Huntington National Bank Grows Stake in The Goldman Sachs Group, Inc. $GS

Huntington National Bank lifted its stake in The Goldman Sachs Group, Inc. (NYSE:GS) by 42.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 135,683 shares of the investment management company’s stock after buying an additional 40,301 shares during the period. Huntington National Bank’s holdings in The Goldman Sachs Group were worth $108,051,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of the stock. Fisher Asset Management LLC grew its position in The Goldman Sachs Group by 3.6% in the second quarter. Fisher Asset Management LLC now owns 6,539,746 shares of the investment management company’s stock valued at $4,628,507,000 after acquiring an additional 227,604 shares in the last quarter. Bank of New York Mellon Corp increased its stake in The Goldman Sachs Group by 4.9% during the 2nd quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock worth $2,392,124,000 after buying an additional 157,473 shares during the period. Norges Bank acquired a new position in The Goldman Sachs Group in the 2nd quarter worth $2,138,031,000. Ameriprise Financial Inc. boosted its position in The Goldman Sachs Group by 18.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 1,895,752 shares of the investment management company’s stock valued at $1,345,924,000 after buying an additional 291,280 shares during the last quarter. Finally, Franklin Resources Inc. grew its stake in shares of The Goldman Sachs Group by 2.8% during the second quarter. Franklin Resources Inc. now owns 1,815,660 shares of the investment management company’s stock valued at $1,285,032,000 after acquiring an additional 48,835 shares in the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

The Goldman Sachs Group Trading Down 7.7%

NYSE GS opened at $857.90 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 Goldman Sachs Group, Inc. has a one year low of $439.38 and a one year high of $984.70. The company has a 50-day simple moving average of $924.23 and a 200-day simple moving average of $836.28. The firm has a market capitalization of $254.58 billion, a PE ratio of 16.73, a price-to-earnings-growth ratio of 1.14 and a beta of 1.34.

The Goldman Sachs Group (NYSE:GS) last issued its earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $11.52 by $2.03. The firm had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The Goldman Sachs Group’s revenue was down 3.0% on a year-over-year basis. During the same quarter last year, the company posted $11.95 earnings per share. On average, equities analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be paid a $4.50 dividend. The ex-dividend date is Monday, March 2nd. This is a positive change from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 dividend on an annualized basis and a yield of 2.1%. The Goldman Sachs Group’s dividend payout ratio (DPR) is 31.20%.

Insider Activity at The Goldman Sachs Group

In other The Goldman Sachs Group news, Director David A. Viniar sold 45,000 shares of the company’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $965.33, for a total value of $43,439,850.00. Following the completion of the transaction, the director owned 555,000 shares in the company, valued at approximately $535,758,150. This represents a 7.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Kathryn H. Ruemmler sold 9,589 shares of the firm’s stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $927.51, for a total transaction of $8,893,893.39. Following the completion of the sale, the insider owned 18,533 shares in the company, valued at $17,189,542.83. The trade was a 34.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 117,283 shares of company stock valued at $112,016,033. Company insiders own 0.55% 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: Q4 results showed earnings strength: EPS beat expectations and net income rose year‑over‑year, which supports valuation narratives and underpins several bullish analyst price targets and buy ratings.
• Neutral Sentiment: Goldman analysts continue to publish market-impact research (e.g., estimating a $5–$6 oil risk premium from U.S.–Iran tensions) — a reminder the firm’s macro/research franchise remains active and can drive trading flows for clients. U.S.-Iran tensions adding $5-$6 oil risk premium, Goldman analysts say
• Neutral Sentiment: Goldman’s research team is active across coverage (recent analyst moves on Segro and Iberdrola show ongoing industry engagement), which supports recurring revenue from institutional clients but is unlikely to move the stock dramatically on its own. Segro: Solid Operations but Limited Upside and Valuation Constraints Drive Shift to Hold
• Negative Sentiment: Technical risk: Barron’s flags GS trading near a critical support ~ $875 — a decisive breakdown could trigger broader selling in financials and amplify the decline in GS shares as technical traders rush for exits. All Eyes on Goldman Sachs as Key Support Wobbles
• Negative Sentiment: Cash-flow and insider activity concerns: recent reporting highlighted a large drop in operating cash flow and extensive insider selling, which can weigh on sentiment and raises questions about liquidity/treasury trends even as EPS was up. Goldman Sachs Group Inc. (GS) Releases Q4 2025 Earnings: Revenue Down, EPS Up; Operating Cash Flow Plunges
• Negative Sentiment: Talent risk: press reports indicate Millennium Management hired Goldman’s equities co‑chief — an executive departure that can concern investors about bench strength in investment banking/equities leadership. Hedge Fund and Insider Trading News: David Tepper, Steve Cohen, Ray Dalio, Brevan Howard, Millennium Management, Citadel Investment Group, Candel Therapeutics Inc (CADL), Meta Platforms Inc (META), and More
• Negative Sentiment: Reputation/ESG noise: commentary on Goldman’s DEI challenges adds a reputational overhang that can amplify selling during risk‑off episodes. Goldman Sachs And The Fragility Of Corporate DEI

Analysts Set New Price Targets

A number of research analysts recently commented on the company. BNP Paribas Exane increased their price target on The Goldman Sachs Group from $775.00 to $970.00 and gave the company a “neutral” rating in a report on Friday, January 16th. Daiwa Securities Group raised their price target on shares of The Goldman Sachs Group from $927.00 to $940.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Evercore restated an “outperform” rating on shares of The Goldman Sachs Group in a research note on Friday, January 16th. Wells Fargo & Company increased their price objective on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Thursday, January 15th. Finally, Barclays raised their price objective on shares of The Goldman Sachs Group from $850.00 to $1,048.00 and gave the stock an “overweight” rating in a report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $916.86.

The Goldman Sachs Group 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.