“The net cash provided by financing activities primarily reflected cash inflows from net issuances of unsecured borrowings and deposits (reflecting increases across all sources, primarily in consumer deposit, transaction banking deposit and other deposit balan…”10-Q · Aug 3, 2026 ↗
The Goldman Sachs Group, Inc.
GS
Market read
The Goldman Sachs Group, Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.
- Quarterly net interest income and year-over-year change (Q1 2026 $3.56B, 23% higher than Q1 2025) reflecting higher interest income partially offset by higher interest expense.
Invalidation: The isolated read changes if GS's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 28 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Quarterly net interest income and year-over-year change (Q1 2026 $3.56B, 23% higher than Q1 2025) reflecting higher interest income partially offset by higher interest expense.
Company research
Understand the business, not just the ticker
For brokers and capital-markets platforms, the key question is how client activity, interest rates, customer balances, margin lending and market conditions translate into earnings and capital needs.
- Can client and activity growth offset pressure from lower rates or weaker trading volumes?
- Are customer balances, margin lending and credit conditions changing the risk profile?
- Does the valuation reflect a durable earnings model or unusually favorable market conditions?
- Demand and volume has repeated favorable evidence across 5 filings.
- Macroeconomic conditions has repeated favorable evidence across 4 filings.
- Tariffs and trade policy has repeated favorable evidence across 4 filings.
- Credit and interest rates has repeated adverse evidence across 5 filings.
- Energy and commodity prices has repeated adverse evidence across 5 filings.
- Foreign exchange has repeated adverse evidence across 5 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 11, 2026
1,028.89What management says matters
Persistent and emerging business drivers
“As of June 2026, our Investment banking fees backlog increased compared with December 2025, reflecting higher estimated net revenues from potential advisory transactions.”10-Q · Aug 3, 2026 ↗
“The increase in cash and cash equivalents as a result of changes in foreign exchange rates was due to the U.S.”10-Q · Aug 3, 2026 ↗
“The operating environment for Platform Solutions is mainly impacted by the economic environment in the U.S., which, during the first quarter of 2026, was generally characterized by concerns about inflation and uncertainty related to changes in international t…”10-Q · May 1, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales — · EV/sales —. Comparisons use only industry-matched filing peers.
Scenarios are withheld for Financial Services until sector-specific earnings and capital metrics are available; generic revenue/P/S scaffolds would be misleading.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for GS. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for GS. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind GS
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
VRSKVerisk Analytics, Inc.supplierApr 29, 2026 ▾
“We have a syndicated revolving credit facility ("Syndicated Revolving Credit Facility") with a borrowing capacity of $1,250.0 million with Bank of America N.A., HSBC Bank USA, N.A., The Toronto-Dominion Bank, N.A., Wells Fargo Bank, National Association, JPMo…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 29 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
GS is currently a Leader in the organic co-movement group Capital Markets. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.