S&P Global Inc. $SPGI Shares Sold by Illinois Municipal Retirement Fund

Illinois Municipal Retirement Fund trimmed its position in shares of S&P Global Inc. (NYSE:SPGI) by 20.4% during the third quarter, Holdings Channel reports. The firm owned 7,699 shares of the business services provider’s stock after selling 1,976 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in S&P Global were worth $3,747,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. MTM Investment Management LLC acquired a new position in shares of S&P Global during the 2nd quarter worth $27,000. J.Safra Asset Management Corp purchased a new position in S&P Global during the 3rd quarter valued at about $29,000. Spurstone Advisory Services LLC purchased a new position in S&P Global during the 2nd quarter valued at about $34,000. Howard Hughes Medical Institute acquired a new position in S&P Global during the second quarter worth about $36,000. Finally, First Pacific Financial lifted its holdings in shares of S&P Global by 51.0% in the third quarter. First Pacific Financial now owns 74 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 25 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on SPGI shares. Morgan Stanley raised their price objective on shares of S&P Global from $620.00 to $627.00 and gave the stock an “overweight” rating in a research note on Tuesday, January 13th. Wells Fargo & Company lowered their target price on S&P Global from $675.00 to $530.00 and set an “overweight” rating on the stock in a report on Wednesday. BMO Capital Markets cut their price target on S&P Global from $601.00 to $482.00 and set an “outperform” rating for the company in a report on Wednesday. Royal Bank Of Canada decreased their price objective on S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, JPMorgan Chase & Co. dropped their price objective on S&P Global from $635.00 to $615.00 and set an “overweight” rating for the company in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating and eighteen have given a Buy rating to the company. According to MarketBeat, the company has an average rating of “Buy” and an average target price of $576.38.

S&P Global Trading Up 3.2%

Shares of SPGI stock opened at $410.04 on Friday. The firm’s 50-day simple moving average is $507.38 and its 200-day simple moving average is $511.27. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.82 and a quick ratio of 0.97. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05. The firm has a market cap of $122.52 billion, a P/E ratio of 27.99, a PEG ratio of 1.77 and a beta of 1.20.

S&P Global (NYSE:SPGI) last released its earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). The company had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.89 billion. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. S&P Global’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.77 earnings per share. 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 17.11 EPS for the current year.

S&P Global Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be issued a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Wednesday, February 25th. This is a positive change from S&P Global’s previous quarterly dividend of $0.96. S&P Global’s payout ratio is currently 26.21%.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Major brokerages reiterated bullish views — RBC Capital stuck with a Buy rating, reinforcing investor confidence in the company’s long-term fundamentals. RBC Capital Sticks to Their Buy Rating for S&P Global (SPGI)
• Positive Sentiment: Wells Fargo likewise stayed constructive with a Buy, adding to the supportive analyst narrative that likely helped the stock today. Wells Fargo Remains a Buy on S&P Global (SPGI)
• Positive Sentiment: Industry recognition: S&P Global Ratings was named Ratings Provider of the Year at the Private Equity Wire European Awards — a credibility boost for the franchise and its fees/growth narrative. S&P Global Ratings Wins Ratings Provider of the Year
• Neutral Sentiment: Evercore ISI trimmed its price target but kept a bullish rating — mixed signal that tempers upside while still signaling medium‑term confidence. Evercore ISI Trims S&P Global Inc. (SPGI) Price Target
• Neutral Sentiment: Mizuho cut its target from $657 to $551 but maintained an Outperform rating — another mixed analyst move that reduces implied upside while leaving a buy case intact. Mizuho Lowers Price Target for S&P Global
• Neutral Sentiment: Market commentary pieces and an options‑flow deep dive reflect elevated attention and active positioning by traders, useful for short‑term volatility but not clearly directional. S&P Global Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Analysis asking whether SPGI is fairly priced after the recent slump — highlights valuation debate that could keep trading choppy. Is S&P Global (SPGI) Still Priced Fairly After The Recent Share Price Slump
• Negative Sentiment: Near‑term pressure stems from disappointing quarterly results that produced a new 12‑month low — the company slightly missed EPS estimates and guidance/forward growth expectations are under the microscope. S&P Global (NYSE:SPGI) Reaches New 12-Month Low on Disappointing Earnings

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.