Wealth Enhancement Advisory Services LLC Reduces Holdings in The Goldman Sachs Group, Inc. $GS

Key Points

• Wealth Enhancement Advisory Services trimmed its stake in The Goldman Sachs Group by 8.8%, selling 6,288 shares and now holding 64,795 shares valued at about $62.36 million.
• Insider selling has been heavy: EVP John F.W. Rogers and CFO Denis P. Coleman sold 13,151 and 11,623 shares respectively, and insiders have sold 117,283 shares worth roughly $112 million over the past three months.
• Strong quarter and dividend hike: Goldman reported $13.55 EPS (vs. $11.52 est.), and raised its quarterly dividend to $4.50 ($18 annualized, ~2.2% yield) with an ex-dividend date of March 2.

Wealth Enhancement Advisory Services LLC lowered its position in shares of The Goldman Sachs Group, Inc. (NYSE:GS - Free Report) by 8.8% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 64,795 shares of the investment management company's stock after selling 6,288 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in The Goldman Sachs Group were worth $62,358,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also made changes to their positions in GS. Brighton Jones LLC grew its position in shares of The Goldman Sachs Group by 17.1% during the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company's stock worth $1,989,000 after acquiring an additional 508 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of The Goldman Sachs Group by 7.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company's stock valued at $508,000 after acquiring an additional 58 shares during the period. Sivia Capital Partners LLC raised its position in The Goldman Sachs Group by 90.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,551 shares of the investment management company's stock valued at $1,098,000 after purchasing an additional 735 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in The Goldman Sachs Group by 9.3% during the 2nd quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company's stock worth $581,000 after purchasing an additional 70 shares during the period. Finally, Sfmg LLC acquired a new stake in The Goldman Sachs Group during the 2nd quarter worth $227,000. 71.21% of the stock is owned by hedge funds and other institutional investors.

The Goldman Sachs Group Stock Up 0.5%

GS stock opened at $813.55 on Monday. The Goldman Sachs Group, Inc. has a one year low of $439.38 and a one year high of $984.70. The stock has a market capitalization of $241.42 billion, a PE ratio of 15.86, a price-to-earnings-growth ratio of 1.00 and a beta of 1.34. The company has a debt-to-equity ratio of 2.60, a quick ratio of 0.66 and a current ratio of 0.66. The company has a fifty day moving average of $897.10 and a 200-day moving average of $846.66.

The Goldman Sachs Group (NYSE:GS - Get Free Report) last issued its quarterly earnings results on Thursday, January 15th. The investment management company reported $13.55 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $11.52 by $2.03. The business had revenue of $15.71 billion for the quarter, compared to analyst estimates of $14.30 billion. The Goldman Sachs Group had a net margin of 13.73% and a return on equity of 15.72%. The business's revenue was down 3.0% compared to the same quarter last year. During the same period in the previous year, the business posted $11.95 earnings per share. As a group, analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current year.

The Goldman Sachs Group Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Shareholders of record on Monday, March 2nd will be given a dividend of $4.50 per share. This represents a $18.00 annualized dividend and a yield of 2.2%. The ex-dividend date is Monday, March 2nd. This is a positive change from The Goldman Sachs Group's previous quarterly dividend of $4.00. The Goldman Sachs Group's payout ratio is presently 35.09%.

Insider Activity at The Goldman Sachs Group

In other news, EVP John F.W. Rogers sold 13,151 shares of the stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $959.03, for a total transaction of $12,612,203.53. Following the completion of the transaction, the executive vice president directly 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 filing with the SEC, which is accessible 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 shares were sold at an average price of $941.57, for a total value of $10,943,868.11. Following the completion of the sale, the chief financial officer directly owned 29,342 shares of the company's stock, valued at $27,627,546.94. This represents a 28.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 117,283 shares of company stock worth $112,016,033 in the last three months. 0.55% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

GS has been the topic of a number of recent research reports. UBS Group restated a "neutral" rating and issued a $990.00 price objective on shares of The Goldman Sachs Group in a research note on Wednesday, February 4th. Royal Bank Of Canada raised their price target on The Goldman Sachs Group from $900.00 to $1,030.00 and gave the stock a "sector perform" rating in a report on Tuesday, January 20th. Autonomous Res dropped their price target on The Goldman Sachs Group from $1,047.00 to $960.00 and set an "outperform" rating on the stock in a research report on Thursday, January 15th. Jefferies Financial Group upped their price objective on The Goldman Sachs Group from $898.00 to $1,087.00 and gave the company a "buy" rating in a research note on Tuesday, January 6th. Finally, Zacks Research cut The Goldman Sachs Group from a "strong-buy" rating to a "hold" rating in a research report on Monday, March 16th. Eight analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $919.29.

Trending Headlines about The Goldman Sachs Group

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

• Positive Sentiment: Goldman Sachs raised its oil-price forecasts and called the Strait of Hormuz disruption the largest-ever supply shock, lifting its 2026 Brent outlook. Higher oil forecasts boost GS’s trading/commodities revenue outlook and mark-to-market opportunities. Goldman Sachs Raises Oil Forecasts
• Positive Sentiment: GS has been an active buyer in new liquid markets (including crypto ETF flow), becoming a large buyer of XRP ETF shares this quarter — a sign of the firm monetizing emerging trading and ETF demand. This supports fee and trading revenue potential. GS Buys XRP ETF Shares
• Neutral Sentiment: Goldman is flagging rising risks in the private credit market while simultaneously building shorting and funding tools for clients — this is a mixed signal: it highlights systemic risk but also positions GS to capture fees from hedging and trading activity. GS Flags Private Credit Risks
• Neutral Sentiment: Goldman’s research continues to influence markets (e.g., reiterating bullish views on mega-cap names like Nvidia), which supports its franchise value in equity research and institutional sales. That can help deal flow and trading volumes over time. GS Research on Nvidia
• Negative Sentiment: Surging oil (and Goldman’s own notes) warn that energy-driven inflation could push rate cuts further out and raise macro volatility — a headwind for deal activity, lending growth and risk assets that could pressure GS’s non-trading revenue streams. GS Warns Energy Surge Is Driving Inflation
• Negative Sentiment: Geopolitical-driven oil spikes and market turmoil (Iran/Strait of Hormuz developments) increase volatility and could reduce M&A and underwriting activity, which would weigh on GS’s investment-banking fees if prolonged. Oil Prices Jump Amid Iran Tensions

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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