Aventura Private Wealth LLC Takes Position in S&P Global Inc. $SPGI

Aventura Private Wealth LLC acquired a new stake in shares of S&P Global Inc. (NYSE:SPGI) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 1,544 shares of the business services provider’s stock, valued at approximately $807,000.

Other large investors also recently bought and sold shares of the company. Innova Wealth Partners boosted its holdings in shares of S&P Global by 10.7% during the 4th quarter. Innova Wealth Partners now owns 608 shares of the business services provider’s stock valued at $318,000 after acquiring an additional 59 shares during the last quarter. Baldwin Wealth Partners LLC MA grew its stake in shares of S&P Global by 2.3% in the fourth quarter. Baldwin Wealth Partners LLC MA now owns 20,053 shares of the business services provider’s stock worth $10,479,000 after acquiring an additional 455 shares during the period. AAFMAA Wealth Management & Trust LLC raised its holdings in shares of S&P Global by 14.6% during the fourth quarter. AAFMAA Wealth Management & Trust LLC now owns 2,469 shares of the business services provider’s stock valued at $1,290,000 after purchasing an additional 315 shares during the last quarter. TrueWealth Advisors LLC lifted its position in S&P Global by 5.4% during the fourth quarter. TrueWealth Advisors LLC now owns 1,436 shares of the business services provider’s stock valued at $751,000 after purchasing an additional 74 shares during the period. Finally, Everhart Financial Group Inc. lifted its position in S&P Global by 24.6% during the fourth quarter. Everhart Financial Group Inc. now owns 3,801 shares of the business services provider’s stock valued at $1,986,000 after purchasing an additional 750 shares during the period. 87.17% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have commented on SPGI. UBS Group cut their target price on shares of S&P Global from $620.00 to $550.00 and set a “buy” rating for the company in a research report on Tuesday, February 17th. Bank of America started coverage on S&P Global in a research note on Tuesday, February 17th. They issued a “buy” rating and a $575.00 price target on the stock. Weiss Ratings lowered S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. Wells Fargo & Company reduced their price objective on S&P Global from $675.00 to $530.00 and set an “overweight” rating for the company in a research report on Wednesday, February 11th. Finally, Stifel Nicolaus lowered their target price on S&P Global from $599.00 to $489.00 and set a “buy” rating on the stock in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Buy” and an average price target of $563.53.

S&P Global Stock Down 0.4%

S&P Global stock opened at $424.60 on Friday. The business’s 50-day simple moving average is $463.18 and its two-hundred day simple moving average is $489.86. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82. The company has a market cap of $126.87 billion, a PE ratio of 28.98, a PEG ratio of 1.88 and a beta of 1.23. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $579.05.

S&P Global (NYSE:SPGI) last announced its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.32 by ($0.02). The firm had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.89 billion. S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The company’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $3.77 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities analysts anticipate that S&P Global Inc. will post 17.11 EPS for the current year.

S&P Global Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th were paid a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date was Wednesday, February 25th. This is a positive change from S&P Global’s previous quarterly dividend of $0.96. S&P Global’s dividend payout ratio (DPR) is presently 26.48%.

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.