Compound Planning Inc. Has $7.54 Million Position in The Goldman Sachs Group, Inc. $GS

Posted by Geri Gentry on Jun 19th, 2026

Compound Planning Inc. lifted its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 7.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 8,578 shares of the investment management company’s stock after purchasing an additional 612 shares during the quarter. Compound Planning Inc.’s holdings in The Goldman Sachs Group were worth $7,540,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in GS. Acropolis Investment Management LLC grew its stake in shares of The Goldman Sachs Group by 1.8% during the fourth quarter. Acropolis Investment Management LLC now owns 630 shares of the investment management company’s stock worth $554,000 after buying an additional 11 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its holdings in shares of The Goldman Sachs Group by 2.0% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 574 shares of the investment management company’s stock worth $505,000 after buying an additional 11 shares in the last quarter. Optas LLC lifted its stake in shares of The Goldman Sachs Group by 0.4% in the 4th quarter. Optas LLC now owns 2,553 shares of the investment management company’s stock valued at $2,244,000 after acquiring an additional 11 shares during the last quarter. Pines Wealth Management LLC lifted its stake in shares of The Goldman Sachs Group by 0.4% in the 4th quarter. Pines Wealth Management LLC now owns 2,566 shares of the investment management company’s stock valued at $2,255,000 after acquiring an additional 11 shares during the last quarter. Finally, Welch & Forbes LLC boosted its holdings in shares of The Goldman Sachs Group by 0.8% during the 4th quarter. Welch & Forbes LLC now owns 1,430 shares of the investment management company’s stock valued at $1,257,000 after acquiring an additional 11 shares in the last quarter. 71.21% of the stock is currently owned by institutional investors and hedge funds.

The Goldman Sachs Group Stock Up 0.0%

Shares of GS opened at $1,099.46 on Friday. The company has a market capitalization of $324.35 billion, a PE ratio of 20.09, a PEG ratio of 1.41 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 12 month low of $630.01 and a 12 month high of $1,125.00. The stock’s 50-day moving average price is $975.46 and its two-hundred day moving average price is $918.48. The company has a current ratio of 0.63, a quick ratio of 0.63 and a debt-to-equity ratio of 2.89.

The Goldman Sachs Group (NYSE:GS – Get Free Report) last released its quarterly 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 firm had revenue of $17.23 billion for 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 business’s revenue was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $14.12 EPS. On average, analysts anticipate that The Goldman Sachs Group, Inc. will post 59.6 EPS for the current year.

The Goldman Sachs Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 1st will be issued a $4.50 dividend. The ex-dividend date is Monday, June 1st. This represents a $18.00 annualized dividend and a yield of 1.6%. The Goldman Sachs Group’s dividend payout ratio is presently 32.89%.

Analysts Set New Price Targets

GS has been the topic of a number of research reports. Rothschild & Co Redburn boosted their price objective on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a “neutral” rating in a research report on Friday, April 17th. HSBC increased their target price on The Goldman Sachs Group from $729.00 to $765.00 in a research report on Monday, May 4th. Wells Fargo & Company cut their price target on The Goldman Sachs Group from $1,050.00 to $1,000.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. Weiss Ratings cut The Goldman Sachs Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, May 8th. Finally, CICC Research upped their price objective on The Goldman Sachs Group from $825.00 to $980.00 and gave the company an “outperform” rating in a research note on Tuesday, May 19th. Nine analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat.com, The Goldman Sachs Group presently has a consensus rating of “Hold” and an average price target of $941.82.

Get Our Latest Research Report on The Goldman Sachs Group

More The Goldman Sachs Group News

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

Positive Sentiment: Goldman Sachs crossed $1 trillion in M&A advisory volume year to date, the fastest pace ever for a bank, which points to a strong pipeline for investment banking and advisory fee growth. Goldman Tops $1 Trillion in M&A Deals, Fastest to Reach the Mark
Positive Sentiment: That dealmaking milestone suggests Goldman Sachs could benefit from a broader rebound in capital markets activity and stronger fee income in coming quarters. GS Crosses $1T in M&A Deals: Catalyst for Advisory Fee Growth?
Neutral Sentiment: Former Goldman Sachs executive Rob Kaplan said the Federal Reserve may need to raise rates as soon as September if inflation stays elevated, reinforcing expectations for a more hawkish rate backdrop that could influence bank trading and markets activity. Goldman’s Kaplan Says Fed May Need to Hike as Soon as September
Neutral Sentiment: Goldman also warned that Big Tech’s massive AI spending could pressure returns on equity, a broader market view that may matter more for client sentiment than for GS’s own earnings. Goldman Sachs Warns Big Tech’s $770 Billion AI Spending Frenzy Could Backfire— Here’s Why
Negative Sentiment: Bank stocks may face pressure if regulators tighten Basel capital rules, since banks are pushing for more relief amid concerns that tougher market-risk requirements could curb Treasury liquidity and raise trading capital needs. Banks Push for More Basel Relief Amid Treasury Liquidity Fears

Insider Activity

In other The Goldman Sachs Group news, insider Alex S. Golten sold 1,116 shares of the stock in a transaction that occurred on Thursday, April 23rd. The shares were sold at an average price of $936.18, for a total transaction of $1,044,776.88. Following the completion of the sale, the insider owned 2,578 shares of the company’s stock, valued at approximately $2,413,472.04. This represents a 30.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CAO Sheara J. Fredman sold 10,301 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $929.17, for a total transaction of $9,571,380.17. Following the transaction, the chief accounting officer owned 6,338 shares of the company’s stock, valued at approximately $5,889,079.46. The trade was a 61.91% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 33,681 shares of company stock worth $31,737,875. 0.55% of the stock is owned by company insiders.

The Goldman Sachs Group Profile

(Free Report)

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.