Aberdeen Group plc Reduces Stock Position in S&P Global Inc. $SPGI

Aberdeen Group plc decreased its position in S&P Global Inc. (NYSE:SPGI) by 5.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 379,695 shares of the business services provider’s stock after selling 22,360 shares during the quarter. Aberdeen Group plc’s holdings in S&P Global were worth $184,752,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SPGI. Vanguard Group Inc. lifted its position in S&P Global by 1.1% during the 2nd quarter. Vanguard Group Inc. now owns 30,094,919 shares of the business services provider’s stock worth $15,868,750,000 after acquiring an additional 315,916 shares during the period. TCI Fund Management Ltd. increased its holdings in shares of S&P Global by 7.0% in the second quarter. TCI Fund Management Ltd. now owns 11,091,623 shares of the business services provider’s stock valued at $5,848,502,000 after purchasing an additional 730,354 shares during the last quarter. Geode Capital Management LLC increased its stake in S&P Global by 0.6% during the second quarter. Geode Capital Management LLC now owns 6,793,282 shares of the business services provider’s stock worth $3,565,889,000 after acquiring an additional 42,724 shares during the last quarter. Norges Bank purchased a new stake in shares of S&P Global in the 2nd quarter valued at $2,188,945,000. Finally, Legal & General Group Plc grew its stake in S&P Global by 1.3% during the 2nd quarter. Legal & General Group Plc now owns 2,135,004 shares of the business services provider’s stock worth $1,125,766,000 after purchasing an additional 26,945 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

Key S&P Global News

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

• Positive Sentiment: Major brokerages reiterated bullish views — RBC Capital stuck with a Buy rating, reinforcing investor confidence in the company’s long-term fundamentals. RBC Capital Sticks to Their Buy Rating for S&P Global (SPGI)
• Positive Sentiment: Wells Fargo likewise stayed constructive with a Buy, adding to the supportive analyst narrative that likely helped the stock today. Wells Fargo Remains a Buy on S&P Global (SPGI)
• Positive Sentiment: Industry recognition: S&P Global Ratings was named Ratings Provider of the Year at the Private Equity Wire European Awards — a credibility boost for the franchise and its fees/growth narrative. S&P Global Ratings Wins Ratings Provider of the Year
• Neutral Sentiment: Evercore ISI trimmed its price target but kept a bullish rating — mixed signal that tempers upside while still signaling medium‑term confidence. Evercore ISI Trims S&P Global Inc. (SPGI) Price Target
• Neutral Sentiment: Mizuho cut its target from $657 to $551 but maintained an Outperform rating — another mixed analyst move that reduces implied upside while leaving a buy case intact. Mizuho Lowers Price Target for S&P Global
• Neutral Sentiment: Market commentary pieces and an options‑flow deep dive reflect elevated attention and active positioning by traders, useful for short‑term volatility but not clearly directional. S&P Global Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Analysis asking whether SPGI is fairly priced after the recent slump — highlights valuation debate that could keep trading choppy. Is S&P Global (SPGI) Still Priced Fairly After The Recent Share Price Slump
• Negative Sentiment: Near‑term pressure stems from disappointing quarterly results that produced a new 12‑month low — the company slightly missed EPS estimates and guidance/forward growth expectations are under the microscope. S&P Global (NYSE:SPGI) Reaches New 12-Month Low on Disappointing Earnings

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on the company. William Blair restated an “outperform” rating on shares of S&P Global in a research note on Monday, November 17th. Stifel Nicolaus cut their price objective on S&P Global from $599.00 to $489.00 and set a “buy” rating on the stock in a report on Wednesday. Evercore upped their price objective on shares of S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a research report on Thursday, January 8th. JPMorgan Chase & Co. reduced their price objective on S&P Global from $635.00 to $615.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. Finally, BMO Capital Markets cut their price target on S&P Global from $601.00 to $482.00 and set an “outperform” rating on the stock in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating and eighteen have assigned a Buy rating to the stock. According to MarketBeat, S&P Global has an average rating of “Buy” and an average price target of $576.38.

S&P Global Stock Up 3.2%

Shares of NYSE:SPGI opened at $410.04 on Friday. The company’s 50-day moving average price is $507.38 and its two-hundred day moving average price is $511.27. The firm has a market cap of $122.52 billion, a P/E ratio of 27.99, a P/E/G ratio of 1.77 and a beta of 1.20. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The company has a quick ratio of 0.97, a current ratio of 0.82 and a debt-to-equity ratio of 0.40.

S&P Global (NYSE:SPGI) last released its quarterly earnings data 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). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The firm had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the prior year, the company earned $3.77 EPS. S&P Global’s quarterly revenue was up 9.0% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, research analysts forecast that S&P Global Inc. will post 17.11 EPS for the current fiscal year.

S&P Global Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be given a $0.97 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This is a boost 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 0.9%. S&P Global’s dividend payout ratio (DPR) is presently 26.21%.

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.