Natixis Advisors LLC Boosts Position in S&P Global Inc. $SPGI

Key Points

• Natixis Advisors LLC increased its stake in S&P Global by 2.6% in Q3 to 296,706 shares (worth about $144.41 million), and institutional investors/hedge funds now own roughly 87.17% of the company.
• S&P Global reported Q results with $4.30 EPS (a $0.02 miss) and revenue of $3.92 billion (up 9% YoY), and set FY2026 guidance at $19.40–$19.65 EPS.
• The company raised its quarterly dividend to $0.97 ($3.88 annualized, 0.9% yield) and carries a consensus analyst rating of Buy with a mean price target of $562.67.

Natixis Advisors LLC grew its stake in S&P Global Inc. (NYSE:SPGI - Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 296,706 shares of the business services provider's stock after buying an additional 7,658 shares during the period. Natixis Advisors LLC owned 0.10% of S&P Global worth $144,410,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in SPGI. Vanguard Group Inc. increased its stake in S&P Global by 0.5% in the third quarter. Vanguard Group Inc. now owns 30,256,638 shares of the business services provider's stock valued at $14,726,208,000 after purchasing an additional 161,719 shares during the period. TCI Fund Management Ltd. increased its stake in S&P Global by 7.0% in the 2nd quarter. TCI Fund Management Ltd. now owns 11,091,623 shares of the business services provider's stock valued at $5,848,502,000 after buying an additional 730,354 shares during the period. Geode Capital Management LLC raised its position in S&P Global by 0.6% during the 2nd quarter. Geode Capital Management LLC now owns 6,793,282 shares of the business services provider's stock worth $3,565,889,000 after buying an additional 42,724 shares during the last quarter. Norges Bank acquired a new stake in shares of S&P Global in the 2nd quarter worth $2,188,945,000. Finally, Legal & General Group Plc lifted its position in S&P Global by 1.3% in the second quarter. Legal & General Group Plc now owns 2,135,004 shares of the business services provider's stock valued at $1,125,766,000 after purchasing an additional 26,945 shares during the period. 87.17% of the stock is owned by institutional investors and hedge funds.

S&P Global Stock Up 0.3%

Shares of NYSE:SPGI opened at $452.52 on Friday. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $579.05. The stock has a 50-day simple moving average of $483.57 and a 200-day simple moving average of $498.01. The stock has a market capitalization of $135.21 billion, a P/E ratio of 30.89, a PEG ratio of 2.00 and a beta of 1.23. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82.

S&P Global (NYSE:SPGI - Get Free Report) last issued its earnings results on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing analysts' consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business had revenue of $3.92 billion during the quarter, compared to analysts' expectations of $3.89 billion. During the same period in the prior year, the business posted $3.77 EPS. The business's 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. Equities analysts forecast that S&P Global Inc. will post 17.11 earnings per share for the current year.

S&P Global Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be paid a dividend of $0.97 per share. This is an increase from S&P Global's previous quarterly dividend of $0.96. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Wednesday, February 25th. S&P Global's payout ratio is 26.48%.

Analysts Set New Price Targets

A number of equities research analysts have commented on SPGI shares. Evercore set a $625.00 target price on S&P Global and gave the company an "outperform" rating in a report on Wednesday, February 11th. Stifel Nicolaus reduced their target price on S&P Global from $599.00 to $489.00 and set a "buy" rating on the stock in a research note on Wednesday, February 11th. Robert W. Baird set a $546.00 target price on shares of S&P Global in a research note on Wednesday, February 11th. BMO Capital Markets lowered their target price on shares of S&P Global from $601.00 to $482.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada dropped 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 analyst has rated the stock with a Strong Buy rating and seventeen have issued a Buy rating to the company's stock. Based on data from MarketBeat, S&P Global currently has a consensus rating of "Buy" and a consensus price target of $562.67.

S&P Global 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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