S&P Global Inc. $SPGI Shares Purchased by ABC Arbitrage SA

ABC Arbitrage SA grew its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 113.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,681 shares of the business services provider’s stock after buying an additional 4,089 shares during the period. ABC Arbitrage SA’s holdings in S&P Global were worth $3,738,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its holdings 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 acquiring an additional 143 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of S&P Global by 7.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after purchasing an additional 75 shares in the last quarter. CWM LLC lifted its stake in S&P Global by 20.4% during the second quarter. CWM LLC now owns 14,389 shares of the business services provider’s stock valued at $7,587,000 after purchasing an additional 2,440 shares during the last quarter. Sequoia Financial Advisors LLC lifted its stake in S&P Global by 21.5% during the second quarter. Sequoia Financial Advisors LLC now owns 8,509 shares of the business services provider’s stock valued at $4,487,000 after purchasing an additional 1,506 shares during the last quarter. Finally, Concord Asset Management LLC VA boosted its holdings in S&P Global by 21.1% during the second quarter. Concord Asset Management LLC VA now owns 1,032 shares of the business services provider’s stock worth $544,000 after buying an additional 180 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Evercore increased their price target on S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a research report on Thursday, January 8th. Stifel Nicolaus decreased their target price on shares of S&P Global from $625.00 to $599.00 and set a “buy” rating for the company in a report on Friday, October 31st. JPMorgan Chase & Co. cut their price target on shares of S&P Global from $635.00 to $615.00 and set an “overweight” rating on the stock in a report on Friday, October 31st. William Blair restated an “outperform” rating on shares of S&P Global in a research report on Monday, November 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of S&P Global in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating and sixteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Buy” and an average price target of $609.57.

S&P Global Price Performance

NYSE SPGI opened at $401.68 on Wednesday. S&P Global Inc. has a fifty-two week low of $395.88 and a fifty-two week high of $579.05. The stock’s 50-day moving average is $513.30 and its two-hundred day moving average is $513.90. The firm has a market cap of $121.63 billion, a P/E ratio of 29.21, a price-to-earnings-growth ratio of 1.89 and a beta of 1.20. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.97 and a quick ratio of 0.97.

S&P Global (NYSE:SPGI) last released its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). The firm 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 28.10% and a return on equity of 15.90%. The company’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same period in the prior year, the business earned $3.77 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, analysts anticipate that S&P Global Inc. will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.97 per share. This is an increase from S&P Global’s previous quarterly dividend of $0.96. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend is Wednesday, February 25th. S&P Global’s dividend payout ratio (DPR) is currently 27.93%.

More S&P Global News

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

• Positive Sentiment: Short interest fell sharply in January (down ~24.9% to ~3.12M shares, ~1.0% of float; ~1.9 days to cover), which reduces one potential source of downside pressure.
• Positive Sentiment: At least one outlet upgraded SPGI to a Buy, calling levels below $480 an attractive long‑term entry — a signal some investors view as a buying opportunity. S&P Global Upgraded to Buy: An Attractive Long-Term Entry Point Below $480
• Positive Sentiment: Technical commentators note the stock is oversold after a sharp multi‑week decline, arguing a potential short‑term turnaround as selling exhaustion meets upward analyst EPS revisions. Here’s Why S&P Global (SPGI) is Poised for a Turnaround
• Neutral Sentiment: Revenue showed healthy growth — Q4 revenue of ~$3.92B beat estimates (~$3.89B) and was up ~9% year‑over‑year — a stabilizing fundamental datapoint amid mixed metrics. S&P Global Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: EPS slightly missed expectations — $4.30 vs. consensus $4.32 — which, combined with other signals, fed investor disappointment. S&P Global (SPGI) Q4 Earnings Miss Estimates
• Negative Sentiment: FY‑2026 EPS guidance of $19.40–$19.65 came in below the Street (~$19.90), and revenue guidance was roughly in line but not reassuring — the guidance miss is the primary driver cited for the stock’s selloff. S&P Global forecasts 2026 profit below estimates, shares plunge
• Negative Sentiment: Market commentary highlighted that the quarter & guidance didn’t resolve investor concerns around AI exposure and software‑business softness, amplifying the negative reaction. S&P Global Stock Sinks. Why Earnings Couldn’t Resolve AI Concerns.
• Negative Sentiment: SPGI’s weaker 2026 outlook also dragged peers (Moody’s, FactSet) lower, suggesting broader sector re‑rating risk tied to growth expectations. Moody’s and FactSet stocks slide on S&P Global’s weak 2026 outlook

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.