Goldman Sachs Group Inc. (GS) — Q4 2025 Earnings
Goldman Sachs reported revenue of $15.18 billion, up 9.48% year‑over‑year and ahead of the consensus revenue estimate of $14.21 billion. Diluted earnings per share came in at 12.25, beating the EPS estimate of 11.9976. Net income attributable to common shareholders declined 1.61% to $3.86 billion, while both gross profit and operating profit showed modest year‑over‑year increases.
Key balance sheet and cash‑flow items highlight mixed signals between earnings and liquidity/financing metrics.
Notable takeaways: revenue and EPS both beat expectations, supporting the quarter's top‑line and per‑share performance. However, cost of sales rose significantly faster than gross profit, and the dramatic drop in operating cash flow will likely attract attention from investors and analysts assessing underlying cash quality and short‑term working capital dynamics.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Goldman Sachs Group Inc. Insider Trading Activity
Goldman Sachs Group Inc. insiders have traded $GS stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $GS stock by insiders over the last 6 months:
- JOHN E. WALDRON (President and COO) has made 0 purchases and 6 sales selling 18,244 shares for an estimated $13,688,551.
- DENIS P. COLEMAN (Chief Financial Officer) has made 0 purchases and 3 sales selling 7,463 shares for an estimated $5,406,213.
- DAVID M SOLOMON (Chairman of the Board and CEO) sold 6,608 shares for an estimated $4,706,944
- JOHN F.W. ROGERS (Executive Vice President) has made 0 purchases and 3 sales selling 6,008 shares for an estimated $4,310,059.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Goldman Sachs Group Inc. Hedge Fund Activity
We have seen 1,288 institutional investors add shares of Goldman Sachs Group Inc. stock to their portfolio, and 1,052 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 29,054,438 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $23,137,501,701
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,132,530 shares (+84.9%) to their portfolio in Q3 2025, for an estimated $1,698,240,265
- DODGE & COX removed 1,097,949 shares (-33.2%) from their portfolio in Q3 2025, for an estimated $874,351,686
- FMR LLC added 1,053,928 shares (+41.9%) to their portfolio in Q3 2025, for an estimated $839,295,562
- WELLINGTON MANAGEMENT GROUP LLP added 936,015 shares (+110.8%) to their portfolio in Q3 2025, for an estimated $745,395,545
- MORGAN STANLEY removed 646,753 shares (-7.8%) from their portfolio in Q3 2025, for an estimated $515,041,751
- BANK OF AMERICA CORP /DE/ added 638,231 shares (+12.3%) to their portfolio in Q3 2025, for an estimated $508,255,256
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Goldman Sachs Group Inc. Congressional Stock Trading
Members of Congress have traded $GS stock 15 times in the past 6 months. Of those trades, 5 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $GS stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 12/18.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 11/13, 08/14.
- SENATOR TED CRUZ sold up to $250,000 on 11/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 4 times. They made 1 purchase worth up to $15,000 on 10/30 and 3 sales worth up to $45,000 on 10/31, 10/30, 08/04.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $80,000 on 10/10 and 0 sales.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 09/11.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 07/28.
- REPRESENTATIVE JULIA LETLOW sold up to $15,000 on 07/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Goldman Sachs Group Inc. Analyst Ratings
Wall Street analysts have issued reports on $GS in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/05/2026
- Evercore ISI Group issued a "Outperform" rating on 09/30/2025
- Wells Fargo issued a "Overweight" rating on 09/16/2025
To track analyst ratings and price targets for Goldman Sachs Group Inc., check out Quiver Quantitative's $GS forecast page.
Goldman Sachs Group Inc. Price Targets
Multiple analysts have issued price targets for $GS recently. We have seen 10 analysts offer price targets for $GS in the last 6 months, with a median target of $816.5.
Here are some recent targets:
- Kian Abouhossein from JP Morgan set a target price of $775.0 on 01/08/2026
- Jason Goldberg from Barclays set a target price of $1048.0 on 01/05/2026
- David Konrad from Keefe, Bruyette & Woods set a target price of $971.0 on 12/17/2025
- Mikhail Paramonov from Freedom Capital Markets set a target price of $794.0 on 10/17/2025
- Keith Horowitz from Citigroup set a target price of $765.0 on 10/16/2025
- Betsy Graseck from Morgan Stanley set a target price of $828.0 on 10/15/2025
- Brennan Hawken from UBS set a target price of $805.0 on 10/07/2025
