Goldman Sachs Group (GS) Earnings Analysis

Goldman Sachs Group (GS) delivered mixed results in Q2 FY2026 on revenue of $38.4B versus the $151.0B estimate (+22.9% YoY) and EPS of $21.27. Below is the full Goldman Sachs Group earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

Goldman Sachs Group (GS) Earnings Analysis — key stats

Latest reported quarterQ2 FY2026
Earnings verdictMixed
Institutional ownership221.5% (13F as of 2026-06-30)
Top 10 holders35.9% (of shares outstanding)
Insider activity4 buys / 6 sells (recent Form 4 filings)
Revenue$38.4B (vs $151.0B est · -74.5% surprise · +22.9% YoY)
EPS$21.27 (vs $1.12 est · +1799.1% surprise · +92.1% YoY)
Share price$1036.28 (-0.3%)
Market cap$305.7B

Top institutional holders

Holder% outstandingSharesValueQoQ change
Blackrock, INC.7.9%23.9M$24.2B-0.4%
State Street Corp6.2%18.8M$19.0B-2.2%
Vanguard Capital Management LLC6.1%18.4M$18.6B+0.2%
Jpmorgan Chase & CO2.6%8.0M$8.2B+11.4%
Vanguard Portfolio Management LLC2.4%7.2M$7.3B+0.1%
Morgan Stanley2.3%7.0M$7.1B+3.1%
Fisher Asset Management, LLC2.3%7.0M$7.0B+2.0%
Geode Capital Management, LLC2.3%6.9M$7.0B-2.3%
Bank Of America Corp /De/2.2%6.7M$6.8B+3.5%
Susquehanna International Group, Llp1.6%4.9M$5.0B+4.5%

Recent insider transactions

InsiderRoleDateTypeSharesValue
LESLIE ERICKA Tofficer: Chief Administrative Officer2026-08-04Sell37$38963
LESLIE ERICKA Tofficer: Chief Administrative Officer2026-08-04Sell129$135989
LESLIE ERICKA Tofficer: Chief Administrative Officer2026-08-04Sell9$9493
Flaherty Mark A.director2026-07-15Buy22—
HESS JOHN Bdirector2026-07-15Buy22—
JOHNSON KEVIN Rdirector2026-07-15Buy33—
OPPENHEIMER PETERdirector2026-07-15Buy50—
VINIAR DAVID Adirector2026-07-15Sell2K—

What you'll find

Frequently asked questions

When is Goldman Sachs Group's next earnings date?
Magnisto tracks Goldman Sachs Group's (GS) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did Goldman Sachs Group (GS) beat or miss earnings?
In Q2 FY2026, Goldman Sachs Group (GS) posted mixed results — revenue of $38.4B versus the $151.0B estimate (-74.5% surprise) and EPS of $21.27 versus $1.12 expected (+1799.1% surprise). Magnisto decodes every Goldman Sachs Group (GS) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of Goldman Sachs Group?
Institutions hold about 221.5% of Goldman Sachs Group's (GS) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Blackrock, INC. (7.9%), State Street Corp (6.2%), Vanguard Capital Management LLC (6.1%). Magnisto lists Goldman Sachs Group's (GS) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Goldman Sachs Group (GS)?
In the most recent Form 4 filings Magnisto tracks, Goldman Sachs Group (GS) insiders recorded 4 purchases and 6 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Goldman Sachs Group (GS) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Goldman Sachs Group (GS), anchored to the current $1036.28 share price, so you can weigh the bull, base and bear cases for Goldman Sachs Group side by side.
Is Goldman Sachs Group (GS) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Goldman Sachs Group fits your own thesis and risk profile. This is research, not investment advice.

Related stocks

Educational research, not investment advice. Figures are illustrative and may be delayed.