S&P Global Inc. $SPGI Shares Acquired by Swedbank AB

Swedbank AB lifted its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 25.3% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,154,841 shares of the business services provider’s stock after purchasing an additional 233,215 shares during the quarter. Swedbank AB’s holdings in S&P Global were worth $603,508,000 as of its most recent SEC filing.

Several other hedge funds have also made changes to their positions in the business. YANKCOM Partnership boosted its holdings in shares of S&P Global by 7.9% during the fourth quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock worth $135,000 after purchasing an additional 19 shares during the last quarter. LeConte Wealth Management LLC boosted its holdings in shares of S&P Global by 4.1% during the fourth quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after purchasing an additional 20 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC boosted its holdings in shares of S&P Global by 3.3% during the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock worth $330,000 after purchasing an additional 20 shares during the last quarter. Steigerwald Gordon & Koch Inc. boosted its holdings in shares of S&P Global by 15.6% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock worth $77,000 after purchasing an additional 20 shares during the last quarter. Finally, Forbes J M & Co. LLP boosted its holdings in S&P Global by 3.5% in the third quarter. Forbes J M & Co. LLP now owns 627 shares of the business services provider’s stock valued at $305,000 after acquiring an additional 21 shares during the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

Insiders Place Their Bets

In related news, Director Robert Edward Jr. Moritz acquired 1,152 shares of S&P Global stock in a transaction on Thursday, April 30th. The shares were bought at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the completion of the purchase, the director directly owned 1,152 shares in the company, valued at $500,002.56. This trade represents a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Catherine R. Clay acquired 2,500 shares of S&P Global stock in a transaction on Friday, May 1st. The shares were bought at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the purchase, the chief executive officer 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 SEC filing for this purchase provides additional information. Insiders have purchased a total of 5,974 shares of company stock worth $2,576,775 over the last quarter. 0.03% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on the company. The Goldman Sachs Group reiterated a “buy” rating on shares of S&P Global in a report on Tuesday, April 28th. Jefferies Financial Group lifted their target price on S&P Global from $500.00 to $535.00 and gave the company a “buy” rating in a report on Monday, April 27th. UBS Group reduced their target price on S&P Global from $620.00 to $550.00 and set a “buy” rating on the stock in a report on Tuesday, February 17th. Mizuho lifted their target price on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday. Finally, Royal Bank Of Canada reduced their target price on S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has issued a Hold rating to the company’s stock. Based on data from MarketBeat, S&P Global presently has a consensus rating of “Buy” and a consensus target price of $550.63.

S&P Global Trading Down 0.2%

Shares of SPGI opened at $423.87 on Wednesday. The stock’s 50-day moving average is $430.51 and its two-hundred day moving average is $472.82. The stock has a market cap of $125.46 billion, a PE ratio of 26.83, a P/E/G ratio of 1.82 and a beta of 1.11. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68.

S&P Global (NYSE:SPGI) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. The company had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities analysts forecast that S&P Global Inc. will post 19.58 earnings per share for the current fiscal year.

Key Headlines Impacting S&P Global

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

• Positive Sentiment: Insider buying: CEO Catherine R. Clay purchased 2,500 shares at about $431.39, a high-profile insider purchase that signals management confidence. CEO Catherine Clay Buys 2,500 Shares
• Positive Sentiment: Director purchase: Director Robert Edward Jr. Moritz acquired 1,152 shares at roughly $434.03, reinforcing insider accumulation. Insider buys often support investor sentiment. Director Robert Moritz Acquires Shares
• Positive Sentiment: Analyst lift: Mizuho raised its price target to $554 and reiterated an “outperform” view, adding analyst support for upside versus current levels. Mizuho Raises SPGI Price Target
• Neutral Sentiment: Management outreach: S&P Global presented at Barclays’ Americas Select Conference (transcript available) — useful for incremental detail on strategy and growth but no new guidance. Barclays Conference Transcript
• Neutral Sentiment: Ratings arm activity: S&P Global Ratings revised Municipality Finance Plc’s outlook to negative (rating remains AA+). This is a ratings action for a separate issuer and does not change SPGI’s corporate profile, but highlights ongoing ratings activity. Ratings Outlook Change for MuniFin
• Negative Sentiment: Sector/market pressure: broader “AI panic” and risk-off flows have weighed on financial and information-service names today, creating downward pressure despite company-specific positives. That macro/technical stress is the likeliest driver of the intraday decline. AI Panic Hits Wall Street

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.