Flossbach Von Storch SE Has $368.26 Million Stock Holdings in S&P Global Inc. $SPGI

Key Points

• Flossbach Von Storch SE reduced its stake in S&P Global by 3.6% in Q4, selling 26,618 shares and leaving it with 704,687 shares valued at about $368.26 million, which is 0.23% of S&P Global and roughly 1.5% of Flossbach’s portfolio (its 23rd-largest position).
• Wall Street sentiment is broadly positive: the stock has an average analyst rating of "Buy" with an average price target of $558.47, though individual targets range from the mid-$400s to the mid-$500s and one firm downgraded to Hold.
• S&P Global reported Q4 EPS of $4.30 (missed by $0.02) and revenue of $3.92 billion (beat estimates), set FY2026 guidance of 19.400–19.650 EPS, and currently trades with a market cap of $132.6 billion and a P/E of 29.8.

Flossbach Von Storch SE decreased its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 3.6% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 704,687 shares of the business services provider's stock after selling 26,618 shares during the period. S&P Global accounts for about 1.5% of Flossbach Von Storch SE's portfolio, making the stock its 23rd biggest position. Flossbach Von Storch SE owned 0.23% of S&P Global worth $368,262,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of S&P Global by 0.4% during the 4th quarter. Vanguard Group Inc. now owns 30,374,366 shares of the business services provider's stock worth $15,873,340,000 after buying an additional 117,728 shares in the last quarter. Wellington Management Group LLP grew its position 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 worth $3,033,003,000 after buying an additional 274,285 shares during the period. Legal & General Group Plc increased its stake in shares of S&P Global by 3.2% in the 3rd quarter. Legal & General Group Plc now owns 2,202,872 shares of the business services provider's stock valued at $1,072,160,000 after acquiring an additional 67,868 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of S&P Global by 7.1% in the 3rd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,965,082 shares of the business services provider's stock valued at $956,425,000 after acquiring an additional 130,177 shares in the last quarter. Finally, Unisphere Establishment lifted its position in shares of S&P Global by 5.9% during the 2nd quarter. Unisphere Establishment now owns 1,800,000 shares of the business services provider's stock valued at $949,122,000 after acquiring an additional 100,000 shares during the period. Institutional investors and hedge funds own 87.17% of the company's stock.

Wall Street Analysts Forecast Growth

SPGI has been the topic of several research analyst reports. Morgan Stanley cut their target price on shares of S&P Global from $580.00 to $556.00 and set an "overweight" rating on the stock in a research note on Tuesday, April 7th. BMO Capital Markets upped their price objective on shares of S&P Global from $482.00 to $495.00 and gave the company an "outperform" rating in a report on Tuesday, March 17th. The Goldman Sachs Group set a $498.00 price objective on shares of S&P Global in a research report on Wednesday, February 11th. Wells Fargo & Company reduced their target price on 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. Finally, Weiss Ratings lowered S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has given a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Buy" and an average price target of $558.47.

S&P Global Stock Performance

NYSE SPGI opened at $437.07 on Tuesday. The company has a fifty day simple moving average of $429.32 and a 200 day simple moving average of $474.31. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.40. The company has a market cap of $132.63 billion, a P/E ratio of 29.83, a PEG ratio of 1.96 and a beta of 1.20.

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 earnings per share for the quarter, missing the consensus estimate of $4.32 by ($0.02). S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The business had revenue of $3.92 billion for 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 business's quarterly 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. Sell-side analysts predict that S&P Global Inc. will post 19.51 earnings per share for the current fiscal year.

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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