Goldman Sachs Aktie News

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When it comes to long-time behemoths in the financial sector, The Goldman Sachs Group NYSE: GS put up a standout performance in 2025. Overall, the stock's total return was nearly 57%.

A surging stock market and a flurry of deal-making padded the profits of Wall Street's two big investment banks, which both saw a double-digit jump in profits in the fourth quarter.

Goldman Sachs delivered strong Q4 and FY results, with EPS up 26.6% to $51.32 and robust dealmaking performance. GS increased its dividend by 12.5% and executed significant buybacks, underscoring financial strength and capital return discipline. Despite a P/E of 18.7x and trading above its 5-year average, I see potential for GS to rerate toward a 20x multiple over 2–3 years.

Goldman Sachs posted strong fourth-quarter earnings as dealmaking surged. The firm's stock price is up more than 60% over the past year, far outpacing major rivals.

Goldman Sachs has surged nearly 70% over the past year, driven by robust M&A, trading, and advisory activity. GS delivered a strong Q4, with $14.01 EPS and a 17.1% return on tangible equity, aided by the Apple Card portfolio divestiture. Fee-based revenue and capital efficiency are improving, with asset & wealth management growth, cost discipline, and a 30% pre-tax margin target.

The latest earnings from Goldman Sachs, released Thursday (Jan. 15), highlight a firm increasingly defined by digital engagement, artificial intelligence and automation, even as management signaled a decisive shift away from consumer balance-sheet businesses tied to Apple Card and Apple Savings.

The move signals growing institutional interest in a corner of finance that has gained increased traction among traders. Solomon met with the two big prediction companies and their leadership in the last two weeks, spending 'a couple of hours with each' to learn more.