Rep. Julie Johnson Sells The Goldman Sachs Group, Inc. (NYSE:GS) Stock

Representative Julie Johnson (D-Texas) recently sold shares of The Goldman Sachs Group, Inc. (NYSE:GS). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in The Goldman Sachs Group stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of General Dynamics (NYSE:GD) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.

The Goldman Sachs Group Stock Down 1.5%

Shares of NYSE:GS traded down $14.33 on Friday, hitting $961.54. 3,066,304 shares of the company’s stock were exchanged, compared to its average volume of 1,940,090. The Goldman Sachs Group, Inc. has a 1-year low of $439.38 and a 1-year high of $984.70. The company has a market capitalization of $288.39 billion, a PE ratio of 18.75, a P/E/G ratio of 1.02 and a beta of 1.33. 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 firm’s 50-day moving average is $868.57 and its 200 day moving average is $793.05.

The Goldman Sachs Group (NYSE:GS) last posted its earnings results on Thursday, January 15th. The investment management company reported $14.01 earnings per share for the quarter, topping the consensus estimate of $11.52 by $2.49. The firm had revenue of $13.45 billion during the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The firm’s revenue was down 3.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $11.95 earnings per share. Sell-side analysts predict 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 disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be given a dividend of $4.50 per share. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $18.00 annualized dividend and a dividend yield of 1.9%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s payout ratio is currently 35.09%.

Hedge Funds Weigh In On The Goldman Sachs Group

Institutional investors have recently bought and sold shares of the company. Bouchey Financial Group Ltd purchased a new position in The Goldman Sachs Group during the fourth quarter worth about $203,000. Perigon Wealth Management LLC raised its stake in shares of The Goldman Sachs Group by 4.4% during the 4th quarter. Perigon Wealth Management LLC now owns 9,498 shares of the investment management company’s stock worth $8,349,000 after buying an additional 404 shares in the last quarter. Louisbourg Investments Inc. lifted its holdings in shares of The Goldman Sachs Group by 7.3% in the 4th quarter. Louisbourg Investments Inc. now owns 1,163 shares of the investment management company’s stock valued at $1,022,000 after buying an additional 79 shares during the period. Heck Capital Advisors LLC purchased a new stake in shares of The Goldman Sachs Group in the fourth quarter valued at approximately $309,000. Finally, Genesee Capital Advisors LLC raised its position in The Goldman Sachs Group by 4.9% in the fourth quarter. Genesee Capital Advisors LLC now owns 1,863 shares of the investment management company’s stock worth $1,637,000 after acquiring an additional 87 shares in the last quarter. 71.21% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

GS has been the subject of several research analyst reports. Citigroup upped their target price on shares of The Goldman Sachs Group from $700.00 to $765.00 and gave the company a “neutral” rating in a report on Thursday, October 16th. UBS Group upped their price objective on shares of The Goldman Sachs Group from $762.00 to $805.00 and gave the company a “neutral” rating in a research note on Tuesday, October 7th. Daiwa Capital Markets raised their price objective on The Goldman Sachs Group from $823.00 to $927.00 and gave the stock a “neutral” rating in a report on Tuesday, January 6th. Wells Fargo & Company boosted 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. Finally, Deutsche Bank Aktiengesellschaft upped their target price on The Goldman Sachs Group from $725.00 to $790.00 and gave the company a “hold” rating in a research report on Tuesday, September 30th. Eight investment analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $891.57.

Key Headlines Impacting The Goldman Sachs Group

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

• Positive Sentiment: Q4 EPS beat and record equities trading — Goldman reported Q4 EPS well above estimates and set a Wall Street record for equities‑trading revenue, driving upside to profits and supporting higher dividend/buyback capacity. MarketBeat: Goldman Sachs Soars on Q4 Post
• Positive Sentiment: Dividend increase and capital returns — Goldman raised its quarterly dividend to $4.50 (12.5% increase) and signaled buybacks, a clear shareholder‑friendly move that supports valuation and income investors. TipRanks: Dividend Raise
• Positive Sentiment: Strong investment‑banking backlog and 2026 outlook — Management flagged a heavier M&A/investment‑banking pipeline and expects IB revenue to grow, which could sustain earnings momentum if activity persists. MarketBeat: Investment Banking Outlook
• Neutral Sentiment: Exploring new revenue streams — Management said it is watching/tokenization, stablecoins (CLARITY Act) and is exploring prediction markets — long‑term optionality but not immediate revenue. Cointelegraph: CLARITY Act comments
• Neutral Sentiment: Alternatives activity — Goldman Sachs Alternatives participated in a continuation vehicle backing Ecowaste, showing continued private markets deal flow but limited near‑term impact on GS equity. Benzinga: Kinderhook/Ecowaste
• Negative Sentiment: Revenue miss and Apple Card accounting noise — Reported revenue was mixed/variance across sources; the Apple Card transition produced a large accounting impact that reduced revenue but boosted one‑time profit — creates comparability questions for investors. Reuters: Profit Rises; Apple Card note
• Negative Sentiment: Cash‑flow and Platform Solutions concerns — Third‑party reporting highlighted a sharp drop in operating cash flow and ongoing Platform Solutions exit costs/markdowns tied to the consumer portfolio, which could pressure near‑term fundamentals. QuiverQuant: Cash flow item
• Negative Sentiment: Analyst target shifts and valuation debate — Several firms raised price targets (Wells Fargo, KBW) but others trimmed or maintain more conservative views; commentary that the stock is “running hot” and a wide target range increases short‑term volatility risk. MarketScreener: Wells Fargo PT Street Insider: KBW PT

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.