Diversified Management Inc. Takes Position in The Goldman Sachs Group, Inc. $GS

Key Points

• Diversified Management Inc. bought 4,850 shares of The Goldman Sachs Group (~$4.26M) in Q4, making GS 1.0% of its portfolio and its 24th largest holding; institutional investors own about 71.21% of GS.
• Goldman reported a strong Q1 (EPS $17.55 vs. $15.92; revenue $17.23B vs. $16.66B) and declared a $4.50 quarterly dividend, and also filed for a "Goldman Sachs Bitcoin Premium Income ETF"; however, a large FICC bond‑trading shortfall (reported as roughly ~$910M below expectations) pressured near‑term stock performance, with analysts collectively assigning an average rating of "Hold" and a $919.48 price target.

Diversified Management Inc. bought a new stake in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,850 shares of the investment management company's stock, valued at approximately $4,263,000. The Goldman Sachs Group accounts for 1.0% of Diversified Management Inc.'s portfolio, making the stock its 24th biggest position.

A number of other institutional investors also recently modified their holdings of the business. KBC Group NV boosted its position in shares of The Goldman Sachs Group by 2.7% in the fourth quarter. KBC Group NV now owns 294,221 shares of the investment management company's stock valued at $258,620,000 after acquiring an additional 7,729 shares during the period. Wealth Effects LLC boosted its position in shares of The Goldman Sachs Group by 2.3% in the fourth quarter. Wealth Effects LLC now owns 671 shares of the investment management company's stock valued at $590,000 after acquiring an additional 15 shares during the period. Adelphi Trust Co bought a new stake in shares of The Goldman Sachs Group in the fourth quarter valued at about $229,000. LBP AM SA boosted its position in shares of The Goldman Sachs Group by 91.0% in the fourth quarter. LBP AM SA now owns 2,678 shares of the investment management company's stock valued at $2,354,000 after acquiring an additional 1,276 shares during the period. Finally, PFG Investments LLC boosted its position in shares of The Goldman Sachs Group by 1.1% in the fourth quarter. PFG Investments LLC now owns 4,406 shares of the investment management company's stock valued at $3,873,000 after acquiring an additional 47 shares during the period. Institutional investors own 71.21% of the company's stock.

The Goldman Sachs Group News Roundup

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

• Positive Sentiment: Goldman filed for a new Bitcoin product — the "Goldman Sachs Bitcoin Premium Income ETF" aims to offer bitcoin exposure while generating current income via options strategies, expanding GSAM's fee‑bearing product set and following peers' moves into crypto ETFs. Goldman Sachs Seeks SEC Approval for New Bitcoin ETF
• Positive Sentiment: Spot and options‑based bitcoin ETFs saw large inflows the day of Goldman’s filing, suggesting investor appetite that could help asset‑management revenue if Goldman’s product attracts assets. Bitcoin ETFs post $412M in inflows as Goldman Sachs files for BTC ETF
• Neutral Sentiment: Goldman reported a strong Q1 (beat on EPS and revenue) and declared a $4.50 quarterly dividend — supportive fundamentals but already priced in and offset by trading concerns. Goldman Sachs Shows Strength Despite Q1 Earnings Sell-Off
• Neutral Sentiment: Regulatory and strategic moves: Goldman’s Innovator Capital deal and filings position it in options/ETF niches (helps product capability but long‑term payoff). Goldman Sachs Files for Bitcoin ETF as Banks Expand Crypto Offerings
• Negative Sentiment: Fixed‑income desk underperformance is the immediate driver: several reports say bond traders were "wrongfooted" by Iran war developments, producing a substantial miss in FICC revenue that left overall results disappointing relative to investor expectations. That operational miss is the principal reason shares are trading down. Goldman traders wrongfooted as Iran war upended interest rate expectations
• Negative Sentiment: Wall Street coverage flags the FICC shortfall as large (~$910M below expectations) and sparked calls for internal changes — analysts and investors cite the bond‑trading miss as the key near‑term risk to earnings momentum. Goldman Sachs bond traders stumbled as Wall Street rivals thrived

Analysts Set New Price Targets

A number of research firms recently commented on GS. Royal Bank Of Canada reaffirmed a "neutral" rating on shares of The Goldman Sachs Group in a research note on Monday. Argus boosted their price target on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a "buy" rating in a research note on Friday, January 16th. Daiwa Securities Group dropped their price target on The Goldman Sachs Group from $940.00 to $891.00 and set a "neutral" rating for the company in a research note on Tuesday, April 7th. Jefferies Financial Group decreased their target price on The Goldman Sachs Group from $1,125.00 to $1,049.00 and set a "buy" rating on the stock in a research report on Monday, April 6th. Finally, HSBC decreased their target price on The Goldman Sachs Group from $802.00 to $729.00 in a research report on Wednesday, April 1st. Eight investment analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and an average price target of $919.48.

The Goldman Sachs Group Stock Performance

Shares of GS stock opened at $899.31 on Thursday. The business's 50-day moving average price is $868.49 and its 200-day moving average price is $856.23. The Goldman Sachs Group, Inc. has a 12 month low of $492.69 and a 12 month high of $984.70. The firm has a market capitalization of $265.29 billion, a price-to-earnings ratio of 16.43, a PEG ratio of 1.20 and a beta of 1.32. The company has a current ratio of 1.10, a quick ratio of 0.66 and a debt-to-equity ratio of 2.56.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last issued its quarterly earnings data on Monday, April 13th. The investment management company reported $17.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $15.92 by $1.63. The Goldman Sachs Group had a return on equity of 16.02% and a net margin of 14.13%.The company had revenue of $17.23 billion during the quarter, compared to the consensus estimate of $16.66 billion. During the same period last year, the company earned $14.12 earnings per share. The firm's revenue was up 14.4% compared to the same quarter last year. Equities research analysts forecast that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors of record on Monday, June 1st will be paid 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 35.09%.

Insiders Place Their Bets

In other The Goldman Sachs Group news, CFO Denis P. Coleman sold 11,623 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $941.57, for a total value of $10,943,868.11. Following the transaction, the chief financial officer owned 29,342 shares in the company, valued at approximately $27,627,546.94. This represents a 28.37% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Kathryn H. Ruemmler sold 9,589 shares of the stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $927.51, for a total value of $8,893,893.39. Following the completion of the transaction, the insider owned 18,533 shares in the company, valued at approximately $17,189,542.83. The trade was a 34.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 117,283 shares of company stock valued at $112,016,033. 0.55% of the stock is currently owned by corporate insiders.

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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