Index S&P 500
P/E 13.57
EPS (ttm) 2.90
Insider Own 0.17%
Shs Outstand 7.90B
Perf Week 2.18%
Market Cap 307.26B
Forward P/E 11.11
EPS next Y 3.54
Insider Trans 0.00%
Shs Float 7.81B
Perf Month 9.84%
Income 23.35B
PEG 0.56
EPS next Q 0.82
Inst Own 73.20%
Short Float 0.92%
Perf Quarter 15.25%
Sales 183.28B
P/S 1.68
EPS this Y 4.46%
Inst Trans 0.34%
Short Ratio 1.87
Perf Half Y 32.65%
Book/sh 33.71
P/B 1.17
EPS next Y 9.92%
ROA 0.77%
Short Interest 72.03M
Perf Year 37.52%
Cash/sh -
P/C -
EPS next 5Y 24.37%
ROE 8.72%
52W Range 24.96 - 39.36
Perf YTD 16.69%
Dividend Est. 1.00 (2.55%)
P/FCF 14.31
EPS past 5Y 3.37%
ROI 4.03%
52W High -0.18%
Beta 1.36
Dividend TTM 0.94 (2.39%)
Quick Ratio -
Sales past 5Y 12.08%
Gross Margin -
52W Low 57.41%
ATR (14) 0.68
Dividend Ex-Date Jun 07, 2024
Current Ratio 1.00
EPS Y/Y TTM -12.81%
Oper. Margin 15.03%
RSI (14) 67.93
Volatility 1.28% 1.65%
Employees 213000
Debt/Eq 2.30
Sales Y/Y TTM 36.94%
Profit Margin 12.74%
Recom 2.30
Target Price 40.25
Option/Short Yes / Yes
LT Debt/Eq 0.98
EPS Q/Q -18.85%
Payout 29.90%
Rel Volume 0.66
Prev Close 39.22
Sales Surprise 1.30%
EPS Surprise -0.09%
Sales Q/Q 17.41%
Earnings Apr 16 BMO
Avg Volume 38.58M
Price 39.29
SMA20 3.73%
SMA50 6.03%
SMA200 22.38%
Trades
Volume 25,504,643
Change 0.18%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-19-24 Upgrade
Wolfe Research
Peer Perform → Outperform
$42
Apr-04-24 Downgrade
UBS
Buy → Neutral
$39 → $40
Mar-28-24 Downgrade
HSBC Securities
Buy → Hold
$38 → $39
Jan-30-24 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$32 → $41
Jan-16-24 Downgrade
Odeon
Buy → Hold
Dec-14-23 Upgrade
Odeon
Hold → Buy
Nov-06-23 Upgrade
Keefe Bruyette
Underperform → Mkt Perform
$29 → $30
Sep-07-23 Initiated
HSBC Securities
Buy
$35
Apr-19-23 Reiterated
UBS
Buy
$34 → $36
Apr-19-23 Reiterated
RBC Capital Mkts
Outperform
$34 → $35
Apr-19-23 Reiterated
Oppenheimer
Outperform
$44 → $47
Apr-19-23 Reiterated
Morgan Stanley
Equal-Weight
$31 → $32
Apr-19-23 Reiterated
Evercore ISI
Outperform
$40 → $36
Apr-19-23 Reiterated
Citigroup
Neutral
$38 → $33
Apr-19-23 Reiterated
BMO Capital Markets
Market Perform
$43 → $41
Mar-08-23 Downgrade
Odeon
Buy → Hold
$35.20
Feb-09-23 Downgrade
Keefe Bruyette
Mkt Perform → Underperform
$35 → $33
Jan-31-23 Downgrade
Atlantic Equities
Overweight → Neutral
$40
Jan-17-23 Downgrade
Piper Sandler
Neutral → Underweight
$36 → $33
Jan-10-23 Upgrade
Odeon
Hold → Buy
$38.44
Show Previous Ratings
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Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment offers solutions to meet clients' needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights (MSR) valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
