Mitsubishi UFJ Asset Management Co. Ltd. Acquires 5,706 Shares of S&P Global Inc. $SPGI

Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in S&P Global Inc. (NYSE:SPGI) by 0.3% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,970,788 shares of the business services provider’s stock after buying an additional 5,706 shares during the period. S&P Global makes up 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 20th largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in S&P Global were worth $1,010,344,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SPGI. Mizuho Markets Americas LLC lifted its position in S&P Global by 104,031.3% in the 3rd quarter. Mizuho Markets Americas LLC now owns 595,631 shares of the business services provider’s stock valued at $289,900,000 after acquiring an additional 595,059 shares in the last quarter. Credit Agricole S A bought a new position in shares of S&P Global during the 3rd quarter valued at $180,503,000. Holocene Advisors LP lifted its holdings in shares of S&P Global by 79.8% during the 3rd quarter. Holocene Advisors LP now owns 766,043 shares of the business services provider’s stock valued at $372,841,000 after buying an additional 339,947 shares during the period. Wellington Management Group LLP lifted its holdings in shares of S&P Global by 4.6% during the 3rd quarter. Wellington Management Group LLP now owns 6,231,644 shares of the business services provider’s stock valued at $3,033,003,000 after buying an additional 274,285 shares during the period. Finally, PFA Pension Forsikringsaktieselskab bought a new position in shares of S&P Global during the 4th quarter valued at $127,269,000. 87.17% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on SPGI shares. Robert W. Baird set a $546.00 price target on S&P Global in a report on Wednesday, February 11th. JPMorgan Chase & Co. increased their price target on S&P Global from $530.00 to $550.00 and gave the company an “overweight” rating in a report on Wednesday, April 29th. Weiss Ratings cut S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. BMO Capital Markets increased their price target on S&P Global from $482.00 to $495.00 and gave the company an “outperform” rating in a report on Tuesday, March 17th. Finally, Mizuho increased their price target on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Buy” and an average target price of $550.63.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Insider buying: CEO Catherine R. Clay purchased 2,500 shares at about $431.39, a high-profile insider purchase that signals management confidence. CEO Catherine Clay Buys 2,500 Shares
• Positive Sentiment: Director purchase: Director Robert Edward Jr. Moritz acquired 1,152 shares at roughly $434.03, reinforcing insider accumulation. Insider buys often support investor sentiment. Director Robert Moritz Acquires Shares
• Positive Sentiment: Analyst lift: Mizuho raised its price target to $554 and reiterated an “outperform” view, adding analyst support for upside versus current levels. Mizuho Raises SPGI Price Target
• Neutral Sentiment: Management outreach: S&P Global presented at Barclays’ Americas Select Conference (transcript available) — useful for incremental detail on strategy and growth but no new guidance. Barclays Conference Transcript
• Neutral Sentiment: Ratings arm activity: S&P Global Ratings revised Municipality Finance Plc’s outlook to negative (rating remains AA+). This is a ratings action for a separate issuer and does not change SPGI’s corporate profile, but highlights ongoing ratings activity. Ratings Outlook Change for MuniFin
• Negative Sentiment: Sector/market pressure: broader “AI panic” and risk-off flows have weighed on financial and information-service names today, creating downward pressure despite company-specific positives. That macro/technical stress is the likeliest driver of the intraday decline. AI Panic Hits Wall Street

S&P Global Price Performance

Shares of S&P Global stock opened at $423.87 on Wednesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. The stock’s fifty day moving average is $430.51 and its 200 day moving average is $472.82. The stock has a market cap of $125.46 billion, a P/E ratio of 26.83, a P/E/G ratio of 1.82 and a beta of 1.11. S&P Global Inc. has a one year low of $381.61 and a one year high of $579.05.

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, beating analysts’ consensus estimates of $4.82 by $0.15. The business had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The business’s quarterly revenue was up 10.4% on a year-over-year basis. During the same period last 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 anticipate that S&P Global Inc. will post 19.58 earnings per share for the current year.

Insider Buying and Selling at S&P Global

In other news, CEO Martina Cheung acquired 2,322 shares of the business’s stock in a transaction dated Wednesday, April 29th. The stock was purchased at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the completion of the transaction, the chief executive officer directly owned 27,518 shares in the company, valued at approximately $11,830,813.74. This trade represents a 9.22% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert Edward Jr. Moritz acquired 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, with a total value of $500,002.56. Following the transaction, the director owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This represents a ? increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 5,974 shares of company stock valued at $2,576,775 over the last ninety days. 0.03% of the stock is currently owned by company insiders.

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.