AI Integration Surge: Social media buzz centers on Goldman Sachs tapping Anthropic’s AI model to automate accounting and compliance roles, with embedded engineers building autonomous systems for back-office efficiency. Traders view this as a transformative step amid rising tech adoption in finance. The development has sparked optimism about long-term cost reductions and operational edge.
Financial Sector Rally: Discussions highlight GS leading a push higher in financial stocks alongside peers, nearing all-time highs as the Dow climbs toward 50,000. Momentum traders point to technical breakouts and sector strength driving the advance. Near-term targets above recent peaks are frequently mentioned.
Insider Moves Noted: Recent executive share sales, including by CEO David Solomon, have entered conversations amid the rally. Some dismiss them as routine, while others watch closely for sentiment cues. Despite this, price action remains a focal point of bullish chatter.
Note: This discussion summary was generated from an AI condensation of post data.
Goldman Sachs Insider Trading Activity
Goldman Sachs insiders have traded $GS stock on the open market 93 times in the past 6 months. Of those trades, 0 have been purchases and 93 have been sales.
Here’s a breakdown of recent trading of $GS stock by insiders over the last 6 months:
- DAVID A VINIAR has made 0 purchases and 37 sales selling 68,186 shares for an estimated $65,820,535.
- JOHN E. WALDRON (President and COO) has made 0 purchases and 6 sales selling 18,244 shares for an estimated $13,688,551.
- KATHRYN H. RUEMMLER (Chief Legal Officer, GC) has made 0 purchases and 11 sales selling 9,589 shares for an estimated $8,893,930.
- SHEARA J FREDMAN (Chief Accounting Officer) has made 0 purchases and 18 sales selling 4,863 shares for an estimated $4,492,188.
- CAREY HALIO (Global Treasurer) has made 0 purchases and 19 sales selling 4,603 shares for an estimated $4,256,247.
- DAVID M SOLOMON (Chairman of the Board and CEO) has made 0 purchases and 2 sales selling 272 shares for an estimated $255,387.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Goldman Sachs Congressional Stock Trading
Members of Congress have traded $GS stock 16 times in the past 6 months. Of those trades, 6 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 3 times. They made 1 purchase worth up to $50,000 on 12/29 and 2 sales worth up to $100,000 on 12/18.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE STEVE COHEN has traded it 2 times. They made 0 purchases and 2 sales worth up to $100,000 on 12/17.
- SENATOR TED CRUZ sold up to $250,000 on 11/11.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Goldman Sachs Hedge Fund Activity
We have seen 1,344 institutional investors add shares of Goldman Sachs stock to their portfolio, and 1,099 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- BARCLAYS PLC removed 471,762 shares (-25.3%) from their portfolio in Q3 2025, for an estimated $375,687,668
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Goldman Sachs 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, check out Quiver Quantitative's $GS forecast page.
Goldman Sachs Price Targets
Multiple analysts have issued price targets for $GS recently. We have seen 12 analysts offer price targets for $GS in the last 6 months, with a median target of $829.0.
Here are some recent targets:
- Gerard Cassidy from RBC Capital set a target price of $1030.0 on 01/20/2026
- Mike Mayo from Wells Fargo set a target price of $1050.0 on 01/16/2026
- Christopher McGratty from Keefe, Bruyette & Woods set a target price of $1000.0 on 01/16/2026
- 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
- 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
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
