Mitsubishi UFJ Trust & Banking Corp Has $69.69 Million Stock Position in S&P Global Inc. $SPGI

Key Points

• Mitsubishi UFJ Trust & Banking reduced its S&P Global stake by 5.3% in the second quarter, selling 9,563 shares and retaining 171,111 shares valued at approximately $69.69 million. Institutional investors and hedge funds collectively own 87.17% of the company.
• S&P Global reported quarterly EPS of $4.83, slightly exceeding estimates, while revenue rose 10.4% year over year to $4.15 billion. The company reaffirmed fiscal 2026 EPS guidance of $17.50–$17.75.
• The company declared a quarterly dividend of $0.97, equivalent to an annualized $3.88 payout and a 0.9% yield. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $523.59, above the reported share price of $418.15.

Mitsubishi UFJ Trust & Banking Corp lessened its stake in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 5.3% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 171,111 shares of the business services provider's stock after selling 9,563 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.06% of S&P Global worth $69,687,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Joseph Group Capital Management acquired a new stake in shares of S&P Global during the 4th quarter valued at $29,000. North Star Investment Management Corp. grew its position in S&P Global by 134.6% during 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 during the last quarter. Palladiem LLC acquired a new position in S&P Global in the 4th quarter worth about $36,000. Palisade Asset Management LLC acquired a new position in S&P Global in the 3rd quarter worth about $36,000. Finally, Swiss RE Ltd. acquired a new position in S&P Global in the 4th quarter worth about $39,000. 87.17% of the stock is currently owned by institutional investors and hedge funds.

S&P Global Stock Down 0.2%

Shares of SPGI opened at $418.15 on Monday. The company has a market capitalization of $123.27 billion, a PE ratio of 25.53, a PEG ratio of 1.88 and a beta of 1.07. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $565.28. The stock's 50-day moving average price is $422.53 and its two-hundred day moving average price is $428.39. The company has a current ratio of 0.95, a quick ratio of 0.95 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, July 28th. The business services provider reported $4.83 EPS for the quarter, beating analysts' consensus estimates of $4.81 by $0.02. The firm had revenue of $4.15 billion for the quarter, compared to analyst estimates of $4.09 billion. S&P Global had a return on equity of 17.74% and a net margin of 31.37%.The business's revenue was up 10.4% on a year-over-year basis. During the same quarter in the previous year, the company posted $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. On average, analysts anticipate that S&P Global Inc. will post 17.75 EPS for the current year.

S&P Global Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on SPGI. Morgan Stanley cut their price target on S&P Global from $557.00 to $525.00 and set an "overweight" rating on the stock in a research note on Tuesday, July 7th. Daiwa Securities Group lowered their price objective on S&P Global from $490.00 to $485.00 and set an "outperform" rating for the company in a research note on Wednesday, May 20th. BMO Capital Markets raised their price objective on shares of S&P Global from $495.00 to $505.00 and gave the company an "outperform" rating in a report on Tuesday, July 7th. Stifel Nicolaus raised their price objective on shares of S&P Global from $489.00 to $521.00 and gave the company a "buy" rating in a report on Friday, July 17th. Finally, The Goldman Sachs Group cut their target price on shares of S&P Global from $539.00 to $490.00 and set a "buy" rating on the stock in a research report on Wednesday, July 1st. Eighteen research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, S&P Global presently has a consensus rating of "Moderate Buy" and a consensus price target of $523.59.

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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