GS
The Goldman Sachs Group, Inc. NYSE Listed May 4, 1999$1096.56
-0.23%
vs $1099.14
Mkt Cap $323.5B
52w Low $630.01
94.3% of range
52w High $1125.00
50d MA $973.87
200d MA $876.64
P/E (TTM)
21.4x
EV/EBITDA
0.8x
P/B
2.7x
Debt/Equity
4.9x
ROE
13.7%
P/FCF
-7.4x
RSI (14)
61.10
ATR (14)
$33.35
Beta
1.31
50d MA
$973.87
200d MA
$876.64
Avg Volume
2.3M
The Goldman Sachs Group, Inc., a financial institution, provides a range of financial services for corporations, financial institutions, governments, and individuals worldwide. It operates through four segments: Investment Banking, Global Markets, Asset Management, and Consumer & Wealth Management. The company's Investment Banking segment provides financial advisory services, including strategic advisory assignments related to mergers and acquisitions, divestitures, corporate defense activities, restructurings, and spin-offs; and middle-market lending, relationship lending, and acquisition financing, as well as transaction banking services. This segment also offers underwriting services, such as equity underwriting for common and preferred stock and convertible and exchangeable securities; and debt underwriting for various types of debt instruments, including investment-grade and high-yield debt, bank and bridge loans, and emerging-and growth-market debt, as well as originates structured securities. Its Global Markets segment is involved in client execution activities for cash and derivative instruments; credit and interest rate products; and provision of equity intermediation and equity financing, clearing, settlement, and custody services, as well as mortgages, currencies, commodities, and equities related products. The company's Asset Management segment manages assets across various classes, including equity, fixed income, hedge funds, credit funds, private equity, real estate, currencies, and commodities; and provides customized investment advisory solutions, as well as invests in corporate, real estate, and infrastructure entities. Its Consumer & Wealth Management segment offers wealth advisory and banking services, including financial planning, investment management, deposit taking, and lending; private banking; and unsecured loans, as well as accepts saving and time deposits. The company was founded in 1869 and is headquartered in New York, New York.
200 West Street · New York City, NY 10282 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | AMC | 16.47 | 17.55 | +6.6% | 890.79 | +0.4% | +2.1% | -1.1% | +0.1% | +2.9% | +1.7% | — |
| Jan 15, 2026 | AMC | 11.70 | 14.01 | +19.7% | 975.86 | -0.3% | -1.4% | -1.9% | +1.0% | +0.2% | -3.7% | — |
| Oct 14, 2025 | AMC | 11.03 | 12.25 | +11.1% | 770.76 | +1.0% | -0.4% | -1.3% | -1.0% | +1.7% | -0.6% | — |
| Jul 16, 2025 | AMC | 9.65 | 10.91 | +13.1% | 708.82 | -0.4% | -0.4% | +0.3% | -0.3% | -0.8% | +2.4% | — |
| Apr 14, 2025 | AMC | 12.32 | 14.12 | +14.6% | 503.98 | +0.7% | +0.8% | -1.7% | +2.1% | -1.6% | +3.7% | — |
| Jan 15, 2025 | AMC | 8.03 | 11.95 | +48.8% | 605.92 | +0.7% | +1.2% | +2.1% | +1.4% | -0.3% | +1.1% | — |
| Oct 15, 2024 | AMC | 6.89 | 8.40 | +21.9% | 522.38 | +1.5% | +1.4% | -0.2% | -0.1% | -2.0% | +0.1% | — |
| Jul 15, 2024 | AMC | 8.34 | 8.62 | +3.4% | 492.23 | +0.4% | +2.2% | -0.2% | -3.2% | -0.3% | +0.4% | — |
