The KBW Bank Index (I:BKX) was down slightly to 68.01, with all but four of the 24 index components ending in the red.
The Department of Labor on Thursday -- when U.S. stock markets were closed -- reported that seasonally adjusted initial U.S. unemployment claims for the week ended Nov. 23 totaled 316,000, declining 10,000 from the previous week's upwardly revised total of 326,000. Economists polled by Thomson Reuters had expected initial claims to come in at 328,000.
The four-week moving average for first-time claims was 331,750, down from an upwardly revised 339,250 the previous week.
Goldman's stock has returned 34% this year, following a 43% return during 2012.
Gimme Credit analyst Kathleen Shanley rates Goldman Sachs a "buy," and in a client note on Wednesday wrote that "We don't expect GS to trade inside JPM, but see value at current levels."
Shanley was discussing bond spreads to U.S. Treasury rates for Goldman and for JPMorgan Chase (JPM). "The GS 3.625% notes due Jan 2023 are seen at T+125, versus the litigation-challenged JPM 3.2% notes due Jan 2023 at T+108," she wrote.
It's also interesting to compare the stock valuations for the two companies. Shares of Goldman Sachs trade for 1.2 times their reported Sept. 30 tangible book value of $143.86 and for 11.1 times the consensus 2014 earnings estimate of $15.27 a share, among analysts polled by Thomson Reuters. The consensus 2015 EPS estimate is $15.89.