HCR Wealth Advisors Acquires 607 Shares of The Goldman Sachs Group, Inc. $GS

HCR Wealth Advisors increased its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 31.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor 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 as of its most recent filing with the SEC.

A number of other large investors have also bought and sold shares of the business. Acropolis Investment Management LLC increased its stake in The Goldman Sachs Group by 1.8% during the 4th quarter. Acropolis Investment Management LLC now owns 630 shares of the investment management company’s stock worth $554,000 after purchasing an additional 11 shares in the last quarter. Walkner Condon Financial Advisors LLC grew its stake in shares of The Goldman Sachs Group by 2.0% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 574 shares of the investment management company’s stock worth $505,000 after acquiring an additional 11 shares in the last quarter. Terra Nova Asset Management LLC grew its stake in shares of The Goldman Sachs Group by 0.5% during the 4th quarter. Terra Nova Asset Management LLC now owns 2,650 shares of the investment management company’s stock worth $2,329,000 after acquiring an additional 12 shares in the last quarter. Bluesphere Advisors LLC grew its stake in shares of The Goldman Sachs Group by 0.7% during the 4th quarter. Bluesphere Advisors LLC now owns 1,620 shares of the investment management company’s stock worth $1,424,000 after acquiring an additional 12 shares in the last quarter. Finally, Howard Capital Management Inc. grew its stake in shares of The Goldman Sachs Group by 0.5% during the 4th quarter. Howard Capital Management Inc. now owns 2,284 shares of the investment management company’s stock worth $2,008,000 after acquiring an additional 12 shares in the last quarter. 71.21% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, EVP John F.W. Rogers sold 13,151 shares of the firm’s stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $959.03, for a total value of $12,612,203.53. Following the completion of the transaction, the executive vice president directly owned 39,007 shares of the company’s stock, valued at approximately $37,408,883.21. This trade represents a 25.21% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Denis P. Coleman sold 11,623 shares of the firm’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $941.57, for a total transaction of $10,943,868.11. Following the completion of the transaction, the chief financial officer directly owned 29,342 shares of the company’s stock, valued at $27,627,546.94. This represents a 28.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 49,097 shares of company stock valued at $46,195,364 in the last ninety days. 0.55% of the stock is currently owned by insiders.

The Goldman Sachs Group Price Performance

NYSE:GS opened at $925.73 on Friday. The Goldman Sachs Group, Inc. has a 1-year low of $494.68 and a 1-year high of $984.70. The company has a current ratio of 1.10, a quick ratio of 0.66 and a debt-to-equity ratio of 2.56. The firm has a fifty day simple moving average of $868.62 and a 200 day simple moving average of $857.38. The stock has a market capitalization of $273.08 billion, a PE ratio of 16.92, a P/E/G ratio of 1.18 and a beta of 1.32.

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

The Goldman Sachs Group Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 1st will be paid a $4.50 dividend. The ex-dividend date of this dividend is Monday, June 1st. This represents a $18.00 annualized dividend and a dividend yield of 1.9%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 32.89%.

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on GS. Zacks Research cut shares of The Goldman Sachs Group from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 16th. JPMorgan Chase & Co. restated a “neutral” rating on shares of The Goldman Sachs Group in a research note on Monday, April 13th. Daiwa Securities Group decreased their price objective on The Goldman Sachs Group from $940.00 to $891.00 and set a “neutral” rating for the company in a report on Tuesday, April 7th. Autonomous Res decreased their price objective 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. Finally, Barclays raised their price objective on The Goldman Sachs Group from $850.00 to $1,048.00 and gave the company an “overweight” rating in a report on Monday, January 5th. Eight equities research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company. According to data from MarketBeat.com, The Goldman Sachs Group presently has an average rating of “Hold” and an average price target of $920.95.

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.