| Apr 15, 2024 | AMC | 8.56 | 11.58 | +35.3% | 400.88 | +0.9% | -1.0% | +1.8% | -0.2% | +0.2% | +3.3% | — |
| Jan 16, 2024 | AMC | 3.51 | 5.48 | +56.1% | 380.45 | -1.4% | -0.9% | -0.1% | +1.4% | +1.0% | -1.3% | — |
| Oct 17, 2023 | AMC | 5.31 | 5.47 | +3.0% | 309.36 | -0.8% | -2.4% | -0.9% | +0.3% | -0.3% | -0.0% | — |
| Jul 19, 2023 | AMC | 3.18 | 3.08 | -3.1% | 340.55 | -0.4% | +3.0% | +0.3% | +2.0% | -1.2% | +0.8% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 14 | Wells Fargo | Maintains | Overweight → Overweight | — | $890.79 | $894.42 | +0.4% | +2.1% | -1.1% | +0.1% | +2.9% | +1.7% |
| Apr 14 | BofA Securities | Maintains | Buy → Buy | — | $890.79 | $894.42 | +0.4% | +2.1% | -1.1% | +0.1% | +2.9% | +1.7% |
| Apr 13 | UBS | Maintains | Neutral → Neutral | — | $907.80 | $875.55 | -3.6% | -1.9% | +2.1% | -1.1% | +0.1% | +2.9% |
| Apr 6 | Jefferies | Maintains | Buy → Buy | — | $863.04 | $863.00 | -0.0% | +0.3% | -0.2% | +4.8% | -0.2% | +0.5% |
| Apr 6 | Evercore ISI | Maintains | Outperform → Outperform | — | $863.04 | $863.00 | -0.0% | +0.3% | -0.2% | +4.8% | -0.2% | +0.5% |
| Mar 10 | JP Morgan | Maintains | Neutral → Neutral | — | $832.03 | $834.68 | +0.3% | +0.2% | -1.2% | -4.4% | -0.7% | +1.6% |
| Jan 27 | Freedom Broker | Maintains | Hold → Hold | — | $931.86 | $924.00 | -0.8% | -0.2% | +0.8% | +0.4% | -0.5% | +1.2% |
| Jan 20 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $962.00 | $946.38 | -1.6% | -1.9% | +1.0% | +0.2% | -3.7% | +1.4% |
| Jan 16 | Wells Fargo | Maintains | Overweight → Overweight | — | $975.86 | $973.00 | -0.3% | -1.4% | -1.9% | +1.0% | +0.2% | -3.7% |
| Jan 16 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $975.86 | $973.00 | -0.3% | -1.4% | -1.9% | +1.0% | +0.2% | -3.7% |
| Jan 8 | JP Morgan | Maintains | Neutral → Neutral | — | $941.02 | $935.48 | -0.6% | -0.7% | +0.4% | +1.1% | -1.2% | -0.6% |
| Jan 5 | Barclays | Maintains | Overweight → Overweight | — | $914.34 | $914.40 | +0.0% | +3.7% | +0.7% | -1.5% | -0.7% | +0.4% |
| Dec 17 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $879.15 | $886.33 | +0.8% | -0.8% | +0.5% | +2.0% | +0.6% | +0.3% |
| Oct 21 | JP Morgan | Downgrade | Overweight → Neutral | — | $763.32 | $759.00 | -0.6% | -0.6% | -1.9% | +0.8% | +4.4% | +0.8% |
| Oct 17 | Freedom Broker | Upgrade | Sell → Hold | — | $758.09 | $758.15 | +0.0% | -1.0% | +1.7% | -0.6% | -1.9% | +0.8% |
| Oct 17 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $758.09 | $758.15 | +0.0% | -1.0% | +1.7% | -0.6% | -1.9% | +0.8% |
| Oct 17 | Freedom Capital Markets | Upgrade | Sell → Hold | — | $758.09 | $758.15 | +0.0% | -1.0% | +1.7% | -0.6% | -1.9% | +0.8% |
| Oct 16 | Citigroup | Maintains | Neutral → Neutral | — | $767.93 | $770.66 | +0.4% | -1.3% | -1.0% | +1.7% | -0.6% | -1.9% |
| Oct 15 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $770.76 | $778.62 | +1.0% | -0.4% | -1.3% | -1.0% | +1.7% | -0.6% |
| Oct 15 | Barclays | Maintains | Overweight → Overweight | — | $770.76 | $778.62 | +1.0% | -0.4% | -1.3% | -1.0% | +1.7% | -0.6% |
| Oct 7 | UBS | Maintains | Neutral → Neutral | — | $796.78 | $798.00 | +0.2% | -0.9% | -1.7% | +0.4% | -2.0% | +2.9% |
| Sep 30 | Evercore ISI | Maintains | Outperform → Outperform | — | $804.12 | $805.50 | +0.2% | -1.0% | -1.4% | -0.8% | +1.4% | +0.9% |