BANK OF AMERICA CORP /DE/ 10% Owner Dec 27 '23 Buy 10.56 5,398 57,023 5,398 Dec 29 02:44 PM BANK OF AMERICA CORP /DE/ 10% Owner Dec 15 '23 Sale 9.72 900 8,748 0 Dec 15 04:36 PM BANK OF AMERICA CORP /DE/ 10% Owner Dec 13 '23 Buy 9.58 900 8,622 900 Dec 15 04:36 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Buy 9.97 44,985 448,500 44,985 Nov 22 04:38 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.89 20,050 198,278 17,769 Nov 22 04:39 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.94 17,769 176,688 0 Nov 22 04:40 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 20 '23 Sale 9.92 7,166 71,114 37,819 Nov 22 04:38 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 08 '23 Buy 10.42 4,175 43,504 4,175 Nov 13 04:26 PM BANK OF AMERICA CORP /DE/ 10% Owner Nov 08 '23 Sale 10.48 4,175 43,754 0 Nov 13 04:26 PM Woods Thomas D Director Nov 01 '23 Buy 26.25 25,000 656,250 64,661 Nov 03 04:06 PM DeMare James P President, Global Markets Aug 01 '23 Sale 31.53 75,000 2,364,900 185,108 Aug 03 04:28 PM Athanasia Dean C President, Regional Banking Jul 20 '23 Sale 31.48 77,806 2,449,722 353,971 Jul 21 04:49 PM
Index DJIA, S&P 500
P/E 12.37
EPS (ttm) 16.56
Insider Own 0.52%
Shs Outstand 2.88B
Perf Week 3.03%
Market Cap 588.09B
Forward P/E 12.34
EPS next Y 16.60
Insider Trans -7.59%
Shs Float 2.86B
Perf Month 12.99%
Income 48.51B
PEG 10.31
EPS next Q 4.11
Inst Own 73.89%
Short Float 0.74%
Perf Quarter 14.39%
Sales 252.91B
P/S 2.33
EPS this Y 0.03%
Inst Trans 0.11%
Short Ratio 2.39
Perf Half Y 36.76%
Book/sh 106.81
P/B 1.92
EPS next Y 2.25%
ROA 1.28%
Short Interest 21.15M
Perf Year 47.92%
Cash/sh -
P/C -
EPS next 5Y 1.20%
ROE 15.65%
52W Range 134.40 - 204.48
Perf YTD 20.39%
Dividend Est. 4.67 (2.28%)
P/FCF 4.18
EPS past 5Y 12.53%
ROI 6.31%
52W High 0.15%
Beta 1.11
Dividend TTM 4.25 (2.08%)
Quick Ratio -
Sales past 5Y 14.88%
Gross Margin -
52W Low 52.37%
ATR (14) 3.04
Dividend Ex-Date Apr 04, 2024
Current Ratio 1.53
EPS Y/Y TTM 22.17%
Oper. Margin 25.24%
RSI (14) 74.57
Volatility 1.29% 1.50%
Employees 309926
Debt/Eq 2.39
Sales Y/Y TTM 40.56%
Profit Margin 19.18%
Recom 1.71
Target Price 211.37
Option/Short Yes / Yes
LT Debt/Eq 1.29
EPS Q/Q 8.33%
Payout 25.27%
Rel Volume 1.05
Prev Close 202.47
Sales Surprise 0.59%
EPS Surprise 6.43%
Sales Q/Q 18.17%
Earnings Apr 12 BMO
Avg Volume 8.85M
Price 204.79
SMA20 5.38%
SMA50 5.97%
SMA200 22.71%
Trades
Volume 9,250,544
Change 1.15%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-09-24 Upgrade
Deutsche Bank
Hold → Buy
$140 → $190
Dec-18-23 Upgrade
Daiwa Securities
Outperform → Buy
Nov-02-23 Downgrade
Odeon
Buy → Hold
$140
Sep-07-23 Initiated
HSBC Securities
Hold
$159
Jul-12-23 Downgrade
Citigroup
Buy → Neutral
$160
Jul-11-23 Upgrade
Jefferies
Hold → Buy
$149 → $165
Jul-10-23 Downgrade
Societe Generale
Buy → Hold
Jul-07-23 Upgrade
Wolfe Research
Peer Perform → Outperform
$170
May-01-23 Upgrade
Odeon
Hold → Buy
Mar-13-23 Upgrade
Wells Fargo
Equal Weight → Overweight
$148 → $155
Jan-06-23 Downgrade
Deutsche Bank
Buy → Hold
$145
Dec-08-22 Initiated
Piper Sandler
Overweight
$150
Dec-06-22 Upgrade
Morgan Stanley
Underweight → Overweight
$126 → $153
Jul-18-22 Upgrade
Berenberg
Sell → Hold
$120
Jul-12-22 Upgrade
Citigroup
Neutral → Buy
$145 → $135
May-24-22 Upgrade
Societe Generale
Hold → Buy
