PFA Pension Forsikringsaktieselskab Makes New $168.11 Million Investment in The Goldman Sachs Group, Inc. $GS

Key Points

• PFA Pension bought a new position of 190,074 Goldman Sachs shares valued at about $168.11 million, representing roughly 0.06% of the company.
• Goldman Sachs posted a strong quarter—EPS of $17.55 (vs. $15.92 expected) and revenue of $17.23 billion—and declared a quarterly dividend of $4.50 (annualized $18, yield ~1.9%).
• Insiders have sold about 32,001 shares (~$30.37 million) in the past 90 days while institutional investors own 71.21% of the stock; the Street’s consensus rating is a Hold with a target of $922.71.

PFA Pension Forsikringsaktieselskab bought a new position in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 190,074 shares of the investment management company's stock, valued at approximately $168,105,000. PFA Pension Forsikringsaktieselskab owned approximately 0.06% of The Goldman Sachs Group as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in the business. Blalock Williams LLC increased its holdings in The Goldman Sachs Group by 12.4% in the fourth quarter. Blalock Williams LLC now owns 345 shares of the investment management company's stock worth $303,000 after purchasing an additional 38 shares in the last quarter. Horizon Investments LLC increased its holdings in The Goldman Sachs Group by 79.2% in the fourth quarter. Horizon Investments LLC now owns 15,304 shares of the investment management company's stock worth $13,452,000 after purchasing an additional 6,762 shares in the last quarter. Acorn Creek Capital LLC increased its holdings in The Goldman Sachs Group by 7.2% in the fourth quarter. Acorn Creek Capital LLC now owns 356 shares of the investment management company's stock worth $313,000 after purchasing an additional 24 shares in the last quarter. Essex Bank increased its holdings in The Goldman Sachs Group by 3.6% in the fourth quarter. Essex Bank now owns 2,220 shares of the investment management company's stock worth $1,951,000 after purchasing an additional 78 shares in the last quarter. Finally, Robertson Stephens Wealth Management LLC increased its holdings in The Goldman Sachs Group by 18.1% in the fourth quarter. Robertson Stephens Wealth Management LLC now owns 1,071 shares of the investment management company's stock worth $941,000 after purchasing an additional 164 shares in the last quarter. 71.21% of the stock is currently owned by institutional investors.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Shareholders backed Goldman’s board and rejected proposed governance changes, removing near-term proxy uncertainty and supporting management continuity. Goldman Sachs Shareholders Back Board, Reject Governance Changes
• Positive Sentiment: Goldman is a lead bookrunner on Hemab Therapeutics’ IPO ($~301.5M), a visible ECM win that should produce fees and signal continued dealflow for Goldman’s equities and ECM franchise. Hemab Therapeutics Announces Pricing of Initial Public Offering at $18.00 Per Share
• Positive Sentiment: Goldman has been tapped to lead a potential IPO for Italy’s Dolomiti Energia and ranked #1 by value on oil & gas M&A in Q1 — both items point to continued IB fee opportunities. Italy's Dolomiti Energia picks Intesa, Goldman Sachs to lead potential IPO Goldman Sachs tops oil and gas M&A rankings by value in Q1 2026
• Neutral Sentiment: Goldman research added UnitedHealth (UNH) to its Conviction List — bolsters the firm's research credibility and may support institutional relationships, but is indirect for GS’s own stock. Goldman Sachs Adds UnitedHealth to Its Conviction List: Is the Managed Care Comeback Real?
• Neutral Sentiment: Goldman raised its oil price outlook and its analysts are reiterating thematic calls (favoring tech giants for AI exposure). These research moves highlight Goldman’s market influence but have a more indirect impact on GS revenue. Goldman Sachs Just Raised Its Oil Price Forecast. Here's What Energy Investors Should Do Now. Why Goldman Sachs Prefers Tech Giants Over Semiconductor Stocks for AI Exposure
• Neutral Sentiment: Goldman analysts flagged unusually thin S&P 500 breadth (dot‑com era levels), a market‑risk signal that influences client flows and positioning but is a macro research call rather than firm-specific news. S&P 500 Hasn't Looked This Unbalanced Since The Dot-Com Bubble, Goldman Warns
• Negative Sentiment: Jane Street reported massive trading revenues and sharply higher compensation — a sign of fierce competition and elevated market‑making payouts that could pressure Goldman’s trading margins and require higher pay to retain talent. Jane Street Pays $9.38 Billion As Trading Revenue Hits $39.6 Billion
• Negative Sentiment: Breakingviews commentary warns Goldman is dialing up private‑credit exposure, highlighting a higher risk/return tradeoff in a market that could widen losses if conditions deteriorate. That strategy can boost fee income but raises balance‑sheet and credit risk. Goldman Sachs dials up private credit risk-reward

The Goldman Sachs Group Stock Down 0.0%

Shares of NYSE:GS opened at $923.32 on Friday. The stock has a market cap of $272.37 billion, a price-to-earnings ratio of 16.87, a PEG ratio of 1.19 and a beta of 1.28. The company has a quick ratio of 0.66, a current ratio of 1.10 and a debt-to-equity ratio of 2.56. The Goldman Sachs Group, Inc. has a 12-month low of $547.06 and a 12-month high of $984.70. The business's 50 day moving average is $869.26 and its 200 day moving average is $866.35.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last announced its earnings results on Monday, April 13th. The investment management company reported $17.55 earnings per share (EPS) for the quarter, beating the consensus estimate of $15.92 by $1.63. The company had revenue of $17.23 billion for the quarter, compared to analysts' expectations of $16.66 billion. The Goldman Sachs Group had a return on equity of 16.02% 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 earnings per share. On average, sell-side analysts forecast 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 business also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Investors 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 dividend yield of 1.9%. The Goldman Sachs Group's payout ratio is presently 32.89%.

Insider Activity at The Goldman Sachs Group

In related news, CFO Denis P. Coleman sold 11,623 shares of The Goldman Sachs Group 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 transaction, the chief financial officer owned 29,342 shares of the company's stock, valued at $27,627,546.94. The trade was a 28.37% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP John F.W. Rogers sold 13,151 shares of The Goldman Sachs Group stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $959.03, for a total value of $12,612,203.53. Following the transaction, the executive vice president directly owned 39,007 shares in the company, valued at approximately $37,408,883.21. The trade was a 25.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 32,001 shares of company stock valued at $30,367,306 over the last 90 days. Insiders own 0.55% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have weighed in on GS shares. JPMorgan Chase & Co. reiterated a "neutral" rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. Evercore lowered their target price on The Goldman Sachs Group from $1,075.00 to $950.00 and set an "outperform" rating for the company in a report on Monday, April 6th. Keefe, Bruyette & Woods boosted their price objective on The Goldman Sachs Group from $971.00 to $1,000.00 and gave the company a "market perform" rating in a report on Friday, January 16th. Argus boosted their price objective on The Goldman Sachs Group from $863.00 to $1,066.00 and gave the company a "buy" rating in a report on Friday, January 16th. Finally, Autonomous Res decreased their price objective on The Goldman Sachs Group from $1,047.00 to $960.00 and set an "outperform" rating for the company in a report on Thursday, January 15th. Nine analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus target price of $922.71.

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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