| Sep 29 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $802.51 | $807.80 | +0.7% | +0.2% | -1.0% | -1.4% | -0.8% | +1.4% |
| Sep 16 | Wells Fargo | Maintains | Overweight → Overweight | — | $786.76 | $789.53 | +0.4% | -0.2% | +1.1% | +1.3% | +0.1% | +0.1% |
| Jul 21 | Citigroup | Maintains | Neutral → Neutral | — | $708.26 | $709.14 | +0.1% | -0.3% | -0.8% | +2.4% | +0.2% | +1.4% |
| Jul 17 | Keefe, Bruyette & Woods | Maintains | Market Perform → Market Perform | — | $708.82 | $706.28 | -0.4% | -0.4% | +0.3% | -0.3% | -0.8% | +2.4% |
| Jul 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $708.82 | $706.28 | -0.4% | -0.4% | +0.3% | -0.3% | -0.8% | +2.4% |
| Jul 14 | JMP Securities | Downgrade | Market Outperform → Market Perform | — | $704.95 | $704.74 | -0.0% | +1.2% | -1.5% | +0.9% | -0.4% | +0.3% |
| Jul 8 | HSBC | Downgrade | Hold → Reduce | — | $710.93 | $710.72 | -0.0% | -1.9% | -0.1% | +1.8% | -0.6% | +1.2% |
| Jul 8 | Wells Fargo | Maintains | Overweight → Overweight | — | $710.93 | $710.72 | -0.0% | -1.9% | -0.1% | +1.8% | -0.6% | +1.2% |
| Jul 2 | Evercore ISI | Maintains | Outperform → Outperform | — | $706.46 | $708.80 | +0.3% | +1.3% | +1.1% | -1.8% | -1.9% | -0.1% |
| Jun 23 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $640.80 | $639.26 | -0.2% | +0.9% | +2.4% | +1.2% | +2.6% | +0.5% |
| Apr 15 | Barclays | Maintains | Overweight → Overweight | — | $503.98 | $507.41 | +0.7% | +0.8% | -1.7% | +2.1% | -1.6% | +3.7% |
| Apr 15 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $503.98 | $507.41 | +0.7% | +0.8% | -1.7% | +2.1% | -1.6% | +3.7% |
| Apr 15 | Wells Fargo | Maintains | Overweight → Overweight | — | $503.98 | $507.41 | +0.7% | +0.8% | -1.7% | +2.1% | -1.6% | +3.7% |
| Apr 8 | JMP Securities | Maintains | Market Outperform → Market Outperform | — | $465.51 | $488.25 | +4.9% | -0.7% | +11.8% | -5.2% | +0.9% | +1.9% |
| Apr 3 | JP Morgan | Maintains | Overweight → Overweight | — | $563.10 | $525.43 | -6.7% | -9.2% | -7.9% | -1.1% | -0.7% | +11.8% |
| Apr 1 | Evercore ISI | Maintains | Outperform → Outperform | — | $546.29 | $543.25 | -0.6% | +0.4% | +2.7% | -9.2% | -7.9% | -1.1% |
| Mar 28 | Wells Fargo | Maintains | Overweight → Overweight | — | $558.92 | $555.95 | -0.5% | -2.8% | +0.6% | +0.4% | +2.7% | -9.2% |
| Mar 25 | JP Morgan | Maintains | Overweight → Overweight | — | $580.10 | $584.69 | +0.8% | +1.0% | -2.1% | -2.6% | -2.8% | +0.6% |
| Mar 24 | Citigroup | Maintains | Neutral → Neutral | — | $565.14 | $575.00 | +1.7% | +2.6% | +1.0% | -2.1% | -2.6% | -2.8% |
| Mar 19 | Oppenheimer | Downgrade | Outperform → Perform | — | $551.78 | $549.00 | -0.5% | +1.0% | +1.0% | +0.4% | +2.6% | +1.0% |
| Mar 13 | Morgan Stanley | Maintains | Overweight → Overweight | — | $535.71 | $535.67 | -0.0% | -2.0% | +3.2% | +1.8% | +0.1% | +1.0% |
| Feb 19 | Wells Fargo | Maintains | Overweight → Overweight | — | $672.19 | $669.08 | -0.5% | -0.6% | -3.9% | -2.6% | +0.1% | -1.8% |
| Jan 21 | UBS | Maintains | Neutral → Neutral | — | $625.94 | $616.81 | -1.5% | +1.4% | -0.3% | +1.1% | -0.4% | -0.6% |
| Jan 16 | Morgan Stanley | Maintains | Overweight → Overweight | — | $605.92 | $609.99 | +0.7% | +1.2% | +2.1% | +1.4% | -0.3% | +1.1% |
