Glenmede Trust Co. NA Grows Position in S&P Global Inc. $SPGI

Key Points

• Glenmede Trust increased its S&P Global position by 23.6% in the first quarter, bringing its holdings to 34,899 shares valued at approximately $14.8 million. Institutional investors collectively own 87.17% of the company.
• S&P Global reported quarterly EPS of $4.83 and revenue of $4.15 billion, exceeding analyst estimates, while revenue rose 10.4% year over year. The company maintained fiscal 2026 EPS guidance of $17.50–$17.75.
• Analysts remain broadly positive, with 18 Buy ratings and an average price target of $523.59, despite some target reductions and a recent “strong sell” downgrade. Shares opened at $412.24, and the company declared a quarterly dividend of $0.97 per share.

Glenmede Trust Co. NA lifted its position in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 23.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,899 shares of the business services provider's stock after purchasing an additional 6,674 shares during the quarter. Glenmede Trust Co. NA's holdings in S&P Global were worth $14,844,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in SPGI. Dorsey Asset Management LLC acquired a new stake in S&P Global in the first quarter valued at approximately $94,716,000. Troy Asset Management Ltd raised its stake in shares of S&P Global by 26.2% during the 4th quarter. Troy Asset Management Ltd now owns 41,706 shares of the business services provider's stock worth $21,795,000 after buying an additional 8,652 shares during the period. Capital International Inc. CA raised its stake in shares of S&P Global by 11.6% during the 4th quarter. Capital International Inc. CA now owns 70,716 shares of the business services provider's stock worth $36,955,000 after buying an additional 7,343 shares during the period. V Square Quantitative Management LLC purchased a new position in shares of S&P Global during the 4th quarter valued at approximately $3,652,000. Finally, Bartlett & CO. Wealth Management LLC lifted its position in shares of S&P Global by 2.3% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 120,642 shares of the business services provider's stock valued at $63,047,000 after buying an additional 2,672 shares in the last quarter. 87.17% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on SPGI. UBS Group dropped their price target on shares of S&P Global from $550.00 to $525.00 and set a "buy" rating on the stock in a research note on Tuesday, July 7th. Barclays reduced their price objective on shares of S&P Global from $555.00 to $553.00 and set an "overweight" rating for the company in a research report on Wednesday, July 29th. Wells Fargo & Company dropped their target price 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. Zacks Research lowered shares of S&P Global from a "hold" rating to a "strong sell" rating in a research report on Monday, July 20th. Finally, Mizuho boosted their target price on shares of S&P Global from $551.00 to $554.00 and gave the stock an "outperform" rating in a research note on Tuesday, May 5th. Eighteen research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $523.59.

S&P Global Trading Up 0.1%

Shares of SPGI stock opened at $412.24 on Monday. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $579.05. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.95 and a current ratio of 0.95. The stock's fifty day moving average is $423.91 and its two-hundred day moving average is $437.27. The firm has a market capitalization of $121.53 billion, a P/E ratio of 25.17, a PEG ratio of 2.19 and a beta of 1.07.

S&P Global (NYSE:SPGI - Get Free Report) last released its earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.81 by $0.02. The business had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.09 billion. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The company's revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.43 earnings per share. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Research analysts expect that S&P Global Inc. will post 17.74 earnings per share for the current fiscal year.

S&P Global Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be given a dividend of $0.97 per share. The ex-dividend date is Wednesday, August 26th. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. S&P Global's payout ratio is presently 23.69%.

Trending Headlines about S&P Global

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

• Positive Sentiment: Wells Fargo issued a Buy rating on S&P Global, adding to the bullish case for the stock. Wells Fargo Releases a Buy Rating on S&P Global
• Positive Sentiment: Citigroup said S&P Global’s stock price is expected to rise, providing a positive counterpoint to the more cautious views from other analysts. Citigroup Analyst Says S&P Global Stock Price Expected to Rise
• Positive Sentiment: S&P Global agreed to acquire a stake in African ratings firm Agusto, expanding its presence in a developing credit-markets region and potentially supporting long-term growth. S&P Global Buys Into African Ratings With Agusto Deal
• Positive Sentiment: An investment analysis described the recent selloff as a potential buying opportunity, arguing that the company’s long-term fundamentals remain attractive. S&P Global: Why This Selloff Is a Rare Buying Opportunity
• Neutral Sentiment: Analysts remain divided on S&P Global, with bullish ratings offset by concerns about valuation and earnings estimates. Analysts Conflicted on S&P Global
• Neutral Sentiment: S&P Global underperformed some industry peers in the latest trading session, indicating weaker near-term market momentum. S&P Global Stock Underperforms Competitors
• Negative Sentiment: Robert W. Baird issued a pessimistic forecast for S&P Global’s stock price, adding pressure to the shares. Robert W. Baird Issues Pessimistic Forecast
• Negative Sentiment: JPMorgan Chase also issued a cautious stock-price forecast, reinforcing concerns about limited upside. JPMorgan Issues Pessimistic Forecast
• Negative Sentiment: Erste Group Bank reduced its FY2027 earnings-per-share forecast, signaling expectations for slower future profit growth. Erste Group Bank Cuts S&P Global FY2027 EPS Forecast
• Negative Sentiment: One valuation analysis called the stock slightly overvalued even after its substantial decline, which may discourage near-term buyers. S&P Global Stock Looks Slightly Overvalued

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.

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