O Neil Global Advisors Inc. Takes $3.56 Million Position in The Goldman Sachs Group, Inc. $GS

O Neil Global Advisors Inc. acquired a new position in shares of The Goldman Sachs Group, Inc. (NYSE:GS) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,474 shares of the investment management company’s stock, valued at approximately $3,563,000. The Goldman Sachs Group makes up about 0.7% of O Neil Global Advisors Inc.’s investment portfolio, making the stock its 17th largest position.

Several other large investors have also added to or reduced their stakes in GS. Brighton Jones LLC grew its stake in The Goldman Sachs Group by 17.1% during the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock valued at $1,989,000 after acquiring an additional 508 shares in the last quarter. Revolve Wealth Partners LLC lifted its stake in The Goldman Sachs Group by 7.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company’s stock worth $508,000 after purchasing an additional 58 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in The Goldman Sachs Group by 90.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company’s stock valued at $1,098,000 after purchasing an additional 735 shares during the period. Schnieders Capital Management LLC. grew its position in shares of The Goldman Sachs Group by 9.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock valued at $581,000 after purchasing an additional 70 shares in the last quarter. Finally, Cullen Frost Bankers Inc. grew its position in shares of The Goldman Sachs Group by 184.0% during the 2nd quarter. Cullen Frost Bankers Inc. now owns 284 shares of the investment management company’s stock valued at $201,000 after purchasing an additional 184 shares in the last quarter. Institutional investors own 71.21% of the company’s stock.

The Goldman Sachs Group Stock Performance

NYSE:GS opened at $922.03 on Monday. The company has a market capitalization of $276.54 billion, a price-to-earnings ratio of 17.98, a PEG ratio of 1.13 and a beta of 1.34. The business has a 50 day moving average of $922.42 and a 200 day moving average of $831.56. 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 1-year low of $439.38 and a 1-year high of $984.70.

The Goldman Sachs Group (NYSE:GS) last issued its quarterly earnings results on Thursday, January 15th. The investment management company reported $13.55 EPS for the quarter, beating analysts’ consensus estimates of $11.52 by $2.03. The business had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.19%. The business’s quarterly revenue was down 3.0% on a year-over-year basis. During the same period last year, the business earned $11.95 earnings per share. On average, sell-side analysts predict that The Goldman Sachs Group, Inc. will post 47.12 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 2nd will be given a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Monday, March 2nd. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The Goldman Sachs Group’s dividend payout ratio is 31.20%.

Insiders Place Their Bets

In other The Goldman Sachs Group news, CEO David M. Solomon sold 272 shares of the company’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $938.92, for a total transaction of $255,386.24. Following the completion of the sale, the chief executive officer directly owned 125,527 shares in the company, valued at $117,859,810.84. This represents a 0.22% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Treasurer Carey Halio sold 2,846 shares of the firm’s stock in a transaction dated Tuesday, January 27th. The shares were sold at an average price of $927.17, for a total value of $2,638,725.82. Following the transaction, the treasurer directly owned 2,017 shares in the company, valued at $1,870,101.89. This trade represents a 58.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 117,283 shares of company stock valued at $112,016,033 over the last three months. 0.55% of the stock is currently owned by company insiders.

Key Stories Impacting The Goldman Sachs Group

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

• Positive Sentiment: CEO David Solomon says he personally owns a small amount of Bitcoin — a notable shift from prior skepticism that could signal greater executive comfort with crypto and bolster investor expectations for Goldman’s digital-asset strategy and client offerings. Goldman Sachs CEO David Solomon Now Owns Bitcoin. Should You Buy the No. 1 Crypto Here?
• Positive Sentiment: Goldman is advising on a €1 billion marina business sale alongside CVC — a meaningful investment-banking mandate that can drive near-term fees and underscores Goldman’s deal flow in Europe. CVC Is Working With Goldman Sachs on €1 Billion Marina Business Sale
• Positive Sentiment: Petershill (Goldman’s investment platform) is seeking $5 billion to buy more private stakes — this would expand fee-bearing AUM/asset-management revenue and diversify revenue away from trading cycles. Goldman’s Petershill seeks $5 billion for more private stakes
• Positive Sentiment: Reports show hedge-fund manager Duquesne added a new position in Goldman in Q4 — institutional purchases can support the stock and reflect confidence from prominent money managers. Famous Hedge Fund Duquesne Is Buying Up This 1 Big Bank Stock. Should You?
• Neutral Sentiment: Pakistan launched a regulated crypto sandbox testing stablecoins, tokenization and remittances; coverage notes mention global players including Goldman — could open business opportunities but timing and revenue impact are uncertain. Pakistan Goes Live With Crypto Regulatory Sandbox: Here’s What It Means for Digital Assets
• Neutral Sentiment: Goldman’s research is actively publishing bullish calls (e.g., MP Materials, rare-earths coverage) — positive for franchise and investor relations but indirect for immediate revenue. Goldman Sachs Says MP Materials Stock Can Gain More Than 30% From Here. Should You Buy MP Stock?
• Negative Sentiment: Goldman will drop DEI criteria for board-member selection — this change has prompted media coverage and could create reputational and governance scrutiny that some investors may view negatively. Goldman Scraps DEI Test for Boardroom Seats, Downtown on Edge
• Negative Sentiment: RBC hired a Goldman equities trader to lead its algorithm efforts — a small talent loss that highlights competitive pressure for top trading staff. RBC Hires Goldman Trader Noel Reyes in Equity Algorithm Push

Analyst Upgrades and Downgrades

A number of equities research analysts recently issued reports on GS shares. Wells Fargo & Company increased their price objective on The Goldman Sachs Group from $970.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Thursday, January 15th. BNP Paribas Exane boosted their target price on The Goldman Sachs Group from $775.00 to $970.00 and gave the stock a “neutral” rating in a research report on Friday, January 16th. Autonomous Res lowered their price target on The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a report on Thursday, January 15th. Argus lifted their price target on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a “buy” rating in a research report on Friday, January 16th. Finally, UBS Group reissued a “neutral” rating and set a $990.00 price objective on shares of The Goldman Sachs Group in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and fourteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $916.86.

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.