PFA Pension Forsikringsaktieselskab Takes Position in S&P Global Inc. $SPGI

Key Points

• PFA Pension Forsikringsaktieselskab bought a new stake of 241,181 shares in S&P Global during Q4, valued at about $127.3 million and representing roughly 0.08% of the company.
• CEO Martina Cheung acquired 2,322 shares at about $429.93 on April 29, boosting her holdings to 27,518 shares (a 9.22% increase), while institutional investors own about 87.17% of the stock.
• S&P Global beat quarterly estimates (EPS $4.97 vs. $4.82; revenue $4.17B vs. $4.08B), reported 10.4% revenue growth, set FY2026 EPS guidance of 19.40–19.65, and retains an analyst consensus "Buy" with an average target of $550.44.

PFA Pension Forsikringsaktieselskab bought a new stake in S&P Global Inc. (NYSE:SPGI - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 241,181 shares of the business services provider's stock, valued at approximately $127,269,000. PFA Pension Forsikringsaktieselskab owned approximately 0.08% of S&P Global as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of SPGI. Brighton Jones LLC grew its holdings in shares of S&P Global by 4.7% in the fourth quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider's stock valued at $1,582,000 after acquiring an additional 143 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of S&P Global by 7.8% in the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider's stock valued at $547,000 after acquiring an additional 75 shares in the last quarter. Neuberger Berman Group LLC grew its holdings in shares of S&P Global by 5.5% in the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider's stock valued at $893,511,000 after acquiring an additional 88,526 shares in the last quarter. Jump Financial LLC bought a new position in shares of S&P Global in the second quarter valued at approximately $552,000. Finally, Main Street Financial Solutions LLC grew its holdings in shares of S&P Global by 17.2% in the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider's stock valued at $1,694,000 after acquiring an additional 472 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Martina Cheung acquired 2,322 shares of S&P Global stock in a transaction on Wednesday, April 29th. The stock was acquired at an average cost of $429.93 per share, with a total value of $998,297.46. Following the completion of the acquisition, the chief executive officer owned 27,518 shares in the company, valued at approximately $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.03% of the company's stock.

S&P Global Price Performance

Shares of NYSE SPGI opened at $426.29 on Friday. The stock has a fifty day simple moving average of $430.38 and a two-hundred day simple moving average of $473.37. 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 $129.36 billion, a price-to-earnings ratio of 26.98, a price-to-earnings-growth ratio of 1.85 and a beta of 1.20. The company has a current ratio of 0.68, a quick ratio of 0.82 and a debt-to-equity ratio of 0.34.

S&P Global (NYSE:SPGI - Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same period in the prior year, the company earned $4.37 earnings per share. S&P Global's revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts anticipate that S&P Global Inc. will post 19.56 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. UBS Group reduced their target price 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. The Goldman Sachs Group reaffirmed a "buy" rating on shares of S&P Global in a report on Tuesday. Weiss Ratings lowered S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, March 11th. Mizuho reduced their target price on S&P Global from $657.00 to $551.00 and set an "outperform" rating for the company in a report on Thursday, February 12th. Finally, Morgan Stanley upped their target price on S&P Global from $556.00 to $557.00 and gave the company an "overweight" rating in a report on Wednesday. One 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 stock. According to MarketBeat, the company has an average rating of "Buy" and a consensus target price of $550.44.

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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