GSA Capital Partners LLP acquired a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 3,433 shares of the investment management company’s stock, valued at approximately $3,472,000.
Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in The Goldman Sachs Group by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 29,014,431 shares of the investment management company’s stock valued at $25,503,685,000 after purchasing an additional 418,820 shares during the last quarter. State Street Corp lifted its holdings in shares of The Goldman Sachs Group by 2.1% in the 4th quarter. State Street Corp now owns 19,564,783 shares of the investment management company’s stock valued at $17,197,444,000 after buying an additional 394,198 shares during the period. Fisher Asset Management LLC lifted its holdings in shares of The Goldman Sachs Group by 1.7% in the 4th quarter. Fisher Asset Management LLC now owns 6,771,556 shares of the investment management company’s stock valued at $5,952,199,000 after buying an additional 110,134 shares during the period. Geode Capital Management LLC boosted its stake in shares of The Goldman Sachs Group by 0.7% in the fourth quarter. Geode Capital Management LLC now owns 6,726,721 shares of the investment management company’s stock worth $5,896,795,000 after buying an additional 45,266 shares during the last quarter. Finally, Bank of America Corp DE boosted its stake in shares of The Goldman Sachs Group by 8.0% in the first quarter. Bank of America Corp DE now owns 6,455,011 shares of the investment management company’s stock worth $5,460,875,000 after buying an additional 476,977 shares during the last quarter. Hedge funds and other institutional investors own 71.21% 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: Goldman Sachs agreed to acquire LCN Capital Partners for up to $410 million, including $260 million upfront and performance-based consideration. LCN manages approximately $3 billion in assets and specializes in sale-leaseback and triple-net-lease investments. The transaction expands Goldman’s Asset & Wealth Management business into private real estate and could increase recurring, capital-light fee revenue. Goldman Sachs to buy LCN Capital Partners in up to $410 million deal
- Positive Sentiment: Goldman forecasts U.S. ETF inflows could exceed $2 trillion in 2026, driven by active, AI, thematic and leveraged products. The trend supports growth prospects for Goldman’s asset-management and ETF operations, although it is an industry outlook rather than a direct earnings update. Goldman Sachs’ $2 Trillion ETF Forecast Signals a New Era for AI, Active and Thematic Funds
- Neutral Sentiment: Goldman analysts reiterated Buy ratings on Talen Energy and Lowe’s, while maintaining a Buy rating but reducing the target for HawkEye 360. These calls may generate advisory activity and visibility but have limited direct effect on GS’s near-term financial results.
- Neutral Sentiment: Goldman research highlighted rising AI-related pressure on employment, particularly among entry-level workers. The report reinforces Goldman’s role as a source of influential economic research, but it does not directly change the company’s earnings outlook. Goldman studied where AI is squeezing labor markets
- Negative Sentiment: Ripple’s $275 million debt offering was described as supporting competition with traditional financial firms, including Goldman. The competitive threat appears limited and longer term, but it adds to concerns about emerging fintech and digital-asset rivals.
The Goldman Sachs Group Trading Down 1.7%
The Goldman Sachs Group (NYSE:GS – Get Free Report) last posted its quarterly earnings results on Tuesday, July 14th. The investment management company reported $20.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $14.47 by $6.51. The Goldman Sachs Group had a return on equity of 19.16% and a net margin of 15.53%.The business had revenue of $20.34 billion during the quarter, compared to analyst estimates of $16.22 billion. During the same period in the prior year, the business earned $10.91 earnings per share. The business’s revenue was up 39.4% compared to the same quarter last year. Analysts expect that The Goldman Sachs Group, Inc. will post 68.89 EPS for the current fiscal year.
The Goldman Sachs Group Increases Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $5.00 per share. This represents a $20.00 dividend on an annualized basis and a yield of 2.0%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date of this dividend is Tuesday, September 1st. The Goldman Sachs Group’s dividend payout ratio is presently 27.78%.
Wall Street Analyst Weigh In
Several research analysts recently weighed in on GS shares. Rothschild & Co Redburn lifted their price target on The Goldman Sachs Group from $870.00 to $920.00 and gave the company a “neutral” rating in a research report on Thursday, June 25th. Oppenheimer downgraded shares of The Goldman Sachs Group from a “market perform” rating to an “underperform” rating in a research report on Tuesday, June 30th. HSBC raised shares of The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, August 5th. BNP Paribas Exane cut their price target on The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating for the company in a research note on Friday, April 24th. Finally, Evercore reaffirmed an “outperform” rating on shares of The Goldman Sachs Group in a report on Monday, July 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $1,062.86.
Get Our Latest Stock Report on The Goldman Sachs Group
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.
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