Waverly Advisors LLC Has $51.48 Million Stake in The Goldman Sachs Group, Inc. $GS

Posted by Geri Gentry on Sep 8th, 2026

Waverly Advisors LLC increased its stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 123.1% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,896 shares of the investment management company’s stock after purchasing an additional 28,086 shares during the period. Waverly Advisors LLC’s holdings in The Goldman Sachs Group were worth $51,475,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in GS. Audent Global Asset Management LLC grew its stake in shares of The Goldman Sachs Group by 10.1% during the fourth quarter. Audent Global Asset Management LLC now owns 5,238 shares of the investment management company’s stock worth $4,604,000 after purchasing an additional 479 shares during the period. Wealthfront Advisers LLC acquired a new position in The Goldman Sachs Group in the second quarter valued at about $53,720,000. Oak Grove Capital LLC bought a new position in The Goldman Sachs Group during the fourth quarter worth about $1,890,000. Nomura Asset Management Co. Ltd. boosted its holdings in The Goldman Sachs Group by 2.6% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 141,990 shares of the investment management company’s stock worth $124,809,000 after buying an additional 3,653 shares during the last quarter. Finally, Global Retirement Partners LLC grew its position in shares of The Goldman Sachs Group by 35.0% during the 4th quarter. Global Retirement Partners LLC now owns 11,944 shares of the investment management company’s stock worth $10,499,000 after buying an additional 3,098 shares during the period. Institutional investors own 71.21% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on GS shares. Wall Street Zen upgraded shares of The Goldman Sachs Group from a “hold” rating to a “buy” rating in a research report on Saturday. Citigroup raised their price target on The Goldman Sachs Group from $1,100.00 to $1,200.00 and gave the stock a “neutral” rating in a research report on Thursday, July 16th. HSBC upgraded The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Wednesday, August 5th. Evercore restated an “outperform” rating on shares of The Goldman Sachs Group in a research note on Monday, July 6th. Finally, Barclays raised their target price on shares of 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. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, The Goldman Sachs Group has an average rating of “Moderate Buy” and an average price target of $1,062.86.

Read Our Latest Analysis on The Goldman Sachs Group

The Goldman Sachs Group Stock Performance

GS stock traded down $3.62 during trading hours on Tuesday, reaching $1,034.99. The stock had a trading volume of 1,262,146 shares, compared to its average volume of 2,202,723. The stock has a 50-day simple moving average of $1,044.54 and a 200 day simple moving average of $973.81. The Goldman Sachs Group, Inc. has a fifty-two week low of $738.54 and a fifty-two week high of $1,153.99. The stock has a market capitalization of $301.36 billion, a PE ratio of 15.97, a price-to-earnings-growth ratio of 1.05 and a beta of 1.29. The company has a debt-to-equity ratio of 3.17, a current ratio of 0.63 and a quick ratio of 0.63.

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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $14.47 by $6.51. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 19.16%. The company had revenue of $20.34 billion for the quarter, compared to analysts’ expectations of $16.22 billion. During the same period in the prior year, the firm earned $10.91 EPS. The Goldman Sachs Group’s quarterly revenue was up 39.4% compared to the same quarter last year. Analysts predict that The Goldman Sachs Group, Inc. will post 68.89 EPS for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 1st will be paid a dividend of $5.00 per share. The ex-dividend date is Tuesday, September 1st. This represents a $20.00 annualized dividend and a dividend yield of 1.9%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The Goldman Sachs Group’s dividend payout ratio is presently 30.87%.

Key The Goldman Sachs Group News

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

Positive Sentiment: Goldman Sachs agreed to pay $2.25 billion for the firm behind a popular Bitcoin income ETF, expanding its asset-management and digital-asset capabilities. The deal could provide new fee revenue and product-growth opportunities, although investors will monitor valuation and integration risks. Goldman Is Paying $2.25 Billion for the Firm Behind This Bitcoin Income Fund
Positive Sentiment: The bank opened a Bellevue, Washington, engineering office for more than 125 employees focused on artificial intelligence and cloud transformation. The investment supports efficiency, technology modernization and longer-term competitiveness. Goldman expands AI push with new engineering office in Bellevue
Positive Sentiment: Goldman is expanding its Canadian asset-management business through a deal with IG Wealth Management, following recent additions of pension assets. The transactions could increase recurring management fees and strengthen its wealth-management platform. Goldman expands in Canada via asset management deal with IG
Positive Sentiment: Goldman participated in the anchor round for Asset Reconstruction Company India’s 2.2-billion-rupee IPO, highlighting continued investment-banking and international-market activity. ARCIL IPO anchor round
Neutral Sentiment: Goldman raised its Brent and WTI forecasts as Strait of Hormuz shipping disruptions intensified, warning Brent could reach $120 if Gulf output remains substantially reduced. The outlook may benefit Goldman’s commodities-trading activity, but heightened geopolitical risk could hurt broader markets and dealmaking. Goldman Sachs flips on oil-price forecasts
Negative Sentiment: Industry commentary indicates capital-markets momentum may be fading in the third quarter, creating a risk of uneven results for large banks, including Goldman Sachs. Capital Markets Momentum Fades

The Goldman Sachs Group Company 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.