The Goldman Sachs Group, Inc. $GS Shares Acquired by Rheos Capital Works Inc.

Rheos Capital Works Inc. raised its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) by 258.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 30,500 shares of the investment management company’s stock after purchasing an additional 22,000 shares during the period. The Goldman Sachs Group accounts for approximately 1.4% of Rheos Capital Works Inc.’s holdings, making the stock its 29th biggest position. Rheos Capital Works Inc.’s holdings in The Goldman Sachs Group were worth $24,289,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in GS. Kingstone Capital Partners Texas LLC increased its position in The Goldman Sachs Group by 617,504.5% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 29,058,291 shares of the investment management company’s stock valued at $20,566,005,000 after acquiring an additional 29,053,586 shares during the period. Fisher Asset Management LLC boosted its position in The Goldman Sachs Group by 3.6% during the 2nd quarter. Fisher Asset Management LLC now owns 6,539,746 shares of the investment management company’s stock worth $4,628,507,000 after acquiring an additional 227,604 shares during the period. Bank of New York Mellon Corp grew its stake in shares of The Goldman Sachs Group by 4.9% in the second quarter. Bank of New York Mellon Corp now owns 3,379,900 shares of the investment management company’s stock worth $2,392,124,000 after purchasing an additional 157,473 shares in the last quarter. Norges Bank acquired a new position in shares of The Goldman Sachs Group during the second quarter valued at $2,138,031,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake in shares of The Goldman Sachs Group by 6.1% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,084,108 shares of the investment management company’s stock valued at $1,138,527,000 after purchasing an additional 120,272 shares in the last quarter. Institutional investors and hedge funds own 71.21% of the company’s stock.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman topped global M&A league tables in 2025 with $1.48 trillion of deals, underlining its deal pipeline and franchise strength that support advisory revenue and fees. Goldman Sachs tops global M&A rankings with $1.48 trillion in deals
• Positive Sentiment: Jefferies raised its GS price target sharply to $1,087 and kept a Buy rating — a bullish analyst signal that likely helped push the stock higher. Jefferies adjusts price target on Goldman Sachs
• Positive Sentiment: Barclays and Wells Fargo also lifted targets (Barclays to $1,048 reported; Wells Fargo to $970 with an Overweight), reinforcing buy-side momentum and supporting higher valuation multiples. Goldman Sachs price target raised to $1,048 from $850 at Barclays
• Positive Sentiment: BMO raised its target to $980 (Market Perform) — another vote of confidence that provides incremental support for the share price. BMO raises target on Goldman Sachs
• Neutral Sentiment: Daiwa raised its target to $927 but kept a Neutral rating (target is slightly below current levels), which tempers upside expectations for some investors. Daiwa adjusts price target on Goldman Sachs
• Neutral Sentiment: Goldman’s research and thematic calls (crypto regulatory clarity promoting institutional adoption; macro views such as a bullish S&P 500 call) keep the firm visible and can drive trading and research-led client flows, but these are indirect drivers of revenue. Goldman Sachs Says Crypto Rules Will Promote Institutional Adoption
• Neutral Sentiment: Goldman research and analyst activity around other companies (e.g., TSMC, Coinbase, Wealthfront coverage) demonstrates the firm’s influence on markets but impacts GS earnings indirectly through trading and investment banking pipelines. Coinbase stock jumps on Goldman Sachs upgrade

The Goldman Sachs Group Price Performance

Shares of NYSE:GS opened at $955.05 on Wednesday. The company has a market capitalization of $286.45 billion, a PE ratio of 19.40, a price-to-earnings-growth ratio of 1.11 and a beta of 1.33. The company has a debt-to-equity ratio of 2.53, a quick ratio of 0.65 and a current ratio of 0.65. The stock has a fifty day moving average of $843.27 and a 200-day moving average of $778.94. The Goldman Sachs Group, Inc. has a one year low of $439.38 and a one year high of $961.69.

The Goldman Sachs Group (NYSE:GS) last announced its earnings results on Tuesday, October 14th. The investment management company reported $12.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.27 by $1.98. The Goldman Sachs Group had a return on equity of 15.29% and a net margin of 13.18%.The company had revenue of $15.18 billion for the quarter, compared to analyst estimates of $13.68 billion. During the same period in the previous year, the firm earned $8.40 earnings per share. The Goldman Sachs Group’s revenue for the quarter was up 19.5% compared to the same quarter last year. As a group, equities analysts anticipate that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, December 30th. Shareholders of record on Tuesday, December 2nd were paid a dividend of $4.00 per share. The ex-dividend date of this dividend was Tuesday, December 2nd. This represents a $16.00 dividend on an annualized basis and a yield of 1.7%. The Goldman Sachs Group’s dividend payout ratio is currently 32.50%.

Wall Street Analyst Weigh In

Several equities analysts have commented on the stock. Barclays raised their target price on shares of The Goldman Sachs Group from $850.00 to $1,048.00 and gave the company an “overweight” rating in a research note on Monday. Dbs Bank raised their price objective on shares of The Goldman Sachs Group from $800.00 to $890.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Keefe, Bruyette & Woods upped their target price on The Goldman Sachs Group from $870.00 to $971.00 and gave the stock a “market perform” rating in a research report on Wednesday, December 17th. Morgan Stanley decreased their price target on The Goldman Sachs Group from $854.00 to $828.00 and set an “equal weight” rating for the company in a research note on Wednesday, October 15th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of The Goldman Sachs Group in a research note on Monday, December 22nd. Five analysts have rated the stock with a Buy rating, seventeen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $852.28.

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.