Nippon Life Global Investors Americas Inc. Invests $46.84 Million in The Goldman Sachs Group, Inc. $GS

Nippon Life Global Investors Americas Inc. bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 46,310 shares of the investment management company’s stock, valued at approximately $46,837,000. The Goldman Sachs Group comprises approximately 1.9% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 19th largest position.

A number of other institutional investors have also recently bought and sold shares of GS. Audent Global Asset Management LLC raised its position in shares of The Goldman Sachs Group by 10.1% in the 4th quarter. Audent Global Asset Management LLC now owns 5,238 shares of the investment management company’s stock worth $4,604,000 after buying an additional 479 shares during the period. Oak Grove Capital LLC purchased a new stake in The Goldman Sachs Group during the fourth quarter valued at about $1,890,000. Nomura Asset Management Co. Ltd. grew its position in The Goldman Sachs Group by 2.6% during the fourth quarter. Nomura Asset Management Co. Ltd. now owns 141,990 shares of the investment management company’s stock valued at $124,809,000 after acquiring an additional 3,653 shares during the period. Global Retirement Partners LLC increased its stake in The Goldman Sachs Group by 35.0% during the fourth quarter. Global Retirement Partners LLC now owns 11,944 shares of the investment management company’s stock worth $10,499,000 after acquiring an additional 3,098 shares during the last quarter. Finally, New Age Alpha Advisors LLC increased its stake in The Goldman Sachs Group by 92.4% during the fourth quarter. New Age Alpha Advisors LLC now owns 14,298 shares of the investment management company’s stock worth $12,568,000 after acquiring an additional 6,867 shares during the last quarter. 71.21% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research firms have recently weighed in on GS. Bank of America lifted their price objective on The Goldman Sachs Group from $1,150.00 to $1,300.00 and gave the company a “buy” rating in a research note on Thursday, July 16th. Rothschild & Co Redburn increased their target price on shares of The Goldman Sachs Group from $870.00 to $920.00 and gave the stock a “neutral” rating in a research report on Thursday, June 25th. Wall Street Zen lowered shares of The Goldman Sachs Group from a “buy” rating to a “hold” rating in a report on Saturday, August 15th. Wells Fargo & Company lifted their price target on shares of The Goldman Sachs Group from $1,195.00 to $1,325.00 and gave the company an “overweight” rating in a research report on Wednesday, July 15th. Finally, Jefferies Financial Group set a $1,299.00 price objective on shares of The Goldman Sachs Group in a research note on Wednesday, July 15th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,062.86.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Goldman Sachs agreed to acquire LCN Capital Partners for up to $410 million, including $260 million upfront and performance-based consideration. LCN manages approximately $3 billion in assets and specializes in sale-leaseback and triple-net-lease investments. The transaction expands Goldman’s Asset & Wealth Management business into private real estate and could increase recurring, capital-light fee revenue. Goldman Sachs to buy LCN Capital Partners in up to $410 million deal
• Positive Sentiment: Goldman forecasts U.S. ETF inflows could exceed $2 trillion in 2026, driven by active, AI, thematic and leveraged products. The trend supports growth prospects for Goldman’s asset-management and ETF operations, although it is an industry outlook rather than a direct earnings update. Goldman Sachs’ $2 Trillion ETF Forecast Signals a New Era for AI, Active and Thematic Funds
• Neutral Sentiment: Goldman analysts reiterated Buy ratings on Talen Energy and Lowe’s, while maintaining a Buy rating but reducing the target for HawkEye 360. These calls may generate advisory activity and visibility but have limited direct effect on GS’s near-term financial results.
• Neutral Sentiment: Goldman research highlighted rising AI-related pressure on employment, particularly among entry-level workers. The report reinforces Goldman’s role as a source of influential economic research, but it does not directly change the company’s earnings outlook. Goldman studied where AI is squeezing labor markets
• Negative Sentiment: Ripple’s $275 million debt offering was described as supporting competition with traditional financial firms, including Goldman. The competitive threat appears limited and longer term, but it adds to concerns about emerging fintech and digital-asset rivals.

The Goldman Sachs Group Trading Down 1.7%

Shares of GS opened at $1,022.32 on Thursday. The stock’s 50-day moving average is $1,055.05 and its two-hundred day moving average is $963.38. The stock has a market cap of $297.67 billion, a PE ratio of 15.78, a P/E/G ratio of 1.05 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 12 month low of $705.55 and a 12 month high of $1,153.99. The company has a debt-to-equity ratio of 3.17, a current ratio of 0.63 and a quick ratio of 0.63.

The Goldman Sachs Group (NYSE:GS) last issued its earnings results on Tuesday, July 14th. The investment management company reported $20.98 earnings per share for the quarter, topping the consensus estimate of $14.47 by $6.51. The Goldman Sachs Group had a return on equity of 19.16% and a net margin of 15.53%.The company had revenue of $20.34 billion during the quarter, compared to the consensus estimate of $16.22 billion. During the same quarter in the prior year, the business earned $10.91 earnings per share. The company’s revenue was up 39.4% compared to the same quarter last year. Equities analysts forecast that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Investors of record on Tuesday, September 1st will be given a dividend of $5.00 per share. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $20.00 annualized dividend and a yield of 2.0%. The Goldman Sachs Group’s dividend payout ratio is presently 27.78%.

The Goldman Sachs Group 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.