New York State Teachers Retirement System Has $125.63 Million Stock Holdings in S&P Global Inc. $SPGI

New York State Teachers Retirement System decreased its stake in shares of S&P Global Inc. (NYSE:SPGI) by 1.1% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 240,390 shares of the business services provider’s stock after selling 2,651 shares during the quarter. New York State Teachers Retirement System’s holdings in S&P Global were worth $125,625,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. YANKCOM Partnership boosted its stake in shares of S&P Global by 7.9% during the 4th 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 grew its position in shares of S&P Global by 4.1% in the 4th quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock valued at $267,000 after buying an additional 20 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its stake in shares of 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 buying an additional 20 shares during the period. Steigerwald Gordon & Koch Inc. increased its stake in shares of 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 buying an additional 20 shares during the period. Finally, Chemistry Wealth Management LLC raised its position in shares of S&P Global by 0.4% during the third quarter. Chemistry Wealth Management LLC now owns 4,895 shares of the business services provider’s stock worth $2,382,000 after acquiring an additional 21 shares during the last quarter. Institutional investors own 87.17% of the company’s stock.

S&P Global Stock Performance

Shares of S&P Global stock opened at $431.68 on Friday. The company has a market cap of $127.78 billion, a PE ratio of 27.32, a price-to-earnings-growth ratio of 1.94 and a beta of 1.20. The business has a 50 day moving average price of $430.38 and a 200-day moving average price of $473.37. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05. 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 (NYSE:SPGI) last posted its quarterly 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. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The company had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. During the same quarter in the previous year, the firm posted $4.37 EPS. S&P Global’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. Equities analysts anticipate that S&P Global Inc. will post 19.55 earnings per share for the current fiscal year.

S&P Global News Roundup

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)

Analysts Set New Price Targets

Several brokerages recently commented on SPGI. Barclays reiterated an “overweight” rating and issued a $565.00 target price on shares of S&P Global in a report on Monday, February 23rd. Stifel Nicolaus dropped their price target on shares of S&P Global from $599.00 to $489.00 and set a “buy” rating on the stock in a research report on Wednesday, February 11th. Weiss Ratings lowered shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. BMO Capital Markets increased their price objective on shares of S&P Global from $482.00 to $495.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 17th. Finally, Wells Fargo & Company lowered their target price on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating for the company in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average price target of $550.44.

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.