Caliber Wealth Management LLC KS Increases Stock Position in S&P Global Inc. $SPGI

Caliber Wealth Management LLC KS boosted its position in shares of S&P Global Inc. (NYSE:SPGI) by 39.0% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 4,624 shares of the business services provider’s stock after buying an additional 1,297 shares during the quarter. Caliber Wealth Management LLC KS’s holdings in S&P Global were worth $1,967,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. YANKCOM Partnership grew its position in shares of S&P Global by 7.9% during the 4th quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock valued at $135,000 after acquiring an additional 19 shares during the period. LeConte Wealth Management LLC raised its holdings in S&P Global by 4.1% in the 4th quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after purchasing an additional 20 shares during the period. Elwood & Goetz Wealth Advisory Group LLC raised its holdings in S&P Global by 3.3% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock worth $330,000 after purchasing an additional 20 shares during the period. Steigerwald Gordon & Koch Inc. boosted its position in S&P Global by 15.6% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock worth $77,000 after purchasing an additional 20 shares in the last quarter. Finally, Embree Financial Group grew its holdings in S&P Global by 2.0% in the fourth quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock valued at $570,000 after purchasing an additional 21 shares during the period. Hedge funds and other institutional investors own 87.17% of the company’s stock.

S&P Global Stock Performance

NYSE:SPGI opened at $408.87 on Tuesday. The company has a market cap of $121.03 billion, a P/E ratio of 25.88, a P/E/G ratio of 1.74 and a beta of 1.08. S&P Global Inc. has a twelve month low of $381.61 and a twelve month high of $579.05. The company’s 50-day moving average price is $420.80 and its 200-day moving average price is $452.19. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. S&P Global’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts forecast that S&P Global Inc. will post 19.61 earnings per share for the current fiscal year.

S&P Global Announces Dividend

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 given a dividend of $0.97 per share. The ex-dividend date is Wednesday, August 26th. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is presently 24.56%.

Insider Buying and Selling

In related news, CEO Catherine R. Clay acquired 2,500 shares of the stock in a transaction on Friday, May 1st. The shares were bought at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the completion of the purchase, the chief executive officer owned 2,500 shares of the company’s stock, valued at approximately $1,078,475. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Martina Cheung bought 2,322 shares of the company’s stock in a transaction on Wednesday, April 29th. The stock was bought at an average price of $429.93 per share, with a total value of $998,297.46. Following the completion of the acquisition, the chief executive officer owned 27,518 shares in the company, valued at $11,830,813.74. This represents a 9.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have purchased 5,974 shares of company stock worth $2,576,775. 0.03% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several brokerages have recently weighed in on SPGI. BMO Capital Markets upped their target price on S&P Global from $482.00 to $495.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 17th. Mizuho boosted their price target on shares of S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. Jefferies Financial Group upped their price objective on shares of S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. Wells Fargo & Company decreased their price objective on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a report on Monday, April 13th. Finally, Weiss Ratings lowered shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, March 11th. Eighteen investment 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 has a consensus rating of “Moderate Buy” and a consensus price target of $545.28.

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.