Q1 Earnings Surge: Goldman Sachs unveiled first-quarter results that exceeded Wall Street expectations, with net revenues hitting $17.23 billion against forecasts of $16.97 billion. Earnings per share reached $17.55, topping estimates of $16.49, fueled by robust investment banking fees up 48% year-over-year.
Record Trading Volumes: Equities trading generated a record $5.33 billion, up 27%, while global banking and markets revenue climbed 19% to $12.74 billion. Though fixed income saw a dip, the overall performance highlighted resilience in volatile markets.
Capital Return Boost: The firm announced a quarterly dividend hike to $4.50 per share alongside $5 billion in buybacks, signaling confidence in future growth. Social media discussions reflect optimism around these shareholder-friendly moves amid strong asset management inflows.
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 133 times in the past 6 months. Of those trades, 0 have been purchases and 133 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 F.W. ROGERS (Executive Vice President) has made 0 purchases and 29 sales selling 15,855 shares for an estimated $15,210,753.
- DENIS P. COLEMAN (Chief Financial Officer) has made 0 purchases and 12 sales selling 11,623 shares for an estimated $10,943,891.
- 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.
- ALEX S GOLTEN (CHIEF RISK OFFICER) has made 0 purchases and 5 sales selling 2,292 shares for an estimated $2,143,044.
- 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 13 times in the past 6 months. Of those trades, 2 have been purchases and 11 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 4 times. They made 1 purchase worth up to $50,000 on 12/29 and 3 sales worth up to $150,000 on 02/04, 12/18.
- SENATOR DAVID MCCORMICK sold up to $5,000,000 on 01/23.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Goldman Sachs Hedge Fund Activity
We have seen 1,326 institutional investors add shares of Goldman Sachs stock to their portfolio, and 1,133 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 removed 7,205,570 shares (-77.6%) from their portfolio in Q4 2025, for an estimated $6,333,696,030
- CORIENT PRIVATE WEALTH LLC added 2,448,767 shares (+1657.7%) to their portfolio in Q4 2025, for an estimated $2,152,466,193
- JPMORGAN CHASE & CO added 876,549 shares (+12.5%) to their portfolio in Q4 2025, for an estimated $770,486,571
- DODGE & COX removed 498,951 shares (-22.6%) from their portfolio in Q4 2025, for an estimated $438,577,929
- MANUFACTURERS LIFE INSURANCE COMPANY, THE removed 488,088 shares (-60.9%) from their portfolio in Q4 2025, for an estimated $429,029,352
- FMR LLC added 479,967 shares (+13.4%) to their portfolio in Q4 2025, for an estimated $421,890,993
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 450,984 shares (+428.4%) to their portfolio in Q4 2025, for an estimated $396,414,936
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 1 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
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 10 analysts offer price targets for $GS in the last 6 months, with a median target of $1000.0.
Here are some recent targets:
- Ebrahim Poonawala from B of A Securities set a target price of $1050.0 on 04/14/2026
- Mike Mayo from Wells Fargo set a target price of $1000.0 on 04/14/2026
- Erika Najarian from UBS set a target price of $930.0 on 04/13/2026
- Daniel Fannon from Jefferies set a target price of $1049.0 on 04/06/2026
- Glenn Schorr from Evercore ISI Group set a target price of $950.0 on 04/06/2026
- Kian Abouhossein from JP Morgan set a target price of $826.0 on 03/10/2026
- Gerard Cassidy from RBC Capital set a target price of $1030.0 on 01/20/2026
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.
