The Goldman Sachs Group (GS) News Today

The Goldman Sachs Group, Inc. (NYSE:GS) shares have climbed on the back of stronger‐than‐expected Q2 results, a significant dividend hike and a series of analyst price‐target upgrades. Key drivers include record trading and interest income, record assets under supervision and reaffirmed growth prospects, while the firm continues to reposition its portfolio and leadership team.

• Positive Sentiment: Q2 earnings beat expectations with $10.91 EPS on $14.58 billion revenue—up 15% year-over-year—driven by robust investment banking and record equities trading. Goldman Q2 Earnings Beat Estimates on Solid IB Business, Shares Rise
• Positive Sentiment: Quarterly dividend raised 33.3% to $4.00 per share (2.26% yield), reflecting growing capital flexibility and confidence in cash flow. The Goldman Sachs Group, Inc. (NYSE:GS) Increases Dividend to $4.00 Per Share
• Positive Sentiment: Assets under supervision hit a record $3.3 trillion while net interest income surged 56%, underscoring strength in fee- and interest-based businesses. Goldman Sachs Q2 Assets Under Supervision Hit Record, Net Interest Income Surges 56% – Yahoo Finance
• Positive Sentiment: Analysts raised price targets across the board—Keefe, Bruyette & Woods to $790, Morgan Stanley to $715, BofA and others also boosted their outlooks after the strong Q2 results. Keefe, Bruyette & Woods Issues Positive Forecast for The Goldman Sachs Group (NYSE:GS) Stock Price
• Neutral Sentiment: Goldman veteran Aasem Khalil was named global head of the middle-market group, strengthening leadership in a core business line. Goldman Sachs' top Dallas exec gets expanded role / Goldman Sachs names Khalil as global head of middle market group, memo says
• Neutral Sentiment: The firm trimmed its stake in Marlowe PLC, a routine portfolio adjustment with limited near-term impact. Goldman Sachs Reduces Stake in Marlowe PLC