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$167
Feb-14-22 Downgrade
Jefferies
Buy → Hold
$180 → $155
Jan-14-22 Downgrade
Wells Fargo
Overweight → Equal Weight
Jan-05-22 Downgrade
Societe Generale
Buy → Hold
Show Previous Ratings
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Provides investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
Lake Marianne CEO CCB May 14 '24 Sale 200.02 11,734 2,347,065 122,740 May 14 04:43 PM Leopold Robin Head of Human Resources May 10 '24 Sale 198.86 3,000 596,577 44,113 May 10 04:48 PM Erdoes Mary E. CEO Asset & Wealth Management May 08 '24 Sale 193.66 15,895 3,078,221 585,898 May 08 05:22 PM Piepszak Jennifer Co-CEO CIB May 08 '24 Sale 193.66 8,831 1,710,187 41,650 May 08 05:21 PM BACON ASHLEY Chief Risk Officer May 08 '24 Sale 193.64 5,086 984,876 217,351 May 08 05:25 PM Korablina Elena A Corporate Controller May 06 '24 Sale 190.91 21,829 4,167,359 6,484 May 06 05:55 PM DIMON JAMES Chairman & CEO Apr 15 '24 Sale 184.18 178,222 32,824,625 264,461 Apr 15 04:56 PM Beer Lori A Chief Information Officer Mar 25 '24 Option Exercise 0.00 23,707 0 68,703 Mar 27 04:17 PM Piepszak Jennifer Co-CEO CIB Mar 25 '24 Option Exercise 0.00 39,511 0 72,330 Mar 27 04:17 PM Friedman Stacey General Counsel Mar 25 '24 Option Exercise 0.00 39,511 0 98,967 Mar 27 04:17 PM Leopold Robin Head of Human Resources Mar 25 '24 Option Exercise 0.00 18,438 0 57,310 Mar 27 04:17 PM Pinto Daniel E President & COO Mar 25 '24 Option Exercise 0.00 102,206 0 697,938 Mar 27 04:17 PM BACON ASHLEY Chief Risk Officer Mar 25 '24 Option Exercise 0.00 41,266 0 243,359 Mar 27 04:16 PM DIMON JAMES Chairman & CEO Mar 25 '24 Option Exercise 0.00 292,667 0 604,528 Mar 27 04:16 PM Erdoes Mary E. CEO Asset & Wealth Management Mar 25 '24 Option Exercise 0.00 71,119 0 641,122 Mar 27 04:16 PM Rohrbaugh Troy L Co-CEO CIB Mar 25 '24 Option Exercise 0.00 71,119 0 237,408 Mar 27 04:17 PM Lake Marianne CEO CCB Mar 25 '24 Option Exercise 0.00 52,504 0 123,851 Mar 27 04:17 PM Beer Lori A Chief Information Officer Mar 25 '24 Sale 195.36 3,920 765,805 64,783 Mar 27 04:17 PM DIMON JAMES Chairman & CEO Feb 22 '24 Sale 182.73 821,778 150,167,221 595,316 Feb 22 05:51 PM Rohrbaugh Troy L Co-CEO Comm. & Invest. Bank Feb 22 '24 Sale 182.74 75,000 13,705,155 166,289 Feb 22 06:51 PM Friedman Stacey General Counsel Feb 22 '24 Sale 182.73 6,030 1,101,878 59,456 Feb 22 06:51 PM Beer Lori A Chief Information Officer Feb 22 '24 Sale 182.74 3,920 716,356 44,996 Feb 22 06:51 PM Erdoes Mary E. CEO Asset & Wealth Management Feb 16 '24 Sale 178.99 4,814 861,665 570,003 Feb 16 07:36 PM Lake Marianne CEO CCB Feb 16 '24 Sale 178.97 4,459 798,039 71,347 Feb 16 07:36 PM BACON ASHLEY Chief Risk Officer Feb 16 '24 Sale 179.00 3,368 602,857 202,093 Feb 16 07:35 PM Petno Douglas B CEO Commercial Banking Feb 16 '24 Sale 178.99 3,266 584,586 289,773 Feb 16 07:36 PM Scher Peter Vice Chairman Feb 16 '24 Sale 178.96 1,810 323,915 44,956 Feb 16 07:36 PM Piepszak Jennifer Co-CEO CIB