Pzena Investment Management LLC Has $98.39 Million Position in The Goldman Sachs Group, Inc. $GS

Pzena Investment Management LLC cut its holdings in The Goldman Sachs Group, Inc. (NYSE:GS) by 2.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 123,552 shares of the investment management company’s stock after selling 2,763 shares during the quarter. Pzena Investment Management LLC’s holdings in The Goldman Sachs Group were worth $98,391,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Brighton Jones LLC lifted its stake in The Goldman Sachs Group by 17.1% in the fourth quarter. Brighton Jones LLC now owns 3,474 shares of the investment management company’s stock valued at $1,989,000 after buying an additional 508 shares during the period. Revolve Wealth Partners LLC grew its position in shares of The Goldman Sachs Group by 7.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 888 shares of the investment management company’s stock worth $508,000 after buying an additional 58 shares during the period. Sivia Capital Partners LLC increased its stake in shares of 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 acquiring an additional 735 shares during the last quarter. Schnieders Capital Management LLC. raised its position in shares of The Goldman Sachs Group by 9.3% in the 2nd quarter. Schnieders Capital Management LLC. now owns 821 shares of the investment management company’s stock valued at $581,000 after acquiring an additional 70 shares during the period. Finally, Avidian Wealth Enterprises LLC bought a new position in The Goldman Sachs Group during the 2nd quarter worth approximately $239,000. Institutional investors 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’s asset & wealth management arm reported durable growth — record fees, $14.9B revenue for 2025 and $3.61T in assets under management, supporting recurring-fee income and a steadier earnings base. Goldman’s Wealth Management Business Emerges as Durable Growth Engine
• Positive Sentiment: Goldman is lead underwriter on Robinhood’s $1B pre-IPO closed-end fund — a sizable deal that should boost investment-banking and underwriting fees and highlights Goldman’s role on large retail-focused mandates. Robinhood Launches $1B Pre-IPO Fund
• Positive Sentiment: Market snapshot pieces show GS shares trading higher than the broader market today, reflecting investor appetite for its fee-generating businesses and recent beats. Goldman Sachs (GS) Rises Higher Than Market
• Neutral Sentiment: CEO David Solomon reiterated support for a “rule‑based” U.S. crypto framework and said he personally owns Bitcoin — signals that Goldman will continue to deepen crypto services for institutional clients, but also ties the firm to a volatile asset class. Solomon calls rule-based system for crypto ‘very, very important’
• Neutral Sentiment: Goldman’s research/coverage activity continues to influence markets (e.g., initiating coverage on LG Electronics India, analyst price-target moves and sector research like rare-earths or EV/battery picks) — these bolster fee and advisory pipelines but are not immediate earnings drivers. Goldman Sachs initiates coverage on LG Electronics India
• Negative Sentiment: Goldman plans to remove race, gender identity and sexual orientation criteria from board-candidate screening — widely reported by the NYT, Fortune and WSJ. The move raises reputational and governance concerns, could draw political scrutiny and potentially unsettle ESG-focused institutional investors. Goldman Sachs to Drop D.E.I. Criteria for Board Members
• Negative Sentiment: Royal Bank of Canada hired Goldman equities trader Noel Reyes to lead equity-algorithm product innovation — a direct talent loss in trading/execution that could modestly weaken Goldman’s equities execution bench over time. RBC Hires Goldman Trader Noel Reyes

Insiders Place Their Bets

In other The Goldman Sachs Group news, insider Alex S. Golten sold 1,092 shares of The Goldman Sachs Group stock in a transaction on Monday, February 9th. The shares were sold at an average price of $936.89, for a total value of $1,023,083.88. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Denis P. Coleman sold 11,623 shares of the business’s stock in a transaction dated 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 sale, the chief financial officer directly owned 29,342 shares in the company, valued at $27,627,546.94. This trade 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 valued at $112,016,033 over the last 90 days. 0.55% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on GS shares. BNP Paribas Exane upped their target price on shares of The Goldman Sachs Group from $775.00 to $970.00 and gave the company a “neutral” rating in a research note on Friday, January 16th. Zacks Research raised shares of The Goldman Sachs Group from a “hold” rating to a “strong-buy” rating in a report on Monday, January 19th. Daiwa Securities Group raised their price objective on The Goldman Sachs Group from $927.00 to $940.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Dbs Bank lifted their target price on The Goldman Sachs Group from $800.00 to $890.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Finally, Royal Bank Of Canada increased 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. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $916.86.

The Goldman Sachs Group Stock Performance

GS opened at $934.23 on Thursday. The company has a market capitalization of $280.20 billion, a price-to-earnings ratio of 18.21, a P/E/G ratio of 1.12 and a beta of 1.34. The business’s 50-day moving average price is $921.63 and its two-hundred day moving average price is $828.08. The Goldman Sachs Group, Inc. has a 1 year low of $439.38 and a 1 year high of $984.70. The company has a debt-to-equity ratio of 2.29, a current ratio of 1.13 and a quick ratio of 0.65.

The Goldman Sachs Group (NYSE:GS) last posted its quarterly earnings data 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 Goldman Sachs Group had a return on equity of 15.19% and a net margin of 13.73%.The business had revenue of $15.71 billion during the quarter, compared to the consensus estimate of $14.30 billion. During the same period last year, the company earned $11.95 earnings per share. The Goldman Sachs Group’s quarterly revenue was down 3.0% on a year-over-year basis. Equities analysts expect that The Goldman Sachs Group, Inc. will post 47.12 EPS for the current fiscal year.

The Goldman Sachs Group Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 30th. Stockholders of record on Monday, March 2nd will be issued a $4.50 dividend. This represents a $18.00 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from The Goldman Sachs Group’s previous quarterly dividend of $4.00. The ex-dividend date is Monday, March 2nd. The Goldman Sachs Group’s dividend payout ratio is 31.20%.

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.