John F.W. Rogers Sells 13,151 Shares of The Goldman Sachs Group (NYSE:GS) Stock

The Goldman Sachs Group, Inc. (NYSE:GS) EVP John F.W. Rogers sold 13,151 shares of The Goldman Sachs Group stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $959.03, for a total transaction of $12,612,203.53. Following the sale, the executive vice president directly owned 39,007 shares of the company’s stock, valued at $37,408,883.21. This represents a 25.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink.

John F.W. Rogers also recently made the following trade(s):

• On Wednesday, February 11th, John F.W. Rogers sold 2,704 shares of The Goldman Sachs Group stock. The shares were sold at an average price of $960.99, for a total value of $2,598,516.96.

The Goldman Sachs Group Price Performance

GS stock traded up $0.97 during mid-day trading on Friday, hitting $905.52. 2,542,282 shares of the stock were exchanged, compared to its average volume of 2,573,653. The stock has a market capitalization of $271.59 billion, a price-to-earnings ratio of 17.65, a PEG ratio of 1.16 and a beta of 1.34. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65. The Goldman Sachs Group, Inc. has a 12 month low of $439.38 and a 12 month high of $984.70. The business has a fifty day moving average price of $918.15 and a 200 day moving average price of $822.04.

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 the consensus estimate of $11.52 by $2.03. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The business had revenue of $15.71 billion during the quarter, compared to analyst estimates of $14.30 billion. During the same quarter in the prior year, the firm earned $11.95 earnings per share. The Goldman Sachs Group’s revenue for the quarter was down 3.0% on a year-over-year basis. On average, sell-side analysts anticipate 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. Shareholders 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. This represents a $18.00 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Monday, March 2nd. The Goldman Sachs Group’s payout ratio is presently 31.20%.

Key Headlines Impacting The Goldman Sachs Group

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

• Positive Sentiment: Underlying deal and franchise momentum: Management and analysts point to stronger M&A/advisory activity, private‑credit growth and AI-related business opportunities that support revenue upside for Goldman Sachs. Solomon: Economic landscape for 2026 is ‘quite good’
• Positive Sentiment: Strong multi‑year rally and strategic positioning: Commentary and analyst pieces highlight a ~37.5% rally driven by M&A revival, AI expansion and private credit — these themes underpin forward earnings expectations. GS Stock Up 37.5% in a Year
• Neutral Sentiment: Crypto/ETF positioning: SEC filings show sizable ETF exposure to BTC/ETH/XRP (Goldman reports hundreds of millions in XRP and multi‑billion ETF exposures). That can create fee and trading opportunities but also inventory volatility and mark‑to‑market swings. Goldman Sachs Reports $2.3B in BTC, ETH, XRP — The Catch
• Neutral Sentiment: Business wins/mandates: Goldman continues to win fee-generating mandates (e.g., lead arranger roles) that support future investment-banking revenue. These are constructive but not market-moving by themselves. Presidio financing facility announcement
• Negative Sentiment: Top lawyer Kathy Ruemmler resigned after DOJ document releases showed close communications with Jeffrey Epstein — CEO David Solomon said he “reluctantly accepted” her resignation. This raises governance and reputational risk and likely drove intraday selling. FT: Goldman chief Solomon ‘reluctantly accepted’ Ruemmler’s resignation
• Negative Sentiment: Material insider selling: CFO Denis Coleman disclosed a sale of ~11,623 shares (~$10.9M) and other senior insiders also sold recently — concentrated sales can weigh on sentiment and amplify price moves. SEC filing: Denis P. Coleman Form 4
• Negative Sentiment: Sector/market weakness: Earlier broad bank selling and crypto volatility amplified downside for large financials, increasing pressure on GS in the near term. Banks plunged over 5%

Hedge Funds Weigh In On The Goldman Sachs Group

A number of institutional investors have recently bought and sold shares of GS. Vanguard Group Inc. boosted its position in shares of The Goldman Sachs Group by 1.5% during 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 in the last quarter. State Street Corp boosted its stake in The Goldman Sachs Group by 2.1% during the fourth quarter. State Street Corp now owns 19,564,783 shares of the investment management company’s stock worth $17,197,444,000 after acquiring an additional 394,198 shares in the last quarter. Fisher Asset Management LLC grew its holdings in The Goldman Sachs Group by 1.7% in the fourth quarter. Fisher Asset Management LLC now owns 6,771,556 shares of the investment management company’s stock worth $5,952,199,000 after purchasing an additional 110,134 shares during the period. Geode Capital Management LLC increased its stake in shares of The Goldman Sachs Group by 0.7% during the fourth quarter. Geode Capital Management LLC now owns 6,726,721 shares of the investment management company’s stock valued at $5,896,795,000 after purchasing an additional 45,266 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in shares of The Goldman Sachs Group by 4.9% during 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. 71.21% of the stock is owned by institutional investors.

Analysts Set New Price Targets

GS has been the subject of several analyst reports. BMO Capital Markets increased their target price on The Goldman Sachs Group from $980.00 to $985.00 and gave the company a “market perform” rating in a report on Tuesday, January 20th. Daiwa Securities Group increased their price objective on 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. Barclays lifted their target price on shares of The Goldman Sachs Group from $850.00 to $1,048.00 and gave the stock an “overweight” rating in a research note on Monday, January 5th. Rothschild & Co Redburn upped their price target on shares of The Goldman Sachs Group from $608.00 to $748.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Finally, Wells Fargo & Company raised their price target on shares of The Goldman Sachs Group from $970.00 to $1,050.00 and gave the stock an “overweight” rating in a report on Thursday, January 15th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $916.86.

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.