Triad Investment Management Has $1.54 Million Position in S&P Global Inc. $SPGI

Triad Investment Management raised its holdings in S&P Global Inc. (NYSE:SPGI) by 552.1% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 3,632 shares of the business services provider’s stock after acquiring an additional 3,075 shares during the quarter. S&P Global comprises 1.7% of Triad Investment Management’s portfolio, making the stock its 22nd largest position. Triad Investment Management’s holdings in S&P Global were worth $1,545,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently made changes to their positions in SPGI. Joseph Group Capital Management bought a new position in shares of S&P Global in the 4th quarter worth $29,000. North Star Investment Management Corp. grew its stake in shares of S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after purchasing an additional 35 shares during the period. Palladiem LLC bought a new stake in S&P Global in the fourth quarter valued at about $36,000. Palisade Asset Management LLC bought a new stake in S&P Global in the third quarter valued at about $36,000. Finally, Swiss RE Ltd. acquired a new position in S&P Global in the fourth quarter valued at about $39,000. Institutional investors own 87.17% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the company. Wall Street Zen upgraded S&P Global to a “hold” rating in a report on Saturday, July 4th. Rothschild & Co Redburn cut their price target on shares of S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a research report on Thursday, June 18th. Barclays reduced their price objective on shares of S&P Global from $565.00 to $555.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 7th. Daiwa Securities Group decreased their price objective on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a report on Wednesday, May 20th. Finally, Robert W. Baird upped their target price on shares of S&P Global from $520.00 to $521.00 and gave the company an “outperform” rating in a research note on Tuesday. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $533.59.

S&P Global Stock Performance

SPGI stock opened at $430.69 on Wednesday. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The firm has a market cap of $127.48 billion, a PE ratio of 27.26, a P/E/G ratio of 2.15 and a beta of 1.08. The business’s 50-day moving average price is $422.04 and its two-hundred day moving average price is $443.53.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the prior year, the company earned $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, research analysts forecast that S&P Global Inc. will post 19.47 earnings per share for the current year.

S&P Global Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, August 26th. S&P Global’s dividend payout ratio is presently 24.56%.

Insiders Place Their Bets

In related news, Director Robert Edward Jr. Moritz bought 1,152 shares of the company’s stock in a transaction on Thursday, April 30th. The shares were purchased at an average cost of $434.03 per share, for a total transaction of $500,002.56. Following the acquisition, the director owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Martina Cheung purchased 2,322 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was bought at an average cost of $429.93 per share, for a total transaction of $998,297.46. Following the purchase, the chief executive officer owned 27,518 shares of the company’s stock, valued at approximately $11,830,813.74. This represents a 9.22% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders have purchased 5,974 shares of company stock worth $2,576,775. Company insiders own 0.03% of the company’s stock.

S&P Global News Roundup

Here are the key news stories impacting S&P Global this week:

• Positive Sentiment: Robert W. Baird raised its price target on S&P Global (SPGI) to $521 and kept an outperform rating, suggesting meaningful upside from current levels. Benzinga
• Positive Sentiment: JPMorgan also lifted its price target on SPGI to $555 and maintained an overweight rating, reinforcing a bullish analyst view. Benzinga
• Positive Sentiment: S&P Dow Jones Indices and Pantera Capital launched the S&P Pantera Digital Asset Index, a rules-based benchmark for institutional digital-asset investing that could strengthen S&P Global’s index business and credibility in crypto-related products. PR Newswire
• Neutral Sentiment: Recent commentary notes S&P Global’s upcoming earnings report is expected to show growth, but one preview said the company may not have the ideal setup for an earnings beat, keeping expectations mixed. Zacks
• Neutral Sentiment: Erste Group Bank reportedly cut FY2027 EPS estimates for SPGI, which adds some caution around longer-term earnings expectations. American Banking News
• Neutral Sentiment: Online value-investor chatter has been positive on SPGI, comparing it favorably with other high-profile names, but this is more sentiment than a fundamental catalyst. Insider Monkey

About S&P Global

S&P Global is a leading provider of financial information, analytics and benchmark indices that serve investors, issuers, corporations and public institutions worldwide. The company operates through well-known businesses that include credit ratings, market intelligence and index licensing, as well as commodity and energy information services. Its products and services are used to assess creditworthiness, inform investment decisions, construct and track benchmark portfolios, and support risk and commodity market analysis.

S&P Global Ratings provides independent credit ratings, research and data used by fixed income investors and capital market participants to evaluate issuer and transaction risk.