S&P Global Inc. $SPGI Shares Acquired by Sage Rhino Capital LLC

Sage Rhino Capital LLC lifted its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 155.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 3,399 shares of the business services provider’s stock after acquiring an additional 2,071 shares during the period. Sage Rhino Capital LLC’s holdings in S&P Global were worth $1,446,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its holdings in S&P Global by 0.4% during the fourth quarter. Vanguard Group Inc. now owns 30,374,366 shares of the business services provider’s stock worth $15,873,340,000 after purchasing an additional 117,728 shares in the last quarter. State Street Corp raised its stake in S&P Global by 1.1% during the 4th quarter. State Street Corp now owns 14,259,690 shares of the business services provider’s stock worth $7,451,971,000 after acquiring an additional 157,301 shares in the last quarter. TCI Fund Management Ltd. raised its stake in S&P Global by 5.4% during the 4th quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock worth $6,161,498,000 after acquiring an additional 600,440 shares in the last quarter. Morgan Stanley lifted its position in S&P Global by 3.3% in the fourth quarter. Morgan Stanley now owns 8,333,099 shares of the business services provider’s stock valued at $4,354,796,000 after acquiring an additional 263,051 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in S&P Global by 4.6% in the third quarter. Wellington Management Group LLP now owns 6,231,644 shares of the business services provider’s stock valued at $3,033,003,000 after acquiring an additional 274,285 shares during the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on the company. Daiwa Securities Group dropped their price objective on S&P Global from $490.00 to $485.00 and set an “outperform” rating on the stock in a report on Wednesday, May 20th. Morgan Stanley reduced their target price on S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a report on Tuesday. Rothschild & Co Redburn decreased their target price on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a research report on Thursday, June 18th. JPMorgan Chase & Co. raised their price target on S&P Global from $530.00 to $550.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Jefferies Financial Group lifted their price target on S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. Seventeen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $534.94.

Key S&P Global News

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

• Positive Sentiment: BMO Capital Markets raised its price target on S&P Global to $505 from $495 and kept an outperform rating, signaling continued confidence in the company’s earnings power and implying further upside from current levels. Article Title
• Positive Sentiment: Royal Bank of Canada also maintained an outperform rating while lifting its target to $510 from $560, showing analysts still see meaningful upside despite the smaller target cut. Article Title
• Positive Sentiment: The company’s recent operating updates suggest a more streamlined structure after the Mobility spin-off, with recast financials and updated segment reporting that may make S&P Global’s margins and growth profile easier for investors to evaluate. Article Title
• Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release for July 28, which keeps attention on upcoming results but is not a catalyst by itself. Article Title
• Neutral Sentiment: The company also announced an updated Market Intelligence operating model aimed at AI-driven product innovation, a strategic move that could support longer-term growth but has no immediate financial impact. Article Title

S&P Global Stock Performance

Shares of NYSE:SPGI traded down $3.44 on Tuesday, reaching $443.79. The company’s stock had a trading volume of 564,297 shares, compared to its average volume of 2,365,924. S&P Global Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The stock has a market capitalization of $131.36 billion, a P/E ratio of 28.09, a PEG ratio of 1.88 and a beta of 1.08. The stock’s 50-day moving average is $419.23 and its two-hundred day moving average is $450.16. 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 released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. The firm had revenue of $4.17 billion for the quarter, compared to analyst estimates of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The business’s revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the company posted $4.37 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 19.61 EPS for the current year.

S&P Global Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 26th will be paid a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s dividend payout ratio (DPR) is 24.56%.

Insider Activity

In related news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was purchased at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director directly owned 1,152 shares in the company, valued at $500,002.56. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Martina Cheung acquired 2,322 shares of the stock in a transaction that occurred on Wednesday, April 29th. The stock was purchased at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the completion of the transaction, the chief executive officer owned 27,518 shares in the company, valued at $11,830,813.74. The trade was a 9.22% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 5,974 shares of company stock valued at $2,576,775. Company insiders own 0.03% of the company’s stock.

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.