Nykredit A S Invests $138.84 Million in S&P Global Inc. $SPGI

Nykredit A S bought a new position in S&P Global Inc. (NYSE:SPGI) in the 2nd quarter, Holdings Channel.com reports. The firm bought 340,918 shares of the business services provider’s stock, valued at approximately $138,842,000.

A number of other institutional investors have also added to or reduced their stakes in SPGI. Pingora Partners LLC bought a new stake in S&P Global during the second quarter worth about $29,000. Palladiem LLC bought a new position in shares of S&P Global during the 4th quarter valued at about $36,000. Palisade Asset Management LLC bought a new position in shares of S&P Global during the 3rd quarter valued at about $36,000. Swiss RE Ltd. purchased a new position in shares of S&P Global during the 4th quarter valued at about $39,000. Finally, WPG Advisers LLC raised its holdings in shares of S&P Global by 37.0% during the 2nd quarter. WPG Advisers LLC now owns 100 shares of the business services provider’s stock valued at $41,000 after buying an additional 27 shares in the last quarter. Institutional investors own 87.17% of the company’s stock.

S&P Global Stock Performance

Shares of SPGI stock opened at $432.05 on Thursday. The company has a market capitalization of $127.37 billion, a P/E ratio of 26.38, a PEG ratio of 2.12 and a beta of 1.07. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $552.25. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.95 and a current ratio of 0.95. The stock has a 50 day moving average price of $426.53 and a two-hundred day moving average price of $424.98.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.81 by $0.02. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The firm had revenue of $4.15 billion for the quarter, compared to analysts’ expectations of $4.09 billion. During the same quarter last year, the business earned $4.43 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 17.500-17.750 EPS. Analysts expect that S&P Global Inc. will post 17.75 earnings per share for the current year.

S&P Global Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 26th will be issued a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend is Wednesday, August 26th. S&P Global’s dividend payout ratio (DPR) is 23.69%.

S&P Global News Roundup

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

• Positive Sentiment: Potential Capital IQ Pro spinout: Reports that S&P Global is considering a multibillion-dollar spinout of its Capital IQ platform initially supported the stock. A separation could unlock value by highlighting the financial-data business’s standalone growth and valuation, although no transaction has been confirmed. S&P Global reportedly considers multibillion-dollar spinout of Capital IQ platform
• Positive Sentiment: Data-center exposure expanded: S&P Global completed its acquisition of datacenterHawk, adding intelligence covering data centers, fiber networks and related infrastructure. The deal strengthens S&P Global Energy’s positioning in markets benefiting from artificial-intelligence-driven power and computing demand. S&P Global Completes Acquisition of datacenterHawk
• Positive Sentiment: New digital-asset index platform: S&P Dow Jones Indices and Kaiko launched the co-branded S&P Kaiko Digital Asset Indices suite, broadening S&P Global’s offerings in cryptocurrency benchmarks and market data. The financial impact is not yet quantified but could create incremental index and licensing revenue. S&P Dow Jones Indices and Kaiko Introduce S&P Kaiko Digital Asset Indices
• Neutral Sentiment: Alipay+ research partnership: A joint S&P Global report found that consumers increasingly expect seamless mobile payments and AI assistance, while payment interoperability and trust remain challenges. The report reinforces S&P Global’s research and data capabilities but has limited immediate earnings implications. Interoperability and Trust Key to AI Commerce
• Neutral Sentiment: Energy software divestiture completed: S&P Global transferred its geoscience and petroleum-engineering software portfolio to SLB. The sale simplifies the portfolio and supports strategic focus, but removes an operating business; financial terms and proceeds were not disclosed. S&P Global Completes Divestiture of Upstream Energy Software Portfolio to SLB
• Negative Sentiment: Income appeal remains limited: Commentary noted that SPGI’s dividend yield is around 1%, meaning the stock relies more on dividend growth and earnings expansion than current income to attract dividend investors. SPGI Yields Around 1%

Wall Street Analyst Weigh In

Several brokerages have issued reports on SPGI. Rothschild & Co Redburn cut their target price on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a research note on Thursday, June 18th. JPMorgan Chase & Co. decreased their price target on shares of S&P Global from $555.00 to $530.00 and set an “overweight” rating on the stock in a research note on Wednesday, July 29th. Daiwa Securities Group lowered their price objective on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a report on Wednesday, May 20th. Citigroup upped their price objective on shares of S&P Global from $454.00 to $500.00 and gave the company a “buy” rating in a research note on Wednesday, July 29th. Finally, UBS Group reduced their target price on shares of S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, S&P Global has an average rating of “Moderate Buy” and a consensus price target of $523.59.

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.