Mediolanum International Funds Ltd Trims Stock Holdings in S&P Global Inc. $SPGI

Mediolanum International Funds Ltd decreased its position in S&P Global Inc. (NYSE:SPGI) by 25.0% in the first quarter, Holdings Channel.com reports. The firm owned 41,006 shares of the business services provider’s stock after selling 13,700 shares during the quarter. Mediolanum International Funds Ltd’s holdings in S&P Global were worth $17,124,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SPGI. Norges Bank bought a new stake in shares of S&P Global during the 4th quarter valued at $2,398,991,000. Cardano Risk Management B.V. increased its stake in shares of S&P Global by 858.3% in the 4th quarter. Cardano Risk Management B.V. now owns 1,760,230 shares of the business services provider’s stock worth $919,879,000 after acquiring an additional 1,576,544 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its stake in shares of S&P Global by 2,256.7% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,446,633 shares of the business services provider’s stock worth $755,996,000 after acquiring an additional 1,385,249 shares in the last quarter. Capital International Investors lifted its position in S&P Global by 43.6% during the 4th quarter. Capital International Investors now owns 3,037,912 shares of the business services provider’s stock valued at $1,587,910,000 after acquiring an additional 922,433 shares during the period. Finally, TCI Fund Management Ltd. lifted its position in S&P Global by 5.4% during the 4th quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock valued at $6,161,498,000 after acquiring an additional 600,440 shares during the period. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Bank of America cut their price objective on shares of S&P Global from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Morgan Stanley lowered their target price on shares of S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Stifel Nicolaus boosted their price target on S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a research report on Friday. Wall Street Zen raised S&P Global to a “hold” rating in a research report on Saturday, July 4th. Finally, Mizuho upped their price target on S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 5th. Seventeen 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.com, S&P Global presently has a consensus rating of “Moderate Buy” and a consensus price target of $533.88.

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

Insider Transactions at S&P Global

In other news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the business’s stock in a transaction dated Thursday, April 30th. The shares were purchased at an average price of $434.03 per share, for a total transaction 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. This represents a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Catherine R. Clay purchased 2,500 shares of S&P Global stock in a transaction that occurred on Friday, May 1st. The shares were purchased at an average cost of $431.39 per share, with a total value of $1,078,475.00. Following the transaction, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last 90 days, insiders have bought 5,974 shares of company stock worth $2,576,775. Corporate insiders own 0.03% of the company’s stock.

S&P Global Price Performance

SPGI opened at $450.57 on Monday. The firm has a market cap of $133.37 billion, a PE ratio of 28.52, a P/E/G ratio of 2.18 and a beta of 1.08. The stock has a 50-day moving average price of $421.35 and a 200-day moving average price of $444.73. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $579.05. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68.

S&P Global (NYSE:SPGI) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 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%. S&P Global’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period in the prior year, the firm posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Sell-side analysts predict that S&P Global Inc. will post 19.32 earnings per share for the current fiscal year.

S&P Global Dividend Announcement

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

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.