Baader Bank Aktiengesellschaft Lowers Stock Position in S&P Global Inc. $SPGI

Baader Bank Aktiengesellschaft cut its stake in shares of S&P Global Inc. (NYSE:SPGI) by 47.2% in the first quarter, HoldingsChannel reports. The fund owned 3,044 shares of the business services provider’s stock after selling 2,719 shares during the period. Baader Bank Aktiengesellschaft’s holdings in S&P Global were worth $1,295,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Joseph Group Capital Management bought a new position in shares of S&P Global in the fourth quarter worth approximately $29,000. North Star Investment Management Corp. raised its position in shares of S&P Global by 134.6% during 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 during the period. Palladiem LLC bought a new stake in shares of S&P Global during the 4th quarter valued at $36,000. Palisade Asset Management LLC purchased a new position in shares of S&P Global during the 3rd quarter valued at $36,000. Finally, Swiss RE Ltd. purchased a new position in shares of S&P Global during the 4th quarter valued at $39,000. Institutional investors own 87.17% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. Mizuho raised their price target on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Royal Bank Of Canada dropped their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating for the company in a research note on Tuesday, July 7th. Stifel Nicolaus increased their target price on S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a research report on Friday. BMO Capital Markets boosted their price target on S&P Global from $495.00 to $505.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of S&P Global in a research note on Monday, July 6th. Seventeen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $535.06.

Key Headlines Impacting S&P Global

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

• Positive Sentiment: JPMorgan Chase & Co. raised its price target on S&P Global to $555 from $535 and reiterated an overweight rating, signaling confidence in roughly 24% upside from the current share price. Benzinga article
• Positive Sentiment: Wells Fargo maintained its buy rating on S&P Global, and other market commentary highlighted the stock as one of the more attractive large-cap financial names. Wells Fargo article
• Positive Sentiment: Stifel Nicolaus said S&P Global’s stock price is expected to rise, adding to the recent stream of bullish analyst sentiment. Stifel article
• Neutral Sentiment: Investor discussion has also been favorable, with value-investing communities arguing that S&P Global may be a better buy than SpaceX; however, this is more sentiment-driven than a direct business catalyst. Insider Monkey article
• Negative Sentiment: Erste Group Bank cut its FY2027 EPS estimates for S&P Global, which could pressure expectations for future earnings growth. American Banking News article
• Negative Sentiment: Another Erste Group note also pointed to reduced earnings expectations for the company, reinforcing concerns around longer-term profit outlook. American Banking News article

Insiders Place Their Bets

In other S&P Global news, CEO Catherine R. Clay bought 2,500 shares of S&P Global stock in a transaction dated Friday, May 1st. The shares were purchased at an average cost of $431.39 per share, for a total transaction of $1,078,475.00. Following the acquisition, the chief executive officer directly owned 2,500 shares in the company, valued at approximately $1,078,475. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this link. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of the firm’s stock in a transaction dated Thursday, April 30th. The shares were acquired at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the completion of the transaction, the director directly owned 1,152 shares in the company, valued at approximately $500,002.56. This represents 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 three months. Corporate insiders own 0.03% of the company’s stock.

S&P Global Price Performance

NYSE:SPGI opened at $448.52 on Tuesday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The company has a market capitalization of $132.76 billion, a P/E ratio of 28.39, a P/E/G ratio of 2.18 and a beta of 1.08. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The business’s 50-day moving average is $421.91 and its 200 day moving average is $444.17.

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

S&P Global Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 annualized dividend and a yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is 24.56%.

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.