Goldman Sachs Performance: Goldman Sachs has reported significant growth in 2025, achieving a total return of 56%, its largest annual gain since 2009, driven by strong investment banking and asset management sectors.
Dividend Increases: The company announced a substantial dividend boost, raising its quarterly payout to $4.50, marking a 12.5% increase compared to previous payments, which reflects confidence in future earnings.
BlackRock's Growth: BlackRock, the world's largest asset management firm, also reported a 10% dividend increase, moving its quarterly payout to $5.73 per share, with a yield of approximately 2%.
Fastenal's Performance: Fastenal has shown solid growth with a 14% total return in 2025, alongside a 9% revenue increase, indicating a potential for revenue acceleration in 2026, despite stable margins.
Wall Street analysts forecast GS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GS is 848.09 USD with a low forecast of 604.00 USD and a high forecast of 1048 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
13 Analyst Rating
Wall Street analysts forecast GS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for GS is 848.09 USD with a low forecast of 604.00 USD and a high forecast of 1048 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
7 Hold
0 Sell
Moderate Buy
Current: 931.860
Low
604.00
Averages
848.09
High
1048
Current: 931.860
Low
604.00
Averages
848.09
High
1048
RBC Capital
Gerard Cassidy
Sector Perform
maintain
$900
2026-01-20
Reason
RBC Capital
Gerard Cassidy
Price Target
$900
AI Analysis
2026-01-20
maintain
Sector Perform
Reason
RBC Capital analyst Gerard Cassidy raised the firm's price target on Goldman Sachs to $1,030 from $900 and keeps a Sector Perform rating on the shares after its Q4 results. The company is a preeminent global investment bank with a leading position in the global markets and has been the #1 Global-M&A Advisor for the last 20 years, the analyst tells investors in a research note. Goldman is also well capitalized and has been good steward of shareholders' capital by reducing its share-count by estimated 46% since its peak in Q1 of 2010, the firm added.
Wells Fargo
Overweight
maintain
$970
2026-01-16
Reason
Wells Fargo
Price Target
$970
2026-01-16
maintain
Overweight
Reason
Wells Fargo raised the firm's price target on Goldman Sachs to $1,050 from $970 and keeps an Overweight rating on the shares. The firm notes the company's Q4 beat was driven by best-in-class capital market results. The outlook reflects the best merger backlogs in 4 years and expected knock-on effects. Wells highlights aggressive fundraising targets in AWM.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for GS
Unlock Now
Keefe Bruyette
Christopher McGratty
Market Perform
maintain
$971
2026-01-16
Reason
Keefe Bruyette
Christopher McGratty
Price Target
$971
2026-01-16
maintain
Market Perform
Reason
Keefe Bruyette analyst Christopher McGratty raised the firm's price target on Goldman Sachs to $1,000 from $971 and keeps a Market Perform rating on the shares. Goldman Sachs is likely to operate at or above its medium-term return on equity targets, the analyst tells investors in a research note.
BofA
Buy
maintain
2026-01-16
Reason
BofA
Price Target
2026-01-16
maintain
Buy
Reason
BofA raised the firm's price target on Goldman Sachs to $1,100 from $1,050 and keeps a Buy rating on the shares. Strong Q4 results, increasing momentum for M&A and IPO activity, a shifting regulatory landscape that is "significantly boosting Goldman's competitive positioning" and management's focus on durable growth and profitability could driver better than expected EPS growth in 2026, the analyst tells investors in a post-earnings note.
About GS
The Goldman Sachs Group, Inc. is a global financial institution that delivers a range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Its segments include Global Banking & Markets, Asset & Wealth Management and Platform Solutions. The Global Banking & Markets segment offers a range of services, including financing, advisory services, risk distribution, and hedging for its institutional and corporate clients. It facilitates client transactions and makes markets in fixed income, equity, currency and commodity products. The Asset & Wealth Management segment manages assets and offers investment products across all asset classes to a diverse set of clients. It also provides investing and wealth advisory solutions. The Platform Solutions segment includes consumer platforms, such as partnerships offering credit cards and point-of-sale financing, and transaction banking and other platform businesses.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
