S&P Global Inc. $SPGI Shares Sold by Oddo BHF Asset Management Sas

Oddo BHF Asset Management Sas lessened its stake in shares of S&P Global Inc. (NYSE:SPGI) by 28.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 49,702 shares of the business services provider’s stock after selling 19,750 shares during the quarter. S&P Global comprises about 0.8% of Oddo BHF Asset Management Sas’ holdings, making the stock its 29th biggest holding. Oddo BHF Asset Management Sas’ holdings in S&P Global were worth $21,140,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently bought and sold shares of SPGI. Joseph Group Capital Management purchased a new stake in S&P Global in the fourth quarter valued at $29,000. North Star Investment Management Corp. lifted its holdings in shares of S&P Global by 134.6% in the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 35 shares during the last quarter. Palladiem LLC purchased a new stake in shares of S&P Global in the 4th quarter valued at about $36,000. Palisade Asset Management LLC acquired a new stake in shares of S&P Global in the 3rd quarter valued at about $36,000. Finally, Swiss RE Ltd. acquired a new stake in shares of S&P Global in the 4th quarter valued at about $39,000. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other S&P Global news, CEO Catherine R. Clay purchased 2,500 shares of S&P Global stock in a transaction dated Friday, May 1st. The stock was acquired at an average cost of $431.39 per share, with a total value of $1,078,475.00. Following the acquisition, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.03% of the company’s stock.

S&P Global Stock Down 0.9%

SPGI stock opened at $420.70 on Thursday. The stock has a market capitalization of $124.53 billion, a PE ratio of 25.68, a price-to-earnings-growth ratio of 2.25 and a beta of 1.08. The company has a fifty day moving average of $424.07 and a 200-day moving average of $439.10. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.68 and a current ratio of 0.95. S&P Global Inc. has a one year low of $381.61 and a one year high of $579.05.

S&P Global (NYSE:SPGI) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.81 by $0.02. The business had revenue of $4.15 billion for the quarter, compared to analyst estimates of $4.09 billion. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The business’s revenue was up 10.4% compared to the same quarter last year. During the same period in the previous year, the business posted $4.43 earnings per share. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. As a group, analysts expect that S&P Global Inc. will post 17.61 EPS for the current year.

S&P Global Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders 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 dividend yield of 0.9%. The ex-dividend date of this dividend is Wednesday, August 26th. S&P Global’s dividend payout ratio is 23.69%.

Key S&P Global News

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

• Positive Sentiment: Second-quarter results exceeded estimates. S&P Global reported adjusted EPS of $4.83, ahead of the $4.81 consensus, while revenue increased 10.4% year over year to $4.15 billion, topping the $4.12 billion estimate. Ratings and Indices were key sources of strength, supporting higher margins, profit and cash flow. S&P Global Reports Second Quarter Results
• Positive Sentiment: Shareholder returns and outlook improvements in key businesses provided support. Management expects more than $7 billion in 2026 buybacks following the Mobility spin-off and raised its Ratings and Indices outlook. The company also highlighted AI-driven growth and expanding benchmark demand. SPGI Q2 Earnings Call Highlights AI Growth and Buybacks
• Positive Sentiment: Expansion into private markets, African credit and data-center infrastructure could broaden long-term growth. S&P Global added With Intelligence datasets to Capital IQ Pro and agreed to acquire majority control of Agusto & Company and data-center intelligence provider datacenterHawk. Expanded Private Markets Datasets
• Neutral Sentiment: Analysts remain constructive but adjusted valuation targets. Citigroup raised its target to $500 and maintained a Buy rating, while JPMorgan, Barclays and Baird modestly lowered targets but retained bullish ratings such as Overweight or Outperform.
• Negative Sentiment: Full-year guidance was the main pressure point. S&P Global forecast 2026 EPS of $17.50-$17.75, below the approximately $18.98 analyst consensus cited before the update. Investors also reacted to reports characterizing EPS performance as weaker than expected on certain measures, overshadowing the reported quarterly beat. An analyst also reduced its FY2027 EPS estimate to $20.32 from $20.92.

Analysts Set New Price Targets

A number of research analysts recently issued reports on SPGI shares. Mizuho raised their price target on S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. Royal Bank Of Canada decreased their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating for the company in a report on Tuesday, July 7th. BMO Capital Markets raised their target price on shares of S&P Global from $495.00 to $505.00 and gave the stock an “outperform” rating in a research report on Tuesday, July 7th. Daiwa Securities Group cut their target price on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating on the stock in a report on Wednesday, May 20th. Finally, Citigroup upped their price target on shares of S&P Global from $454.00 to $500.00 and gave the company a “buy” rating in a research report on Wednesday. Eighteen equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $523.59.

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.