Feb 16 '24 Sale 178.96 1,648 294,918 32,819 Feb 16 07:36 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 16 '24 Sale 166.73 4,814 802,618 574,817 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 16 '24 Sale 166.72 4,459 743,422 64,996 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 16 '24 Sale 166.73 3,368 561,551 205,461 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 16 '24 Sale 166.70 3,267 544,596 295,914 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 16 '24 Sale 166.65 1,812 301,971 46,766 Jan 16 07:10 PM Piepszak Jennifer Co-CEO CCB Jan 16 '24 Sale 166.59 1,649 274,709 34,467 Jan 16 07:10 PM Pinto Daniel E President & COO, CEO CIB Jan 13 '24 Option Exercise 0.00 68,330 0 634,995 Jan 16 07:11 PM Friedman Stacey General Counsel Jan 13 '24 Option Exercise 0.00 25,095 0 78,520 Jan 16 07:10 PM Beer Lori A Chief Information Officer Jan 13 '24 Option Exercise 0.00 15,351 0 56,547 Jan 16 07:10 PM Leopold Robin Head of Human Resources Jan 13 '24 Option Exercise 0.00 12,755 0 44,390 Jan 16 07:10 PM Korablina Elena A Corporate Controller Jan 13 '24 Option Exercise 0.00 7,619 0 32,270 Jan 16 07:11 PM Piepszak Jennifer Co-CEO CCB Jan 13 '24 Option Exercise 0.00 27,543 0 50,469 Jan 16 07:10 PM Petno Douglas B CEO Commercial Banking Jan 13 '24 Option Exercise 0.00 27,205 0 313,318 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Jan 13 '24 Option Exercise 0.00 31,528 0 86,040 Jan 16 07:10 PM Erdoes Mary E. CEO Asset & Wealth Management Jan 13 '24 Option Exercise 0.00 41,155 0 601,528 Jan 16 07:10 PM Scher Peter Vice Chairman Jan 13 '24 Option Exercise 0.00 12,590 0 53,923 Jan 16 07:10 PM Barnum Jeremy Chief Financial Officer Jan 13 '24 Option Exercise 0.00 17,911 0 43,815 Jan 16 07:10 PM BACON ASHLEY Chief Risk Officer Jan 13 '24 Option Exercise 0.00 25,634 0 220,990 Jan 16 07:10 PM Lake Marianne Co-CEO CCB Dec 12 '23 Sale 160.00 32,243 5,158,906 131,962 Dec 12 05:06 PM Korablina Elena A Corporate Controller Oct 25 '23 Option Exercise 0.00 1,706 0 25,620 Oct 26 04:34 PM Friedman Stacey General Counsel Sep 06 '23 Sale 144.86 4,310 624,335 53,425 Sep 06 06:17 PM Friedman Stacey General Counsel Aug 07 '23 Sale 157.16 4,310 677,343 57,735 Aug 08 04:20 PM Erdoes Mary E. CEO Asset & Wealth Management Jun 15 '23 Sale 142.15 8,118 1,154,002 560,373 Jun 15 05:31 PM Petno Douglas B CEO Commercial Banking Jun 15 '23 Sale 142.16 4,930 700,864 277,161 Jun 15 05:35 PM Scher Peter Vice Chairman Jun 15 '23 Sale 141.39 2,482 350,930 41,333 Jun 15 05:33 PM Piepszak Jennifer Co-CEO CCB Jun 12 '23 Sale 140.70 1,871 263,243 22,926 Jun 12 04:31 PM Scher Peter Vice Chairman May 19 '23 Sale 140.08 1,241 173,836 43,815 May 19 04:21 PM
Index DJIA, S&P 500
P/E 18.26
EPS (ttm) 25.61
Insider Own 0.51%
Shs Outstand 323.38M
Perf Week 2.86%
Market Cap 150.82B
Forward P/E 11.44
EPS next Y 40.87
Insider Trans -3.43%
Shs Float 320.81M
Perf Month 16.03%
Income 8.75B
PEG 1.01
EPS next Q 8.85
Inst Own 74.87%
Short Float 1.83%
Perf Quarter 21.66%
Sales 116.71B
