S&P Global Inc. $SPGI Holdings Boosted by Cantillon Capital Management LLC

Cantillon Capital Management LLC increased its stake in shares of S&P Global Inc. (NYSE:SPGI) by 0.8% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,755,624 shares of the business services provider’s stock after buying an additional 13,209 shares during the quarter. S&P Global comprises 5.0% of Cantillon Capital Management LLC’s holdings, making the stock its 3rd largest position. Cantillon Capital Management LLC’s holdings in S&P Global were worth $917,472,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in S&P Global by 4.7% during the fourth quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock worth $1,582,000 after acquiring an additional 143 shares during the last quarter. Sivia Capital Partners LLC increased its stake in S&P Global by 7.8% during the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after acquiring an additional 75 shares during the last quarter. Neuberger Berman Group LLC increased its stake in S&P Global by 5.5% during the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after acquiring an additional 88,526 shares during the last quarter. Jump Financial LLC acquired a new stake in S&P Global during the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC increased its stake in S&P Global by 17.2% during the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after acquiring an additional 472 shares during the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Martina Cheung bought 2,322 shares of S&P Global stock in a transaction dated Wednesday, April 29th. The stock was acquired at an average cost of $429.93 per share, with a total value of $998,297.46. Following the acquisition, the chief executive officer owned 27,518 shares of the company’s stock, valued at approximately $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of S&P Global stock in a transaction dated Thursday, April 30th. The stock was purchased at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director directly owned 1,152 shares in the company, valued at approximately $500,002.56. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 5,974 shares of company stock valued at $2,576,775 in the last ninety days. Insiders own 0.03% of the company’s stock.

S&P Global Trading Up 0.2%

SPGI opened at $425.16 on Monday. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The stock has a market capitalization of $125.85 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 1.81 and a beta of 1.08. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68. The business has a fifty day moving average price of $424.53 and a 200 day moving average price of $461.19.

S&P Global (NYSE:SPGI) last released its 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 during the quarter, compared to analysts’ expectations 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 firm posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Sell-side analysts expect that S&P Global Inc. will post 19.61 earnings per share for the current fiscal year.

S&P Global Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 29th will be issued a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Friday, May 29th. S&P Global’s payout ratio is 24.56%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on SPGI shares. JPMorgan Chase & Co. lifted their price objective on S&P Global from $530.00 to $550.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. 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 objective for the company. The Goldman Sachs Group reaffirmed a “buy” rating on shares of S&P Global in a research note on Tuesday, April 28th. Daiwa Securities Group dropped their price objective on S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a research note on Wednesday, May 20th. Finally, Weiss Ratings cut S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. Seventeen investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $546.39.

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.