SEB Asset Management AB Invests $81.20 Million in S&P Global Inc. $SPGI

SEB Asset Management AB purchased a new stake in S&P Global Inc. (NYSE:SPGI) in the 1st quarter, Holdings Channel.com reports. The firm purchased 190,902 shares of the business services provider’s stock, valued at approximately $81,198,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. YANKCOM Partnership raised its stake in S&P Global by 7.9% during the fourth quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock worth $135,000 after acquiring an additional 19 shares during the period. LeConte Wealth Management LLC lifted its holdings in S&P Global by 4.1% in the fourth quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after acquiring an additional 20 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC boosted its stake in S&P Global by 3.3% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock valued at $330,000 after acquiring an additional 20 shares during the period. Steigerwald Gordon & Koch Inc. boosted its stake in S&P Global by 15.6% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock valued at $77,000 after acquiring an additional 20 shares during the period. Finally, Embree Financial Group grew its holdings in shares of S&P Global by 2.0% during the fourth quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock valued at $570,000 after purchasing an additional 21 shares during the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at S&P Global

In other S&P Global news, CEO Catherine R. Clay bought 2,500 shares of the business’s stock in a transaction that occurred on Friday, May 1st. The stock was acquired at an average cost of $431.39 per share, with a total value of $1,078,475.00. Following the completion of the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at approximately $1,078,475. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, Director Robert Edward Jr. Moritz acquired 1,152 shares of S&P Global stock in a transaction dated Thursday, April 30th. The shares were bought at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the purchase, the director owned 1,152 shares in the company, valued at approximately $500,002.56. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders acquired 5,974 shares of company stock valued at $2,576,775. 0.03% of the stock is owned by insiders.

S&P Global News Summary

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

• Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider
• Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters
• Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire
• Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat
• Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance
• Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch

S&P Global Price Performance

Shares of NYSE:SPGI opened at $450.57 on Friday. The firm’s 50 day moving average is $421.35 and its two-hundred day moving average is $445.32. The firm has a market capitalization of $133.37 billion, a P/E ratio of 28.52, a PEG ratio of 2.18 and a beta of 1.08. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05.

S&P Global (NYSE:SPGI) last issued its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.82 by $0.15. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same period in the previous year, the firm posted $4.37 earnings per share. The business’s revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts anticipate that S&P Global Inc. will post 19.32 earnings per share for the current year.

S&P Global Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Royal Bank Of Canada dropped their price target on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 7th. Bank of America reduced their price objective on S&P Global from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Morgan Stanley dropped their target price on S&P Global from $557.00 to $525.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. JPMorgan Chase & Co. cut their target price on S&P Global from $550.00 to $535.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 8th. Finally, Barclays cut their target price on S&P Global from $565.00 to $555.00 and set an “overweight” rating on the stock in a research note on Tuesday, July 7th. Seventeen research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, S&P Global has a consensus rating of “Moderate Buy” and a consensus target price of $533.88.

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.