P/S 1.29
EPS this Y 61.84%
Inst Trans -0.22%
Short Ratio 2.52
Perf Half Y 38.54%
Book/sh 331.29
P/B 1.41
EPS next Y 10.41%
ROA 0.58%
Short Interest 5.86M
Perf Year 41.66%
Cash/sh -
P/C -
EPS next 5Y 18.15%
ROE 7.98%
52W Range 289.36 - 468.25
Perf YTD 21.24%
Dividend Est. 11.38 (2.43%)
P/FCF 3.63
EPS past 5Y -1.98%
ROI 2.60%
52W High -0.11%
Beta 1.39
Dividend TTM 10.75 (2.30%)
Quick Ratio -
Sales past 5Y 18.17%
Gross Margin -
52W Low 61.64%
ATR (14) 7.20
Dividend Ex-Date May 30, 2024
Current Ratio 1.12
EPS Y/Y TTM -9.04%
Oper. Margin 10.32%
RSI (14) 78.61
Volatility 1.19% 1.54%
Employees 45300
Debt/Eq 5.60
Sales Y/Y TTM 46.89%
Profit Margin 7.50%
Recom 1.77
Target Price 452.39
Option/Short Yes / Yes
LT Debt/Eq 1.84
EPS Q/Q 31.77%
Payout 45.92%
Rel Volume 0.71
Prev Close 464.52
Sales Surprise 9.84%
EPS Surprise 32.70%
Sales Q/Q 26.08%
Earnings Apr 15 BMO
Avg Volume 2.32M
Price 467.72
SMA20 6.80%
SMA50 12.56%
SMA200 28.01%
Trades
Volume 1,655,520
Change 0.69%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-16-24 Upgrade
Argus
Hold → Buy
$465
Mar-14-24 Upgrade
Daiwa Securities
Neutral → Outperform
$410 → $430
Feb-27-24 Initiated
Edward Jones
Buy
Jan-30-24 Upgrade
Morgan Stanley
Equal-Weight → Overweight
$333 → $449
Jan-18-24 Reiterated
BMO Capital Markets
Market Perform
$357 → $360
Jan-10-24 Downgrade
BMO Capital Markets
Outperform → Market Perform
$421 → $357
Sep-07-23 Initiated
HSBC Securities
Buy
$403
Aug-01-23 Upgrade
Atlantic Equities
Underweight → Neutral
$330 → $351
Jul-25-23 Downgrade
Citigroup
Buy → Neutral
$370 → $400
Jul-24-23 Reiterated
UBS
Buy
$385 → $400
Jul-13-23 Upgrade
Odeon
Hold → Buy
$355.75
Jul-10-23 Downgrade
Societe Generale
Buy → Hold
Apr-19-23 Reiterated
RBC Capital Mkts
Sector Perform
$339 → $375
Apr-19-23 Reiterated
Oppenheimer
Outperform
$440 → $437
Apr-19-23 Reiterated
Morgan Stanley
Equal-Weight
$329 → $337
Apr-19-23 Reiterated
JP Morgan
Overweight
$430 → $415
Apr-19-23 Reiterated
JMP Securities
Mkt Outperform
$460 → $470
Apr-19-23 Reiterated
Evercore ISI
Outperform
$360 → $370
Apr-19-23 Reiterated
BMO Capital Markets
Outperform
$429 → $414
Apr-12-23 Upgrade
UBS
Neutral → Buy
Show Previous Ratings
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The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
SOLOMON DAVID M Chairman of the Board and CEO May 10 '24 Sale 457.32 6,600 3,018,312 130,433 May 14 04:03 PM VINIAR DAVID A Director Apr 29 '24 Sale 432.25 5,000 2,161,234 623,425 May 01 04:24 PM COLEMAN DENIS P. Chief Financial Officer Feb 23 '24 Sale 394.43 12,680 5,001,372 29,417 Feb 26 04:07 PM BERLINSKI PHILIP R. Global Treasurer Feb 22 '24 Sale 390.64 11,650 4,550,948 18,408 Feb 26 04:09 PM Ruemmler Kathryn H. Chief Legal Officer, GC Jan 23 '24 Sale 379.81 7,277 2,763,877 6,501 Jan 25 04:07 PM FREDMAN SHEARA J Chief Accounting Officer Jan 23 '24 Sale 380.15 4,300 1,634,645 11,463 Jan 25 04:12 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 375.72 6,500 2,442,195 14,308 Jan 19 04:13 PM LEE BRIAN