S&P Global Inc. $SPGI Shares Bought by Berkeley Inc

Key Points

• Berkeley Inc raised its stake in S&P Global by 14.2% in Q4, adding 2,391 shares to own 19,249 shares worth about $10.06 million, making S&P Global its 10th largest holding and 3.2% of Berkeley’s portfolio.
• Hedge funds and other institutional investors own roughly 87.17% of S&P Global, with major holders including Vanguard (30.26M shares, ~$14.7B) and Wellington (6.23M shares, ~$3.03B).
• S&P Global’s latest quarter showed a slight EPS miss ($4.30 vs. $4.32) but revenue rose 9% to $3.92B; the company set FY2026 EPS guidance of 19.40–19.65 and analysts carry a consensus Buy rating with a $558.47 price target.

Berkeley Inc raised its stake in S&P Global Inc. (NYSE:SPGI - Free Report) by 14.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,249 shares of the business services provider's stock after acquiring an additional 2,391 shares during the quarter. S&P Global makes up 3.2% of Berkeley Inc's portfolio, making the stock its 10th biggest holding. Berkeley Inc's holdings in S&P Global were worth $10,059,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. grew its position in shares of 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. Wellington Management Group LLP grew its position in shares of S&P Global by 4.6% in the third quarter. Wellington Management Group LLP now owns 6,231,644 shares of the business services provider's stock valued at $3,033,003,000 after purchasing an additional 274,285 shares during the period. Legal & General Group Plc grew its position in shares of S&P Global by 3.2% in the third quarter. Legal & General Group Plc now owns 2,202,872 shares of the business services provider's stock valued at $1,072,160,000 after purchasing an additional 67,868 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of S&P Global by 7.1% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 1,965,082 shares of the business services provider's stock valued at $956,425,000 after purchasing an additional 130,177 shares during the period. Finally, Unisphere Establishment grew its position in shares of S&P Global by 5.9% in the second quarter. Unisphere Establishment now owns 1,800,000 shares of the business services provider's stock valued at $949,122,000 after purchasing an additional 100,000 shares during the period. Hedge funds and other institutional investors own 87.17% of the company's stock.

S&P Global Price Performance

SPGI stock opened at $436.84 on Friday. The stock has a 50-day moving average price of $425.38 and a two-hundred day moving average price of $476.42. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05. The company has a current ratio of 0.82, a quick ratio of 0.82 and a debt-to-equity ratio of 0.40. The company has a market cap of $132.56 billion, a PE ratio of 29.82, a price-to-earnings-growth ratio of 1.91 and a beta of 1.20.

S&P Global (NYSE:SPGI - Get Free Report) last posted its quarterly 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 net margin of 29.16% and a return on equity of 16.56%. The firm had revenue of $3.92 billion for the quarter, compared to analysts' expectations of $3.89 billion. During the same period last year, the firm posted $3.77 EPS. S&P Global'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. As a group, research analysts predict that S&P Global Inc. will post 17.11 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on SPGI shares. Robert W. Baird set a $546.00 price objective on S&P Global in a research report on Wednesday, February 11th. Wells Fargo & Company lowered their price objective on S&P Global from $530.00 to $525.00 and set an "overweight" rating for the company in a research report on Monday. Bank of America started coverage on S&P Global in a research report on Tuesday, February 17th. They issued a "buy" rating and a $575.00 price objective for the company. Mizuho lowered their price objective on S&P Global from $657.00 to $551.00 and set an "outperform" rating for the company in a research report on Thursday, February 12th. Finally, BMO Capital Markets lifted their price objective on S&P Global from $482.00 to $495.00 and gave the company an "outperform" rating in a research report on Tuesday, March 17th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat, the stock has a consensus rating of "Buy" and a consensus price target of $558.47.

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.

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