Valeo Financial Advisors LLC Has $6.86 Million Stock Holdings in The Goldman Sachs Group, Inc. $GS

Valeo Financial Advisors LLC trimmed its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 8.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,617 shares of the investment management company’s stock after selling 845 shares during the period. Valeo Financial Advisors LLC’s holdings in The Goldman Sachs Group were worth $6,862,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of GS. Harbor Capital Advisors Inc. bought a new position in The Goldman Sachs Group during the third quarter valued at about $26,000. First PREMIER Bank bought a new stake in shares of The Goldman Sachs Group during the 3rd quarter worth about $28,000. Corundum Trust Company INC acquired a new position in shares of The Goldman Sachs Group during the 3rd quarter valued at about $29,000. Dogwood Wealth Management LLC raised its stake in shares of 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 acquiring an additional 36 shares in the last quarter. Finally, Elevation Wealth Partners LLC lifted its holdings in The Goldman Sachs Group by 100.0% in the 3rd 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 own 71.21% of the company’s stock.

Insider Transactions at The Goldman Sachs Group

In related news, Director David A. Viniar sold 19,796 shares of the firm’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $964.27, for a total value of $19,088,688.92. Following the completion of the transaction, the director directly owned 103,390 shares of the company’s stock, valued at $99,695,875.30. This trade represents a 16.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Treasurer Carey Halio sold 1,757 shares of the business’s stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $920.62, for a total transaction of $1,617,529.34. Following the completion of the sale, the treasurer directly owned 4,863 shares in the company, valued at $4,476,975.06. This trade represents a 26.54% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 84,395 shares of company stock worth $80,824,289 over the last quarter. 0.55% of the stock is owned by company insiders.

The Goldman Sachs Group Stock Performance

NYSE GS opened at $929.34 on Wednesday. The company’s fifty day moving average is $888.46 and its two-hundred day moving average is $805.03. The Goldman Sachs Group, Inc. has a 52-week low of $439.38 and a 52-week high of $984.70. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65. The firm has a market capitalization of $278.74 billion, a price-to-earnings ratio of 18.12, a P/E/G ratio of 1.14 and a beta of 1.33.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The business had revenue of $15.71 billion during the quarter, compared to analyst estimates of $14.30 billion. During the same quarter in the prior year, the business earned $11.95 earnings per share. The firm’s revenue for the quarter was down 3.0% on a year-over-year basis. Equities research analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be given a $4.50 dividend. The ex-dividend date is Monday, March 2nd. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s dividend payout ratio is 35.09%.

Wall Street Analyst Weigh In

Several equities analysts have commented on GS shares. Deutsche Bank Aktiengesellschaft increased their price target on The Goldman Sachs Group from $725.00 to $790.00 and gave the company a “hold” rating in a report on Tuesday, September 30th. Autonomous Res decreased their price objective on shares of 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. Dbs Bank lifted their target price on shares of The Goldman Sachs Group from $800.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Wells Fargo & Company boosted their target price on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. Finally, Royal Bank Of Canada raised their price target on The Goldman Sachs Group from $900.00 to $1,030.00 and gave the company a “sector perform” rating in a research report on Tuesday, January 20th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $898.00.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Goldman promoted seven partners into its top leadership/management committee, strengthening its bench across wealth, asset management and investment banking — a governance and succession positive for the franchise. Goldman Sachs Adds Seven Partners to Top Leadership Group
• Positive Sentiment: Goldman increased its quarterly dividend to $4.50 (annualized $18.00), signaling confidence in capital returns and boosting yield for income-focused investors. Goldman Sachs Soars on Q4 Post, Strong Investment Banking Outlook
• Positive Sentiment: Goldman’s BDC priced a $400M notes offering — useful for its credit-deploying vehicle and indicative of access to capital for lending/investment activity. GS BDC Prices $400M Notes Offering
• Neutral Sentiment: Goldman’s research team is highly visible this week — publishing views on gold, silver and that investor appetite for risk is at a five‑year high. These drive thought leadership and trading/research credibility but are indirect for near-term P&L. Why Gold Prices Are Rising — Goldman Sachs View
• Neutral Sentiment: Goldman reiterated thematic equity views (including a reaffirmation of preference for Nvidia in AI compute); useful for clients and brokerage flows but with mixed immediate earnings impact. Why Silver Prices Are Down — Goldman Sachs Predicts
• Negative Sentiment: Insider selling: multiple senior insiders (including Treasurer Carey Halio, CAO Sheara Fredman and Kathryn Ruemmler) disclosed multi-million-dollar stock sales last week and material reductions in their holdings — a near-term negative for investor sentiment. Treasurer Carey Halio Sale / Insider Trades
• Negative Sentiment: Competitive risk: JPMorgan has instructed its M&A bankers to close the gap with Goldman, signaling intensifying competition for advisory mandates and potential pressure on Goldman’s investment-banking market share and fee margins. JPMorgan Pushes to Close the Goldman Gap

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.