J Chief Risk Officer Jan 17 '24 Sale 376.39 3,000 1,129,170 10,121 Jan 19 04:13 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 22 '23 Buy 13.44 157 2,110 49,808,542 Dec 26 06:02 PM GOLDMAN SACHS GROUP INC 10% Owner Dec 13 '23 Sale 13.58 157 2,132 49,808,484 Dec 26 06:02 PM LESLIE ERICKA T Chief Administrative Officer Nov 21 '23 Sale 335.15 1,376 461,166 10,471 Nov 24 01:06 PM GOLDMAN SACHS GROUP INC 10% Owner Nov 08 '23 Sale 0.71 72,874 51,741 397,954 Nov 13 07:29 PM SOLOMON DAVID M Chairman of the Board and CEO Aug 01 '23 Sale 356.28 4,200 1,496,376 124,782 Aug 03 04:30 PM SOLOMON DAVID M Chairman of the Board and CEO Jul 20 '23 Sale 345.71 10,000 3,457,132 128,982 Jul 21 04:17 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 30 '23 Sale 11.73 1,145,486 13,436,551 50,099,392 Jul 03 03:37 PM GOLDMAN SACHS GROUP INC 10% Owner Jun 12 '23 Sale 11.73 9,000,000 105,570,000 51,676,439 Jun 14 06:50 PM
Index S&P 500
P/E 18.26
EPS (ttm) 5.49
Insider Own 23.46%
Shs Outstand 1.63B
Perf Week 1.97%
Market Cap 162.87B
Forward P/E 13.20
EPS next Y 7.59
Insider Trans -0.11%
Shs Float 1.24B
Perf Month 11.03%
Income 8.96B
PEG 2.28
EPS next Q 1.67
Inst Own 61.56%
Short Float 0.99%
Perf Quarter 15.86%
Sales 99.83B
P/S 1.63
EPS this Y 32.43%
Inst Trans -1.02%
Short Ratio 1.57
Perf Half Y 25.78%
Book/sh 55.60
P/B 1.80
EPS next Y 10.64%
ROA 0.78%
Short Interest 12.35M
Perf Year 19.44%
Cash/sh -
P/C -
EPS next 5Y 8.00%
ROE 9.52%
52W Range 69.42 - 100.98
Perf YTD 7.47%
Dividend Est. 3.51 (3.50%)
P/FCF 22.02
EPS past 5Y 1.84%
ROI 2.41%
52W High -0.75%
Beta 1.37
Dividend TTM 3.40 (3.39%)
Quick Ratio -
Sales past 5Y 15.18%
Gross Margin -
52W Low 44.37%
ATR (14) 1.60
Dividend Ex-Date Apr 29, 2024
Current Ratio 1.40
EPS Y/Y TTM -5.92%
Oper. Margin 12.35%
RSI (14) 71.10
Volatility 0.99% 1.44%
Employees 80000
Debt/Eq 3.88
Sales Y/Y TTM 34.61%
Profit Margin 8.98%
Recom 2.36
Target Price 99.67
Option/Short Yes / Yes
LT Debt/Eq 2.75
EPS Q/Q 18.51%
Payout 62.71%
Rel Volume 0.60
Prev Close 99.58
Sales Surprise 5.11%
EPS Surprise 20.83%
Sales Q/Q 13.62%
Earnings Apr 16 BMO
Avg Volume 7.88M
Price 100.22
SMA20 5.65%
SMA50 8.77%
SMA200 16.69%
Trades
Volume 4,689,973
Change 0.64%
Date
Action
Analyst
Rating Change
Price Target Change
Jan-17-24 Downgrade
Keefe Bruyette
Outperform → Mkt Perform
$102 → $91
Jan-17-24 Downgrade
JP Morgan
Overweight → Neutral
$94 → $87
Jan-09-24 Downgrade
HSBC Securities
Buy → Hold
$96
Nov-28-23 Downgrade
Societe Generale
Buy → Hold
Nov-20-23 Downgrade
Exane BNP Paribas
Outperform → Neutral
$85
Oct-23-23 Downgrade
Odeon
Buy → Hold
$79.15
Oct-20-23 Upgrade
Wolfe Research
Underperform → Peer Perform
Oct-11-23 Downgrade
UBS
Buy → Neutral
$110 → $84
Sep-07-23 Initiated
HSBC Securities
Buy
$99
Jul-12-23 Upgrade
Odeon
Hold → Buy
$94
Jan-18-23 Downgrade
Citigroup
Buy → Neutral
$100
Jan-10-23 Upgrade
Odeon
Sell → Hold
$88.75
Jan-04-23 Downgrade
Wolfe Research
Outperform → Underperform
$92
Oct-05-22 Downgrade
Atlantic Equities
Overweight → Neutral
$95 → $85
