The Goldman Sachs Group, Inc. $GS Shares Sold by Seizert Capital Partners LLC

Key Points

• Seizert Capital Partners LLC trimmed its stake in The Goldman Sachs Group by 1.8% in Q4 to 97,931 shares (worth $86,081,000), which remains the firm's largest holding at about 3.6% of its portfolio.
• Goldman Sachs beat expectations for the quarter with EPS of $17.55 versus $15.92 expected and revenue of $17.23 billion (up 14.4% year‑over‑year, above the $16.66 billion estimate).
• Significant insider selling occurred last quarter—insiders sold 32,001 shares worth $30.37 million, including EVP John F.W. Rogers’ sale of 13,151 shares (a ~25% reduction in his position); insiders now own 0.55% of the stock.

Seizert Capital Partners LLC lowered its stake in The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 1.8% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 97,931 shares of the investment management company's stock after selling 1,807 shares during the quarter. The Goldman Sachs Group comprises approximately 3.6% of Seizert Capital Partners LLC's holdings, making the stock its largest holding. Seizert Capital Partners LLC's holdings in The Goldman Sachs Group were worth $86,081,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Acropolis Investment Management LLC boosted its stake in The Goldman Sachs Group by 1.8% during the 4th quarter. Acropolis Investment Management LLC now owns 630 shares of the investment management company's stock worth $554,000 after acquiring an additional 11 shares during the last quarter. Walkner Condon Financial Advisors LLC increased its holdings in shares of The Goldman Sachs Group by 2.0% in the fourth quarter. Walkner Condon Financial Advisors LLC now owns 574 shares of the investment management company's stock worth $505,000 after acquiring an additional 11 shares in the last quarter. Optas LLC raised its position in shares of The Goldman Sachs Group by 0.4% during the fourth quarter. Optas LLC now owns 2,553 shares of the investment management company's stock worth $2,244,000 after purchasing an additional 11 shares during the period. Pines Wealth Management LLC raised its position in shares of 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. Finally, Terra Nova Asset Management LLC lifted its holdings in shares of The Goldman Sachs Group by 0.5% during the 4th quarter. Terra Nova Asset Management LLC now owns 2,650 shares of the investment management company's stock valued at $2,329,000 after purchasing an additional 12 shares in the last quarter. 71.21% of the stock is currently owned by institutional investors.

The Goldman Sachs Group Price Performance

Shares of NYSE GS opened at $923.32 on Monday. The firm has a market cap of $272.37 billion, a P/E ratio of 16.87, a price-to-earnings-growth ratio of 1.19 and a beta of 1.28. The business's 50 day moving average is $869.26 and its 200-day moving average is $867.57. 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, Inc. has a 1-year low of $547.06 and a 1-year high of $984.70.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last posted its quarterly earnings data on Monday, April 13th. The investment management company reported $17.55 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $17.23 billion for the quarter, compared to analysts' expectations of $16.66 billion. During the same quarter last year, the business earned $14.12 EPS. The company's quarterly revenue was up 14.4% compared to the same quarter last year. Equities research analysts predict that The Goldman Sachs Group, Inc. will post 59.53 earnings per share for the current year.

The Goldman Sachs Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 29th. Stockholders 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 dividend yield of 1.9%. The ex-dividend date is Monday, June 1st. The Goldman Sachs Group's dividend payout ratio is presently 32.89%.

Insider Activity at The Goldman Sachs Group

In other news, EVP John F.W. Rogers sold 13,151 shares of the company's stock in a transaction that occurred on Wednesday, February 11th. The shares were sold at an average price of $959.03, for a total transaction of $12,612,203.53. Following the completion of the sale, the executive vice president owned 39,007 shares of the company's stock, valued at approximately $37,408,883.21. This represents a 25.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Alex S. Golten sold 1,200 shares of The Goldman Sachs Group stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $933.30, for a total transaction of $1,119,960.00. Following the completion of the transaction, the insider directly owned 4,809 shares in the company, valued at $4,488,239.70. This trade represents a 19.97% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 32,001 shares of company stock valued at $30,367,306 over the last quarter. 0.55% of the stock is owned by corporate insiders.

Analyst Ratings Changes

GS has been the subject of a number of research reports. Rothschild & Co Redburn increased their target price on The Goldman Sachs Group from $839.00 to $870.00 and gave the stock a "neutral" rating in a research note on Friday, April 17th. JPMorgan Chase & Co. reiterated a "neutral" rating on shares of The Goldman Sachs Group in a report on Monday, April 13th. Jefferies Financial Group lowered their price objective on shares of The Goldman Sachs Group from $1,125.00 to $1,049.00 and set a "buy" rating for the company in a research report on Monday, April 6th. Wells Fargo & Company dropped their price objective on shares of 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. Finally, BNP Paribas Exane dropped their price target on The Goldman Sachs Group from $970.00 to $940.00 and set a "neutral" rating on the stock in a research note on Friday, April 24th. Nine analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company's stock. Based on data from MarketBeat, The Goldman Sachs Group currently has an average rating of "Hold" and a consensus price target of $922.71.

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

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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