| Jan 16 | Barclays | Maintains | Overweight → Overweight | — | $605.92 | $609.99 | +0.7% | +1.2% | +2.1% | +1.4% | -0.3% | +1.1% |
| Jan 16 | JP Morgan | Maintains | Overweight → Overweight | — | $605.92 | $609.99 | +0.7% | +1.2% | +2.1% | +1.4% | -0.3% | +1.1% |
| Jan 16 | Keefe, Bruyette & Woods | Maintains | Outperform → Outperform | — | $605.92 | $609.99 | +0.7% | +1.2% | +2.1% | +1.4% | -0.3% | +1.1% |
| Jan 6 | Barclays | Maintains | Overweight → Overweight | — | $580.13 | $584.98 | +0.8% | +0.6% | -0.6% | -0.0% | -3.5% | +0.5% |
| Date | Insider | Title | Type | Shares | Price | Value | Owned After | D1% | D5% |
|---|---|---|---|---|---|---|---|---|---|
| May 14, 2026 | COLEMAN DENIS P.Off | Chief Financial Officer | Sell | 1,428 | $975.21 | $1.4M | 31,070 | -1.86% | -0.22% |
| May 14, 2026 | COLEMAN DENIS P.Off | Chief Financial Officer | Sell | 1,360 | $974.53 | $1.3M | 32,498 | -1.86% | -0.22% |
| May 14, 2026 | COLEMAN DENIS P.Off | Chief Financial Officer | Sell | 1,560 | $973.19 | $1.5M | 33,858 | -1.86% | -0.22% |
| May 14, 2026 | COLEMAN DENIS P.Off | Chief Financial Officer | Sell | 2,509 | $972.29 | $2.4M | 35,418 | -1.86% | -0.22% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 120 | $941.25 | $113K | 15,657 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 8,250 | $940.23 | $7.8M | 15,777 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 2,671 | $939.33 | $2.5M | 24,027 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 814 | $938.42 | $764K | 26,698 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 203 | $936.70 | $190K | 27,512 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 837 | $936.24 | $784K | 27,715 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 481 | $934.76 | $450K | 28,552 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 479 | $934.04 | $447K | 29,033 | +0.89% | -2.11% |
| May 6, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 437 | $933.08 | $408K | 29,512 | +0.89% | -2.11% |
| May 1, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 80 | $930.35 | $74K | 29,949 | +2.01% | +0.11% |
| May 1, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 468 | $929.71 | $435K | 30,029 | +2.01% | +0.11% |
| May 1, 2026 | Ruemmler Kathryn H.Off | Chief Legal Officer, GC | Sell | 135 | $928.85 | $125K | 30,497 | +2.01% | +0.11% |
| May 1, 2026 | FREDMAN SHEARA JOff | Chief Accounting Officer | Sell | 8,166 | $930.21 | $7.6M | 6,338 | +2.01% | +0.11% |
| May 1, 2026 | FREDMAN SHEARA JOff | Chief Accounting Officer | Sell | 2,135 | $925.18 | $2.0M | 14,504 | +2.01% | +0.11% |
| May 1, 2026 | SOLOMON DAVID MDir/Off | Chairman of the Board and CEO | Sell | 1,160 | $931.25 | $1.1M | 137,262 | +2.01% | +0.11% |
| May 1, 2026 | SOLOMON DAVID MDir/Off | Chairman of the Board and CEO | Sell | 2,310 | $930.43 | $2.1M | 138,422 | +2.01% | +0.11% |
8-K
The Goldman Sachs Group, Inc. -- 8-K Filing
Jun 3
8-K · 8.01
!! High
STRATS(SM) Trust For Goldman Sachs Capital I Securities, Series 2005-1 -- 8-K 8.01: Material Event / Announcement
May 28
8-K · 8.01
!! High
STRATS SM TRUST FOR Goldman Sachs Cap I SEC SERIES 2005-3 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs disclosed routine distribution information for its Stratum SM Trust Series 2005-3 securitization with no material transactions or events reported during the period.
