The unchanged SCB removes regulatory overhang, while the 11% dividend hike signals confidence in earnings and capital generation. Monitor the Board's third-quarter meeting for final dividend approval. The stock may see modest positive drift as income-focused investors re-rate the dividend yield.
Price Chart
Executive Summary
Goldman Sachs filed an 8-K announcing its 2026 CCAR results. The Federal Reserve confirmed the firm's stress capital buffer (SCB) remains unchanged at 3.4% through September 30, 2027, with a Standardized CET1 ratio requirement of 11.4%. The firm intends to increase its common dividend from $4.50 to $5.00 per share (an 11% increase), subject to Board approval. This is a routine regulatory update with a modest positive capital return signal.
Key Facts
- Federal Reserve CCAR 2026 results confirm Goldman Sachs remains well capitalized.
- Stress capital buffer (SCB) remains unchanged at 3.4% through September 30, 2027.
- Standardized Common Equity Tier 1 (CET1) ratio requirement remains at 11.4%.
- Firm intends to increase common dividend from $4.50 to $5.00 per share, an 11% increase, beginning July 1, 2026.
- Dividend increase represents a 25% increase relative to the prior year.
- Dividend is subject to approval by the Board of Directors at its scheduled third quarter meeting.
Financial Impact
Dividend increase of $0.50 per share (11% from $4.50 to $5.00). At ~317M shares outstanding, this implies an additional ~$159M in annual dividend payout.
Risk Factors
- Dividend increase is subject to Board approval and could be modified or delayed.
- Forward-looking statements caution that actual capital actions may differ materially.
- Macroeconomic or regulatory changes could alter capital return plans.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001193125-26-281123 |
| Document: d103941dex991.htm | 0001193125-26-281123 |
| Document: 0001193125-26-281123-index-headers.html | 0001193125-26-281123 |
| Document: 0001193125-26-281123-index.html | 0001193125-26-281123 |
| Document: 0001193125-26-281123.txt | 0001193125-26-281123 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 22d ago | Court Ruling | $1,019.77 $951.47 | ▼ −6.70% | ▼ −7.33% | $896.67 (−12.07%) |
Aug 14, 2026 6w ago | 13F-HR | $1,051.31 $1,036.28 | ▼ −1.43% | ▼ −0.24% | $896.67 (−14.71%) |
Jul 20, 2026 10w ago | 8-K | $1,055.03 $1,061.23 | ▲ +0.59% | ▲ +1.01% | $896.67 (−15.01%) |
Jul 14, 2026 11w ago | 8-K | $1,140.00 $1,055.03 | ▼ −7.45% | ▼ −6.16% | $896.67 (−21.34%) |
Jul 14, 2026 11w ago | Court Ruling | $1,140.00 $1,055.03 | ▼ −7.45% | ▼ −6.16% | $896.67 (−21.34%) |
Jun 24, 2026 14w ago | 8-K | $1,065.09 $1,019.61 | ▼ −4.27% | ▼ −5.83% | $896.67 (−15.81%) |
May 29, 2026 17w ago | 424B4 | $19.44 $19.23 | ▼ −1.08% | ▼ −0.79% | $896.67 (+4512.50%) |
May 27, 2026 18w ago | Court Ruling | $996.47 $1,041.02 | ▲ +4.47% | ▲ +3.97% | $896.67 (−10.02%) |
May 15, 2026 19w ago | 13F-HR | $19.12 $19.35 | ▲ +1.20% | ▲ +0.24% | $896.67 (+4589.70%) |
May 1, 2026 22w ago | Insider Cluster | $922.60 $936.46 | ▲ +1.50% | ▼ −0.84% | $896.67 (−2.81%) |
US Market Status
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