HWG Holdings LP Takes Position in The Goldman Sachs Group, Inc. $GS

HWG Holdings LP purchased a new stake in The Goldman Sachs Group, Inc. (NYSE:GS) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 4,688 shares of the investment management company’s stock, valued at approximately $4,121,000. The Goldman Sachs Group accounts for approximately 1.0% of HWG Holdings LP’s portfolio, making the stock its 18th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Stokes Capital Advisors LLC acquired a new position in The Goldman Sachs Group during the fourth quarter worth $285,000. Czech National Bank grew its position in shares of The Goldman Sachs Group by 2.9% in the fourth quarter. Czech National Bank now owns 79,106 shares of the investment management company’s stock valued at $69,534,000 after purchasing an additional 2,221 shares during the period. Optivise Advisory Services LLC acquired a new stake in shares of The Goldman Sachs Group in the fourth quarter valued at about $245,000. Foster Group Inc. increased its stake in shares of The Goldman Sachs Group by 6.0% during the fourth quarter. Foster Group Inc. now owns 475 shares of the investment management company’s stock worth $418,000 after purchasing an additional 27 shares in the last quarter. Finally, Fiduciary Financial Group LLC increased its stake in shares of The Goldman Sachs Group by 0.7% during the fourth quarter. Fiduciary Financial Group LLC now owns 1,767 shares of the investment management company’s stock worth $1,554,000 after purchasing an additional 13 shares in the last quarter. Hedge funds and other institutional investors own 71.21% of the company’s stock.

The Goldman Sachs Group Stock Performance

NYSE:GS opened at $841.90 on Thursday. The company has a market cap of $248.35 billion, a P/E ratio of 16.41, a P/E/G ratio of 1.01 and a beta of 1.34. The Goldman Sachs Group, Inc. has a twelve month low of $439.38 and a twelve month high of $984.70. The company’s 50-day moving average price is $890.89 and its 200-day moving average price is $847.88. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 2.60.

The Goldman Sachs Group (NYSE:GS) last announced its quarterly earnings data on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $11.52 by $2.03. The company had revenue of $15.71 billion during 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 15.72%. The Goldman Sachs Group’s revenue 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. On average, sell-side analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be issued a $4.50 dividend. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. This represents a $18.00 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group’s payout ratio is 35.09%.

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on GS shares. Daiwa Securities Group raised their price target on shares of The Goldman Sachs Group from $927.00 to $940.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. UBS Group reiterated a “neutral” rating and set a $990.00 price objective on shares of The Goldman Sachs Group in a research note on Wednesday, February 4th. Wells Fargo & Company increased their target price on The Goldman Sachs Group from $970.00 to $1,050.00 and gave the company an “overweight” rating in a report on Thursday, January 15th. Barclays raised their target price on The Goldman Sachs Group from $850.00 to $1,048.00 and gave the company an “overweight” rating in a research report on Monday, January 5th. Finally, BMO Capital Markets lifted their price target on The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 20th. Eight investment analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $919.29.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Analysts and previews point to an earnings beat and upside momentum: brokerage previews expect a double‑digit rise in Goldman’s Q1 earnings, supporting near‑term upside expectations. Read More.
• Positive Sentiment: Goldman is actively advising and re‑rating major corporates (e.g., raising price targets for Verizon and AT&T), signaling continued investment‑banking and research franchise strength. That flow of mandates and research momentum can support fees and trading. Read More. | Read More.
• Positive Sentiment: Strategic growth initiatives: Goldman is pushing to expand its asset & wealth management businesses — a higher‑margin, more stable revenue stream that investors typically reward over time. Read More.
• Neutral Sentiment: High‑profile conference activity (CEOs, UK PM Rishi Sunak speaking) bolsters firm reputation and client access but is more of a reputational/marketing positive than an immediate earnings driver. Read More.
• Neutral Sentiment: Goldman executives and distribution teams are publicly outlining bullish trades and market views for 2026 — useful for client flows and positioning but indirect for near‑term stock moves. Read More.
• Negative Sentiment: Macro risk flagged by Goldman economists: the firm has raised recession odds and modeled high inflation scenarios (including oil at $105–$115 under disruption), which could reduce deal activity and pressure trading revenues if markets turn risk‑off. Read More. | Read More.
• Negative Sentiment: Elevated market concerns (AI/software pullback, private‑credit stress) could reduce M&A and capital‑markets activity and hurt fee income; broader tech weakness and credit strains remain a headwind. Read More. | Read More.

Insider Activity

In other The Goldman Sachs Group news, Director David A. Viniar sold 45,000 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $965.33, for a total transaction of $43,439,850.00. Following the transaction, the director owned 555,000 shares of the company’s stock, valued at approximately $535,758,150. The trade was a 7.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CAO Sheara J. Fredman sold 4,863 shares of the company’s stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $923.75, for a total value of $4,492,196.25. Following the completion of the sale, the chief accounting officer owned 10,301 shares of the company’s stock, valued at approximately $9,515,548.75. The trade was a 32.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 117,283 shares of company stock valued at $112,016,033 in the last 90 days. 0.55% of the stock is owned by insiders.

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.