Aureus Asset Management LLC Acquires 16,893 Shares of S&P Global Inc. $SPGI

Aureus Asset Management LLC boosted its holdings in S&P Global Inc. (NYSE:SPGI) by 23.4% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 89,050 shares of the business services provider’s stock after purchasing an additional 16,893 shares during the quarter. S&P Global comprises 2.5% of Aureus Asset Management LLC’s holdings, making the stock its 16th largest holding. Aureus Asset Management LLC’s holdings in S&P Global were worth $37,876,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Joseph Group Capital Management bought a new position in S&P Global during the fourth quarter worth $29,000. North Star Investment Management Corp. raised its position in shares of S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after purchasing an additional 35 shares during the period. Palladiem LLC bought a new position in shares of S&P Global in the 4th quarter worth $36,000. Palisade Asset Management LLC bought a new position in shares of S&P Global in the 3rd quarter worth $36,000. Finally, Swiss RE Ltd. acquired a new stake in S&P Global in the 4th quarter valued at $39,000. 87.17% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have commented on SPGI. Wall Street Zen upgraded shares of S&P Global to a “hold” rating in a research note on Saturday, July 4th. JPMorgan Chase & Co. lifted their price target on S&P Global from $535.00 to $555.00 and gave the company an “overweight” rating in a research note on Monday. Mizuho boosted their price objective on S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. The Goldman Sachs Group cut their target price on S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research report on Wednesday, July 1st. Finally, Stifel Nicolaus upped their price target on S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $533.59.

Insider Buying and Selling

In related news, CEO Martina Cheung bought 2,322 shares of the business’s stock in a transaction on Wednesday, April 29th. The stock was acquired at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the purchase, the chief executive officer directly owned 27,518 shares in the company, valued at $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert Edward Jr. Moritz purchased 1,152 shares of the firm’s stock in a transaction dated Thursday, April 30th. The shares were bought 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 owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. 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 quarter, insiders have purchased 5,974 shares of company stock valued at $2,576,775. Corporate insiders own 0.03% of the company’s stock.

S&P Global News Roundup

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

• Positive Sentiment: RBC/Baird-like bull case support continues, with Robert W. Baird raising its price target on S&P Global and maintaining an outperform rating, implying meaningful upside from current levels. Benzinga article
• Positive Sentiment: S&P Global and Pantera Capital launched the S&P Pantera Digital Asset Index, giving the company another way to monetize index products in a fast-growing digital-asset market. Press release
• Positive Sentiment: The company also introduced an AI data service, reinforcing its push into higher-growth data and analytics offerings. Yahoo Finance article
• Neutral Sentiment: S&P Global presented at a GenAI fundraising event, which keeps the company visible in the AI/data ecosystem but does not appear to be a major fundamental catalyst on its own. Seeking Alpha transcript
• Neutral Sentiment: Erste Group’s FY2027 earnings estimate came in above consensus, suggesting long-term earnings potential remains solid, though it was not a major market-moving update.
• Negative Sentiment: Zacks Research downgraded S&P Global from hold to strong sell, adding pressure by signaling concern about the stock’s near-term risk/reward. Tickerreport summary
• Negative Sentiment: One article argued the stock could be overvalued even after a recent $1 billion note exchange, reinforcing investor caution around valuation. Yahoo Finance article
• Negative Sentiment: Zacks also said SPGI may not have the right setup for an earnings beat ahead of its upcoming report, which could temper enthusiasm before results. Zacks article

S&P Global Stock Performance

NYSE SPGI opened at $428.98 on Thursday. S&P Global Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The company has a 50-day simple moving average of $422.48 and a 200 day simple moving average of $442.87. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. The company has a market capitalization of $126.98 billion, a PE ratio of 27.15, a price-to-earnings-growth ratio of 2.19 and a beta of 1.08.

S&P Global (NYSE:SPGI) last announced its quarterly earnings data 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. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The business had revenue of $4.17 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the previous year, the firm posted $4.37 earnings per share. The company’s revenue for the quarter 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, research analysts predict that S&P Global Inc. will post 18.37 EPS for the current year.

S&P Global Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be paid a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s payout ratio is currently 24.56%.

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.