Bridgewater Advisors Inc. Buys New Holdings in The Goldman Sachs Group, Inc. $GS

Key Points

• Bridgewater Advisors initiated a new Goldman Sachs position in the second quarter, purchasing 8,812 shares valued at approximately $9.05 million. Goldman now represents 0.5% of Bridgewater’s portfolio, while institutional investors collectively own 71.21% of GS.
• Goldman Sachs reported a strong quarter, with earnings per share of $20.98 versus the $14.47 consensus estimate and revenue of $20.34 billion, up 39.4% year over year. Shares opened at $1,022.32, down 1.7%, and analysts’ consensus view remains “Moderate Buy” with a $1,062.86 price target.
• The company increased its quarterly dividend from $4.50 to $5.00 per share, equivalent to a $20 annualized dividend and a 2.0% yield. Goldman also agreed to acquire LCN Capital Partners for up to $410 million, expanding its asset-management business into private real estate.

Bridgewater Advisors Inc. bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 8,812 shares of the investment management company's stock, valued at approximately $9,050,000. The Goldman Sachs Group accounts for 0.5% of Bridgewater Advisors Inc.'s investment portfolio, making the stock its 24th biggest holding.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Sky Investment Group LLC boosted its position in shares of The Goldman Sachs Group by 0.9% during the 2nd quarter. Sky Investment Group LLC now owns 1,168 shares of the investment management company's stock valued at $1,181,000 after acquiring an additional 10 shares in the last quarter. Warren Street Wealth Advisors LLC raised its position in The Goldman Sachs Group by 3.9% in the second quarter. Warren Street Wealth Advisors LLC now owns 269 shares of the investment management company's stock worth $272,000 after purchasing an additional 10 shares in the last quarter. Pines Wealth Management LLC lifted its stake in The Goldman Sachs Group by 0.4% during the fourth quarter. Pines Wealth Management LLC now owns 2,566 shares of the investment management company's stock worth $2,255,000 after purchasing an additional 11 shares during the period. Welch & Forbes LLC grew its stake in shares of The Goldman Sachs Group by 0.8% in the 4th quarter. Welch & Forbes LLC now owns 1,430 shares of the investment management company's stock valued at $1,257,000 after purchasing an additional 11 shares during the period. Finally, First Financial Group Corp raised its holdings in shares of The Goldman Sachs Group by 4.7% in the 1st quarter. First Financial Group Corp now owns 246 shares of the investment management company's stock worth $208,000 after buying an additional 11 shares in the last quarter. Institutional investors own 71.21% 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 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.

Analyst Ratings Changes

Several analysts recently commented on the company. Morgan Stanley set a $1,145.00 price target on The Goldman Sachs Group in a research note on Wednesday, July 15th. BMO Capital Markets upped their target price on shares of The Goldman Sachs Group from $1,070.00 to $1,190.00 and gave the stock a "market perform" rating in a report on Wednesday, July 15th. JPMorgan Chase & Co. boosted their price target on shares of The Goldman Sachs Group from $900.00 to $955.00 and gave the company a "neutral" rating in a research report on Wednesday, July 15th. Zacks Research raised shares of The Goldman Sachs Group from a "hold" rating to a "strong-buy" rating in a research note on Thursday, July 16th. Finally, Oppenheimer downgraded The Goldman Sachs Group from a "market perform" rating to an "underperform" rating in a report on Tuesday, June 30th. Two research 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 assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $1,062.86.

The Goldman Sachs Group Stock Down 1.7%

Shares of GS opened at $1,022.32 on Thursday. The business's fifty day moving average price is $1,055.05 and its two-hundred day moving average price is $963.38. The firm has a market capitalization of $297.67 billion, a price-to-earnings ratio of 15.78, a PEG ratio of 1.05 and a beta of 1.30. The Goldman Sachs Group, Inc. has a 52 week low of $705.55 and a 52 week high of $1,153.99. The company has a debt-to-equity ratio of 3.17, a quick ratio of 0.63 and a current ratio of 0.63.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last released its earnings results on Tuesday, July 14th. The investment management company reported $20.98 earnings per share for the quarter, topping analysts' consensus estimates of $14.47 by $6.51. The company had revenue of $20.34 billion during the quarter, compared to the consensus estimate of $16.22 billion. The Goldman Sachs Group had a return on equity of 19.16% and a net margin of 15.53%.The firm's quarterly revenue was up 39.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $10.91 earnings per share. On average, analysts predict that The Goldman Sachs Group, Inc. will post 68.89 earnings per share for the current year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 29th. Stockholders of record on Tuesday, September 1st will be paid a $5.00 dividend. 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 dividend yield of 2.0%. The Goldman Sachs Group's payout ratio is 27.78%.

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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