Van Lanschot Kempen Investment Management N.V. Has $22.10 Million Stock Position in S&P Global Inc. $SPGI

Van Lanschot Kempen Investment Management N.V. raised its stake in shares of S&P Global Inc. (NYSE:SPGI) by 76.9% during the fourth quarter, Holdings Channel reports. The firm owned 42,292 shares of the business services provider’s stock after buying an additional 18,379 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in S&P Global were worth $22,101,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Joseph Group Capital Management acquired a new position in shares of S&P Global in the 4th quarter worth approximately $29,000. North Star Investment Management Corp. lifted its holdings in S&P Global by 134.6% during the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after buying an additional 35 shares in the last quarter. Palisade Asset Management LLC acquired a new position in S&P Global during the 3rd quarter worth $36,000. Palladiem LLC bought a new stake in shares of S&P Global during the 4th quarter valued at $36,000. Finally, Ameriflex Group Inc. raised its position in shares of S&P Global by 171.4% during the 3rd quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider’s stock valued at $37,000 after acquiring an additional 48 shares during the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several analysts have commented on SPGI shares. JPMorgan Chase & Co. upped their target price on shares of S&P Global from $530.00 to $550.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Mizuho upped their target price on shares of S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Daiwa Securities Group dropped their target price on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a research report on Wednesday, May 20th. The Goldman Sachs Group reiterated a “buy” rating on shares of S&P Global in a research report on Tuesday, April 28th. Finally, UBS Group reiterated a “buy” rating on shares of S&P Global in a research report on Wednesday, May 27th. Seventeen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $546.39.

S&P Global Price Performance

SPGI opened at $419.53 on Friday. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.34. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The company has a fifty day simple moving average of $424.82 and a 200 day simple moving average of $458.93. The stock has a market cap of $124.18 billion, a P/E ratio of 26.55, a P/E/G ratio of 1.76 and a beta of 1.08.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The business had revenue of $4.17 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter in the prior year, the company earned $4.37 EPS. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, research analysts expect that S&P Global Inc. will post 19.61 EPS for the current year.

S&P Global Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 29th were given a $0.97 dividend. The ex-dividend date was Friday, May 29th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. S&P Global’s dividend payout ratio is currently 24.56%.

Insider Activity at S&P Global

In other news, Director Robert Edward Jr. Moritz acquired 1,152 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was acquired at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the transaction, the director directly owned 1,152 shares in the company, valued at approximately $500,002.56. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Catherine R. Clay acquired 2,500 shares of the stock in a transaction that occurred on Friday, May 1st. The stock was purchased at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the transaction, the chief executive officer owned 2,500 shares in the company, 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 bought a total of 5,974 shares of company stock worth $2,576,775 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

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.