Goldman Sachs Group, Inc. (The)

• GS Stock Price 24h change: +1.44%. From 953.01 USD to 966.73 USD.
• The price increase was driven by strong Q4 and full-year 2025 earnings results, including a dividend hike to $4.50 per share and optimistic 2026 outlooks for investment banking and global growth.
• From a technical perspective, the stock is in a strong "bullish breakout" phase, currently trading near its all-time high of $975.86. Key support is seen at the $943 level (20-day MA), while the RSI is approaching overbought territory, suggesting potential short-term consolidation before further gains.
• Goldman Sachs reported record 2025 net earnings of $17.18 billion and increased its quarterly dividend by 12.5% to $4.50 per share, effective Q1 2026.
• The bank officially announced its exit from the Apple Card partnership, a move analysts believe "tidies up" the investment narrative by shifting focus back to core capital-efficient business lines.
• Goldman Sachs Research raised its 2026 gold price target to $5,400/oz, citing structural demand from central banks and safe-haven flows amid geopolitical fragmentation.
• Large-cap U.S. banks reported a 22% average annual growth in investment banking and trading for Q4 2025, signaling a robust recovery in deal-making activity entering 2026.
• Swift successfully completed an interoperability trial with major European banks for tokenized bond settlement, marking a significant milestone for digital asset integration in traditional capital markets.

• GS Stock Price 24h change: -1.81%. From 962.00 USD to 943.37 USD (As of Jan 20, 2026).
The price drop was primarily driven by a broader market sell-off and investor caution following a proposed 10% interest rate cap on credit cards, despite Goldman's recent strong Q4 earnings beat.
• From a technical perspective, GS is in a "short-term pullback within a long-term bullish trend." The stock remains above its 50-day ($874.51) and 200-day ($796.79) moving averages, indicating structural strength. However, the RSI (14) at 55.6 and recent negative divergence suggest temporary downward pressure as it digests gains near its 52-week high of $984.70.
• Goldman Sachs reported Q4 EPS of $14.01, significantly beating the $11.62 estimate, driven by record equity trading revenue of $4.31 billion and a 25% surge in investment banking fees.• The firm reached a $25 billion investment collaboration with the Qatar Investment Authority (QIA), targeting private equity and credit opportunities globally.• Goldman is finalized the exit from its consumer banking business by transitioning its $20 billion Apple Card program to JPMorgan Chase, focusing back on its core "capital markets heavyweight" status.
• US bank stocks faced a sharp decline after a proposal was announced to cap credit card interest rates at 10%, causing a multibillion-dollar wipeout in sector market capitalization.• Financial sector sentiment remains mixed as Q4 earnings season shows robust investment banking backlogs but rising concerns over regulatory shifts and potential changes to Federal Reserve leadership.