Recent discussions on X about Goldman Sachs (GS) have been buzzing with a mix of concern and optimism following the company's latest market outlooks and financial updates. Posts on the platform highlight a reported increase in the firm's recession probability forecast, sparking debates about economic stability and its impact on financial stocks. Some users have pointed out potential vulnerabilities in the firm's balance sheet, raising red flags about leverage and liquidity risks.
Conversely, there is notable enthusiasm around Goldman Sachs' recent performance metrics and strategic moves, with users citing strong earnings beats and share buyback programs as signs of resilience. Additionally, the firm's bullish stance on certain tech stocks has drawn attention, fueling speculation about broader market trends. The conversation remains dynamic as investors weigh both the risks and opportunities surrounding this Wall Street giant.
Note: This discussion summary was generated from an AI condensation of post data.
Goldman Sachs Congressional Stock Trading
Members of Congress have traded $GS stock 17 times in the past 6 months. Of those trades, 8 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $GS stock by members of Congress over the last 6 months:
- REPRESENTATIVE JEFFERSON SHREVE has traded it 4 times. They made 2 purchases worth up to $100,000 on 05/08, 03/05 and 2 sales worth up to $100,000 on 05/12, 04/07.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 3 times. They made 3 purchases worth up to $45,000 on 05/05, 03/07, 02/12 and 0 sales.
- REPRESENTATIVE BRUCE WESTERMAN has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/03 and 1 sale worth up to $15,000 on 04/21.
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 04/15.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 4 times. They made 1 purchase worth up to $15,000 on 04/07 and 3 sales worth up to $80,000 on 04/10.
- SENATOR DAVID MCCORMICK sold up to $5,000,000 on 02/28.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 02/28.
- REPRESENTATIVE JULIE JOHNSON purchased up to $15,000 on 02/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Goldman Sachs Insider Trading Activity
Goldman Sachs insiders have traded $GS stock on the open market 18 times in the past 6 months. Of those trades, 9 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $GS stock by insiders over the last 6 months:
- DAVID M SOLOMON (Chairman of the Board and CEO) has made 0 purchases and 3 sales selling 14,023 shares for an estimated $9,245,286.
- DENIS P. COLEMAN (Chief Financial Officer) has made 0 purchases and 3 sales selling 7,463 shares for an estimated $5,406,213.
- JOHN F.W. ROGERS (Executive Vice President) has made 0 purchases and 3 sales selling 6,008 shares for an estimated $4,310,059.
- JOHN B HESS has made 9 purchases buying 3,904 shares for an estimated $1,997,583 and 0 sales.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Goldman Sachs Hedge Fund Activity
We have seen 1,306 institutional investors add shares of Goldman Sachs stock to their portfolio, and 1,071 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC added 29,053,586 shares (+617504.5%) to their portfolio in Q2 2025, for an estimated $20,562,675,491
- GAMMA INVESTING LLC removed 3,968,692 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $2,808,841,763
- INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC removed 3,233,151 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,288,262,620
- BANK OF AMERICA CORP /DE/ added 2,040,165 shares (+69.1%) to their portfolio in Q1 2025, for an estimated $1,114,521,737
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 1,102,936 shares (-85.2%) from their portfolio in Q1 2025, for an estimated $602,522,907
- CAPITAL WORLD INVESTORS removed 975,521 shares (-16.3%) from their portfolio in Q1 2025, for an estimated $532,917,367
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 855,074 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $467,118,375
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 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- HSBC issued a "Reduce" rating on 07/08/2025
- Evercore ISI Group issued a "Outperform" rating on 07/02/2025
- Barclays issued a "Overweight" rating on 04/15/2025
- Wells Fargo issued a "Overweight" rating on 04/15/2025
- JMP Securities issued a "Market Outperform" rating on 04/08/2025
- JP Morgan issued a "Overweight" rating on 04/03/2025
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 11 analysts offer price targets for $GS in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Keith Horowitz from Citigroup set a target price of $700.0 on 07/21/2025
- Betsy Graseck from Morgan Stanley set a target price of $715.0 on 07/17/2025
- David Konrad from Keefe, Bruyette & Woods set a target price of $790.0 on 07/17/2025
- Brian Fitzgerald from JMP Securities set a target price of $600.0 on 07/14/2025
- Mike Mayo from Wells Fargo set a target price of $785.0 on 07/08/2025
- Saul Martinez from HSBC set a target price of $627.0 on 07/08/2025
- Glenn Schorr from Evercore ISI Group set a target price of $715.0 on 07/02/2025
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.
