Bogart Wealth LLC Has $18.13 Million Stake in S&P Global Inc. $SPGI

Bogart Wealth LLC lowered its stake in shares of S&P Global Inc. (NYSE:SPGI) by 4.4% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 34,688 shares of the business services provider’s stock after selling 1,589 shares during the period. S&P Global makes up approximately 0.7% of Bogart Wealth LLC’s portfolio, making the stock its 24th biggest holding. Bogart Wealth LLC’s holdings in S&P Global were worth $18,128,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in SPGI. Brighton Jones LLC boosted its stake in S&P Global by 4.7% during the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $1,582,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in S&P Global by 7.8% during the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after acquiring an additional 75 shares during the period. Neuberger Berman Group LLC increased its position in shares of S&P Global by 5.5% during the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock valued at $893,511,000 after purchasing an additional 88,526 shares during the last quarter. Jump Financial LLC purchased a new stake in S&P Global during the second quarter worth about $552,000. Finally, Main Street Financial Solutions LLC raised its holdings in shares of S&P Global by 17.2% in the 2nd quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after purchasing an additional 472 shares during the period. Institutional investors and hedge funds own 87.17% of the company’s stock.

S&P Global Stock Down 0.8%

SPGI opened at $433.75 on Wednesday. The business’s fifty day simple moving average is $429.80 and its 200 day simple moving average is $473.94. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. The stock has a market cap of $131.63 billion, a PE ratio of 29.61, a P/E/G ratio of 1.96 and a beta of 1.20.

S&P Global (NYSE:SPGI) last posted its quarterly earnings results 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. The firm had revenue of $4.17 billion for the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business’s revenue was up 10.4% compared to the same quarter last year. During the same period last year, the firm posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, research analysts expect that S&P Global Inc. will post 19.51 earnings per share for the current fiscal year.

S&P Global News Summary

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

• Positive Sentiment: Q1 results beat expectations — EPS $4.97 and revenue $4.17B, each above consensus; management cited strength in Ratings, Indices and Market Intelligence, which supports near‑term earnings durability. S&P Global reports higher first-quarter profit
• Positive Sentiment: Jefferies raised its price target to $535 (buy), implying ~23% upside from current levels — a signal some institutional analysts see more upside after the quarter. Jefferies adjusts price target
• Positive Sentiment: Street commentary emphasizes SPGI as an AI/analytics beneficiary and a services‑sector “AI winner,” which supports a re‑rating thesis over time if subscription and analytics demand accelerates. S&P Global Sparks AI-Led Growth Story
• Neutral Sentiment: Company released Q1 materials, transcript and slides — useful for modeling segment detail (ratings growth, indices trends, Market Intelligence subscriptions) but not new by itself. Q1 press materials
• Negative Sentiment: FY‑2026 guidance was slightly trimmed/teed up: EPS guidance 19.40–19.65 vs. Street ~19.61 and revenue guide around $16.3–16.6B (near/just under consensus) — the modest miss/dispersion prompted some caution and may have triggered intraday profit‑taking. S&P Global Reports First Quarter Results
• Negative Sentiment: Mixed headlines on sales/consensus comparisons created short‑term headline noise (some outlets read the guide as a miss), which can amplify intraday volatility despite the beat. Article on sales expectations

Analyst Ratings Changes

A number of equities analysts have weighed in on the stock. Royal Bank Of Canada cut their target price on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of S&P Global in a research note on Tuesday. Barclays reissued an “overweight” rating and issued a $565.00 price target on shares of S&P Global in a report on Monday, February 23rd. Weiss Ratings cut shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. Finally, Wells Fargo & Company lowered their price objective on S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research report on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $549.13.

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.