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

Bessemer Group Inc. reduced its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 96.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund 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 SEC filing.

A number of other hedge funds have also made changes to their positions in SPGI. Joseph Group Capital Management bought a new position in S&P Global during the 4th quarter valued at $29,000. North Star Investment Management Corp. raised its stake in shares of S&P Global by 134.6% in the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock valued at $32,000 after purchasing an additional 35 shares in the last quarter. Palladiem LLC bought a new position in shares of S&P Global during the fourth quarter worth about $36,000. Palisade Asset Management LLC bought a new position in shares of S&P Global during the third quarter worth about $36,000. Finally, Swiss RE Ltd. acquired a new position in S&P Global in the fourth quarter worth about $39,000. Institutional investors and hedge funds own 87.17% of the company’s stock.

Key Headlines Impacting S&P Global

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

Analysts Set New Price Targets

Several analysts recently weighed in on SPGI shares. The Goldman Sachs Group lowered their price objective on S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. Stifel Nicolaus boosted their price target on S&P Global from $489.00 to $521.00 and gave the company a “buy” rating in a report on Friday. UBS Group lowered their price target on S&P Global from $550.00 to $525.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. BMO Capital Markets upped their price target on S&P Global from $495.00 to $505.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Finally, Rothschild & Co Redburn reduced their price objective on S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a research note on Thursday, June 18th. Seventeen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, S&P Global presently has a consensus rating of “Moderate Buy” and a consensus target price of $533.88.

S&P Global Price Performance

Shares of NYSE:SPGI opened at $450.57 on Monday. The company has a market cap of $133.37 billion, a PE ratio of 28.52, a P/E/G ratio of 2.18 and a beta of 1.08. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $579.05. The firm has a 50-day simple moving average of $421.35 and a 200 day simple moving average of $444.73. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.34.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The firm had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter last year, the company posted $4.37 earnings per share. S&P Global’s revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts anticipate that S&P Global Inc. will post 19.32 EPS for the current year.

S&P Global Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be issued a $0.97 dividend. The ex-dividend date of this dividend is Wednesday, August 26th. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is 24.56%.

Insider Buying and Selling

In related news, Director Robert Edward Jr. Moritz acquired 1,152 shares of the stock in a transaction that occurred on Thursday, April 30th. The stock was purchased at an average cost of $434.03 per share, for a total transaction of $500,002.56. Following the purchase, 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. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO Catherine R. Clay bought 2,500 shares of the company’s stock in a transaction on Friday, May 1st. The stock was bought at an average cost of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the transaction, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 5,974 shares of company stock valued at $2,576,775. Insiders own 0.03% of the company’s stock.

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.