Cvfg LLC Buys 1,323 Shares of S&P Global Inc. $SPGI

Cvfg LLC raised its position in shares of S&P Global Inc. (NYSE:SPGI) by 61.7% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,468 shares of the business services provider’s stock after acquiring an additional 1,323 shares during the quarter. Cvfg LLC’s holdings in S&P Global were worth $1,475,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Joseph Group Capital Management purchased a new position in shares of S&P Global in the 4th quarter valued at approximately $29,000. North Star Investment Management Corp. grew its stake in S&P Global by 134.6% in 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 purchased a new stake in S&P Global in the fourth quarter worth $36,000. Palisade Asset Management LLC purchased a new stake in S&P Global in the third quarter worth $36,000. Finally, Ameriflex Group Inc. raised its holdings in S&P Global by 171.4% in the third quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider’s stock worth $37,000 after purchasing an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Insider Transactions at S&P Global

In other news, CEO Catherine R. Clay purchased 2,500 shares of S&P Global stock in a transaction that occurred on Friday, May 1st. The stock was bought at an average price of $431.39 per share, with a total value 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 approximately $1,078,475. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Robert Edward Jr. Moritz acquired 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was purchased at an average price of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director owned 1,152 shares in the company, valued at $500,002.56. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders have bought 5,974 shares of company stock worth $2,576,775. Corporate insiders own 0.03% of the company’s stock.

Key Stories Impacting S&P Global

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

• Positive Sentiment: BMO Capital Markets raised its price target to $505 and reiterated an outperform rating, signaling continued confidence in S&P Global’s earnings power and long-term growth. S&P Global (NYSE:SPGI) Stock Price Expected to Rise, BMO Capital Markets Analyst Says
• Positive Sentiment: UBS, Morgan Stanley, Barclays, and RBC all kept bullish ratings on SPGI despite trimming price targets, which suggests analysts still see upside from current levels. UBS Group Cuts S&P Global (NYSE:SPGI) Price Target to $525.00
• Positive Sentiment: S&P Global completed the spin-off of its Mobility unit and is reworking Market Intelligence, a move that could sharpen the company’s focus on core, higher-margin data and analytics businesses. S&P Global (SPGI) Completes Mobility Spin Off And Reworks Market Intelligence
• Positive Sentiment: The company said its new Market Intelligence operating model is designed to accelerate AI-driven products and workflows, which may support longer-term growth and efficiency. S&P Global Evolves Market Intelligence Operating Model to Accelerate Agentic Solutions, Platform Capabilities and Innovation; Announces Executive Leadership Changes
• Neutral Sentiment: S&P Global scheduled its second-quarter earnings release for July 28, giving investors a near-term catalyst for updated guidance and commentary. S&P Global Schedules Second Quarter 2026 Earnings Announcement and Conference Call for Tuesday, July 28, 2026
• Neutral Sentiment: Jefferies highlighted quality, low-stress stocks in a more volatile market, a backdrop that can support defensive names like S&P Global, though the note was not specifically about the company. Buy these quality, low-stress stocks for the summer, says Jefferies
• Negative Sentiment: Several firms cut their price targets after the Mobility spin-off, including RBC, UBS, Morgan Stanley, and Barclays, which may be weighing on sentiment despite unchanged positive ratings. Analyst price target updates for S&P Global (SPGI)

S&P Global Trading Down 0.9%

NYSE SPGI opened at $443.32 on Wednesday. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. 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 stock’s fifty day moving average price is $419.53 and its 200-day moving average price is $449.32. The stock has a market cap of $131.22 billion, a P/E ratio of 28.06, a P/E/G ratio of 1.91 and a beta of 1.08.

S&P Global (NYSE:SPGI) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the previous year, the firm earned $4.37 EPS. S&P Global’s quarterly revenue 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. As a group, equities analysts forecast that S&P Global Inc. will post 19.61 EPS for the current fiscal year.

S&P Global Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 yield of 0.9%. S&P Global’s payout ratio is 24.56%.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on SPGI shares. JPMorgan Chase & Co. boosted their target price on shares of S&P Global from $530.00 to $550.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. The Goldman Sachs Group decreased their price target on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a research note on Wednesday, July 1st. Royal Bank Of Canada lowered their price target on shares of S&P Global from $560.00 to $510.00 and set an “outperform” rating for the company in a research report on Tuesday. Wall Street Zen raised shares of S&P Global to a “hold” rating in a research note on Saturday. Finally, 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 report on Monday, April 27th. Seventeen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $534.35.

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.