Sumitomo Mitsui Trust Group Inc. Grows Stake in The Goldman Sachs Group, Inc. $GS

Sumitomo Mitsui Trust Group Inc. grew its stake in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 0.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,006,345 shares of the investment management company’s stock after acquiring an additional 5,718 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.33% of The Goldman Sachs Group worth $801,403,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Ignite Planners LLC purchased a new position in shares of The Goldman Sachs Group in the 2nd quarter worth $239,000. Bank of New York Mellon Corp boosted its position in The Goldman Sachs Group by 4.9% in the second quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock worth $2,392,124,000 after purchasing an additional 157,473 shares during the last quarter. Wells Trecaso Financial Group LLC grew its stake in shares of The Goldman Sachs Group by 0.5% during the 2nd quarter. Wells Trecaso Financial Group LLC now owns 21,534 shares of the investment management company’s stock valued at $15,240,000 after purchasing an additional 108 shares during the period. Baron Silver Stevens Financial Advisors LLC bought a new stake in shares of The Goldman Sachs Group during the 2nd quarter valued at about $288,000. Finally, Venture Visionary Partners LLC increased its position in shares of The Goldman Sachs Group by 23.4% during the 2nd quarter. Venture Visionary Partners LLC now owns 4,536 shares of the investment management company’s stock valued at $3,211,000 after purchasing an additional 861 shares during the last quarter. Institutional investors own 71.21% of the company’s stock.

More The Goldman Sachs Group News

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

• Positive Sentiment: Goldman heads into Q4 2025 with stronger fundamentals — Seeking Alpha highlights that GS appears better positioned coming into earnings, supporting expectations for an above-consensus print that could lift the stock around results. Goldman Sachs Heads Into Q4 2025 Earnings Results With Stronger Than Ever Fundamentals
• Positive Sentiment: Jim Cramer says GS is a major position in his trust — the endorsement can lift retail sentiment and act as a short-term positive catalyst for flows into the stock. Jim Cramer Says Goldman Sachs (GS) is a Major Position In His Trust
• Neutral Sentiment: Goldman pushes expected Fed rate cuts later into 2026 — the house view of “higher-for-longer” rates is mixed for GS: it can boost trading and interest income in the near term but may suppress deal activity and fee-related businesses over time. This is a key input for revenue mix expectations, not an immediate buy/sell signal. Goldman Sachs Pushes Fed Rate Cuts Into 2026 as Inflation Eases
• Neutral Sentiment: Market calendar focus on banks and the start of earnings season — upcoming reports (including GS) make short-term volatility more likely as investors re-price forward guidance and trading results. Earnings Kickoff, CPI and Other Can’t Miss Items this Week
• Negative Sentiment: Goldman’s chief economist flags Fed independence worries amid the Powell criminal probe threat — Jan Hatzius said the probe reinforces independence concerns, which raises political/regulatory uncertainty for markets and could increase volatility for financial stocks. Goldman Sachs chief economist says Fed decisions will not be swayed by Powell criminal probe threat
• Negative Sentiment: Exit from the Apple Card marks a strategic refocus on institutional banking — the move narrows GS’s consumer footprint, which may reduce deposit/fees and prompts investors to re-evaluate growth and diversification assumptions. Goldman’s Exit From Apple Card to Refocus on Institutional Banking Might Change The Case For Investing In Goldman Sachs Group (GS)

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the stock. Weiss Ratings reissued a “hold (c+)” rating on shares of The Goldman Sachs Group in a report on Monday, December 22nd. Daiwa Capital Markets boosted their price objective on shares of The Goldman Sachs Group from $823.00 to $927.00 and gave the company a “neutral” rating in a research report on Tuesday, January 6th. Morgan Stanley decreased their target price on The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating on the stock in a report on Wednesday, October 15th. HSBC set a $604.00 price target on The Goldman Sachs Group in a report on Wednesday. Finally, UBS Group raised their price objective on The Goldman Sachs Group from $762.00 to $805.00 and gave the stock a “neutral” rating in a research note on Tuesday, October 7th. Five research analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus target price of $849.61.

The Goldman Sachs Group Trading Up 0.5%

GS stock opened at $939.04 on Monday. The company has a market capitalization of $281.64 billion, a price-to-earnings ratio of 19.07, a PEG ratio of 1.00 and a beta of 1.33. The company has a debt-to-equity ratio of 2.53, a current ratio of 0.65 and a quick ratio of 0.65. The Goldman Sachs Group, Inc. has a 1-year low of $439.38 and a 1-year high of $961.69. The business has a 50 day simple moving average of $852.31 and a two-hundred day simple moving average of $784.81.

The Goldman Sachs Group (NYSE:GS) last released its earnings results on Tuesday, October 14th. The investment management company reported $12.25 EPS for the quarter, topping the consensus estimate of $10.27 by $1.98. The firm had revenue of $15.18 billion for the quarter, compared to the consensus estimate of $13.68 billion. The Goldman Sachs Group had a net margin of 13.18% and a return on equity of 15.29%. The company’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $8.40 earnings per share. Research analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 30th. Stockholders of record on Tuesday, December 2nd were given a dividend of $4.00 per share. The ex-dividend date was Tuesday, December 2nd. This represents a $16.00 dividend on an annualized basis and a dividend yield of 1.7%. The Goldman Sachs Group’s dividend payout ratio (DPR) is presently 32.50%.

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.