B. Metzler seel. Sohn & Co. AG Boosts Holdings in S&P Global Inc. $SPGI

Key Points

• B. Metzler seel. Sohn & Co. AG increased its stake in S&P Global by 2.3% to 427,735 shares (about $208.18 million), making SPGI its 14th-largest holding and ~1.8% of the fund's portfolio.
• Analysts have a consensus Buy rating on S&P Global with a consensus price target of $562.67, and institutional investors own roughly 87.17% of the stock.
• S&P Global reported Q EPS of $4.30 (missing estimates by $0.02) and revenue of $3.92B (+9% y/y), set FY2026 guidance of 19.400–19.650 EPS, and raised its quarterly dividend to $0.97 (ex-dividend Feb. 25; yield ~0.9%).

B. Metzler seel. Sohn & Co. AG increased its stake in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 2.3% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 427,735 shares of the business services provider's stock after acquiring an additional 9,485 shares during the quarter. S&P Global comprises about 1.8% of B. Metzler seel. Sohn & Co. AG's portfolio, making the stock its 14th largest holding. B. Metzler seel. Sohn & Co. AG owned approximately 0.14% of S&P Global worth $208,183,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in the company. Rathbones Group PLC increased its position in S&P Global by 1.9% in the third quarter. Rathbones Group PLC now owns 624,719 shares of the business services provider's stock worth $304,057,000 after purchasing an additional 11,800 shares during the last quarter. Vinva Investment Management Ltd lifted its holdings in S&P Global by 21.4% during the 3rd quarter. Vinva Investment Management Ltd now owns 26,382 shares of the business services provider's stock valued at $12,963,000 after buying an additional 4,659 shares in the last quarter. Parallel Advisors LLC boosted its holdings in shares of S&P Global by 0.6% in the third quarter. Parallel Advisors LLC now owns 6,106 shares of the business services provider's stock valued at $2,972,000 after purchasing an additional 34 shares during the period. Meiji Yasuda Life Insurance Co lifted its holdings in shares of S&P Global by 0.7% in the 3rd quarter. Meiji Yasuda Life Insurance Co now owns 6,050 shares of the business services provider's stock worth $2,945,000 after buying an additional 45 shares during the period. Finally, Meiji Yasuda Asset Management Co Ltd. grew its holdings in S&P Global by 0.5% during the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 23,178 shares of the business services provider's stock worth $11,281,000 after acquiring an additional 110 shares in the last quarter. Hedge funds and other institutional investors own 87.17% of the company's stock.

Analyst Upgrades and Downgrades

SPGI has been the topic of several recent research reports. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of S&P Global in a research report on Monday, December 29th. Mizuho cut their price target on shares of S&P Global from $657.00 to $551.00 and set an "outperform" rating on the stock in a research note on Thursday, February 12th. Evercore set a $625.00 price objective on S&P Global and gave the stock an "outperform" rating in a research note on Wednesday, February 11th. BMO Capital Markets reduced their target price on shares of S&P Global from $601.00 to $482.00 and set an "outperform" rating for the company in a report on Wednesday, February 11th. Finally, Barclays reissued an "overweight" rating and issued a $565.00 price target on shares of S&P Global in a report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating and seventeen have issued a Buy rating to the company. According to data from MarketBeat, the company has a consensus rating of "Buy" and a consensus price target of $562.67.

S&P Global Trading Up 0.3%

Shares of SPGI opened at $452.52 on Friday. S&P Global Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The stock has a market cap of $135.21 billion, a PE ratio of 30.89, a price-to-earnings-growth ratio of 2.00 and a beta of 1.23. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. The firm's fifty day moving average is $483.57 and its two-hundred day moving average is $498.01.

S&P Global (NYSE:SPGI - Get Free Report) last released its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing analysts' consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same quarter in the previous year, the company posted $3.77 EPS. The firm's revenue was up 9.0% on a year-over-year basis. 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 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 25th will be given a dividend of $0.97 per share. The ex-dividend date is Wednesday, February 25th. This is an increase from S&P Global's previous quarterly dividend of $0.96. This represents a $3.88 annualized dividend and a yield of 0.9%. S&P Global's dividend payout ratio (DPR) is 26.48%.

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.

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