S&P Global Inc. $SPGI Shares Sold by Bokf Na

Bokf Na reduced its stake in shares of S&P Global Inc. (NYSE:SPGI) by 11.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,822 shares of the business services provider’s stock after selling 2,563 shares during the period. Bokf Na’s holdings in S&P Global were worth $10,359,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SPGI. Brighton Jones LLC lifted its stake in shares of S&P Global by 4.7% during the fourth quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock worth $1,582,000 after buying an additional 143 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of 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 buying an additional 75 shares during the period. Neuberger Berman Group LLC lifted its stake in shares of S&P Global by 5.5% during the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after buying an additional 88,526 shares during the period. Jump Financial LLC acquired a new stake in shares of S&P Global during the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC lifted its stake in shares of S&P Global by 17.2% during the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after buying an additional 472 shares during the period. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Q1 beat and buyback narrative — S&P reported stronger-than-expected Q1 EPS and revenue and commentary/coverage is highlighting “massive buybacks” as a potential catalyst to tighten supply and support EPS. Will Strong Q1 2026 EPS and Massive Buybacks Change S&P Global’s (SPGI) Narrative
• Positive Sentiment: Insider buying from the CEO and a director — Filings show CEO Catherine Clay and Director Robert Moritz bought shares recently, a signaling event that can support confidence in management’s outlook. Robert Edward Jr. Moritz Acquires 1,152 Shares of S&P Global (NYSE:SPGI) Stock
• Positive Sentiment: Analyst lift — Mizuho nudged up its price target (to $554) and maintains an outperform stance, adding incremental analyst support to the stock. Benzinga note on Mizuho price target
• Positive Sentiment: Industry tailwinds — Zacks highlights secular growth in securities & exchanges (higher trading volumes, crypto adoption, non‑trading revenue, tech investment) that also benefits S&P’s indices, data and analytics franchises. 5 Stocks to Watch From the Prospering Securities & Exchanges Industry
• Positive Sentiment: Product and index adoption — CARFAX product launches and a client’s inclusion in S&P Dow Jones Best‑in‑Class indices illustrate continued demand for S&P Global’s data/index services (incremental revenue pockets). CARFAX Launches Homegrown™ Badge FENC Included in S&P Global Dow Jones DJBIC Index
• Neutral Sentiment: Analyst commentary and conference appearance — Multiple Globe and Mail analyst roundups and a Barclays conference presentation transcript provide incremental detail but no single surprise that would move consensus dramatically. Barclays conference transcript Analysts Offer Insights on Financial Companies
• Neutral Sentiment: S&P Ratings activity — S&P Global Ratings moved a municipality’s outlook to negative (an operational ratings action), underscoring business-as-usual rating activity but not directly altering corporate-level fundamentals. S&P Global Ratings Revised MuniFin Outlook
• Negative Sentiment: Sector and technical pressure — market commentary points to an “AI panic” and rotation that has put multiple financials on sale; SPGI is also trading beneath its 50‑day moving average, which can amplify short-term selling. AI Panic Hits Wall Street

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. BMO Capital Markets lifted their price objective on shares of S&P Global from $482.00 to $495.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 17th. UBS Group lowered their price objective on shares of S&P Global from $620.00 to $550.00 and set a “buy” rating for the company in a research note on Tuesday, February 17th. Evercore lowered their price objective on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research note on Thursday, April 16th. Mizuho boosted their target price on shares of S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday. Finally, Bank of America assumed coverage on shares of S&P Global in a research report on Tuesday, February 17th. They set a “buy” rating and a $575.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat.com, S&P Global has a consensus rating of “Buy” and a consensus target price of $550.63.

Insiders Place Their Bets

In other news, Director Robert Edward Jr. Moritz acquired 1,152 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was acquired 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 in the company, valued at approximately $500,002.56. The trade was a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Catherine R. Clay acquired 2,500 shares of the firm’s stock in a transaction on Friday, May 1st. The stock was purchased at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the transaction, the chief executive officer owned 2,500 shares of the company’s stock, valued at approximately $1,078,475. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders bought 5,974 shares of company stock worth $2,576,775. Company insiders own 0.03% of the company’s stock.

S&P Global Trading Down 0.1%

NYSE SPGI opened at $423.29 on Thursday. The company has a market capitalization of $125.29 billion, a PE ratio of 26.79, a P/E/G ratio of 1.81 and a beta of 1.11. The company has a fifty day moving average of $430.89 and a 200 day moving average of $472.47. 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 0.34, a current ratio of 0.68 and a quick ratio of 0.68.

S&P Global (NYSE:SPGI) last posted its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same period in the previous year, the firm posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Research analysts forecast that S&P Global Inc. will post 19.58 earnings per share for the current year.

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.