Stratos Wealth Partners LTD. raised its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 18.7% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 11,450 shares of the business services provider’s stock after buying an additional 1,806 shares during the period. Stratos Wealth Partners LTD.’s holdings in S&P Global were worth $5,573,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of SPGI. Brighton Jones LLC boosted its stake in shares of S&P Global by 4.7% during the fourth quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $1,582,000 after purchasing an additional 143 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in S&P Global by 7.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after acquiring an additional 75 shares during the last quarter. Boston Trust Walden Corp increased its position in S&P Global by 8.3% in the 2nd quarter. Boston Trust Walden Corp now owns 3,415 shares of the business services provider’s stock valued at $1,801,000 after acquiring an additional 263 shares during the period. AEGON ASSET MANAGEMENT UK Plc raised its stake in shares of S&P Global by 21.1% during the second quarter. AEGON ASSET MANAGEMENT UK Plc now owns 528 shares of the business services provider’s stock valued at $278,000 after acquiring an additional 92 shares during the last quarter. Finally, Alta Capital Management LLC lifted its holdings in shares of S&P Global by 3.4% during the second quarter. Alta Capital Management LLC now owns 87,137 shares of the business services provider’s stock worth $45,947,000 after purchasing an additional 2,860 shares during the period. 87.17% of the stock is currently owned by institutional investors and hedge funds.
Analysts Set New Price Targets
Several research analysts recently issued reports on the company. Royal Bank Of Canada lowered their target price on S&P Global from $620.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday. Robert W. Baird set a $546.00 target price on S&P Global in a report on Wednesday. Evercore ISI set a $625.00 price objective on shares of S&P Global and gave the company an “outperform” rating in a research note on Wednesday. JPMorgan Chase & Co. lowered their target price on shares of S&P Global from $635.00 to $615.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. Finally, The Goldman Sachs Group set a $498.00 price target on shares of S&P Global in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating and eighteen have issued a Buy rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $576.38.
S&P Global News Roundup
Here are the key news stories impacting S&P Global this week:
- Positive Sentiment: Mizuho cut its price target to $551 but kept an Outperform rating, signalling continued analyst confidence and a large implied upside vs. current levels. Mizuho lowers SPGI price target
- Positive Sentiment: RBC trimmed its target to $560 but maintained an Outperform rating, reinforcing buy-side support after the quarter. RBC revises SPGI target
- Positive Sentiment: Wells Fargo lowered its target to $530 but kept an Overweight view, another sign brokers see valuation upside despite the recent miss. Wells Fargo trims SPGI target
- Positive Sentiment: Evercore ISI modestly trimmed its target yet maintained a bullish stance, reflecting broad analyst willingness to look through a small EPS miss. Evercore trims SPGI target
- Neutral Sentiment: Benzinga’s options deep‑dive shows elevated SPGI options activity, which can amplify moves and indicate short‑term positioning shifts. S&P Global options trading analysis
- Neutral Sentiment: Coverage pieces highlight S&P’s dividend, AI initiatives and private‑markets push — supportive for longer‑term thesis but less likely to move shares immediately. S&P Global strategic coverage
- Negative Sentiment: SPGI reported Q4 EPS slightly below consensus and the stock registered a new 12‑month low on the news, triggering short‑term selling pressure. SPGI reaches new 12‑month low
- Negative Sentiment: Reports noted the stock fell ~7.7% after the earnings miss, amplifying volatility and creating a potential short‑term risk until guidance clarity or buy‑side support stabilizes price. SPGI stock falls after miss
S&P Global Stock Up 1.7%
Shares of NYSE SPGI opened at $397.28 on Friday. The company has a quick ratio of 0.97, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. The firm has a market cap of $120.30 billion, a PE ratio of 27.12, a P/E/G ratio of 1.69 and a beta of 1.20. The company’s fifty day simple moving average is $509.14 and its 200 day simple moving average is $512.24. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05.
S&P Global (NYSE:SPGI – Get Free Report) last posted its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, missing the consensus estimate of $4.32 by ($0.02). The company had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.89 billion. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The company’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same period last year, the firm posted $3.77 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, sell-side analysts forecast that S&P Global Inc. will post 17.11 earnings per share for the current fiscal year.
S&P Global Increases Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $0.97 per share. This is a positive change from S&P Global’s previous quarterly dividend of $0.96. This represents a $3.88 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, February 25th. S&P Global’s dividend payout ratio is presently 26.21%.
S&P Global Company Profile
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.
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