Sep-06-22 Downgrade
Odeon
Hold → Sell
May-03-22 Upgrade
Oppenheimer
Perform → Outperform
$111
Jan-28-22 Downgrade
Odeon
Buy → Hold
Dec-03-21 Upgrade
Citigroup
Neutral → Buy
$105 → $115
Oct-15-21 Downgrade
RBC Capital Mkts
Outperform → Sector Perform
$97
Oct-04-21 Reiterated
Jefferies
Buy
$108 → $119
Show Previous Ratings
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May-14-24 12:00PM
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(The Wall Street Journal)
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Provides diversified financial services including brokerage, investment management and venture capital services
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
CRAWLEY MANDELL Chief Human Resources Officer May 14 '24 Sale 99.61 6,954 692,663 46,274 May 16 09:04 PM GORMAN JAMES P Executive Chairman Apr 18 '24 Sale 90.21 100,000 9,020,530 414,870 Apr 19 04:06 PM Smith Charles Aubrey III Chief Risk Officer Apr 17 '24 Sale 90.09 11,200 1,009,019 126,190 Apr 19 04:05 PM GORMAN JAMES P Executive Chairman Feb 12 '24 Sale 87.30 100,000 8,730,220 350,000 Feb 14 04:19 PM SAPERSTEIN ANDREW M Co-President Feb 12 '24 Sale 87.19 26,655 2,324,092 286,835 Feb 14 04:19 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 31 '24 Sale 88.55 26,562 2,352,001 234,627 Feb 01 04:20 PM GROSSMAN ERIC F Chief Legal/Admin Officer Jan 30 '24 Sale 87.81 26,563 2,332,595 261,189 Feb 01 04:20 PM SAPERSTEIN ANDREW M Co-President Jan 30 '24 Sale 87.92 10,000 879,170 313,490 Feb 01 04:22 PM AKRAM RAJA Deputy Chief Financial Officer Jan 30 '24 Sale 87.41 4,500 393,346 93,134 Feb 01 04:21 PM GORMAN JAMES P Executive Chairman Jan 26 '24 Sale 87.93 50,000 4,396,400 379,701 Jan 26 04:36 PM GORMAN JAMES P Executive Chairman Jan 25 '24 Sale 87.93 50,000 4,396,435 400,000 Jan 25 04:03 PM SAPERSTEIN ANDREW M Co-President Jan 19 '24 Sale 84.13 10,000 841,344 323,490 Jan 19 04:15 PM AKRAM RAJA Deputy Chief Financial Officer Jan 18 '24 Sale 83.56 7,000 584,928 97,634 Jan 19 04:22 PM MORGAN STANLEY 10% Owner Oct 05 '23 Sale 50000.00 135 6,750,000 0 Oct 10 08:22 PM GORMAN JAMES P Chairman and CEO Jul 24 '23 Sale 95.19 125,000 11,898,812 1,011,345 Jul 26 04:11 PM PICK EDWARD N Co-President/Head of IS Jul 24 '23 Sale 94.33 100,000 9,433,050 604,845 Jul 26 04:14 PM SIMKOWITZ DANIEL A Head of Investment Management Jul 20 '23 Sale 93.78 37,608 3,526,852 319,040 Jul 21 04:18 PM GORMAN JAMES P Chairman and CEO Jul 19 '23 Sale 92.35 125,000 11,543,286 1,136,345 Jul 21 04:13 PM SAPERSTEIN ANDREW M Co-President/Head of WM Jul 19 '23 Sale 93.09 39,254 3,654,280 193,708 Jul 21 04:16 PM AKRAM RAJA Deputy Chief Financial Officer Jul 19 '23 Sale 92.00 13,500 1,242,000 82,984 Jul 21 04:11 PM Smith Charles Aubrey III Chief Risk Officer Jul 19 '23 Sale 92.41 5,600 517,520 136,513 Jul 21 04:20 PM MORGAN STANLEY 10% Owner Jun 09 '23 Sale 9.45 1,049,889 9,921,451 8,456,881 Jun 13 04:04 PM
Category Target Date / Multi-Asset - Other
Asset Type Multi-Asset - Tactical / Active
Tags U.S.
