S&P Global Inc. $SPGI Shares Purchased by WestEnd Advisors LLC

WestEnd Advisors LLC increased its stake in S&P Global Inc. (NYSE:SPGI) by 15.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 78,117 shares of the business services provider’s stock after purchasing an additional 10,718 shares during the quarter. WestEnd Advisors LLC’s holdings in S&P Global were worth $30,816,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. State Street Corp grew its holdings in S&P Global by 2.2% during the 2nd quarter. State Street Corp now owns 14,482,789 shares of the business services provider’s stock valued at $5,898,261,000 after buying an additional 307,255 shares in the last quarter. Unisphere Establishment lifted its holdings in shares of S&P Global by 6.5% in the first quarter. Unisphere Establishment now owns 2,130,050 shares of the business services provider’s stock worth $905,995,000 after buying an additional 130,050 shares in the last quarter. Bank of America Corp DE purchased a new stake in shares of S&P Global in the second quarter worth about $865,892,000. Soroban Capital Partners LP lifted its holdings in shares of S&P Global by 260.3% in the first quarter. Soroban Capital Partners LP now owns 1,688,643 shares of the business services provider’s stock worth $718,247,000 after buying an additional 1,219,990 shares in the last quarter. Finally, EdgePoint Investment Group Inc. purchased a new position in S&P Global during the first quarter valued at approximately $702,911,000. 87.17% of the stock is currently owned by institutional investors.

Key S&P Global News

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

• Positive Sentiment: Q3 results exceeded expectations: S&P Global reported adjusted earnings of $4.58 per share versus the $4.43 consensus estimate, while revenue rose 6.8% year over year to $3.68 billion, ahead of estimates. Growth was led by the Indices and Market Intelligence businesses. S&P Global Beats Q3 Earnings on Indices & Market Intelligence
• Positive Sentiment: Full-year outlook and capital returns support sentiment: Management raised its 2026 outlook, and share repurchases are expected to exceed $7 billion for the year. The stronger guidance reinforces the company’s earnings momentum and shareholder-return profile. S&P Global Beats Earnings Estimates. A Major Shake-Up Could Be Coming.
• Positive Sentiment: Expansion into emerging markets: S&P Global completed its OpenZeppelin acquisition, adding expertise in onchain security and digital-asset risk assessment. It also expanded its indices business through a collaboration with Kalshi for prediction-market contracts, potentially creating new licensing opportunities. S&P Global Completes Acquisition of OpenZeppelin
• Neutral Sentiment: Capital IQ strategic review: S&P Global is evaluating alternatives for Capital IQ and related data businesses, including a possible separation. A transaction could unlock value by highlighting the assets’ standalone worth, but no decision or timetable has been announced. S&P Global explores potential separation of Capital IQ business
• Negative Sentiment: Investors are focused on execution and valuation risks: The potential Capital IQ spinoff introduces uncertainty over future revenue mix, costs and strategic direction. That concern appears to be outweighing the earnings beat in the near term, particularly as commentary has characterized SPGI as fully valued after its recent advance. S&P Global Drops as Investors Weigh Capital IQ Spinoff Math

S&P Global Stock Down 0.2%

Shares of SPGI opened at $449.77 on Wednesday. The firm’s 50 day simple moving average is $419.64 and its 200 day simple moving average is $432.90. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $552.25.

S&P Global (NYSE:SPGI) last announced its earnings results on Tuesday, October 27th. The business services provider reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.43 by $0.15. The company had revenue of $3.68 billion for the quarter, compared to the consensus estimate of $3.64 billion. During the same quarter in the previous year, the firm earned $4.73 earnings per share. The company’s revenue for the quarter was up 6.8% compared to the same quarter last year. On average, sell-side analysts anticipate that S&P Global Inc. will post 17.69 EPS for the current year.

S&P Global Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Wednesday, November 25th will be given a dividend of $0.97 per share. The ex-dividend date is Wednesday, November 25th. This represents a $3.88 annualized dividend and a dividend yield of 0.9%.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on SPGI. Jefferies Financial Group reaffirmed a “buy” rating and set a $490.00 target price on shares of S&P Global in a report on Friday, October 16th. UBS Group cut their price target on shares of S&P Global from $550.00 to $525.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. Mizuho reduced their price target on shares of S&P Global from $554.00 to $531.00 and set an “outperform” rating for the company in a research report on Monday, October 5th. BMO Capital Markets reduced their price target on shares of S&P Global from $505.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, October 13th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of S&P Global in a report on Friday, October 2nd. Eighteen equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, S&P Global presently has an average rating of “Moderate Buy” and an average target price of $515.88.

About S&P Global

S&P Global (NYSE: SPGI) is a global provider of financial information, analytics, benchmarks and credit ratings. Its services are used by investors, corporations, governments and other organizations to evaluate risk, assess markets, support investment decisions and manage business operations.

The company operates through businesses including S&P Global Ratings, which provides credit ratings and related research; S&P Global Market Intelligence, which delivers data, research and analytics on companies, markets and industries; and S&P Global Commodity Insights, which supplies information and analysis for energy and commodity markets.