Professional Advisory Services Inc. Increases Stock Position in S&P Global Inc. $SPGI

Key Points

• Professional Advisory Services Inc. increased its stake in S&P Global by 37.2% in Q4, now owning 35,717 shares worth about $18.67 million, which represents roughly 2.4% of its portfolio (its 24th largest holding).
• Other large institutions have also materially added positions — including a new Norges Bank stake (~$2.19 billion) and big buys from DZ BANK, TCI and Mizuho — leaving institutional investors with about 87.17% ownership of SPGI.
• Analysts maintain a consensus Buy with an average target of $563.53 despite some recent price-target cuts; SPGI is trading near $411, has provided FY2026 EPS guidance of 19.40–19.65, and recently raised its quarterly dividend to $0.97 (≈0.9% yield).

Professional Advisory Services Inc. increased its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 37.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,717 shares of the business services provider's stock after buying an additional 9,676 shares during the period. S&P Global comprises approximately 2.4% of Professional Advisory Services Inc.'s investment portfolio, making the stock its 24th largest holding. Professional Advisory Services Inc.'s holdings in S&P Global were worth $18,665,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Norges Bank purchased a new position in S&P Global during the second quarter valued at $2,188,945,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its stake in shares of S&P Global by 3,430.6% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 1,554,571 shares of the business services provider's stock worth $819,699,000 after purchasing an additional 1,510,540 shares in the last quarter. TCI Fund Management Ltd. increased its stake in shares of S&P Global by 7.0% during the second quarter. TCI Fund Management Ltd. now owns 11,091,623 shares of the business services provider's stock worth $5,848,502,000 after purchasing an additional 730,354 shares in the last quarter. Mizuho Markets Americas LLC raised its position in shares of S&P Global by 104,031.3% during the 3rd quarter. Mizuho Markets Americas LLC now owns 595,631 shares of the business services provider's stock worth $289,900,000 after purchasing an additional 595,059 shares during the last quarter. Finally, Credit Agricole S A purchased a new position in S&P Global in the 3rd quarter valued at about $180,503,000. Institutional investors and hedge funds own 87.17% of the company's stock.

Analyst Ratings Changes

SPGI has been the subject of several research reports. Stifel Nicolaus cut their price objective on S&P Global from $599.00 to $489.00 and set a "buy" rating for the company in a research note on Wednesday, February 11th. The Goldman Sachs Group set a $498.00 price target on shares of S&P Global in a research report on Wednesday, February 11th. BMO Capital Markets boosted their price objective on S&P Global from $482.00 to $495.00 and gave the stock an "outperform" rating in a research note on Tuesday, March 17th. UBS Group cut their price target on shares of S&P Global from $620.00 to $550.00 and set a "buy" rating for the company in a report on Tuesday, February 17th. Finally, Weiss Ratings lowered shares of S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, March 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $563.53.

S&P Global Trading Down 4.1%

NYSE SPGI opened at $411.45 on Wednesday. The firm has a 50 day simple moving average of $458.25 and a 200-day simple moving average of $487.49. The firm has a market cap of $122.94 billion, a price-to-earnings ratio of 28.09, a PEG ratio of 1.90 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 Inc. has a one year low of $381.61 and a one year high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, missing analysts' consensus estimates of $4.32 by ($0.02). The company had revenue of $3.92 billion for the quarter, compared to analysts' expectations of $3.89 billion. S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The firm's revenue was up 9.0% compared to the same quarter last year. During the same period in the prior year, the company posted $3.77 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities research analysts anticipate that S&P Global Inc. will post 17.11 EPS for the current fiscal year.

S&P Global Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th were issued a dividend of $0.97 per share. This is a boost from S&P Global's previous quarterly dividend of $0.96. The ex-dividend date was Wednesday, February 25th. This represents a $3.88 annualized dividend and a yield of 0.9%. S&P Global's dividend payout ratio (DPR) 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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