Return% 1Y -7.00%
Shs Outstand
Perf Week 2.03%
Sponsor Simplify ETF
ETF Type
Tags multi-asset
Return% 3Y -
Total Holdings 35
Perf Month -7.01%
Fund Family
Bond Type
Tags treasuries
Return% 5Y -
AUM 24.38M
Perf Quarter -7.02%
Index -
Average Maturity
Tags bonds
Return% 10Y
NAV%
Perf Half Y -4.73%
Index Weighting
Commodity Type
Tags options
Return% SI
NAV/sh
Perf Year -10.28%
Active/Passive
Quant Type
Tags futures
Flows% 1M -0.02%
52W Range 20.07 - 24.67
Perf YTD -6.88%
Dividend TTM 0.82 (3.86%)
ESG Type
Tags -
Flows% 3M -4.50%
52W High -13.46%
Beta 0.40
Dividend Ex-Date Mar 25, 2024
Dividend Type
Sector/Theme
Flows% YTD -14.12%
52W Low 6.38%
ATR (14) 0.33
Expense 1.00%
Structure Type
Region
Flows% 1Y
RSI (14) 43.61
Volatility 1.30% 1.63%
Option/Short No / Yes
Growth/Value
Dev/Emerg
Flows% 3Y
Rel Volume 0.47
Prev Close 21.19
Inverse/Leveraged
Market Cap
Currency
Flows% 5Y
Avg Volume 8.12K
Price 21.35
SMA20 -1.32%
SMA50 -4.57%
SMA200 -5.72%
Trades
Volume 3,780
Change 0.75%
Category US Equities - Industry Sector
Asset Type Equities (Stocks)
Tags U.S.
Return% 1Y 33.06%
Shs Outstand
Perf Week 1.58%
Sponsor State Street (SPDR)
ETF Type
Tags equity
Return% 3Y 5.81%
Total Holdings 75
Perf Month 6.68%
Fund Family
Bond Type
Tags financial
Return% 5Y 11.69%
AUM 39.93B
Perf Quarter 7.22%
Index S&P Financial Select Sector Index
Average Maturity
Tags -
Return% 10Y
NAV%
Perf Half Y 22.48%
Index Weighting
Commodity Type
Tags -
Return% SI
NAV/sh
Perf Year 30.74%
Active/Passive
Quant Type
Tags -
Flows% 1M 1.88%
52W Range 31.35 - 42.38
Perf YTD 13.01%
Dividend TTM 0.64 (1.51%)
ESG Type
Tags -
Flows% 3M 0.75%
52W High 0.26%
Beta 1.08
Dividend Ex-Date Mar 18, 2024
Dividend Type
Sector/Theme
Flows% YTD 3.74%
52W Low 35.51%
ATR (14) 0.40
Expense 0.09%
Structure Type
Region
Flows% 1Y
RSI (14) 71.34
Volatility 0.66% 0.89%
Option/Short Yes / Yes
Growth/Value
Dev/Emerg
Flows% 3Y
Rel Volume 0.67
Prev Close 42.18
Inverse/Leveraged
Market Cap
Currency
Flows% 5Y
Avg Volume 44.32M
Price 42.49
SMA20 3.29%
SMA50 3.46%
SMA200 14.44%
Trades
Volume 29,545,423
Change 0.73%
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