Crestwood Advisors Group LLC Sells 3,799 Shares of S&P Global Inc. $SPGI

Key Points

• Crestwood Advisors reduced its position in S&P Global by 4.8% in Q4, selling 3,799 shares and holding 74,760 shares valued at about $39.07 million at quarter-end.
• S&P Global beat expectations with $4.97 EPS (vs. $4.82 est.) and $4.17B revenue (up 10.4% y/y), and set FY2026 EPS guidance of 19.400–19.650 while analysts' average FY target is ~19.59 EPS.
• Insiders bought shares recently—including CEO Martina Cheung’s 2,322-share purchase—and analysts maintain a consensus Buy rating with an average price target of $550.63.

Crestwood Advisors Group LLC reduced its stake in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 4.8% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 74,760 shares of the business services provider's stock after selling 3,799 shares during the period. Crestwood Advisors Group LLC's holdings in S&P Global were worth $39,069,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Joseph Group Capital Management bought a new position in shares of S&P Global in the 4th quarter worth about $29,000. J.Safra Asset Management Corp bought a new position in shares of S&P Global in the 3rd quarter worth about $29,000. North Star Investment Management Corp. raised its position in shares of S&P Global by 134.6% in the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider's stock worth $32,000 after acquiring an additional 35 shares in the last quarter. Palisade Asset Management LLC bought a new position in shares of S&P Global in the 3rd quarter worth about $36,000. Finally, Ameriflex Group Inc. raised its position in shares of S&P Global by 171.4% in the 3rd quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider's stock worth $37,000 after acquiring an additional 48 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

Analyst Ratings Changes

SPGI has been the subject of several research analyst reports. Barclays reissued an "overweight" rating and issued a $565.00 price objective on shares of S&P Global in a research report on Monday, February 23rd. The Goldman Sachs Group reissued a "buy" rating on shares of S&P Global in a research report on Tuesday, April 28th. Morgan Stanley lifted their price objective on S&P Global from $556.00 to $557.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. JPMorgan Chase & Co. lifted their price objective on S&P Global from $530.00 to $550.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 29th. Finally, Robert W. Baird set a $546.00 price objective on S&P Global in a research report on Wednesday, February 11th. One 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 company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Buy" and an average target price of $550.63.

S&P Global Stock Performance

Shares of S&P Global stock opened at $428.64 on Friday. S&P Global Inc. has a one year low of $381.61 and a one year high of $579.05. The firm has a market capitalization of $126.88 billion, a price-to-earnings ratio of 27.13, a PEG ratio of 1.81 and a beta of 1.11. The business has a 50-day simple moving average of $431.09 and a 200 day simple moving average of $472.16. 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 - Get Free Report) last issued its 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. 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 period in the previous year, the company posted $4.37 EPS. The firm's 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. On average, research analysts anticipate that S&P Global Inc. will post 19.59 earnings per share for the current fiscal year.

Insider Activity at S&P Global

In other news, CEO Martina Cheung bought 2,322 shares of the firm's stock in a transaction that occurred on Wednesday, April 29th. The stock was acquired at an average cost of $429.93 per share, with a total value of $998,297.46. Following the transaction, the chief executive officer directly owned 27,518 shares of the company's stock, valued at approximately $11,830,813.74. This represents a 9.22% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Catherine R. Clay purchased 2,500 shares of the business's stock in a transaction on Friday, May 1st. The shares were bought at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at approximately $1,078,475. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought 5,974 shares of company stock valued at $2,576,775 in the last three months. Corporate insiders own 0.03% of the company's stock.

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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