S&P Global Inc. $SPGI Shares Acquired by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management raised its stake in S&P Global by 14.4% in Q4, acquiring an additional 83,985 shares to hold 667,470 shares (about 0.22% of the company) valued at roughly $348.8 million.
• Wall Street consensus remains a Buy with an average price target of $558.80, although several firms recently trimmed targets (e.g., UBS to $550, RBC to $560) while others initiated or maintained bullish ratings.
• S&P Global’s latest quarter showed a slight EPS miss ($4.30 vs. $4.32) but revenue beat ($3.92B) and the company set FY2026 guidance of $19.40–$19.65 EPS; management also raised the quarterly dividend to $0.97 ($3.88 annualized, ~0.9% yield).

Robeco Institutional Asset Management B.V. lifted its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 14.4% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 667,470 shares of the business services provider's stock after purchasing an additional 83,985 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.22% of S&P Global worth $348,813,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. J.Safra Asset Management Corp acquired a new stake in shares of S&P Global during the third quarter worth about $29,000. First Pacific Financial lifted its position in shares of S&P Global by 51.0% during the third quarter. First Pacific Financial now owns 74 shares of the business services provider's stock worth $36,000 after purchasing an additional 25 shares in the last quarter. Palisade Asset Management LLC acquired a new stake in shares of S&P Global during the third quarter worth about $36,000. Ameriflex Group Inc. lifted its position in shares of S&P Global by 171.4% during the third quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider's stock worth $37,000 after purchasing an additional 48 shares in the last quarter. Finally, TruNorth Capital Management LLC raised its holdings in S&P Global by 937.5% in the third quarter. TruNorth Capital Management LLC now owns 83 shares of the business services provider's stock valued at $40,000 after acquiring an additional 75 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on SPGI. UBS Group reduced their target price on shares of S&P Global from $620.00 to $550.00 and set a "buy" rating on the stock in a report on Tuesday, February 17th. Royal Bank Of Canada reduced their target price on shares of S&P Global from $620.00 to $560.00 and set an "outperform" rating on the stock in a report on Wednesday, February 11th. Bank of America began coverage on shares of S&P Global in a report on Tuesday, February 17th. They issued a "buy" rating and a $575.00 target price on the stock. Robert W. Baird set a $546.00 target price on shares of S&P Global in a report on Wednesday, February 11th. Finally, BMO Capital Markets raised their target price on shares of S&P Global from $482.00 to $495.00 and gave the company an "outperform" rating in a report on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Buy" and an average price target of $558.80.

S&P Global Trading Down 2.0%

NYSE:SPGI opened at $415.66 on Friday. The stock has a 50-day simple moving average of $429.15 and a 200-day simple moving average of $477.93. The stock has a market cap of $126.14 billion, a P/E ratio of 28.37, a P/E/G ratio of 1.84 and a beta of 1.20. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $579.05. 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 released its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.32 by ($0.02). The business had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.89 billion. S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The company'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 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, analysts anticipate that S&P Global Inc. will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th were paid a $0.97 dividend. This is an increase from S&P Global's previous quarterly dividend of $0.96. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date was Wednesday, February 25th. S&P Global's payout ratio is currently 26.48%.

S&P Global Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.