Rep. Steve Cohen Sells The Goldman Sachs Group, Inc. (NYSE:GS) Shares

Representative Steve Cohen (D-Tennessee) recently sold shares of The Goldman Sachs Group, Inc. (NYSE:GS). In a filing disclosed on January 14th, the Representative disclosed that they had sold between $15,001 and $50,000 in The Goldman Sachs Group stock on December 17th. The trade occurred in the Representative’s “STEPHENS ADVANTAGE ACCOUNT” account.

Representative Steve Cohen also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of Morgan Stanley (NYSE:MS) on 12/17/2025.
• Sold $1,001 – $15,000 in shares of Cohen & Steers Total Return Realty Fund (NYSE:RFI) on 12/17/2025.
• Sold $15,001 – $50,000 in shares of Bank OZK (NASDAQ:OZKAP) on 12/17/2025.

The Goldman Sachs Group Trading Up 4.5%

Shares of The Goldman Sachs Group stock opened at $975.01 on Friday. The Goldman Sachs Group, Inc. has a 1 year low of $439.38 and a 1 year high of $981.26. The company has a market capitalization of $292.43 billion, a price-to-earnings ratio of 19.81, a P/E/G ratio of 0.99 and a beta of 1.33. The business has a fifty day simple moving average of $865.06 and a two-hundred day simple moving average of $790.69. 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 (NYSE:GS) last posted its earnings results on Thursday, January 15th. The investment management company reported $14.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $11.52 by $2.49. The company had revenue of $13.45 billion during the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a net margin of 13.18% and a return on equity of 15.29%. The Goldman Sachs Group’s quarterly revenue was down 3.0% compared to the same quarter last year. During the same quarter last year, the company posted $11.95 EPS. 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 firm also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be paid a $4.50 dividend. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date is Monday, March 2nd. This represents a $18.00 dividend on an annualized basis and a yield of 1.8%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 32.50%.

Institutional Investors Weigh In On The Goldman Sachs Group

Institutional investors and hedge funds have recently made changes to their positions in the business. Kingstone Capital Partners Texas LLC lifted its position in shares of The Goldman Sachs Group by 617,504.5% during the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 29,058,291 shares of the investment management company’s stock worth $20,566,005,000 after buying an additional 29,053,586 shares in the last quarter. Fisher Asset Management LLC raised its holdings in shares of The Goldman Sachs Group by 1.9% in the 3rd quarter. Fisher Asset Management LLC now owns 6,661,422 shares of the investment management company’s stock worth $5,304,824,000 after purchasing an additional 121,676 shares during the period. Bank of New York Mellon Corp lifted its stake 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 valued at $2,392,124,000 after purchasing an additional 157,473 shares during the last quarter. Norges Bank bought a new position in The Goldman Sachs Group during the second quarter valued at $2,138,031,000. Finally, Invesco Ltd. increased its position in The Goldman Sachs Group by 3.5% in the third quarter. Invesco Ltd. now owns 2,913,172 shares of the investment management company’s stock worth $2,319,905,000 after buying an additional 97,387 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: Q4 EPS materially beat expectations (reported $14.01 vs. ~ $11.5 consensus), driving upside to profitability despite mixed top-line timing. Goldman Sachs Q4 earnings top estimates on strong trading, investment banking performance
• Positive Sentiment: Equities trading set a Wall Street record (~$4.31B in Q4), supporting outsized revenue from markets businesses and boosting near-term earnings power. Goldman Sachs Q4 earnings: equities trading sets Wall Street record at $4.31B
• Positive Sentiment: Board raised the quarterly dividend to $4.50 (12.5% hike), increasing the yield and signaling confidence in capital return capacity. Goldman Sachs Posts Strong 2025 Results, Raises Dividend
• Positive Sentiment: Wells Fargo lifted its price target to $1,050, providing additional analyst support after the report. Wells Fargo raises Goldman Sachs price target to $1,050
• Neutral Sentiment: Management flagged exploratory interest in prediction markets — a possible long‑term franchise/innovation avenue but currently speculative for near-term earnings. Goldman Sachs CEO is looking at how the Wall Street bank can get involved in prediction markets
• Neutral Sentiment: Goldman launched a multi‑tranche dollar bond sale (3–21 year maturities) after earnings — routine funding/liquidity action that modestly increases supply but supports balance‑sheet flexibility. Goldman, Wells Fargo kick off dollar-bond sales after earnings
• Negative Sentiment: Revenue missed some street forecasts as accounting effects from the Apple Card exit reduced reported revenue (~$2.3B), creating headline risk even though it boosted reported profit. Goldman Sachs’ profit rises on dealmaking, trading strength
• Negative Sentiment: Third‑party reports note a sharp drop in operating cash flow and continued insider share sales; these items raise governance/liquidity questions that could temper sentiment if they persist. Goldman Sachs Group Inc. Releases Q4 2025 Earnings: Revenue and EPS Beat; Operating Cash Flow Plunges

Analyst Ratings Changes

GS has been the topic of a number of recent analyst reports. Jefferies Financial Group raised their price target on The Goldman Sachs Group from $898.00 to $1,087.00 and gave the stock a “buy” rating in a research report on Tuesday, January 6th. Morgan Stanley decreased their target price on shares of The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating on the stock in a research note on Wednesday, October 15th. Rothschild & Co Redburn lifted their price target on The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Royal Bank Of Canada boosted their target price on shares of The Goldman Sachs Group from $843.00 to $900.00 and gave the stock a “sector perform” rating in a report on Friday, December 12th. Finally, UBS Group increased their price objective on The Goldman Sachs Group from $762.00 to $805.00 and gave the company a “neutral” rating in a report on Tuesday, October 7th. Six investment analysts have rated the stock with a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $859.63.

About Representative Cohen

Steve Cohen (Democratic Party) is a member of the U.S. House, representing Tennessee’s 9th Congressional District. He assumed office on January 3, 2007. His current term ends on January 3, 2027.

Cohen (Democratic Party) ran for re-election to the U.S. House to represent Tennessee’s 9th Congressional District. He won in the general election on November 5, 2024.

Cohen earned a bachelor’s degree from Vanderbilt and a J.D. from the University of Memphis School of Law. Prior to his election to the U.S. House, Cohen was a member of the Tennessee State Senate. As a child, Cohen contracted polio. Cohen filed to run for his first elected office the same day that he first registered to vote.

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.