Crestwood Advisors Group LLC Has $13.29 Million Stock Position in The Goldman Sachs Group, Inc. $GS

Key Points

• Crestwood Advisors increased its stake in The Goldman Sachs Group by 8.7% to 15,124 shares, a position valued at about $13.29 million at quarter-end, and institutional investors now own roughly 71.21% of GS.
• Goldman beat Q1 estimates (EPS $17.55 vs. $15.92 est.; revenue $17.23B), announced a quarterly dividend of $4.50 ($18 annualized), and is a founding investor in a new AI services venture with Anthropic — positive earnings and strategic catalysts.
• Insider selling has been significant (CAO sold 10,301 shares, insiders sold 42,302 shares worth about $39.94M in 90 days), while analysts maintain a consensus Hold rating with an average target near $926.76.

Crestwood Advisors Group LLC raised its holdings in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 8.7% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 15,124 shares of the investment management company's stock after buying an additional 1,214 shares during the quarter. Crestwood Advisors Group LLC's holdings in The Goldman Sachs Group were worth $13,294,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Hartline Investment Corp grew its holdings in shares of The Goldman Sachs Group by 153.3% during the 3rd quarter. Hartline Investment Corp now owns 1,421 shares of the investment management company's stock worth $1,132,000 after purchasing an additional 860 shares in the last quarter. A4 Wealth Advisors LLC acquired a new stake in shares of The Goldman Sachs Group during the 3rd quarter worth approximately $940,000. Stevens Capital Management LP acquired a new stake in shares of The Goldman Sachs Group during the 3rd quarter worth approximately $1,392,000. Meridian Wealth Management LLC grew its holdings in shares of The Goldman Sachs Group by 39.4% during the 3rd quarter. Meridian Wealth Management LLC now owns 2,332 shares of the investment management company's stock worth $1,857,000 after purchasing an additional 659 shares in the last quarter. Finally, AlTi Global Inc. grew its holdings in shares of The Goldman Sachs Group by 87.3% during the 3rd quarter. AlTi Global Inc. now owns 29,770 shares of the investment management company's stock worth $23,707,000 after purchasing an additional 13,879 shares in the last quarter. Institutional investors and hedge funds 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 is a founding investor in a new AI services venture with Anthropic and private‑equity partners — a strategic move that could create recurring AI services revenue and deepen client ties. Anthropic and Wall Street Giants Join Forces to Create New A.I. Firm
• Positive Sentiment: Recent quarter beat (Q1 EPS $17.55 vs. $15.92 est.; revenue $17.23B) reinforces that core trading, asset management and advisory profitability remain intact, supporting valuation. The Goldman Sachs Group Trading Up 1.7%
• Positive Sentiment: Goldman announced a quarterly dividend ($4.50 per share; $18 annualized) — a cash return that can support investor sentiment amid uncertainty. GS Dividend Notice
• Positive Sentiment: Goldman research remains influential across tech and energy — analysts reiterated/raised targets on major chip names (Nvidia, AMD) and flagged energy inventory risks, underscoring the firm’s revenue exposure from trading and research services. Goldman Sachs Raises Nvidia Estimates
• Neutral Sentiment: UBS and Daiwa nudged GS price targets slightly higher (UBS to $940; Daiwa to $930) but kept conservative/neutral stances — a modest valuation tailwind without changing consensus view. UBS Adjusts GS Price Target
• Neutral Sentiment: Management changes (additions to the management committee; new CAO appointment) are operationally relevant but not immediate earnings drivers. Goldman Sachs Adds to Management Committee
• Negative Sentiment: Insider selling: Chief Accounting Officer Sheara Fredman sold 10,301 shares (~62% reduction in disclosed holding), a headline that can weigh on sentiment even if driven by non‑company factors. Insider Sale Filing
• Negative Sentiment: Some sell‑side skepticism remains: HSBC kept a "reduce" stance (despite a higher PT), signaling persistent valuation concerns that could cap upside until AI/earnings narratives prove durable. HSBC Adjusts GS Price Target

The Goldman Sachs Group Price Performance

Shares of GS stock opened at $924.95 on Friday. The stock's fifty day simple moving average is $870.56 and its 200 day simple moving average is $871.13. The company has a debt-to-equity ratio of 2.89, a current ratio of 0.63 and a quick ratio of 0.66. The firm has a market cap of $272.87 billion, a price-to-earnings ratio of 16.90, a P/E/G ratio of 1.21 and a beta of 1.28. The Goldman Sachs Group, Inc. has a one year low of $558.21 and a one year high of $984.70.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last announced its quarterly earnings results on Monday, April 13th. The investment management company reported $17.55 EPS 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 analyst estimates of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.53% and a net margin of 14.13%.The Goldman Sachs Group's quarterly revenue was up 14.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $14.12 EPS. On average, analysts expect that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current fiscal year.

The Goldman Sachs Group Dividend Announcement

The firm 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 $4.50 dividend. The ex-dividend date is Monday, June 1st. This represents a $18.00 annualized dividend and a yield of 1.9%. The Goldman Sachs Group's payout ratio is presently 32.89%.

Insiders Place Their Bets

In other The Goldman Sachs Group news, CAO Sheara J. Fredman sold 10,301 shares of The Goldman Sachs Group stock in a transaction on Friday, May 1st. The stock was sold at an average price of $929.17, for a total value of $9,571,380.17. Following the completion of the transaction, the chief accounting officer owned 6,338 shares in the company, valued at approximately $5,889,079.46. The trade was a 61.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Alex S. Golten sold 1,200 shares of The Goldman Sachs Group stock in a transaction on Monday, February 9th. The shares were sold at an average price of $933.30, for a total value of $1,119,960.00. Following the completion of the transaction, the insider owned 4,809 shares of the company's stock, valued at approximately $4,488,239.70. The trade was a 19.97% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 42,302 shares of company stock worth $39,938,686. 0.55% of the stock is owned by company insiders.

Analyst Ratings Changes

Several analysts have recently weighed in on the company. Wells Fargo & Company decreased their price objective on The Goldman Sachs Group from $1,050.00 to $1,000.00 and set an "overweight" rating on the stock in a report on Monday, April 13th. Rothschild & Co Redburn lifted their price objective on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a "neutral" rating in a report on Friday, April 17th. Morgan Stanley decreased their price objective on The Goldman Sachs Group from $1,078.00 to $1,021.00 and set an "equal weight" rating on the stock in a report on Tuesday, March 31st. Keefe, Bruyette & Woods boosted their price target on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the company a "market perform" rating in a research note on Friday, January 16th. Finally, Royal Bank Of Canada reaffirmed a "neutral" rating 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 issued a Hold rating to the company's stock. According to data from MarketBeat.com, The Goldman Sachs Group presently has a consensus rating of "Hold" and an average target price of $926.76.

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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