S&P Global (NYSE:SPGI) Stock Acquired Rep. Rick W. Allen

Representative Rick W. Allen (Republican-Georgia) recently bought shares of S&P Global Inc. (NYSE:SPGI). In a filing disclosed on February 17th, the Representative disclosed that they had bought between $15,001 and $50,000 in S&P Global stock on January 14th. The trade occurred in the Representative’s “R.W. ALLEN & ASSOCIATES, INC. > RWA&A – SECURITIES” account.

Representative Rick W. Allen also recently made the following trade(s):

• Sold $15,001 – $50,000 in shares of Paychex (NASDAQ:PAYX) on 1/14/2026.
• Sold $50,001 – $100,000 in shares of American Water Works (NYSE:AWK) on 1/14/2026.
• Purchased $15,001 – $50,000 in shares of Ferguson (NYSE:FERG) on 12/12/2025.
• Sold $1,001 – $15,000 in shares of Netflix (NASDAQ:NFLX) on 12/12/2025.

S&P Global Price Performance

Shares of NYSE:SPGI traded up $11.66 during trading on Tuesday, reaching $416.44. The stock had a trading volume of 979,650 shares, compared to its average volume of 2,772,607. The business has a fifty day moving average price of $497.52 and a 200-day moving average price of $505.05. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82. The stock has a market cap of $124.43 billion, a PE ratio of 28.50, a PEG ratio of 1.85 and a beta of 1.20.

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

S&P Global Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th will be issued a $0.97 dividend. This is a boost from S&P Global’s previous quarterly dividend of $0.96. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, February 25th. S&P Global’s dividend payout ratio is 26.48%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Robert W. Baird set a $546.00 price target on shares of S&P Global in a report on Wednesday, February 11th. Barclays reaffirmed an “overweight” rating and issued a $565.00 price target on shares of S&P Global in a research report on Monday. Wells Fargo & Company lowered their price target on S&P Global from $675.00 to $530.00 and set an “overweight” rating for the company in a research note on Wednesday, February 11th. Evercore set a $625.00 price objective on S&P Global and gave the stock an “outperform” rating in a research note on Wednesday, February 11th. Finally, Bank of America assumed coverage on shares of S&P Global in a report on Tuesday, February 17th. They set a “buy” rating and a $575.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating and seventeen have assigned a Buy rating to the stock. According to MarketBeat.com, the company has an average rating of “Buy” and a consensus price target of $562.67.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Arrow Capital Management LLC purchased a new stake in S&P Global in the 4th quarter worth $4,784,000. MV Capital Management Inc. bought a new stake in S&P Global in the 4th quarter worth approximately $100,000. Cambient Family Office LLC purchased a new stake in shares of S&P Global during the 4th quarter worth approximately $444,000. T. Rowe Price Investment Management Inc. grew its holdings in shares of S&P Global by 2,256.7% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,633 shares of the business services provider’s stock valued at $755,996,000 after purchasing an additional 1,385,249 shares in the last quarter. Finally, Compound Planning Inc. raised its stake in S&P Global by 12.8% during the fourth quarter. Compound Planning Inc. now owns 3,004 shares of the business services provider’s stock valued at $1,570,000 after purchasing an additional 342 shares in the last quarter. Institutional investors own 87.17% of the company’s stock.

About Representative Allen

Rick Allen (Republican Party) is a member of the U.S. House, representing Georgia’s 12th Congressional District. He assumed office on January 3, 2015. His current term ends on January 3, 2027.

Allen (Republican Party) ran for re-election to the U.S. House to represent Georgia’s 12th Congressional District. He won in the general election on November 5, 2024.

Allen was born in Augusta, Georgia, in 1951. He attended Auburn University in Alabama, graduating in 1973 with a B.S. in building construction.

After earning his degree, Allen worked as an estimator, project administrator and assistant to the president with a construction firm in Augusta. In 1976, he founded his own construction business, R. W. Allen & Associates, Inc. The company operates in six states across the country. In 2008, Allen was presented with the Augusta Metro Chamber of Commerce’s Small Business Person of the Year award.

About S&P Global

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.