Value Partners Investments Inc. Has $4.39 Million Holdings in S&P Global Inc. $SPGI

Value Partners Investments Inc. lifted its holdings in S&P Global Inc. (NYSE:SPGI) by 20.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 8,400 shares of the business services provider’s stock after purchasing an additional 1,400 shares during the quarter. Value Partners Investments Inc.’s holdings in S&P Global were worth $4,390,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in S&P Global by 4.7% in the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $1,582,000 after buying an additional 143 shares during the last quarter. Sivia Capital Partners LLC lifted its position 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 buying an additional 75 shares in the last quarter. Wealthspire Advisors LLC boosted its stake in shares of S&P Global by 51.2% during the 2nd quarter. Wealthspire Advisors LLC now owns 1,040 shares of the business services provider’s stock worth $548,000 after buying an additional 352 shares during the last quarter. Personal CFO Solutions LLC grew its holdings in shares of S&P Global by 9.6% in the 2nd quarter. Personal CFO Solutions LLC now owns 717 shares of the business services provider’s stock valued at $378,000 after acquiring an additional 63 shares in the last quarter. Finally, MAI Capital Management grew its holdings in shares of S&P Global by 6.6% in the 2nd quarter. MAI Capital Management now owns 12,518 shares of the business services provider’s stock valued at $6,601,000 after acquiring an additional 773 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

S&P Global Trading Down 0.4%

S&P Global stock opened at $424.60 on Friday. The stock has a 50-day simple moving average of $463.18 and a 200 day simple moving average of $489.51. The stock has a market capitalization of $126.87 billion, a P/E ratio of 28.98, a PEG ratio of 1.88 and a beta of 1.23. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.32 by ($0.02). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the prior year, the company earned $3.77 EPS. S&P Global’s quarterly revenue was up 9.0% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts expect that S&P Global Inc. will post 17.11 earnings per share for the current year.

S&P Global Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Investors of record on Wednesday, February 25th were paid a $0.97 dividend. This is a boost from S&P Global’s previous quarterly dividend of $0.96. The ex-dividend date was Wednesday, February 25th. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is currently 26.48%.

Analyst Ratings Changes

Several research firms recently issued reports on SPGI. BMO Capital Markets upped their target price on S&P Global from $482.00 to $495.00 and gave the stock an “outperform” rating in a report on Tuesday, March 17th. Wells Fargo & Company decreased their price target on S&P Global from $675.00 to $530.00 and set an “overweight” rating for the company in a research note on Wednesday, February 11th. Barclays reaffirmed an “overweight” rating and set a $565.00 price target on shares of S&P Global in a research report on Monday, February 23rd. Morgan Stanley increased their price objective on S&P Global from $620.00 to $627.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Finally, Weiss Ratings cut shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and a consensus price target of $563.53.

S&P Global 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.