The Goldman Sachs Group, Inc. $GS Stake Lowered by Mitsubishi UFJ Trust & Banking Corp

Mitsubishi UFJ Trust & Banking Corp cut its stake in The Goldman Sachs Group, Inc. (NYSE:GS) by 1.2% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 139,416 shares of the investment management company’s stock after selling 1,759 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in The Goldman Sachs Group were worth $111,024,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Dogwood Wealth Management LLC increased its position in 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 worth $26,000 after purchasing an additional 36 shares during the last quarter. Harbor Capital Advisors Inc. bought a new stake in shares of The Goldman Sachs Group in the 3rd quarter valued at approximately $26,000. First PREMIER Bank acquired a new position in The Goldman Sachs Group in the third quarter worth approximately $28,000. Corundum Trust Company INC bought a new position in The Goldman Sachs Group during the third quarter valued at approximately $29,000. Finally, Clearstead Trust LLC acquired a new stake in The Goldman Sachs Group in the second quarter valued at approximately $31,000. Institutional investors and hedge funds own 71.21% of the company’s stock.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: Board raised the quarterly dividend 12.5% to $4.50 per share, which supports income-focused investor demand and signals confidence in capital generation. Goldman Sachs Just Hiked Its Dividend 12.5%. Should You Buy GS Stock Now?
• Positive Sentiment: Goldman is working on underwriting/Advisory mandates and growth equity deals (e.g., leading Cubby’s $63M round and named as an underwriter on Ledger’s planned $4B IPO) — indicators of sustained investment-banking and alternatives fee flow. Exclusive: Cubby raises $63 million in Goldman Sachs-led funding
• Positive Sentiment: Analyst/outlook support: a reported price-target raise to $985 signals bullish expectations from at least one coverage source and can lift sentiment among momentum investors. The Goldman Sachs Group (NYSE:GS) Price Target Raised to $985.00
• Neutral Sentiment: Goldman published research raising its 2026 gold forecast to $5,400/oz — positive for commodities desks and research credibility, but indirect for GS equity performance. Gold hovers near record highs as Goldman Sachs lifts year-end forecast to $5,400
• Neutral Sentiment: Goldman disclosed a 2.92% voting interest in Qiagen (QGEN) under Dutch rules — a notable investment position that could lead to engagement but not an immediate impact on GS’s stock. Goldman Sachs Discloses 2.92% Voting Interest in QIAGEN
• Neutral Sentiment: Ongoing research and market calls (upgrades on names like Spotify, Novo Nordisk) keep Goldman visible in capital markets, but these items mostly reflect franchise strength rather than immediate EPS impact. Spotify Is On Sale: Why Goldman Sachs Says This Stock Drop Is A Gift For Investors
• Negative Sentiment: CEO David Solomon’s 2025 pay rose ~20% to $47M — a headline that can draw governance scrutiny and short-term investor pushback despite being linked to strong performance. Goldman Sachs CEO David Solomon gets over 20% pay boost in 2025
• Negative Sentiment: Insider selling: a director disposed of sizable GS holdings (reported ~$65M in sales), which can be read negatively by some investors even though insiders still hold material positions. Goldman Sachs (GS) Director Dumps $65M in Stock. Should Investors Worry?

Wall Street Analysts Forecast Growth

GS has been the topic of several analyst reports. Autonomous Res dropped their price target on shares of The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. Deutsche Bank Aktiengesellschaft increased their target price on shares of The Goldman Sachs Group from $725.00 to $790.00 and gave the stock a “hold” rating in a research report on Tuesday, September 30th. Rothschild & Co Redburn raised their target price on The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a report on Friday, December 12th. HSBC set a $604.00 price target on The Goldman Sachs Group in a research note on Wednesday, January 7th. Finally, Morgan Stanley lowered their price objective on The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating on the stock in a report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $898.00.

The Goldman Sachs Group Trading Down 3.6%

Shares of NYSE:GS opened at $919.82 on Friday. The company has a debt-to-equity ratio of 2.29, a quick ratio of 0.65 and a current ratio of 1.13. The stock’s 50-day moving average is $882.31 and its 200-day moving average is $800.42. The company has a market cap of $275.88 billion, a P/E ratio of 17.93, a P/E/G ratio of 1.15 and a beta of 1.33. The Goldman Sachs Group, Inc. has a 52-week low of $439.38 and a 52-week high of $984.70.

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

The Goldman Sachs Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be given a $4.50 dividend. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 31.20%.

Insider Activity

In related news, Director David A. Viniar sold 19,796 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $964.27, for a total transaction of $19,088,688.92. Following the transaction, the director owned 103,390 shares of the company’s stock, valued at approximately $99,695,875.30. The trade was a 16.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders have sold a total of 68,186 shares of company stock valued at $65,820,670 in the last 90 days. Company insiders own 0.55% of the company’s stock.

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.