S&P Global Inc. $SPGI Shares Bought by Qsemble Capital Management LP

Key Points

• Qsemble Capital Management increased its S&P Global stake by 49.8% in the second quarter, bringing its holdings to 7,564 shares valued at approximately $3.08 million. Institutional investors collectively own 87.17% of the company.
• S&P Global reported quarterly earnings of $4.83 per share, slightly exceeding estimates, while revenue rose 10.4% year over year to $4.15 billion. The company guided for fiscal 2026 earnings of $17.50–$17.75 per share.
• The company declared a quarterly dividend of $0.97 per share, representing a 0.9% yield. Analysts maintain a consensus “Moderate Buy” rating, with an average price target of $523.59 versus the reported share price of $418.15.

Qsemble Capital Management LP lifted its stake in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 49.8% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,564 shares of the business services provider's stock after purchasing an additional 2,516 shares during the quarter. Qsemble Capital Management LP's holdings in S&P Global were worth $3,081,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of SPGI. Brighton Jones LLC increased its stake in S&P Global by 4.7% during the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider's stock valued at $1,582,000 after buying an additional 143 shares during the period. Sivia Capital Partners LLC increased its stake in shares of S&P Global by 7.8% during 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 during the period. Neuberger Berman Group LLC lifted its position in 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 worth $893,511,000 after purchasing an additional 88,526 shares during the period. Jump Financial LLC acquired a new stake in S&P Global in the second quarter worth approximately $552,000. Finally, Main Street Financial Solutions LLC boosted its stake in S&P Global by 17.2% during the 2nd quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider's stock valued at $1,694,000 after purchasing an additional 472 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company's stock.

S&P Global Price Performance

NYSE SPGI opened at $418.15 on Friday. S&P Global Inc. has a 1 year low of $381.61 and a 1 year high of $565.28. The business's fifty day moving average is $422.53 and its two-hundred day moving average is $429.14. The stock has a market capitalization of $123.27 billion, a P/E ratio of 25.53, a P/E/G ratio of 1.90 and a beta of 1.07. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.95 and a current ratio of 0.95.

S&P Global (NYSE:SPGI - Get Free Report) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, topping the consensus estimate of $4.81 by $0.02. The business had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.09 billion. S&P Global had a return on equity of 17.74% and a net margin of 31.37%.The company's revenue was up 10.4% compared to the same quarter last year. During the same period last year, the company posted $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. On average, research analysts forecast that S&P Global Inc. will post 17.75 earnings per share for the current fiscal year.

S&P Global Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Wednesday, August 26th will be issued a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Wednesday, August 26th. S&P Global's dividend payout ratio is currently 23.69%.

Wall Street Analyst Weigh In

A number of research firms have recently commented on SPGI. Bank of America dropped their price objective on S&P Global from $575.00 to $550.00 and set a "buy" rating on the stock in a research note on Friday, July 10th. UBS Group lowered their target price on S&P Global from $550.00 to $525.00 and set a "buy" rating on the stock in a report on Tuesday, July 7th. Citigroup boosted their price target on shares of S&P Global from $454.00 to $500.00 and gave the stock a "buy" rating in a research report on Wednesday, July 29th. Morgan Stanley dropped their price target on shares of S&P Global from $557.00 to $525.00 and set an "overweight" rating on the stock in a research report on Tuesday, July 7th. Finally, Barclays cut their price target on shares of S&P Global from $555.00 to $553.00 and set an "overweight" rating for the company in a report on Wednesday, July 29th. Eighteen analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $523.59.

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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