Global Retirement Partners LLC bought a new stake in The Goldman Sachs Group, Inc. (NYSE:GS – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 14,419 shares of the investment management company’s stock, valued at approximately $14,583,000.
Several other institutional investors and hedge funds have also bought and sold shares of GS. Turim 21 Investimentos Ltda. bought a new position in The Goldman Sachs Group in the first quarter valued at approximately $25,000. Garton & Associates Financial Advisors LLC bought a new stake in shares of The Goldman Sachs Group during the 4th quarter worth approximately $26,000. Manning & Napier Advisors LLC raised its stake in shares of The Goldman Sachs Group by 287.5% during the 4th quarter. Manning & Napier Advisors LLC now owns 31 shares of the investment management company’s stock worth $27,000 after purchasing an additional 23 shares in the last quarter. Steph & Co. acquired a new stake in shares of The Goldman Sachs Group in the 1st quarter valued at approximately $27,000. Finally, Lifetime Wealth Management P.C. acquired a new stake in shares of The Goldman Sachs Group in the 4th quarter valued at approximately $29,000. Institutional investors own 71.21% of the company’s stock.
Key Stories Impacting The Goldman Sachs Group
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%
The Goldman Sachs Group (NYSE:GS – Get Free Report) last released its quarterly earnings data on Tuesday, July 14th. The investment management company reported $20.98 EPS for the quarter, beating the consensus estimate of $14.47 by $6.51. The firm had revenue of $20.34 billion for the quarter, compared to the consensus estimate of $16.22 billion. The Goldman Sachs Group had a net margin of 15.53% and a return on equity of 19.16%. The company’s quarterly revenue was up 39.4% on a year-over-year basis. During the same period in the previous year, the company earned $10.91 earnings per share. Research analysts forecast that The Goldman Sachs Group, Inc. will post 68.89 EPS for the current year.
The Goldman Sachs Group Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 29th. Shareholders of record on Tuesday, September 1st will be issued a $5.00 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $20.00 annualized dividend and a yield of 2.0%. This is an increase from The Goldman Sachs Group’s previous quarterly dividend of $4.50. The Goldman Sachs Group’s payout ratio is currently 27.78%.
Analyst Upgrades and Downgrades
A number of equities analysts recently weighed in on the stock. Morgan Stanley set a $1,145.00 target price on shares of The Goldman Sachs Group in a report on Wednesday, July 15th. Evercore reiterated an “outperform” rating on shares of The Goldman Sachs Group in a research note on Monday, July 6th. HSBC raised shares of The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, August 5th. UBS Group upped their target price on shares of The Goldman Sachs Group from $1,120.00 to $1,150.00 and gave the company a “neutral” rating in a report on Monday, August 3rd. Finally, BNP Paribas Exane cut their target price on shares of The Goldman Sachs Group from $970.00 to $940.00 and set a “neutral” rating for the company in a research note on Friday, April 24th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,062.86.
View Our Latest Stock Analysis on The Goldman Sachs Group
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.
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