HCR Wealth Advisors Has $2.26 Million Stock Holdings in The Goldman Sachs Group, Inc. $GS

HCR Wealth Advisors raised its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 31.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,568 shares of the investment management company’s stock after purchasing an additional 607 shares during the quarter. HCR Wealth Advisors’ holdings in The Goldman Sachs Group were worth $2,258,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in the business. Fisher Asset Management LLC lifted its holdings in The Goldman Sachs Group by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 6,661,422 shares of the investment management company’s stock valued at $5,304,824,000 after purchasing an additional 121,676 shares during the last quarter. Invesco Ltd. lifted its holdings in The Goldman Sachs Group by 3.5% during the 3rd quarter. Invesco Ltd. now owns 2,913,172 shares of the investment management company’s stock valued at $2,319,905,000 after purchasing an additional 97,387 shares during the last quarter. Legal & General Group Plc lifted its holdings in The Goldman Sachs Group by 1.4% during the 3rd quarter. Legal & General Group Plc now owns 2,110,119 shares of the investment management company’s stock valued at $1,680,393,000 after purchasing an additional 28,642 shares during the last quarter. Wellington Management Group LLP lifted its holdings in The Goldman Sachs Group by 110.8% during the 3rd quarter. Wellington Management Group LLP now owns 1,780,620 shares of the investment management company’s stock valued at $1,417,997,000 after purchasing an additional 936,015 shares during the last quarter. Finally, Bank of Montreal Can lifted its holdings in The Goldman Sachs Group by 9.4% during the 3rd quarter. Bank of Montreal Can now owns 1,410,511 shares of the investment management company’s stock valued at $1,123,260,000 after purchasing an additional 121,522 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

Analyst Ratings Changes

GS has been the subject of several research reports. 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. Autonomous Res cut their price target on The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating for the company in a report on Thursday, January 15th. Rothschild & Co Redburn lifted their target price on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a “neutral” rating in a report on Friday. HSBC dropped their target price on The Goldman Sachs Group from $802.00 to $729.00 in a report on Wednesday, April 1st. Finally, BMO Capital Markets dropped their target price on The Goldman Sachs Group from $985.00 to $905.00 and set a “market perform” 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 issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, The Goldman Sachs Group presently has an average rating of “Hold” and an average target price of $920.95.

The Goldman Sachs Group News Roundup

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

• Positive Sentiment: Goldman’s research flagged that systematic hedge funds added roughly $86 billion of equity exposure in the past week — a huge flow impulse that benefits trading desks and likely lifted market‑making revenue expectations. Systematic funds buy stocks at record pace
• Positive Sentiment: Goldman filed for a Bitcoin ETF (the Bitcoin Premium Income ETF), signaling expansion into crypto product fees and retail/institutional distribution opportunities. That pipeline can add recurring fee revenue and diversify fee income. Goldman Sachs Seeks SEC Approval for New Bitcoin ETF
• Positive Sentiment: High‑profile endorsements and media attention (e.g., Jim Cramer weighing GS favorably vs. peers) can support investor sentiment after earnings momentum. This helps explain appetite for GS amid mixed operational headlines. Jim Cramer Recommends Goldman Sachs Over Nu Holdings
• Neutral Sentiment: Goldman reduced its voting stake in Siemens Energy to below 5% — a portfolio/positioning move that has limited direct impact on GS operating results but is notable for asset‑management/treasury watchers. Goldman Sachs Cuts Siemens Energy Voting Stake
• Neutral Sentiment: Rothschild & Co Redburn nudged Goldman’s price target higher to $870 but kept a Neutral rating — a mixed signal (PT up, rating unchanged) that tempers upside conviction. Rothschild & Co Redburn adjusts PT on Goldman Sachs
• Neutral Sentiment: Industry coverage shows mixed analyst actions (JPMorgan reiterations, some shops trimming expectations); these keep the stock in focus but do not universally shift consensus. Analyst coverage and reiterations
• Negative Sentiment: Reports in the FT and other outlets say Goldman’s rates/fixed‑income desks were caught off‑guard by shifting rate expectations, producing a notable drop in fixed‑income revenue versus peers — a direct hit to quarterly trading earnings and a key investor concern. Goldman traders wrongfooted as Iran war upended interest rate expectations
• Negative Sentiment: Bank of America and other outlets have trimmed near‑term expectations for GS, reinforcing caution about growth sustainability even after a strong recent earnings beat. That analyst skepticism can cap multiple expansion. Bank of America lowers expectations for Goldman Sachs

Insiders Place Their Bets

In related news, Treasurer Carey Halio sold 2,846 shares of the business’s stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $927.17, for a total value of $2,638,725.82. Following the completion of the transaction, the treasurer owned 2,017 shares of the company’s stock, valued at $1,870,101.89. The trade was a 58.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Kathryn H. Ruemmler sold 9,589 shares of the business’s stock in a transaction dated Friday, January 23rd. The shares were sold at an average price of $927.51, for a total value of $8,893,893.39. Following the completion of the transaction, the insider directly owned 18,533 shares of the company’s stock, valued at approximately $17,189,542.83. This trade represents a 34.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 49,097 shares of company stock valued at $46,195,364 over the last 90 days. 0.55% of the stock is owned by company insiders.

The Goldman Sachs Group Stock Up 2.9%

GS opened at $925.73 on Friday. The Goldman Sachs Group, Inc. has a fifty-two week low of $494.68 and a fifty-two week high of $984.70. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.66 and a current ratio of 1.10. The company has a market capitalization of $273.08 billion, a P/E ratio of 16.92, a P/E/G ratio of 1.18 and a beta of 1.32. The stock has a fifty day moving average of $868.62 and a 200-day moving average of $857.38.

The Goldman Sachs Group (NYSE:GS) last posted its earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, topping analysts’ consensus estimates of $15.92 by $1.63. The Goldman Sachs Group had a return on equity of 16.02% and a net margin of 14.13%.The company had revenue of $17.23 billion during the quarter, compared to the consensus estimate of $16.66 billion. During the same quarter last year, the firm earned $14.12 earnings per share. The company’s revenue was up 14.4% on a year-over-year basis. On average, equities analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 1st will be issued a dividend of $4.50 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 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.