Strs Ohio lessened its holdings in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) by 11.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 167,857 shares of the investment management company’s stock after selling 20,979 shares during the period. The Goldman Sachs Group makes up 0.6% of Strs Ohio’s investment portfolio, making the stock its 23rd largest position. Strs Ohio owned 0.06% of The Goldman Sachs Group worth $147,546,000 as of its most recent SEC filing.
Several other large investors have also modified their holdings of the business. Acropolis Investment Management LLC lifted its stake in shares of The Goldman Sachs Group by 1.8% in the 4th quarter. Acropolis Investment Management LLC now owns 630 shares of the investment management company’s stock valued at $554,000 after purchasing an additional 11 shares during the last quarter. Walkner Condon Financial Advisors LLC lifted its stake in shares of The Goldman Sachs Group by 2.0% in the 4th quarter. Walkner Condon Financial Advisors LLC now owns 574 shares of the investment management company’s stock valued at $505,000 after purchasing an additional 11 shares during the last quarter. Optas LLC lifted its stake in shares of The Goldman Sachs Group by 0.4% in the 4th quarter. Optas LLC now owns 2,553 shares of the investment management company’s stock valued at $2,244,000 after purchasing an additional 11 shares during the last quarter. Pines Wealth Management LLC lifted its stake in shares of The Goldman Sachs Group by 0.4% in the 4th quarter. Pines Wealth Management LLC now owns 2,566 shares of the investment management company’s stock valued at $2,255,000 after purchasing an additional 11 shares during the last quarter. Finally, Terra Nova Asset Management LLC lifted its stake in shares of The Goldman Sachs Group by 0.5% in the 4th quarter. Terra Nova Asset Management LLC now owns 2,650 shares of the investment management company’s stock valued at $2,329,000 after purchasing an additional 12 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.
The Goldman Sachs Group News Summary
Here are the key news stories impacting The Goldman Sachs Group this week:
- Positive Sentiment: Shareholders backed Goldman’s board and rejected proposed governance changes, removing near-term proxy uncertainty and supporting management continuity. Goldman Sachs Shareholders Back Board, Reject Governance Changes
- Positive Sentiment: Goldman is a lead bookrunner on Hemab Therapeutics’ IPO ($~301.5M), a visible ECM win that should produce fees and signal continued dealflow for Goldman’s equities and ECM franchise. Hemab Therapeutics Announces Pricing of Initial Public Offering at $18.00 Per Share
- Positive Sentiment: Goldman has been tapped to lead a potential IPO for Italy’s Dolomiti Energia and ranked #1 by value on oil & gas M&A in Q1 — both items point to continued IB fee opportunities. Italy’s Dolomiti Energia picks Intesa, Goldman Sachs to lead potential IPO Goldman Sachs tops oil and gas M&A rankings by value in Q1 2026
- Neutral Sentiment: Goldman research added UnitedHealth (UNH) to its Conviction List — bolsters the firm’s research credibility and may support institutional relationships, but is indirect for GS’s own stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
- Neutral Sentiment: Goldman raised its oil price outlook and its analysts are reiterating thematic calls (favoring tech giants for AI exposure). These research moves highlight Goldman’s market influence but have a more indirect impact on GS revenue. Goldman Sachs Just Raised Its Oil Price Forecast. Here’s What Energy Investors Should Do Now. Why Goldman Sachs Prefers Tech Giants Over Semiconductor Stocks for AI Exposure
- Neutral Sentiment: Goldman analysts flagged unusually thin S&P 500 breadth (dot?com era levels), a market?risk signal that influences client flows and positioning but is a macro research call rather than firm-specific news. S&P 500 Hasn’t Looked This Unbalanced Since The Dot-Com Bubble, Goldman Warns
- Negative Sentiment: Jane Street reported massive trading revenues and sharply higher compensation — a sign of fierce competition and elevated market?making payouts that could pressure Goldman’s trading margins and require higher pay to retain talent. Jane Street Pays $9.38 Billion As Trading Revenue Hits $39.6 Billion
- Negative Sentiment: Breakingviews commentary warns Goldman is dialing up private?credit exposure, highlighting a higher risk/return tradeoff in a market that could widen losses if conditions deteriorate. That strategy can boost fee income but raises balance?sheet and credit risk. Goldman Sachs dials up private credit risk-reward
The Goldman Sachs Group Price Performance
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings data on Monday, April 13th. The investment management company reported $17.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $15.92 by $1.63. The firm had revenue of $17.23 billion for the quarter, compared to the consensus estimate of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.02% and a net margin of 14.13%.The company’s quarterly revenue was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $14.12 EPS. On average, sell-side analysts anticipate that The Goldman Sachs Group, Inc. will post 59.53 EPS for the current year.
The Goldman Sachs Group Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 1st will be issued a $4.50 dividend. This represents a $18.00 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Monday, June 1st. The Goldman Sachs Group’s payout ratio is currently 32.89%.
Insider Activity at The Goldman Sachs Group
In related news, EVP John F.W. Rogers sold 2,704 shares of the business’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $960.99, for a total value of $2,598,516.96. Following the sale, the executive vice president owned 9,428 shares in the company, valued at approximately $9,060,213.72. The trade was a 22.29% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Alex S. Golten sold 1,116 shares of the company’s stock in a transaction dated Thursday, April 23rd. The stock was sold at an average price of $936.18, for a total value of $1,044,776.88. Following the sale, the insider owned 2,578 shares in the company, valued at approximately $2,413,472.04. This trade represents a 30.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 32,001 shares of company stock worth $30,367,306. 0.55% of the stock is currently owned by company insiders.
Analyst Upgrades and Downgrades
Several brokerages have recently commented on GS. Argus upped their price target on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a “buy” rating in a research note on Friday, January 16th. Royal Bank Of Canada reaffirmed a “neutral” rating on shares of The Goldman Sachs Group in a research note on Monday, April 13th. Bank of America decreased their price target on The Goldman Sachs Group from $1,100.00 to $1,050.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Morgan Stanley decreased their price target on The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an “equal weight” rating on the stock in a research note on Tuesday, March 31st. Finally, Wells Fargo & Company decreased their price target on The Goldman Sachs Group from $1,050.00 to $1,000.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. Nine equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, The Goldman Sachs Group currently has a consensus rating of “Hold” and an average price target of $922.71.
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.
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