Ritholtz Wealth Management Boosts Stake in The Goldman Sachs Group, Inc. $GS

Ritholtz Wealth Management boosted its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 7.5% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,192 shares of the investment management company’s stock after acquiring an additional 709 shares during the quarter. Ritholtz Wealth Management’s holdings in The Goldman Sachs Group were worth $8,116,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of GS. Harbor Capital Advisors Inc. acquired a new stake in shares of The Goldman Sachs Group in the third quarter valued at about $26,000. First PREMIER Bank purchased a new stake in shares of The Goldman Sachs Group during the 3rd quarter worth approximately $28,000. Corundum Trust Company INC acquired a new stake in shares of The Goldman Sachs Group in the 3rd quarter worth approximately $29,000. Dogwood Wealth Management LLC increased its stake in The Goldman Sachs Group by 1,800.0% in the 2nd quarter. Dogwood Wealth Management LLC now owns 38 shares of the investment management company’s stock valued at $26,000 after purchasing an additional 36 shares in the last quarter. Finally, Elevation Wealth Partners LLC raised its holdings in The Goldman Sachs Group by 100.0% during the third quarter. Elevation Wealth Partners LLC now owns 40 shares of the investment management company’s stock worth $32,000 after purchasing an additional 20 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: Q4 EPS materially beat expectations (reported $14.01 vs. ~ $11.5 consensus), driving upside to profitability despite mixed top-line timing. Goldman Sachs Q4 earnings top estimates on strong trading, investment banking performance
• Positive Sentiment: Equities trading set a Wall Street record (~$4.31B in Q4), supporting outsized revenue from markets businesses and boosting near-term earnings power. Goldman Sachs Q4 earnings: equities trading sets Wall Street record at $4.31B
• Positive Sentiment: Board raised the quarterly dividend to $4.50 (12.5% hike), increasing the yield and signaling confidence in capital return capacity. Goldman Sachs Posts Strong 2025 Results, Raises Dividend
• Positive Sentiment: Wells Fargo lifted its price target to $1,050, providing additional analyst support after the report. Wells Fargo raises Goldman Sachs price target to $1,050
• Neutral Sentiment: Management flagged exploratory interest in prediction markets — a possible long‑term franchise/innovation avenue but currently speculative for near-term earnings. Goldman Sachs CEO is looking at how the Wall Street bank can get involved in prediction markets
• Neutral Sentiment: Goldman launched a multi‑tranche dollar bond sale (3–21 year maturities) after earnings — routine funding/liquidity action that modestly increases supply but supports balance‑sheet flexibility. Goldman, Wells Fargo kick off dollar-bond sales after earnings
• Negative Sentiment: Revenue missed some street forecasts as accounting effects from the Apple Card exit reduced reported revenue (~$2.3B), creating headline risk even though it boosted reported profit. Goldman Sachs’ profit rises on dealmaking, trading strength
• Negative Sentiment: Third‑party reports note a sharp drop in operating cash flow and continued insider share sales; these items raise governance/liquidity questions that could temper sentiment if they persist. Goldman Sachs Group Inc. Releases Q4 2025 Earnings: Revenue and EPS Beat; Operating Cash Flow Plunges

The Goldman Sachs Group Trading Up 4.5%

GS stock opened at $975.01 on Friday. The business has a fifty day simple moving average of $865.06 and a 200-day simple moving average of $790.69. The company has a market cap of $292.43 billion, a price-to-earnings ratio of 19.81, a PEG ratio of 0.99 and a beta of 1.33. The company has a quick ratio of 0.65, a current ratio of 0.65 and a debt-to-equity ratio of 2.53. The Goldman Sachs Group, Inc. has a 52 week low of $439.38 and a 52 week high of $981.26.

The Goldman Sachs Group (NYSE:GS) last released its quarterly earnings data on Thursday, January 15th. The investment management company reported $14.01 earnings per share for the quarter, beating the consensus estimate of $11.52 by $2.49. The business had revenue of $13.45 billion for the quarter, compared to analyst estimates of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.29% and a net margin of 13.18%.The company’s revenue was down 3.0% compared to the same quarter last year. During the same period in the previous year, the company posted $11.95 EPS. On average, equities research analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be paid a dividend of $4.50 per share. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, March 2nd. The Goldman Sachs Group’s payout ratio is presently 32.50%.

Wall Street Analysts Forecast Growth

GS has been the topic of several research reports. BMO Capital Markets upped their target price on The Goldman Sachs Group from $785.00 to $980.00 and gave the company a “market perform” rating in a report on Tuesday, January 6th. BNP Paribas Exane increased their price objective on shares of The Goldman Sachs Group from $685.00 to $775.00 and gave the company a “neutral” rating in a research note on Friday, October 17th. Morgan Stanley dropped their target price on shares of The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating for the company in a report on Wednesday, October 15th. UBS Group upped their price target on shares of The Goldman Sachs Group from $762.00 to $805.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. Finally, Rothschild & Co Redburn increased their price target on shares of The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Six equities research analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, The Goldman Sachs Group currently has a consensus rating of “Hold” and an average price target of $861.16.

The Goldman Sachs Group 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.