Allspring Global Investments Holdings LLC Has $90.84 Million Stock Holdings in S&P Global Inc. $SPGI

Allspring Global Investments Holdings LLC trimmed its stake in shares of S&P Global Inc. (NYSE:SPGI) by 19.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 213,654 shares of the business services provider’s stock after selling 50,037 shares during the quarter. Allspring Global Investments Holdings LLC owned about 0.07% of S&P Global worth $90,839,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of S&P Global during the fourth quarter worth approximately $2,398,991,000. Cardano Risk Management B.V. lifted its holdings in shares of S&P Global by 858.3% during the fourth quarter. Cardano Risk Management B.V. now owns 1,760,230 shares of the business services provider’s stock worth $919,879,000 after buying an additional 1,576,544 shares in the last quarter. T. Rowe Price Investment Management Inc. boosted its position in shares of S&P Global by 2,256.7% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,633 shares of the business services provider’s stock valued at $755,996,000 after acquiring an additional 1,385,249 shares during the period. Capital International Investors boosted its position in shares of S&P Global by 43.6% in the fourth quarter. Capital International Investors now owns 3,037,912 shares of the business services provider’s stock valued at $1,587,910,000 after acquiring an additional 922,433 shares during the period. Finally, TCI Fund Management Ltd. grew its stake in shares of S&P Global by 5.4% in the fourth quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock valued at $6,161,498,000 after acquiring an additional 600,440 shares in the last quarter. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at S&P Global

In related news, CEO Martina Cheung acquired 2,322 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The shares were bought at an average cost of $429.93 per share, with a total value of $998,297.46. Following the completion of the purchase, the chief executive officer directly 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. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Catherine R. Clay bought 2,500 shares of S&P Global stock in a transaction that occurred on Friday, May 1st. The stock was bought at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the acquisition, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 5,974 shares of company stock worth $2,576,775 over the last three months. Company insiders own 0.03% of the company’s stock.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider
• Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters
• Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire
• Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat
• Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance
• Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch

Wall Street Analyst Weigh In

A number of research firms recently commented on SPGI. Morgan Stanley lowered their price target on shares of S&P Global from $557.00 to $525.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Daiwa Securities Group cut their price objective on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a report on Wednesday, May 20th. Royal Bank Of Canada decreased their target price on shares of S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 7th. Rothschild & Co Redburn lowered their target price on shares of S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, June 18th. Finally, The Goldman Sachs Group dropped their price target on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a research report on Wednesday, July 1st. Seventeen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat.com, S&P Global has an average rating of “Moderate Buy” and an average price target of $533.88.

S&P Global Stock Performance

S&P Global stock opened at $450.57 on Friday. The business has a 50 day moving average of $421.35 and a 200-day moving average of $445.32. The company has a market capitalization of $133.37 billion, a P/E ratio of 28.52, a P/E/G ratio of 2.21 and a beta of 1.08. S&P Global Inc. has a 1 year low of $381.61 and a 1 year 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 posted its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share 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 net margin of 30.37% and a return on equity of 17.26%. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same period in the previous year, the firm posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, equities research analysts predict that S&P Global Inc. will post 19.32 earnings per share for the current year.

S&P Global Dividend Announcement

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

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.