Alpha Cubed Investments LLC Grows Position in The Goldman Sachs Group, Inc. $GS

Key Points

• Alpha Cubed Investments raised its stake in The Goldman Sachs Group by 3.4% to 102,288 shares (about $89.9M), making GS roughly 3.1% of the firm's portfolio and its 12th largest holding.
• Significant insider selling: CFO Denis P. Coleman sold 11,623 shares (~$10.94M) and CAO Sheara J. Fredman sold 10,301 shares (~$9.57M), with insiders unloading 42,302 shares (~$39.94M) over the past three months.
• Strategic and operational momentum: Goldman is a founding investor in a new enterprise AI services firm with Anthropic and Blackstone—potentially reshaping revenues—and the firm beat Q1 estimates (EPS $17.55 vs $15.92; revenue $17.23B).

Alpha Cubed Investments LLC grew its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 3.4% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 102,288 shares of the investment management company's stock after purchasing an additional 3,342 shares during the quarter. The Goldman Sachs Group comprises approximately 3.1% of Alpha Cubed Investments LLC's portfolio, making the stock its 12th biggest holding. Alpha Cubed Investments LLC's holdings in The Goldman Sachs Group were worth $89,911,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Dagco Inc. purchased a new stake in shares of The Goldman Sachs Group in the fourth quarter worth about $25,000. Corundum Trust Company INC purchased a new stake in The Goldman Sachs Group in the third quarter valued at approximately $29,000. Kohmann Bosshard Financial Services LLC purchased a new stake in The Goldman Sachs Group in the fourth quarter valued at approximately $31,000. Graney & King LLC raised its stake in The Goldman Sachs Group by 51.5% in the second quarter. Graney & King LLC now owns 50 shares of the investment management company's stock valued at $35,000 after purchasing an additional 17 shares in the last quarter. Finally, Joseph Group Capital Management purchased a new stake in The Goldman Sachs Group in the fourth quarter valued at approximately $37,000. Institutional investors own 71.21% of the company's stock.

Insider Transactions at The Goldman Sachs Group

In other The Goldman Sachs Group news, CFO Denis P. Coleman sold 11,623 shares of the firm's stock in a transaction on Monday, February 9th. The stock was sold at an average price of $941.57, for a total transaction of $10,943,868.11. Following the completion of the transaction, the chief financial officer owned 29,342 shares of the company's stock, valued at approximately $27,627,546.94. This trade represents a 28.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Sheara J. Fredman sold 10,301 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $929.17, for a total transaction of $9,571,380.17. Following the sale, the chief accounting officer directly owned 6,338 shares in the company, valued at $5,889,079.46. This trade represents a 61.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 42,302 shares of company stock worth $39,938,686. Corporate insiders own 0.55% of the company's stock.

More The Goldman Sachs Group News

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

• Positive Sentiment: Goldman is a founding investor/partner in a new enterprise AI services firm with Anthropic and Blackstone to deploy Anthropic’s Claude across private-equity portfolio companies and mid-market firms — a move that could create recurring AI services revenue and deepen client relationships. Anthropic and Wall Street Giants Join Forces to Create New A.I. Firm
• Positive Sentiment: Coverage highlighting Goldman’s AI pivot — including a reported $1.5B Anthropic venture and firmwide tech overhaul — reinforces expectations that AI will reshape Goldman's revenue mix and cost base over the medium term. That narrative supports EPS/efficiency upside. Goldman's AI Pivot: Reshaping Revenues, Operations & Long-Term Growth
• Positive Sentiment: Goldman’s most recent quarter beat consensus (Q1 EPS $17.55 vs. $15.92 est., revenue $17.23B) — a reminder that core profitability and trading/asset management momentum underpin the stock’s valuation. The Goldman Sachs Group Trading Up 1.7%
• Neutral Sentiment: Daiwa Securities raised its price target on GS to $930 (maintaining a neutral rating), a modest upward signal on valuation but not a buy endorsement. Daiwa Securities Adjusts Price Target on Goldman Sachs to $930
• Neutral Sentiment: Macro/interest-rate positioning remains relevant: commentary about a potential Fed chair shift (Kevin Warsh) could redistribute bank-sector winners and losers depending on future rate and volatility dynamics. This is a sector-level risk/opp rather than a GS-specific development. The New Fed Chair Trade: Who Wins When Warsh Takes the Helm?
• Negative Sentiment: Insider selling: GS Chief Accounting Officer Sheara J. Fredman sold 10,301 shares at about $929, cutting her holding ~62% — a sizeable disclosed sale that some investors may view as a near-term negative signal (though insiders sell for many reasons). Insider Sale: Sheara J. Fredman
• Negative Sentiment: HSBC raised its price target but kept a "reduce" rating on GS, signaling that some sell-side analysts still see downside/valuation risk despite the AI narrative. HSBC Adjusts Price Target on Goldman Sachs to $765

The Goldman Sachs Group Stock Performance

NYSE:GS opened at $918.35 on Wednesday. The stock has a market cap of $270.91 billion, a P/E ratio of 16.78, a price-to-earnings-growth ratio of 1.16 and a beta of 1.28. The firm's fifty day simple moving average is $869.18 and its 200 day simple moving average is $868.63. The Goldman Sachs Group, Inc. has a twelve month low of $547.06 and a twelve month high of $984.70. The company has a quick ratio of 0.66, a current ratio of 0.63 and a debt-to-equity ratio of 2.89.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last released its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, beating the consensus estimate of $15.92 by $1.63. The business had revenue of $17.23 billion for the quarter, compared to analysts' expectations of $16.66 billion. The Goldman Sachs Group had a net margin of 14.13% and a return on equity of 16.53%. The firm's revenue for the quarter was up 14.4% compared to the same quarter last year. During the same quarter in the previous year, the business posted $14.12 earnings per share. As a group, research analysts predict that The Goldman Sachs Group, Inc. will post 59.53 EPS for the current year.

The Goldman Sachs Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, June 29th. Shareholders of record on Monday, June 1st will be given a dividend of $4.50 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $18.00 annualized dividend and a yield of 2.0%. The Goldman Sachs Group's dividend payout ratio (DPR) is currently 32.89%.

Analysts Set New Price Targets

GS has been the topic of a number of recent analyst reports. Royal Bank Of Canada reaffirmed a "neutral" rating on shares of The Goldman Sachs Group in a research note on Monday, April 13th. Bank of America decreased their price target on shares of The Goldman Sachs Group from $1,100.00 to $1,050.00 and set a "buy" rating on the stock in a research note on Tuesday, April 14th. Weiss Ratings raised shares of The Goldman Sachs Group from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, April 24th. Daiwa Securities Group lifted their price target on shares of The Goldman Sachs Group from $891.00 to $930.00 and gave the stock a "neutral" rating in a research note on Tuesday. Finally, UBS Group reissued a "neutral" rating and set a $930.00 price target on shares of The Goldman Sachs Group in a research note on Monday, April 13th. Nine analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $926.29.

The Goldman Sachs Group Company 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.

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