Orion Porfolio Solutions LLC Sells 3,201 Shares of S&P Global Inc. $SPGI

Key Points

• Orion Portfolio Solutions LLC sold 3,201 shares of S&P Global, trimming its stake by 8.0% to 36,610 shares valued at about $17.82 million, and institutional investors now own roughly 87.17% of the company.
• Analysts rate S&P Global as a Buy on average with a consensus price target of $562.67, while individual targets range from about $498 (Goldman) to $627 (Morgan Stanley).
• S&P Global reported Q results with EPS of $4.30 (a $0.02 miss) and revenue of $3.92 billion (up 9% YoY and slightly above estimates), set FY2026 EPS guidance of 19.40–19.65, and raised its quarterly dividend to $0.97 (annualized $3.88, ~0.9% yield).

Orion Porfolio Solutions LLC reduced its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 8.0% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 36,610 shares of the business services provider's stock after selling 3,201 shares during the period. Orion Porfolio Solutions LLC's holdings in S&P Global were worth $17,819,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the business. Summitry LLC grew its stake in shares of S&P Global by 2.1% in the 2nd quarter. Summitry LLC now owns 883 shares of the business services provider's stock valued at $466,000 after purchasing an additional 18 shares during the period. Hamilton Capital LLC boosted its position in S&P Global by 4.5% in the second quarter. Hamilton Capital LLC now owns 418 shares of the business services provider's stock valued at $220,000 after buying an additional 18 shares in the last quarter. Sand Hill Global Advisors LLC raised its stake in shares of S&P Global by 3.1% in the second quarter. Sand Hill Global Advisors LLC now owns 632 shares of the business services provider's stock valued at $333,000 after acquiring an additional 19 shares during the last quarter. Chemistry Wealth Management LLC boosted its holdings in shares of S&P Global by 0.4% in the 3rd quarter. Chemistry Wealth Management LLC now owns 4,895 shares of the business services provider's stock worth $2,382,000 after acquiring an additional 21 shares in the last quarter. Finally, Forbes J M & Co. LLP grew its position in S&P Global by 3.5% during the 3rd quarter. Forbes J M & Co. LLP now owns 627 shares of the business services provider's stock worth $305,000 after acquiring an additional 21 shares during the last quarter. Institutional investors and hedge funds own 87.17% of the company's stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the stock. The Goldman Sachs Group set a $498.00 price target on shares of S&P Global in a research report on Wednesday, February 11th. Morgan Stanley boosted their price objective on shares of S&P Global from $620.00 to $627.00 and gave the stock an "overweight" rating in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of S&P Global in a report on Monday, December 29th. Barclays reiterated an "overweight" rating and issued a $565.00 price objective on shares of S&P Global in a research report on Monday, February 23rd. Finally, Royal Bank Of Canada dropped their price objective on S&P Global from $620.00 to $560.00 and set an "outperform" rating for the company in a report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating and seventeen have given a Buy rating to the company. Based on data from MarketBeat, the company has an average rating of "Buy" and a consensus price target of $562.67.

S&P Global Price Performance

Shares of SPGI opened at $445.92 on Thursday. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05. The company has a market cap of $133.24 billion, a price-to-earnings ratio of 30.44, a PEG ratio of 1.97 and a beta of 1.23. The company's fifty day simple moving average is $486.60 and its 200 day simple moving average is $499.42. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.40.

S&P Global (NYSE:SPGI - Get Free Report) last posted its earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing analysts' consensus estimates 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 in the prior year, the business posted $3.77 EPS. The business's quarterly revenue was up 9.0% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, research analysts forecast that S&P Global Inc. will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

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

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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