MUFG Securities EMEA plc Grows Stock Position in The Goldman Sachs Group, Inc. $GS

MUFG Securities EMEA plc grew its position in The Goldman Sachs Group, Inc. (NYSE:GS) by 97.1% during the 4th quarter, HoldingsChannel.com reports. The fund owned 13,196 shares of the investment management company’s stock after buying an additional 6,502 shares during the quarter. MUFG Securities EMEA plc’s holdings in The Goldman Sachs Group were worth $11,599,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Bearing Point Capital LLC purchased a new position in shares of The Goldman Sachs Group in the fourth quarter valued at approximately $308,000. Sfmg LLC increased its holdings in shares of The Goldman Sachs Group by 29.7% in the fourth quarter. Sfmg LLC now owns 415 shares of the investment management company’s stock valued at $365,000 after purchasing an additional 95 shares during the last quarter. Welch & Forbes LLC increased its holdings in shares of The Goldman Sachs Group by 0.8% in the fourth quarter. Welch & Forbes LLC now owns 1,430 shares of the investment management company’s stock valued at $1,257,000 after purchasing an additional 11 shares during the last quarter. Holderness Investments Co. increased its holdings in shares of The Goldman Sachs Group by 5.4% in the fourth quarter. Holderness Investments Co. now owns 1,571 shares of the investment management company’s stock valued at $1,381,000 after purchasing an additional 81 shares during the last quarter. Finally, Keyvantage Wealth LLC increased its holdings in shares of The Goldman Sachs Group by 26.6% in the fourth quarter. Keyvantage Wealth LLC now owns 362 shares of the investment management company’s stock valued at $318,000 after purchasing an additional 76 shares during the last quarter. Hedge funds and other institutional investors own 71.21% of the company’s stock.

Insiders Place Their Bets

In other The Goldman Sachs Group news, CFO Denis P. Coleman sold 6,857 shares of The Goldman Sachs Group stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $973.55, for a total value of $6,675,632.35. Following the sale, the chief financial officer owned 31,070 shares in the company, valued at $30,248,198.50. The trade was a 18.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Kathryn H. Ruemmler sold 14,292 shares of The Goldman Sachs Group stock in a transaction on Wednesday, May 6th. The shares were sold at an average price of $939.07, for a total value of $13,421,188.44. Following the completion of the sale, the insider directly owned 15,657 shares of the company’s stock, valued at $14,703,018.99. The trade was a 47.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 33,681 shares of company stock worth $31,737,875 over the last ninety days. Company insiders own 0.55% of the company’s stock.

The Goldman Sachs Group Price Performance

NYSE:GS opened at $1,024.02 on Monday. The Goldman Sachs Group, Inc. has a 52 week low of $592.17 and a 52 week high of $1,027.22. The company has a quick ratio of 0.63, a current ratio of 0.63 and a debt-to-equity ratio of 2.89. The company has a market capitalization of $302.09 billion, a P/E ratio of 18.71, a P/E/G ratio of 1.32 and a beta of 1.30. The stock’s fifty day moving average is $913.37 and its two-hundred day moving average is $892.78.

The Goldman Sachs Group (NYSE:GS) last posted its earnings results on Monday, April 13th. The investment management company reported $17.55 EPS for the quarter, beating analysts’ consensus estimates of $15.92 by $1.63. The Goldman Sachs Group had a return on equity of 16.53% and a net margin of 14.13%.The company had revenue of $17.23 billion for the quarter, compared to the consensus estimate of $16.66 billion. During the same quarter in the previous year, the business earned $14.12 earnings per share. The company’s revenue for the quarter was up 14.4% on a year-over-year basis. Equities analysts expect that The Goldman Sachs Group, Inc. will post 59.53 EPS for the current year.

The Goldman Sachs Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Monday, June 1st will be given a $4.50 dividend. The ex-dividend date is Monday, June 1st. This represents a $18.00 dividend on an annualized basis and a yield of 1.8%. The Goldman Sachs Group’s payout ratio is currently 32.89%.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman Sachs said merger-and-acquisition activity is tracking toward near-record levels in 2026, potentially close to the 2021 boom, which would support higher investment banking fees and earnings. Goldman Sachs says on track for near-record M&A volumes in 2026
• Positive Sentiment: The company also forecast record or near-record global M&A volumes next year, suggesting a stronger pipeline for advisory and underwriting revenue. GS Expects Record Global M&A in 2026: Will This Boost Its IB Business?
• Positive Sentiment: Goldman’s bullish market commentary extended beyond dealmaking, with the firm raising its S&P 500 target to 8,000 on AI-driven earnings optimism, reinforcing a constructive outlook for capital markets activity. US Stock Market: Goldman Sachs raises S&P 500 target to 8,000 on AI-driven earnings optimism
• Neutral Sentiment: Goldman also presented at Bernstein’s Strategic Decisions Conference, but the transcript does not indicate any major new catalyst beyond the firm’s existing growth themes. The Goldman Sachs Group, Inc. (GS) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: The bank was also mentioned in a PB Fintech block deal as one of several institutional buyers, which is notable but likely not material enough on its own to move GS shares. PB Fintech sees Rs 665 crore block deal as founders pare stake; Goldman among other top funds buy

Analyst Upgrades and Downgrades

GS has been the subject of several recent research reports. Evercore cut their price target on The Goldman Sachs Group from $1,075.00 to $950.00 and set an “outperform” rating for the company in a report on Monday, April 6th. Jefferies Financial Group cut their price target on The Goldman Sachs Group from $1,125.00 to $1,049.00 and set a “buy” rating for the company in a report on Monday, April 6th. JPMorgan Chase & Co. reaffirmed a “neutral” rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. Citigroup increased their price target on The Goldman Sachs Group from $765.00 to $930.00 and gave the company a “neutral” rating in a report on Friday, May 8th. Finally, UBS Group increased their price target on The Goldman Sachs Group from $930.00 to $940.00 in a report on Wednesday, May 6th. Nine research analysts have rated the stock with a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $943.95.

About The Goldman Sachs Group

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.