GS · Financials
GOLDMAN SACHS GROUP INC
Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window
News · 2026-09-23
- Quarterly Earnings PerformanceImportance 57 · Surprise 38Goldman Sachs reported quarterly revenue of $20.34 billion, up 39.4% year over year. Quarterly earnings per share were $20.98, exceeding the $14.47 analyst consensus by $6.51 per share. The reported revenue and…
- Acquisitions and DivestituresImportance 34 · Surprise 42Goldman Sachs is reportedly in discussions to acquire Palmer Square Capital Management, a credit-focused investment manager with more than $37 billion in assets. The potential acquisition would expand Goldman’s Asset &…
- Palmer Square Acquisition TalksImportance 34 · Surprise 42Goldman Sachs is reportedly discussing the acquisition of Palmer Square Capital Management, a credit-focused investment manager with more than $37 billion in assets. The potential transaction would expand Goldman’s…
- Dividend IncreaseImportance 19 · Surprise 6Goldman Sachs raised its quarterly dividend to $5.00 per share. The higher dividend was reported alongside quarterly earnings and revenue that exceeded expectations. The dividend increase represents a direct adjustment…
- Oil Market Oversupply OutlookImportance 14 · Surprise 24Goldman Sachs expects China’s oil imports to remain subdued in the fourth quarter of 2026. Imports are projected to increase by only about 600,000 barrels per day, reflecting limited recovery in Chinese demand.…
News · 2026-09-22
- Revenue Performance and MixImportance 84 · Surprise 56Goldman Sachs reported quarterly revenue of $20.34 billion, up 39.4% year over year. Quarterly EPS was $20.98, exceeding analyst expectations. Growth was attributed to the Global Banking & Markets (GBM) and Asset &…
- Capital Markets Cycle OutlookImportance 75 · Surprise 60Goldman Sachs is targeting a nearly $70 billion revenue base in 2026, with Global Banking & Markets, Asset & Wealth Management and efficiency initiatives identified as growth drivers. The outlook implies continued…
- Dividend IncreaseImportance 40 · Surprise 42Goldman Sachs raised its quarterly dividend to $5.00 per share. The dividend implies a 2.1% yield and a 30.87% payout ratio. The increase accompanied quarterly EPS of $20.98 and revenue of $20.34 billion.
- AI Investment ActivityImportance 40 · Surprise 42Goldman Sachs invested $400 million in Cyera, an artificial-intelligence company. The reported investment exceeds the $610 million materiality threshold only when aggregated with other items? No—on a standalone basis,…
- Cyera Strategic InvestmentImportance 40 · Surprise 42Goldman Sachs reportedly invested $400 million in Cyera, an artificial-intelligence company. The investment represents a strategic deployment into AI-related technology and is below the company’s $610 million…
- Acquisitions and DivestituresImportance 34 · Surprise 42Goldman Sachs is reportedly in advanced discussions to acquire Palmer Square Capital Management. Palmer Square manages approximately $37 billion and specializes in collateralized loan obligations (CLOs). The potential…
- Palmer Square Acquisition TalksImportance 34 · Surprise 42Goldman Sachs is reportedly in advanced discussions to acquire Palmer Square Capital Management, a credit-focused asset manager with approximately $37 billion of assets under management. The potential transaction would…
- EU China Trade RestrictionsImportance 34 · Surprise 42Goldman Sachs and Morgan Stanley were reported to be facilitating approximately $17.2 billion of Chinese technology fundraising in AI, chips and data-center infrastructure. The activity is occurring amid U.S.-China…
- UK Investment Banking LeadershipImportance 25 · Surprise 42Goldman Sachs appointed Simon Lyons as co-head of UK investment banking, alongside existing co-head Nimesh Khiroya. Lyons will join the firm as a partner. The appointment supports Goldman’s leadership structure in the…
- Capital Markets ActivityImportance 20 · Surprise 24Goldman Sachs participated in a $17.2 billion Chinese technology fundraising boom during 2026. The activity covered artificial intelligence, semiconductor, and data-center infrastructure companies. Goldman Sachs and…
- Capital Markets Demand TrendsImportance 17 · Surprise 24Private equity funds in Switzerland are increasingly losing deal auctions to strategic buyers. Goldman Sachs banker Fedor Schulten said private-equity firms are retreating from sell-side processes in the region. He…
