 Goldman Sachs Group, Inc. has a 52 week low of $691.30 and a 52 week high of $1,125.00.

The Goldman Sachs Group (NYSE:GS) last issued its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, beating analysts’ consensus estimates of $15.92 by $1.63. The Goldman Sachs Group had a return on equity of 16.53% and a net margin of 14.13%.The business had revenue of $17.23 billion during the quarter, compared to the consensus estimate of $16.66 billion. During the same period in the previous year, the business earned $14.12 EPS. The business’s quarterly revenue was up 14.4% on a year-over-year basis. On average, analysts predict that The Goldman Sachs Group, Inc. will post 60.18 EPS for the current year.

The Goldman Sachs Group Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 29th. Shareholders of record on Monday, June 1st were issued a dividend of $4.50 per share. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Monday, June 1st. The Goldman Sachs Group’s dividend payout ratio is 32.89%.

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.