May 28
8-K
The Goldman Sachs Group, Inc. -- 8-K Filing
May 12
8-K
The Goldman Sachs Group, Inc. -- 8-K Filing
Goldman Sachs shareholders approved executive compensation practices while the company issued medium-term notes due March 2031, supporting its capital management strategy.
May 1
8-K · 8.01
!! High
STRATS(SM) Trust For Goldman Sachs Capital I Securities, Series 2005-1 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs reported a distribution from its STRATS Trust Series 2005-1 structured product, with detailed terms available in the accompanying exhibit.
Apr 22
8-K · 8.01
!! High
STRATS SM TRUST FOR Goldman Sachs Cap I SEC SERIES 2005-3 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs Capital I SEC Series 2005-3 reported a routine distribution event with no material transactions affecting shareholders during the current period.
Apr 22
8-K
Goldman Sachs Group Inc. -- 8-K Filing
I cannot provide a meaningful analysis from this filing summary, as it only contains a signature block with no substantive disclosure about transactions, financial results, or corporate events affecting Goldman Sachs investors.
Apr 20
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Goldman Sachs BDC scheduled its Q1 2026 earnings announcement, signaling upcoming dividend and portfolio performance disclosures that will drive valuation reassessment for income-focused investors in this business development company.
Apr 14
8-K · 7.01
! Medium
Unknown — 8-K 7.01: Regulation FD Disclosure
Goldman Sachs disclosed material information under Regulation FD on April 13, 2026, likely addressing liabilities or regulatory matters that investors should monitor for potential financial or compliance impacts.
Apr 13
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Goldman Sachs filed a material event disclosure, though the specific announcement details are redacted, signaling investors should monitor SEC filings closely for potentially significant business developments affecting stock valuation.
Mar 19
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Goldman Sachs filed a current report disclosing a material event, though specific details are unavailable; investors should monitor subsequent filings for clarification on what triggered this announcement.
Mar 19
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Goldman Sachs disclosed a material event in an 8-K filing, though specific details aren't provided, making it difficult to assess impact; investors should review the full filing immediately for potentially market-moving information.
Mar 18
8-K · 5.02
!!! Very High
Unknown — 8-K 5.02: Executive Change
Goldman Sachs' executive departure signals potential strategic uncertainty and could indicate internal disagreements on direction, warranting closer scrutiny of management stability and upcoming earnings calls.
Mar 13
8-K
Goldman Sachs Group Inc. -- 8-K Filing
I cannot provide a meaningful analysis of this filing as the summary contains only signature information without substantive disclosure details about any transaction or corporate event.
Mar 5
8-K · 8.01
!! High
STRATS(SM) Trust For Goldman Sachs Capital I Securities, Series 2005-1 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs Capital I Securities Trust, Series 2005-1 completed a distribution to investors with details provided in the exhibit filing.
Feb 27
8-K · 8.01
!! High
STRATS SM TRUST FOR Goldman Sachs Cap I SEC SERIES 2005-3 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs' STRATS SM Trust 2005-3 made a distribution to investors, with details provided in the exhibit filed with the SEC.
Feb 27
8-K · 8.01
!! High
PPLUS Trust Series GSC-2 -- 8-K 8.01: Material Event / Announcement
Goldman Sachs' PPLUS Trust Series GSC-2 will distribute cash to certificate holders on February 17, 2026, providing liquidity to investors holding these structured products.
Feb 17
8-K · 5.02
!!! Very High
Goldman Sachs Group Inc. -- 8-K 5.02: Executive Change
Goldman Sachs' Chief Legal Officer and General Counsel will retire June 30, 2026, requiring the firm to identify and transition a successor to this critical compliance and risk oversight position.
Feb 13
8-K · 8.01
!! High
Presidio Production Company -- 8-K 8.01: Material Event / Announcement
Goldman Sachs has been mandated to arrange up to $1 billion in acquisition financing for Presidio (FTW) post-Business Combination, signaling management's intent to pursue growth through acquisitions.