- Interest Rate OutlookImportance 17 · Surprise 24Rising 10-year U.S. Treasury yields were cited as a macro factor affecting financial-sector share prices on September 22, 2026. The move was described as pressuring expectations for net interest margins across banks,…
- Private Equity Deal RetrenchmentImportance 17 · Surprise 24A Goldman investment banker in Switzerland reported that private-equity funds are increasingly unable to compete with strategic buyers in regional deal auctions. Private-equity firms’ dropout rate from sell-side…
News · 2026-09-21
- AI Infrastructure Debt FinancingImportance 34 · Surprise 42Goldman Sachs is leading a group marketing $1.1 billion of high-yield debt for the Digital Drive data center near Richmond, Virginia. The campus is planned with 76 megawatts of IT capacity and is fully contracted to…
- Capital Markets Demand TrendsImportance 17 · Surprise 24Goldman Sachs analysts forecast a semiconductor-driven cash surge among South Korean companies, with net cash potentially reaching 9.3% of GDP by 2027. Repatriation of overseas earnings could increase liquidity in…
- Interest Rate OutlookImportance 17 · Surprise 24The Federal Reserve reportedly raised interest rates by 25 basis points five days before the September 21 digest. Goldman Sachs analyst Stephen Biggar characterized Fed Chair Kevin Warsh's hawkish tone as signaling a…
- Emerging Markets and FX OutlookImportance 17 · Surprise 24Goldman Sachs analysts expect the Japanese yen to weaken further as markets anticipate a more dovish pace of Bank of Japan tightening. Potential additional Federal Reserve rate hikes and investor concerns about…
- Korean Semiconductor Cash OutlookImportance 17 · Surprise 24Goldman Sachs analysts forecast that South Korea's semiconductor boom will materially increase corporate cash generation and repatriated overseas earnings. Net cash at South Korean semiconductor companies could reach…
News · 2026-09-18
- SpaceX IPO UnderwritingImportance 28 · Surprise 42Goldman Sachs reportedly generated approximately $100 million in fees from the SpaceX IPO. Morgan Stanley reportedly earned the same approximately $100 million fee, indicating Goldman shared the underwriting economics…
- Interest Rate OutlookImportance 17 · Surprise 24Goldman Sachs was cited in reporting on a Federal Reserve rate hike and a higher 2026 rate forecast. The rate outlook points to a more restrictive U.S. monetary-policy environment through 2026. Higher rates could…
News · 2026-09-17
- AI Engineering Office ExpansionImportance 34 · Surprise 42Goldman Sachs opened its first dedicated engineering office in Bellevue, Washington. The office will house more than 125 employees and focus on artificial intelligence and cloud transformation. The expansion…
- Capital Markets Demand TrendsImportance 17 · Surprise 24Goldman Sachs is seeing softer third-quarter fixed-income, currencies and commodities (FICC) trading trends. The investment-banking pipeline remains healthy, indicating continued demand for advisory and underwriting…
- Interest Rate OutlookImportance 14 · Surprise 24Goldman Sachs economists reportedly added a call for another Federal Reserve interest-rate increase in October 2026. The change raises near-term rate risk for Goldman Sachs and contributed to reported pressure on its…
News · 2026-09-16
- Revenue Performance and MixImportance 100 · Surprise 100Goldman Sachs anticipates an approximately $70 billion revenue base for 2026, compared with approximately $30 billion in 2018-19. Asset & Wealth Management is exceeding growth targets and manages approximately $4…
- Guidance and OutlookImportance 100 · Surprise 100Goldman Sachs CEO David Solomon said the firm expects its revenue base to reach approximately $70 billion in 2026, up from roughly $30 billion in 2018–19. Asset & Wealth Management is managing about $4 trillion in…
- Asset Management GrowthImportance 32 · Surprise 24Goldman Sachs’s Asset & Wealth Management division was reported to be exceeding its growth targets. The division manages approximately $4 trillion in assets, indicating substantial client asset demand and platform…
- AI Infrastructure FinancingImportance 31 · Surprise 42Goldman Sachs participated in a syndicate of ten banks providing a $22 billion loan for Crux AI, a cloud venture between Blackstone and Alphabet. The financing will fund purchases of Google-manufactured tensor…
