Infrastructure Capital Advisors LLC raised its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 409.5% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 4,142 shares of the investment management company’s stock after buying an additional 3,329 shares during the period. Infrastructure Capital Advisors LLC’s holdings in The Goldman Sachs Group were worth $3,504,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in shares of The Goldman Sachs Group by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company’s stock worth $25,503,685,000 after acquiring an additional 418,820 shares during the last quarter. State Street Corp lifted its stake in shares of The Goldman Sachs Group by 2.1% in the 4th quarter. State Street Corp now owns 19,564,783 shares of the investment management company’s stock valued at $17,197,444,000 after purchasing an additional 394,198 shares during the period. Fisher Asset Management LLC boosted its holdings in The Goldman Sachs Group by 1.7% during the fourth quarter. Fisher Asset Management LLC now owns 6,771,556 shares of the investment management company’s stock worth $5,952,199,000 after buying an additional 110,134 shares during the last quarter. Geode Capital Management LLC grew its holdings in The Goldman Sachs Group by 0.7% during the fourth quarter. Geode Capital Management LLC now owns 6,726,721 shares of the investment management company’s stock valued at $5,896,795,000 after purchasing an additional 45,266 shares during the period. Finally, Bank of America Corp DE grew its holdings in shares of The Goldman Sachs Group by 3.4% in the 4th quarter. Bank of America Corp DE now owns 5,978,034 shares of the investment management company’s stock valued at $5,254,692,000 after buying an additional 194,109 shares during the period. Institutional investors 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: Private-markets expansion: Goldman Sachs Asset Management and T. Rowe Price launched a private-markets interval fund available to non-accredited investors with a $2,500 minimum. The product could broaden distribution and create additional recurring fee revenue for GS. T. Rowe Price Goldman Sachs Private Markets Fund Debuts
- Positive Sentiment: Strong deal-advisory position: Goldman Sachs led oil and gas mergers-and-acquisitions advisory by transaction value in the first half of 2026, advising on $48.3 billion of deals. Continued deal activity supports revenue prospects for its investment-banking division. Goldman Sachs Leads Oil and Gas M&A Advisory by Value in H1 2026
- Positive Sentiment: Crypto-policy advocacy: CEO David Solomon and other major financial firms backed the proposed CLARITY Act, which could provide clearer federal rules for digital assets and potentially expand institutional crypto opportunities for GS. Franklin Templeton Joins BlackRock, Fidelity, Goldman Sachs in Backing CLARITY Act
- Neutral Sentiment: Positive earnings momentum, but sustainability is questioned: Goldman recently reported quarterly earnings and revenue well above consensus, with revenue up 39.4% year over year. However, coverage noted that bank executives—including Goldman’s—were uncertain whether record results could persist, highlighting potential normalization in trading and investment-banking revenue. JPMorgan and Goldman Posted Record Quarters
- Negative Sentiment: CLARITY Act passage remains uncertain: Although Goldman supports the legislation, Senate Democrats oppose the current draft and Senate leadership reportedly lacks enough votes. Delayed or unsuccessful passage would limit near-term benefits from regulatory clarity for GS’s digital-asset businesses. CLARITY Hopes Fade
- Negative Sentiment: New preferred-stock issuance: GS filed to issue Series AA preferred stock. The additional capital may support regulatory and business needs, but investors could view the issuance as increasing funding costs and adding to the company’s capital structure complexity. Goldman Sachs Issues New Series AA Preferred Stock
Insider Activity
Analyst Ratings Changes
Several equities analysts recently issued reports on the company. Barclays boosted their price objective on The Goldman Sachs Group from $1,048.00 to $1,245.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. CICC Research upped their price objective on The Goldman Sachs Group from $825.00 to $980.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 19th. Wells Fargo & Company lifted their price target on The Goldman Sachs Group from $1,195.00 to $1,325.00 and gave the stock an “overweight” rating in a report on Wednesday, July 15th. Jefferies Financial Group set a $1,299.00 price objective on The Goldman Sachs Group in a research note on Wednesday, July 15th. Finally, HSBC lifted their target price on The Goldman Sachs Group from $729.00 to $765.00 in a research note on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, twelve have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $1,061.43.
Check Out Our Latest Stock Analysis on The Goldman Sachs Group
The Goldman Sachs Group Price Performance
The Goldman Sachs Group stock opened at $1,046.53 on Tuesday. The firm has a market cap of $308.73 billion, a PE ratio of 16.15, a price-to-earnings-growth ratio of 1.08 and a beta of 1.30. The Goldman Sachs Group, Inc. has a one year low of $694.05 and a one year high of $1,153.99. The company has a debt-to-equity ratio of 2.83, a current ratio of 1.11 and a quick ratio of 0.63. The stock’s fifty day moving average price is $1,049.36 and its two-hundred day moving average price is $952.59.
The Goldman Sachs Group (NYSE:GS – Get Free Report) last issued its earnings results on Tuesday, July 14th. The investment management company reported $20.98 EPS for the quarter, beating the consensus estimate of $14.47 by $6.51. The company had revenue of $20.34 billion during the quarter, compared to analysts’ expectations of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 18.59%. The business’s revenue for the quarter was up 39.4% compared to the same quarter last year. During the same period in the previous year, the company earned $10.91 EPS. As a group, research analysts expect that The Goldman Sachs Group, Inc. will post 68.83 EPS for the current fiscal year.
The Goldman Sachs Group Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $5.00 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.50. This represents a $20.00 dividend on an annualized basis and a dividend yield of 1.9%. The Goldman Sachs Group’s payout ratio is presently 30.87%.
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.
Read More
- Five stocks we like better than The Goldman Sachs Group
- AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
- Dividend Stocks May Be the Quiet Rotation Trade Investors Are Missing Now
- Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
- Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Receive News & Ratings for The Goldman Sachs Group Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for The Goldman Sachs Group and related companies with MarketBeat.com's FREE daily email newsletter.
