Calamos Advisors LLC Has $149.78 Million Stake in The Goldman Sachs Group, Inc. $GS

Key Points

• Calamos Advisors LLC raised its holding in The Goldman Sachs Group to 170,397 shares (about $149.78 million) in Q4, a 2.9% increase that made GS the firm's 27th-largest holding and ~0.6% of its portfolio.
• Goldman Sachs beat Q1 estimates with EPS of $17.55 vs. $15.92 and revenue of $17.23 billion (up 14.4% y/y), and announced a quarterly dividend of $4.50 ($18 annual, ~1.9% yield).
• Market sentiment is mixed: the consensus analyst rating is "Hold" with a $922.71 target, institutional investors own ~71.2% of shares, and insiders sold roughly 35,119 shares over the past three months.

Calamos Advisors LLC lifted its holdings in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 2.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 170,397 shares of the investment management company's stock after buying an additional 4,858 shares during the quarter. The Goldman Sachs Group comprises approximately 0.6% of Calamos Advisors LLC's investment portfolio, making the stock its 27th biggest holding. Calamos Advisors LLC owned about 0.06% of The Goldman Sachs Group worth $149,779,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of GS. Fisher Asset Management LLC boosted its stake in The Goldman Sachs Group by 1.9% during the 3rd quarter. Fisher Asset Management LLC now owns 6,661,422 shares of the investment management company's stock worth $5,304,824,000 after acquiring an additional 121,676 shares during the last quarter. Invesco Ltd. boosted its stake in The Goldman Sachs Group by 3.5% during the 3rd quarter. Invesco Ltd. now owns 2,913,172 shares of the investment management company's stock worth $2,319,905,000 after acquiring an additional 97,387 shares during the last quarter. Legal & General Group Plc boosted its stake in The Goldman Sachs Group by 1.4% during the 3rd quarter. Legal & General Group Plc now owns 2,110,119 shares of the investment management company's stock worth $1,680,393,000 after acquiring an additional 28,642 shares during the last quarter. Wellington Management Group LLP boosted its stake in The Goldman Sachs Group by 110.8% during the 3rd quarter. Wellington Management Group LLP now owns 1,780,620 shares of the investment management company's stock worth $1,417,997,000 after acquiring an additional 936,015 shares during the last quarter. Finally, Bank of Montreal Can boosted its stake in The Goldman Sachs Group by 9.4% during the 3rd quarter. Bank of Montreal Can now owns 1,410,511 shares of the investment management company's stock worth $1,123,260,000 after acquiring an additional 121,522 shares during the last quarter. Institutional investors and hedge funds own 71.21% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on GS shares. UBS Group reaffirmed a "neutral" rating and issued a $930.00 price target on shares of The Goldman Sachs Group in a research note on Monday, April 13th. Morgan Stanley cut their price target on shares of The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an "equal weight" rating on the stock in a research note on Tuesday, March 31st. Daiwa Securities Group cut their price target on shares of The Goldman Sachs Group from $940.00 to $891.00 and set a "neutral" rating on the stock in a research note on Tuesday, April 7th. BMO Capital Markets lifted their price target on shares of The Goldman Sachs Group from $905.00 to $972.00 and gave the company a "market perform" rating in a research note on Monday, April 20th. Finally, Bank of America cut 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. Eight investment analysts have rated the stock with a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $922.71.

Insider Buying and Selling at The Goldman Sachs Group

In other The Goldman Sachs Group news, CEO David M. Solomon sold 272 shares of the stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $938.92, for a total transaction of $255,386.24. Following the completion of the sale, the chief executive officer owned 125,527 shares of the company's stock, valued at approximately $117,859,810.84. This represents a 0.22% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CFO Denis P. Coleman sold 11,623 shares of the firm's stock in a transaction that occurred 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 sale, the chief financial officer directly 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 35,119 shares of company stock worth $33,261,418. Company insiders own 0.55% of the company's stock.

The Goldman Sachs Group Trading Down 0.3%

GS stock opened at $928.66 on Friday. The company has a debt-to-equity ratio of 2.56, a quick ratio of 0.66 and a current ratio of 1.10. The company's 50-day simple moving average is $868.83 and its 200 day simple moving average is $862.31. The Goldman Sachs Group, Inc. has a 52 week low of $531.45 and a 52 week high of $984.70. The company has a market capitalization of $273.94 billion, a PE ratio of 16.97, a price-to-earnings-growth ratio of 1.20 and a beta of 1.32.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last posted its earnings results on Monday, April 13th. The investment management company reported $17.55 EPS for the quarter, topping analysts' consensus estimates of $15.92 by $1.63. The firm had revenue of $17.23 billion during 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 16.02%. The business's revenue for the quarter was up 14.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $14.12 earnings per share. As a group, sell-side analysts anticipate that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current year.

The Goldman Sachs Group Announces Dividend

The company also recently announced 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. This represents a $18.00 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Monday, June 1st. The Goldman Sachs Group's dividend payout ratio is currently 32.89%.

Key The Goldman Sachs Group News

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

• Positive Sentiment: Goldman reported a strong Q1 with revenue and EPS beats and an improving investment banking rebound — this underpins the firm’s earnings trajectory and supports medium-term upside. After Solid Q1
• Positive Sentiment: Goldman’s Alternatives arm is deploying $50M into BLP Digital (agentic AI for finance processes), signaling strategic investment in higher-growth, fee-generating areas. This can boost long-term fee income and product differentiation. Goldman Sachs Alternatives Invests $50M in BLP Digital
• Positive Sentiment: Goldman has been hired to advise on a potential stake sale for Princeton Digital Group (PDG) — an investment banking mandate that could generate meaningful fees if executed. Investment banking deal flow remains a key revenue driver. Warburg Pincus-Backed PDG Taps Goldman
• Neutral Sentiment: ING’s Polish unit completed a PLN 405m deal to take full control of Goldman Sachs TFI — a localized divestiture that reduces GS’s footprint in Poland but is small relative to the firm’s global scale. ING Takes Full Control of Goldman Sachs TFI
• Neutral Sentiment: Goldman Sachs Asset Management announced liquidation plans for two of its smaller fixed‑income ETFs — a tactical fund closure that reduces product complexity but has limited balance-sheet impact. GSAM Announces Liquidation of Two ETFs
• Negative Sentiment: Insider selling: Alex S. Golten sold 1,116 shares at about $936, trimming his position by ~30% — disclosed in an SEC filing. Visible insider sales can weigh on sentiment even when company fundamentals are solid. Insider Sale by Alex S. Golten
• Negative Sentiment: BNP Paribas Exane trimmed its price target to $940 (from $970) and left a neutral rating — a downgrade in target that reduces upside in some analyst models and can pressure sentiment. BNP Paribas Lowers PT to $940
• Negative Sentiment: BofA flagged investor caution on Goldman despite the solid quarter — reminders from major brokers to temper expectations can prompt profit-taking after the earnings run. BofA Flags Investor Caution

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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