Sather Financial Group Inc Lowers Position in S&P Global Inc. $SPGI

Sather Financial Group Inc lessened its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 2.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 76,152 shares of the business services provider’s stock after selling 2,185 shares during the quarter. S&P Global comprises 2.0% of Sather Financial Group Inc’s investment portfolio, making the stock its 20th largest position. Sather Financial Group Inc’s holdings in S&P Global were worth $32,390,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Joseph Group Capital Management bought a new stake in S&P Global during the fourth quarter valued at approximately $29,000. North Star Investment Management Corp. grew its stake in S&P Global by 134.6% in the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after buying an additional 35 shares in the last quarter. Palisade Asset Management LLC bought a new position in shares of S&P Global in the 3rd quarter worth $36,000. Palladiem LLC bought a new position in shares of S&P Global in the 4th quarter worth $36,000. Finally, Ameriflex Group Inc. raised its position in shares of S&P Global by 171.4% during the 3rd quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider’s stock valued at $37,000 after buying an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

S&P Global Trading Down 0.6%

Shares of SPGI stock traded down $2.90 on Tuesday, hitting $444.32. 603,567 shares of the company’s stock traded hands, compared to its average volume of 2,366,271. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. S&P Global Inc. has a one year low of $381.61 and a one year high of $579.05. The company’s fifty day simple moving average is $419.23 and its 200 day simple moving average is $450.16. The stock has a market capitalization of $131.52 billion, a price-to-earnings ratio of 28.12, a P/E/G ratio of 1.88 and a beta of 1.08.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. The company had revenue of $4.17 billion for the quarter, compared to analysts’ expectations 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 revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the company earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities analysts forecast that S&P Global Inc. will post 19.61 EPS for the current year.

S&P Global Dividend Announcement

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

Insider Transactions at S&P Global

In related news, Director Robert Edward Jr. Moritz bought 1,152 shares of the stock in a transaction dated Thursday, April 30th. The stock was bought at an average price of $434.03 per share, with a total value of $500,002.56. Following the purchase, 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 legal filing with the SEC, which is available at this link. Also, CEO Martina Cheung bought 2,322 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The shares were bought at an average price of $429.93 per share, with a total value of $998,297.46. Following the completion of the acquisition, the chief executive officer directly owned 27,518 shares in the company, valued at $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have purchased 5,974 shares of company stock worth $2,576,775. Company insiders own 0.03% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on SPGI. The Goldman Sachs Group dropped their price objective on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. Royal Bank Of Canada reduced their target price on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a research note on Tuesday. Wall Street Zen upgraded S&P Global to a “hold” rating in a research report on Saturday. Jefferies Financial Group lifted their price target on S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Finally, BMO Capital Markets upped their price objective on S&P Global from $495.00 to $505.00 and gave the stock an “outperform” rating in a report on Tuesday. Seventeen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $534.94.

More S&P Global News

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

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.