S&P Global Inc. $SPGI Shares Bought by Sage Rhino Capital LLC

Sage Rhino Capital LLC lifted its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 155.9% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 3,399 shares of the business services provider’s stock after buying an additional 2,071 shares during the period. Sage Rhino Capital LLC’s holdings in S&P Global were worth $1,446,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the business. Brighton Jones LLC grew its stake in shares of 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 worth $1,582,000 after purchasing an additional 143 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of S&P Global by 7.8% in the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock valued at $547,000 after purchasing an additional 75 shares during the period. Neuberger Berman Group LLC boosted its holdings in 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 in 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 grew its position in 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 owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on SPGI. Royal Bank Of Canada dropped their target price on shares of S&P Global from $560.00 to $510.00 and set an “outperform” rating for the company in a report on Tuesday. JPMorgan Chase & Co. upped their price target on S&P Global from $530.00 to $550.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Wells Fargo & Company dropped their price objective on S&P Global from $530.00 to $525.00 and set an “overweight” rating for the company in a research note on Monday, April 13th. Rothschild & Co Redburn reduced their price objective on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a report on Thursday, June 18th. Finally, Wall Street Zen upgraded S&P Global to a “hold” rating in a research report on Saturday. Seventeen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $534.94.

S&P Global Price Performance

NYSE:SPGI traded down $3.44 during mid-day trading on Tuesday, hitting $443.79. 564,297 shares of the company’s stock traded hands, compared to its average volume of 2,365,924. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. The company has a market cap of $131.36 billion, a PE ratio of 28.09, a price-to-earnings-growth ratio of 1.88 and a beta of 1.08. The firm’s 50 day simple moving average is $419.23 and its 200 day simple moving average is $450.16. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $579.05.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.82 by $0.15. The company 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 30.37% and a return on equity of 17.26%. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Sell-side analysts expect that S&P Global Inc. will post 19.61 EPS for the current year.

S&P Global Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be paid a $0.97 dividend. The ex-dividend date of this dividend is Wednesday, August 26th. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. S&P Global’s dividend payout ratio is presently 24.56%.

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 on S&P Global to $505 from $495 and kept an outperform rating, signaling continued confidence in the company’s earnings power and implying further upside from current levels. Article Title
• Positive Sentiment: Royal Bank of Canada also maintained an outperform rating while lifting its target to $510 from $560, showing analysts still see meaningful upside despite the smaller target cut. Article Title
• Positive Sentiment: The company’s recent operating updates suggest a more streamlined structure after the Mobility spin-off, with recast financials and updated segment reporting that may make S&P Global’s margins and growth profile easier for investors to evaluate. Article Title
• Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release for July 28, which keeps attention on upcoming results but is not a catalyst by itself. Article Title
• Neutral Sentiment: The company also announced an updated Market Intelligence operating model aimed at AI-driven product innovation, a strategic move that could support longer-term growth but has no immediate financial impact. Article Title

Insider Activity at S&P Global

In related news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was bought at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director directly owned 1,152 shares in the company, valued at $500,002.56. The trade was a ∞ increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Catherine R. Clay acquired 2,500 shares of S&P Global stock in a transaction dated Friday, May 1st. The stock was bought at an average price of $431.39 per share, for a total transaction 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. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 5,974 shares of company stock valued at $2,576,775. 0.03% of the stock is owned by corporate insiders.

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.