S&P Global Inc. $SPGI Shares Sold by Bessemer Group Inc.

Bessemer Group Inc. cut its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 96.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,614 shares of the business services provider’s stock after selling 573,875 shares during the quarter. Bessemer Group Inc.’s holdings in S&P Global were worth $7,918,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its holdings in shares of S&P Global by 4.7% during the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock worth $1,582,000 after buying 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 during the period. Neuberger Berman Group LLC lifted its stake in shares of S&P Global by 5.5% in the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock valued at $893,511,000 after purchasing an additional 88,526 shares in the last quarter. Jump Financial LLC acquired a new position in shares of S&P Global in the 2nd quarter valued at about $552,000. Finally, Main Street Financial Solutions LLC grew its holdings in shares of S&P Global by 17.2% during the 2nd quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after purchasing an additional 472 shares during the period. 87.17% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at S&P Global

In other news, CEO Catherine R. Clay purchased 2,500 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were purchased at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at approximately $1,078,475. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Robert Edward Jr. Moritz acquired 1,152 shares of the business’s stock in a transaction on Thursday, April 30th. The stock was purchased at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the acquisition, the director directly owned 1,152 shares in the company, valued at $500,002.56. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have bought 5,974 shares of company stock valued at $2,576,775. Corporate insiders own 0.03% of the company’s stock.

Wall Street Analyst Weigh In

SPGI has been the subject of a number of research analyst reports. The Goldman Sachs Group dropped their target price 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. Barclays reduced their price target on shares of S&P Global from $565.00 to $555.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Bank of America decreased their price objective on shares of S&P Global from $575.00 to $550.00 and set a “buy” rating for the company in a research note on Friday, July 10th. Weiss Ratings reissued a “hold (c)” rating on shares of S&P Global in a research report on Monday, July 6th. Finally, Evercore cut their target price on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating on the stock in a research note on Thursday, April 16th. Seventeen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $533.88.

S&P Global Price Performance

SPGI stock opened at $450.57 on Monday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $579.05. The firm has a market cap of $133.37 billion, a P/E ratio of 28.52, a price-to-earnings-growth ratio of 2.18 and a beta of 1.08. The stock has a 50-day simple moving average of $421.35 and a 200-day simple moving average of $444.73.

S&P Global (NYSE:SPGI) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping the consensus estimate 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%.S&P Global’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period in the previous year, the company posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, equities analysts predict that S&P Global Inc. will post 19.32 earnings per share for the current fiscal year.

S&P Global Announces Dividend

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

Key S&P Global News

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

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.