Swedbank AB Decreases Stock Position in S&P Global Inc. $SPGI

Swedbank AB cut its position in S&P Global Inc. (NYSE:SPGI) by 21.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 903,239 shares of the business services provider’s stock after selling 251,602 shares during the quarter. Swedbank AB’s holdings in S&P Global were worth $384,184,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the company. YANKCOM Partnership increased its holdings in S&P Global by 7.9% in 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 last quarter. LeConte Wealth Management LLC raised its stake in 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 acquiring an additional 20 shares during the period. Elwood & Goetz Wealth Advisory Group LLC raised its stake in S&P Global by 3.3% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock valued at $330,000 after acquiring an additional 20 shares during the period. Steigerwald Gordon & Koch Inc. lifted its holdings in S&P Global by 15.6% during the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock valued at $77,000 after purchasing an additional 20 shares during the last quarter. Finally, Embree Financial Group lifted its holdings in S&P Global by 2.0% during the fourth quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock valued at $570,000 after purchasing an additional 21 shares during the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Insider Activity at S&P Global

In other news, Director Robert Edward Jr. Moritz bought 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were acquired at an average price of $434.03 per share, with a total value of $500,002.56. Following the acquisition, the director owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. The trade was a ? increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Catherine R. Clay bought 2,500 shares of the stock in a transaction on Friday, May 1st. The stock was purchased at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at approximately $1,078,475. This represents a ? increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders bought 5,974 shares of company stock valued at $2,576,775. Corporate insiders own 0.03% of the company’s stock.

Key S&P Global News

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

• Positive Sentiment: BMO Capital Markets raised its price target on S&P Global to $505 from $495 and kept an outperform rating, signaling continued confidence in the company’s earnings power and implying further upside from current levels. Article Title
• Positive Sentiment: Royal Bank of Canada also maintained an outperform rating while lifting its target to $510 from $560, showing analysts still see meaningful upside despite the smaller target cut. Article Title
• Positive Sentiment: The company’s recent operating updates suggest a more streamlined structure after the Mobility spin-off, with recast financials and updated segment reporting that may make S&P Global’s margins and growth profile easier for investors to evaluate. Article Title
• Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release for July 28, which keeps attention on upcoming results but is not a catalyst by itself. Article Title
• Neutral Sentiment: The company also announced an updated Market Intelligence operating model aimed at AI-driven product innovation, a strategic move that could support longer-term growth but has no immediate financial impact. Article Title

S&P Global Price Performance

SPGI traded down $3.41 during trading on Tuesday, reaching $443.81. 564,297 shares of the company were exchanged, compared to its average volume of 2,365,924. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05. The company’s 50-day moving average is $419.23 and its two-hundred day moving average is $450.16. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.34. The company has a market cap of $131.37 billion, a price-to-earnings ratio of 28.09, a P/E/G ratio of 1.88 and a beta of 1.08.

S&P Global (NYSE:SPGI) last posted its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The business had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same quarter in the previous year, the firm earned $4.37 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Research analysts forecast that S&P Global Inc. will post 19.61 earnings per share for the current fiscal year.

S&P Global Announces Dividend

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

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on SPGI shares. Weiss Ratings downgraded shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. Wells Fargo & Company lowered 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 report on Monday, April 13th. Mizuho upped their price target on shares of S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. Jefferies Financial Group raised their price objective on shares of S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a report on Monday, April 27th. Finally, Evercore reduced their price objective on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research note on Thursday, April 16th. Seventeen analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat, S&P Global presently has a consensus rating of “Moderate Buy” and an average target price of $534.94.

S&P Global Company 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.