Citizens Financial Group Inc. RI Cuts Stock Holdings in S&P Global Inc. $SPGI

Citizens Financial Group Inc. RI trimmed its stake in shares of S&P Global Inc. (NYSE:SPGI) by 5.4% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 24,476 shares of the business services provider’s stock after selling 1,402 shares during the period. Citizens Financial Group Inc. RI’s holdings in S&P Global were worth $12,791,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of SPGI. Brighton Jones LLC grew its stake in 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 valued at $1,582,000 after acquiring an additional 143 shares in the last quarter. Sivia Capital Partners LLC grew its stake in 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 valued at $547,000 after acquiring an additional 75 shares in the last quarter. Neuberger Berman Group LLC grew its stake 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 valued at $893,511,000 after acquiring an additional 88,526 shares in the last quarter. Jump Financial LLC purchased a new position in S&P Global during the second quarter valued at $552,000. Finally, Main Street Financial Solutions LLC grew its stake 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 valued at $1,694,000 after acquiring an additional 472 shares in the last quarter. 87.17% of the stock is owned by hedge funds and other institutional investors.

S&P Global Price Performance

S&P Global stock opened at $431.68 on Friday. The company has a market cap of $127.78 billion, a price-to-earnings ratio of 27.32, a PEG ratio of 1.94 and a beta of 1.20. The firm’s fifty day moving average is $430.38 and its 200 day moving average is $473.37. The company has a quick ratio of 0.82, a current 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 released its quarterly 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 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%. S&P Global’s revenue was up 10.4% on a year-over-year basis. 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 forecast that S&P Global Inc. will post 19.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

SPGI has been the subject of several research analyst reports. Weiss Ratings cut shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. Royal Bank Of Canada decreased their price target on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Wells Fargo & Company decreased their price target on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. BMO Capital Markets upped their price target on shares of S&P Global from $482.00 to $495.00 and gave the company an “outperform” rating in a research note on Tuesday, March 17th. Finally, Barclays reaffirmed an “overweight” rating and set a $565.00 price target on shares of S&P Global in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $550.44.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Q1 results topped expectations: S&P Global reported stronger-than-expected revenue and EPS, with revenue up year-over-year and management setting FY2026 EPS guidance of $19.40–19.65, supporting fundamentals and forward visibility. Q1 2026 Earnings Call Highlights
• Positive Sentiment: Major broker price-target lifts: Morgan Stanley bumped its PT to $557 (keeps overweight) and JPMorgan raised its PT to $550 (overweight), signaling institutional confidence and potential upside. Morgan Stanley Lift JPMorgan Adjusts PT
• Positive Sentiment: Strategic moves in energy: S&P Global announced strategic innovations and changes in its upstream energy business aimed at improving its footprint in energy markets — a potential long-term revenue driver if execution succeeds. Strategic Innovations in Upstream Energy
• Positive Sentiment: Global expansion: The firm opened a new Gurugram office as it expands its India hub, supporting talent scale and cost diversification in a key growth region. India Hub Expansion
• Neutral Sentiment: Investor access: CEO Martina Cheung will present at the Barclays Americas Select Conference (May 5), providing fresh management commentary but no immediate material news. Barclays Conference
• Neutral Sentiment: Industry commentary: Recent analyst write-ups and previews are providing varied takes on S&P Global’s positioning vs. peers; useful for context but not single‑handedly market-moving. Analysts Offer Insights
• Negative Sentiment: Energy headwinds and market volatility cited in post‑earnings commentary could pressure parts of the business and investor sentiment, tempering the upside from the beat. Q1 Deep Dive
• Negative Sentiment: Minor analyst downgrade to estimates: Erste Group trimmed its FY2026 EPS forecast very slightly, signaling some caution among brokers even as consensus remains close to management guidance. (Report summary)

About S&P Global

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.