Mitsubishi UFJ Asset Management Co. Ltd. Increases Holdings in S&P Global Inc. $SPGI

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in S&P Global Inc. (NYSE:SPGI - Free Report) by 0.3% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,970,788 shares of the business services provider's stock after purchasing an additional 5,706 shares during the quarter. S&P Global comprises about 0.7% of Mitsubishi UFJ Asset Management Co. Ltd.'s holdings, making the stock its 20th largest position. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.65% of S&P Global worth $1,010,344,000 as of its most recent filing with the SEC.

Several other hedge funds also recently made changes to their positions in SPGI. Mizuho Markets Americas LLC grew its position in shares of S&P Global by 104,031.3% in the third quarter. Mizuho Markets Americas LLC now owns 595,631 shares of the business services provider's stock valued at $289,900,000 after purchasing an additional 595,059 shares in the last quarter. Credit Agricole S A purchased a new position in S&P Global during the third quarter worth about $180,503,000. Holocene Advisors LP grew its position in S&P Global by 79.8% during the third quarter. Holocene Advisors LP now owns 766,043 shares of the business services provider's stock worth $372,841,000 after buying an additional 339,947 shares in the last quarter. Wellington Management Group LLP grew its position in S&P Global by 4.6% during the third 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 in the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in S&P Global during the fourth quarter worth about $127,269,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

S&P Global Trading Down 0.2%

NYSE SPGI opened at $423.87 on Wednesday. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05. The firm has a market cap of $125.46 billion, a PE ratio of 26.83, a price-to-earnings-growth ratio of 1.82 and a beta of 1.11. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The stock has a 50-day moving average of $430.51 and a 200-day moving average of $472.82.

S&P Global (NYSE:SPGI - Get Free Report) last posted its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, topping 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 firm had revenue of $4.17 billion for the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter in the prior year, the business earned $4.37 EPS. The business's revenue for the quarter was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, sell-side analysts forecast that S&P Global Inc. will post 19.58 EPS for the current year.

Analyst Upgrades and Downgrades

SPGI has been the subject of several recent analyst reports. Jefferies Financial Group boosted their target price on S&P Global from $500.00 to $535.00 and gave the stock a "buy" rating in a research report on Monday, April 27th. BMO Capital Markets boosted their target price on S&P Global from $482.00 to $495.00 and gave the stock an "outperform" rating in a research report on Tuesday, March 17th. Barclays reaffirmed an "overweight" rating and set a $565.00 price target on shares of S&P Global in a research note on Monday, February 23rd. Royal Bank Of Canada dropped their price target on S&P Global from $620.00 to $560.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. Finally, Evercore dropped their price target on 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. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, S&P Global presently has an average rating of "Buy" and a consensus price target of $550.63.

Key Headlines Impacting S&P Global

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

• Positive Sentiment: Insider buying: CEO Catherine R. Clay purchased 2,500 shares at about $431.39, a high-profile insider purchase that signals management confidence. CEO Catherine Clay Buys 2,500 Shares
• Positive Sentiment: Director purchase: Director Robert Edward Jr. Moritz acquired 1,152 shares at roughly $434.03, reinforcing insider accumulation. Insider buys often support investor sentiment. Director Robert Moritz Acquires Shares
• Positive Sentiment: Analyst lift: Mizuho raised its price target to $554 and reiterated an "outperform" view, adding analyst support for upside versus current levels. Mizuho Raises SPGI Price Target
• Neutral Sentiment: Management outreach: S&P Global presented at Barclays’ Americas Select Conference (transcript available) — useful for incremental detail on strategy and growth but no new guidance. Barclays Conference Transcript
• Neutral Sentiment: Ratings arm activity: S&P Global Ratings revised Municipality Finance Plc’s outlook to negative (rating remains AA+). This is a ratings action for a separate issuer and does not change SPGI’s corporate profile, but highlights ongoing ratings activity. Ratings Outlook Change for MuniFin
• Negative Sentiment: Sector/market pressure: broader “AI panic” and risk-off flows have weighed on financial and information-service names today, creating downward pressure despite company-specific positives. That macro/technical stress is the likeliest driver of the intraday decline. AI Panic Hits Wall Street

Insider Buying and Selling

In related news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the business's stock in a transaction that occurred on Thursday, April 30th. The shares were bought at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the purchase, the director directly owned 1,152 shares of the company's stock, valued at approximately $500,002.56. This represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Martina Cheung purchased 2,322 shares of the business's stock in a transaction that occurred on Wednesday, April 29th. The stock was bought at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the purchase, the chief executive officer directly owned 27,518 shares in the company, valued at $11,830,813.74. The trade was a 9.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 5,974 shares of company stock worth $2,576,775 in the last 90 days. 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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