Mitsubishi UFJ Trust & Banking Corp Cuts Stake in S&P Global Inc. $SPGI

Key Points

• Mitsubishi UFJ Trust & Banking Corp trimmed its stake in S&P Global by 4.3% in Q4, selling 8,902 shares and now holds 198,177 shares (about 0.07% of the company) valued at roughly $103.6 million.
• Institutional ownership is high at 87.17%, with major holders like Vanguard increasing positions (Vanguard now owns ~30.37 million shares worth ~$15.87 billion).
• Analysts maintain an average "Buy" rating with a $558.47 target despite several downward price-target revisions; S&P Global slightly missed Q results (EPS $4.30 vs $4.32) while revenue rose 9% and FY2026 guidance targets roughly 19.40–19.65 EPS.

Mitsubishi UFJ Trust & Banking Corp trimmed its holdings in S&P Global Inc. (NYSE:SPGI - Free Report) by 4.3% in the 4th quarter, according to its most recent filing with the SEC. The institutional investor owned 198,177 shares of the business services provider's stock after selling 8,902 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned about 0.07% of S&P Global worth $103,565,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Vanguard Group Inc. increased its position 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 valued at $15,873,340,000 after purchasing an additional 117,728 shares during the last quarter. Wellington Management Group LLP raised 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 valued at $3,033,003,000 after purchasing an additional 274,285 shares during the period. Legal & General Group Plc raised its holdings in S&P Global by 3.2% during the third 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 during the period. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in 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 worth $956,425,000 after purchasing an additional 130,177 shares in the last quarter. Finally, Unisphere Establishment lifted its holdings in shares of S&P Global by 5.9% in the second quarter. Unisphere Establishment now owns 1,800,000 shares of the business services provider's stock worth $949,122,000 after buying an additional 100,000 shares in the last quarter. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

SPGI has been the subject of a number of research reports. Barclays reiterated an "overweight" rating and set a $565.00 target price on shares of S&P Global in a research report on Monday, February 23rd. UBS Group lowered their price target on S&P Global from $620.00 to $550.00 and set a "buy" rating for the company in a report on Tuesday, February 17th. Mizuho dropped their target price on shares of S&P Global from $657.00 to $551.00 and set an "outperform" rating on the stock in a report on Thursday, February 12th. Stifel Nicolaus cut their price target on S&P Global from $599.00 to $489.00 and set a "buy" rating on the stock in a report on Wednesday, February 11th. Finally, Royal Bank Of Canada reduced their price objective on shares of 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. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, S&P Global presently has an average rating of "Buy" and an average target price of $558.47.

S&P Global Trading Up 0.1%

SPGI stock opened at $437.07 on Tuesday. The firm 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 Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The company's 50-day simple moving average is $429.32 and its 200-day simple moving average is $474.31. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40.

S&P Global (NYSE:SPGI - Get Free Report) last released its quarterly earnings results 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 company had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.89 billion. During the same quarter last year, the company earned $3.77 EPS. The firm's revenue for the quarter 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. As a group, equities analysts forecast that S&P Global Inc. will post 19.51 EPS for the current fiscal year.

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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