Feb 10
8-K
Goldman Sachs Group Inc. -- 8-K Filing
Goldman Sachs issued 5.387% fixed-rate reset subordinated notes due 2041, a debt instrument providing the bank with long-term capital while offering investors regular income payments with subordinated status.
Feb 2
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 18,386,634 | $15.6B | New | Mar 2026 |
| 2 | Morgan Stanley | 14,925,286 | $13.1B | Reduced | Dec 2025 |
| 3 | Vanguard Portfolio Management Llc | 7,208,245 | $6.1B | New | Mar 2026 |
| 4 | Jpmorgan Chase & Co | 7,215,462 | $5.8B | Reduced | Mar 2026 |
| 5 | Bank Of America Corp /de/ | 6,455,011 | $5.5B | Added | Mar 2026 |
| 6 | Fmr Llc | 3,341,232 | $2.8B | Reduced | Mar 2026 |
| 7 | Northern Trust Corp | 3,156,087 | $2.7B | Reduced | Mar 2026 |
| 8 | Capital World Investors | 3,002,517 | $2.5B | Reduced | Mar 2026 |
| 9 | Invesco Ltd. | 2,633,486 | $2.2B | Reduced | Mar 2026 |
| 10 | Bank Of New York Mellon Corp | 2,632,139 | $2.2B | Reduced | Mar 2026 |
| 11 | Franklin Resources Inc | 2,264,457 | $1.9B | Added | Mar 2026 |
| 12 | Ubs Group Ag | 1,995,089 | $1.7B | Reduced | Mar 2026 |
| 13 | Amundi | 1,655,923 | $1.4B | New | Mar 2026 |
| 14 | Royal Bank Of Canada | 1,595,127 | $1.3B | Reduced | Mar 2026 |
| 15 | Wells Fargo & Company/mn | 1,459,965 | $1.2B | New | Mar 2026 |
| 16 | Nuveen, Llc | 1,407,133 | $1.2B | Reduced | Mar 2026 |
| 17 | Jennison Associates Llc | 1,353,007 | $1.2B | Added | Dec 2025 |
| 18 | Dodge & Cox | 1,380,455 | $1.2B | Reduced | Mar 2026 |
| 19 | Barclays Plc | 1,314,773 | $1.1B | Reduced | Mar 2026 |
| 20 | Bank Of Montreal /can/ | 1,162,837 | $984M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$323.49B
Enterprise Value
$19.95B
P/E (TTM)
21.37x
Forward P/E
18.53x
PEG Ratio
0.61x
P/B
2.74x
P/S
2.78x
P/FCF
-7.38x
EV/EBITDA
0.83x
Shares Out
317.6M
Financials (TTM)
Revenue
$125.10B
Net Income
$17.18B
EBITDA
$24.03B
Free Cash Flow
-$47.22B
Op Cash Flow
-$45.15B
EPS Basic
$51.95
EPS Diluted
$51.32
EPS Forward
$59.19
Gross Margin
47.5%
Op Margin
17.5%
Net Margin
13.7%
Balance Sheet
Total Assets
$1.81T
Total Liab.
$1.68T
Total Equity
$124.97B
Cash
$624.53B
LT Debt
$296.21B
Book Value/Sh
$399.65
Debt/Equity
4.88x
Current Ratio
0.83
Quick Ratio
0.83
Returns & Growth
ROE
13.7%
ROA
0.9%
ROIC
1.9%
Rev Growth YoY
-1.4%
EPS Growth YoY
+26.0%
Price Returns
2W
+5.8%
1M
+11.0%
3M
+19.3%
6M
+24.2%
12M
+70.8%
Technicals
52W High
$1125.00
52W Low
$630.01
50d MA
$973.87
200d MA
$876.64
RSI (14)
61.10
ATR (14)
$33.35
Beta
1.31
Avg Volume
2.3M
Dividends
Div Rate
$16.88
Div Yield
1.8%
Frequency
4
Ex-Div Date
Jun 1, 2026
Analyst Price Targets
Consensus
$995.89
High
$1100.00
Low
$604.00
Median
$1048.00
Data updated apr 25, 2026 12:26pm
· Source: financialmodelingprep.com