- Colgate Divestiture AdvisoryImportance 30 · Surprise 42Colgate-Palmolive is reportedly exploring the sale of Softsoap, Irish Spring and Speed Stick. The potential divestiture could be worth more than $1 billion. Goldman Sachs is reportedly advising Colgate-Palmolive on the…
- Operating Expense TrendsImportance 28 · Surprise 42Goldman Sachs expects higher expenses in the third quarter, according to reporting on CEO David Solomon’s comments. Technology investments are contributing to the increased cost base. The reported expense pressure is…
- Trading RevenueImportance 20 · Surprise 24Goldman Sachs CEO David Solomon said the fixed-income, currencies and commodities (FICC) business is expected to be slightly softer in the third quarter than its very strong prior performance. Equity trading…
- Interest Rate OutlookImportance 20 · Surprise 24Goldman Sachs expects its fixed-income, currencies and commodities business to be slightly softer in the third quarter than its very strong prior performance. Chief Executive David Solomon disclosed the outlook on…
News · 2026-09-15
- Private Markets PlatformImportance 58 · Surprise 42Goldman Sachs Asset Management raised $11.7 billion across its latest private equity funds and related vehicles. West Street Capital Partners IX received $9.6 billion, while the West Street Asia Equity Partners…
- Asset Management GrowthImportance 58 · Surprise 42Goldman Sachs’ asset management unit raised $11.7 billion across new private equity funds and related vehicles. The fundraising includes $9.6 billion for flagship West Street Capital Partners IX, $1.6 billion for an…
- Private Credit ExpansionImportance 58 · Surprise 42Goldman Sachs’ asset management unit raised $11.7 billion for its latest private equity funds and related vehicles. The fundraising included $9.6 billion for West Street Capital Partners IX, $1.6 billion for an…
- Colgate Personal Care Divestiture AdvisoryImportance 34 · Surprise 42Colgate-Palmolive is considering selling Softsoap, Irish Spring, and Speed Stick brands with a combined value exceeding $1 billion. Goldman Sachs has been engaged to advise on the potential divestiture. The sale would…
- Colgate Divestiture AdvisoryImportance 34 · Surprise 42Colgate-Palmolive is considering selling personal-care brands including Softsoap, Irish Spring, and Speed Stick, with combined value exceeding $1 billion. Goldman Sachs has been engaged to advise on the potential…
- Interest Rate OutlookImportance 31 · Surprise 42Goldman Sachs changed its Federal Reserve forecast and now expects the Fed to raise interest rates. Morgan Stanley made the same last-minute change on September 15, indicating a broader shift among major Wall Street…
News · 2026-09-14
- Dividend IncreaseImportance 40 · Surprise 42Goldman Sachs increased its quarterly dividend to $5.00 per share. The dividend increase was reported alongside quarterly EPS of $20.98 and revenue of $20.34 billion. The reporting does not specify the prior dividend…
- Colgate Personal Care Divestiture AdvisoryImportance 34 · Surprise 42Goldman Sachs is advising Colgate-Palmolive on a potential sale of the Softsoap, Irish Spring, and Speed Stick brands. The proposed transaction could exceed $1 billion, above the materiality threshold. Colgate is…
- Quarterly Earnings PerformanceImportance 33 · Surprise 6Goldman Sachs reported quarterly earnings per share of $20.98. Quarterly revenue was approximately $20.34 billion, exceeding analyst estimates. The reported revenue figure is above the $20.338 billion materiality…
- Capital Markets Demand TrendsImportance 30 · Surprise 40Bank of America indicated that third-quarter investment-banking fees may decline 10–20% year over year, signaling weaker near-term dealmaking demand across major Wall Street firms. Goldman Sachs and Morgan Stanley…
- Capital Markets Cycle OutlookImportance 30 · Surprise 40Bank of America’s chief executive forecast third-quarter investment-banking fees to decline 10% to 20% year over year, indicating weaker near-term dealmaking conditions for major Wall Street banks. Goldman Sachs was…
- Interest Rate OutlookImportance 17 · Surprise 24Goldman Sachs now expects the Bank of England to raise interest rates later in 2026 and into early 2027. The revised view reflects persistent UK inflation, higher wholesale energy prices, and stronger-than-expected…
News · 2026-09-13
- Revenue Performance and MixImportance 53 · Surprise 38Goldman Sachs reported quarterly revenue of $20.34 billion, up 39.4% year over year. Quarterly EPS was $20.98. The reported revenue exceeded the $610 million materiality threshold by a wide margin.
