HWG Holdings LP Takes $4.12 Million Position in The Goldman Sachs Group, Inc. $GS

HWG Holdings LP acquired a new stake in The Goldman Sachs Group, Inc. (NYSE:GS) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,688 shares of the investment management company’s stock, valued at approximately $4,121,000. The Goldman Sachs Group comprises about 1.0% of HWG Holdings LP’s portfolio, making the stock its 18th largest position.

Several other hedge funds also recently added to or reduced their stakes in the business. Dagco Inc. acquired a new position in shares of The Goldman Sachs Group in the 4th quarter valued at $25,000. Harbor Capital Advisors Inc. purchased a new position in shares of The Goldman Sachs Group during the 3rd quarter worth $26,000. First PREMIER Bank acquired a new stake in shares of The Goldman Sachs Group during the 3rd quarter worth about $28,000. Corundum Trust Company INC purchased a new stake in The Goldman Sachs Group in the 3rd quarter valued at about $29,000. Finally, Elevation Wealth Partners LLC raised its holdings in The Goldman Sachs Group by 100.0% in the 3rd quarter. Elevation Wealth Partners LLC now owns 40 shares of the investment management company’s stock valued at $32,000 after buying an additional 20 shares during the period. 71.21% of the stock is currently owned by hedge funds and other institutional investors.

The Goldman Sachs Group Stock Performance

NYSE GS opened at $841.90 on Thursday. The company has a debt-to-equity ratio of 2.60, a current ratio of 0.66 and a quick ratio of 0.66. The company has a market cap of $248.35 billion, a P/E ratio of 16.41, a P/E/G ratio of 1.01 and a beta of 1.34. The stock has a 50-day moving average of $890.89 and a two-hundred day moving average of $847.88. 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $11.52 by $2.03. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.72%. The business had revenue of $15.71 billion for the quarter, compared to analysts’ expectations of $14.30 billion. During the same quarter in the prior year, the company earned $11.95 earnings per share. The business’s quarterly revenue was down 3.0% on a year-over-year basis. As a group, analysts anticipate 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 announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be issued a dividend of $4.50 per share. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date is Monday, March 2nd. This represents a $18.00 dividend on an annualized basis and a yield of 2.1%. The Goldman Sachs Group’s dividend payout ratio (DPR) is currently 35.09%.

Wall Street Analyst Weigh In

Several research analysts have weighed in on the stock. BMO Capital Markets increased their target price on shares of The Goldman Sachs Group from $980.00 to $985.00 and gave the stock a “market perform” rating in a research note on Tuesday, January 20th. Autonomous Res reduced their price target on shares of The Goldman Sachs Group from $1,047.00 to $960.00 and set an “outperform” rating on the stock in a research note on Thursday, January 15th. JPMorgan Chase & Co. upped their price objective on shares of The Goldman Sachs Group from $815.00 to $826.00 and gave the stock a “neutral” rating in a report on Tuesday, March 10th. Keefe, Bruyette & Woods increased their price objective on shares of The Goldman Sachs Group from $971.00 to $1,000.00 and gave the stock a “market perform” rating in a research report on Friday, January 16th. Finally, Royal Bank Of Canada boosted their target price on The Goldman Sachs Group from $900.00 to $1,030.00 and gave the company a “sector perform” rating in a research report on Tuesday, January 20th. Eight equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $919.29.

The Goldman Sachs Group News Summary

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

• Positive Sentiment: Analysts and previews point to an earnings beat and upside momentum: brokerage previews expect a double‑digit rise in Goldman’s Q1 earnings, supporting near‑term upside expectations. Read More.
• Positive Sentiment: Goldman is actively advising and re‑rating major corporates (e.g., raising price targets for Verizon and AT&T), signaling continued investment‑banking and research franchise strength. That flow of mandates and research momentum can support fees and trading. Read More. | Read More.
• Positive Sentiment: Strategic growth initiatives: Goldman is pushing to expand its asset & wealth management businesses — a higher‑margin, more stable revenue stream that investors typically reward over time. Read More.
• Neutral Sentiment: High‑profile conference activity (CEOs, UK PM Rishi Sunak speaking) bolsters firm reputation and client access but is more of a reputational/marketing positive than an immediate earnings driver. Read More.
• Neutral Sentiment: Goldman executives and distribution teams are publicly outlining bullish trades and market views for 2026 — useful for client flows and positioning but indirect for near‑term stock moves. Read More.
• Negative Sentiment: Macro risk flagged by Goldman economists: the firm has raised recession odds and modeled high inflation scenarios (including oil at $105–$115 under disruption), which could reduce deal activity and pressure trading revenues if markets turn risk‑off. Read More. | Read More.
• Negative Sentiment: Elevated market concerns (AI/software pullback, private‑credit stress) could reduce M&A and capital‑markets activity and hurt fee income; broader tech weakness and credit strains remain a headwind. Read More. | Read More.

Insider Activity at The Goldman Sachs Group

In other news, EVP John F.W. Rogers sold 13,151 shares of the company’s stock in a transaction on Wednesday, February 11th. The stock was sold at an average price of $959.03, for a total transaction of $12,612,203.53. Following the sale, the executive vice president owned 39,007 shares of the company’s stock, valued at approximately $37,408,883.21. This represents a 25.21% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO David M. Solomon sold 272 shares of the stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $938.92, for a total value of $255,386.24. Following the completion of the sale, the chief executive officer owned 125,527 shares in the company, valued at approximately $117,859,810.84. The trade was a 0.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 117,283 shares of company stock worth $112,016,033 over the last 90 days. 0.55% of the stock is currently owned by corporate insiders.

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.