The Goldman Sachs Group (NYSE:GS) CAO Sheara Fredman Sells 10,301 Shares

The Goldman Sachs Group, Inc. (NYSE:GS) CAO Sheara Fredman sold 10,301 shares of The Goldman Sachs Group stock in a transaction that occurred on Friday, May 1st. The shares were sold at an average price of $929.17, for a total value of $9,571,380.17. Following the sale, the chief accounting officer directly owned 6,338 shares in the company, valued at $5,889,079.46. The trade was a 61.91% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link.

The Goldman Sachs Group Price Performance

NYSE:GS traded up $15.08 during trading hours on Tuesday, reaching $918.35. The company had a trading volume of 1,503,429 shares, compared to its average volume of 2,327,313. The company has a quick ratio of 0.66, a current ratio of 1.10 and a debt-to-equity ratio of 2.56. The stock has a 50-day moving average of $869.26 and a two-hundred day moving average of $867.57. The Goldman Sachs Group, Inc. has a one year low of $547.06 and a one year high of $984.70. The firm has a market capitalization of $270.91 billion, a PE ratio of 16.78, a PEG ratio of 1.19 and a beta of 1.28.

The Goldman Sachs Group (NYSE:GS) last released its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, beating analysts’ consensus estimates of $15.92 by $1.63. The firm had revenue of $17.23 billion during the quarter, compared to analysts’ expectations of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.02% and a net margin of 14.13%.The business’s revenue was up 14.4% on a year-over-year basis. During the same period last year, the firm posted $14.12 EPS. Analysts forecast that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current year.

The Goldman Sachs Group Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 29th. Stockholders of record on Monday, June 1st will be given a dividend of $4.50 per share. The ex-dividend date is Monday, June 1st. This represents a $18.00 annualized dividend and a dividend yield of 2.0%. The Goldman Sachs Group’s payout ratio is currently 32.89%.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. Daiwa Securities Group boosted their price objective on shares of The Goldman Sachs Group from $891.00 to $930.00 and gave the company a “neutral” rating in a report on Tuesday. BMO Capital Markets lifted their price target on shares of The Goldman Sachs Group from $905.00 to $972.00 and gave the company a “market perform” rating in a research note on Monday, April 20th. Rothschild & Co Redburn raised their price objective on shares of The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a “neutral” rating in a report on Friday, April 17th. BNP Paribas Exane cut their target price on The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating on the stock in a research note on Friday, April 24th. Finally, HSBC increased their target price on shares of The Goldman Sachs Group from $729.00 to $765.00 in a report on Monday. Nine investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $926.29.

Institutional Trading of The Goldman Sachs Group

Institutional investors and hedge funds have recently bought and sold shares of the stock. Dagco Inc. bought a new position in shares of The Goldman Sachs Group in the fourth quarter valued at $25,000. Garton & Associates Financial Advisors LLC bought a new stake in The Goldman Sachs Group during the fourth quarter worth $26,000. Manning & Napier Advisors LLC raised its position in The Goldman Sachs Group by 287.5% during the fourth quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock worth $27,000 after acquiring an additional 23 shares in the last quarter. Steph & Co. acquired a new stake in The Goldman Sachs Group in the first quarter valued at $27,000. Finally, Corundum Trust Company INC acquired a new position in shares of The Goldman Sachs Group during the 3rd quarter worth about $29,000. Institutional investors own 71.21% of the company’s stock.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman is a founding partner in a new enterprise AI services joint venture with Anthropic and Blackstone — a reported $1.5B initiative that positions GS to monetize AI deployments across private-equity portfolio companies and client operations, supporting revenue diversification and long-term growth. Anthropic and Wall Street Giants Join Forces to Create New A.I. Firm
• Positive Sentiment: Goldman is executing a firmwide AI pivot—including a reported $1.5B Anthropic venture and internal overhaul—to boost efficiency and reshape its revenue mix, a strategic narrative investors are rewarding as a growth catalyst. Goldman’s AI Pivot: Reshaping Revenues, Operations & Long-Term Growth
• Neutral Sentiment: Anthropic’s broader product rollout (Claude Financial Agents) signals accelerating enterprise demand for the same AI capabilities GS is backing — a market tailwind but not an immediate revenue read for Goldman. Anthropic Rolls Out New Claude Financial Agents as OpenAI Rivalry Escalates
• Neutral Sentiment: Macro/market positioning uncertainty remains (Fed leadership scenarios and sector rotation themes highlighted by Goldman research), creating a watch item for interest-rate sensitivity and trading revenues. The New Fed Chair Trade
• Negative Sentiment: HSBC reiterated a Reduce rating and keeps a lower price target (adjusted to $765), signaling sell-side caution that could cap upside if concerns about valuation or earnings durability re-emerge. HSBC Adjusts Price Target on Goldman Sachs
• Negative Sentiment: Goldman’s own research and outside reporting note that AI spending so far has produced mixed returns — a reality check that could temper investor enthusiasm if near-term profit conversion lags. AI boom faces reality check as returns lag behind massive spending

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.