- Colgate Personal Care Divestiture AdvisoryImportance 34 · Surprise 42Goldman Sachs has been engaged to manage Colgate-Palmolive’s potential sale of the Softsoap, Irish Spring, and Speed Stick brands. The contemplated transaction is valued at more than $1 billion, exceeding the stated…
- Anthropic Employee Wealth ManagementImportance 31 · Surprise 42Goldman Sachs is competing with Bank of America to manage the wealth of Anthropic PBC employees following the AI company’s anticipated initial public offering. Anthropic has asked the financial institutions to provide…
- AI Investment Growth ConcentrationImportance 14 · Surprise 24Goldman Sachs estimates that AI investment spending accounts for roughly half of S&P 500 earnings growth. The growth is concentrated among hyperscale buyers such as Microsoft and AI suppliers including NVIDIA and…
- Humanoid Robotics OutlookImportance 14 · Surprise 24Goldman Sachs now forecasts approximately 6.5 million humanoid robots by 2035. The forecast implies a substantial long-term expansion in robotics demand across chip suppliers, foundries, and industrial manufacturers.…
News · 2026-09-12
- Colgate Personal Care Divestiture AdvisoryImportance 34 · Surprise 42Goldman Sachs is advising Colgate-Palmolive on a potential sale of the Softsoap, Irish Spring, and Speed Stick brands. The divestiture could exceed $1 billion, surpassing the $610 million materiality threshold.…
News · 2026-09-11
- Anthropic IPO MandateImportance 34 · Surprise 42Goldman Sachs is competing with Bank of America, Bank of New York Mellon, JPMorgan Chase, and Wells Fargo to manage Anthropic PBC employees’ wealth ahead of the AI company’s anticipated IPO. Anthropic has solicited…
- Acquisitions and DivestituresImportance 34 · Surprise 42Goldman Sachs is advising Colgate-Palmolive on a potential sale of the Softsoap, Irish Spring, and Speed Stick personal-care brands. The proposed divestiture is expected to generate more than $1 billion.…
- Anthropic Employee Wealth ManagementImportance 34 · Surprise 42Goldman Sachs is competing with Bank of America and other major financial firms to manage the wealth of Anthropic PBC employees ahead of the AI company’s anticipated initial public offering. Anthropic has solicited…
- Colgate Personal Care Divestiture AdvisoryImportance 34 · Surprise 42Goldman Sachs is advising Colgate-Palmolive on the potential sale of mass-market personal-care brands including Softsoap, Irish Spring, and Speed Stick. The proposed divestiture is expected to generate more than $1…
- Situational Awareness Brokerage RelationshipImportance 17 · Surprise 24Goldman Sachs continues its brokerage relationship with Situational Awareness, a hedge fund led by Leopold Aschenbrenner, after the fund suffered losses on AI-related investments. JPMorgan reportedly stopped lending to…
News · 2026-09-10
- Investment Strategy Leadership TransitionImportance 22 · Surprise 42Goldman Sachs named Farshid Asl and Matt Weir as co-heads of its Investment Strategy Group. They succeed Sharmin Mossavar-Rahmani, who is retiring, according to an internal memo reported by Reuters on September 10,…