S&P Global Inc. $SPGI Shares Purchased by Flossbach Von Storch SE

Key Points

• Flossbach Von Storch SE increased its S&P Global stake by 13.7% in the second quarter, adding 189,758 shares to hold 1.58 million shares worth approximately $642.5 million. Institutional investors collectively own 87.17% of SPGI.
• S&P Global exceeded quarterly expectations with earnings of $4.83 per share versus the $4.81 consensus and revenue of $4.15 billion, up 10.4% year over year. The company issued fiscal 2026 EPS guidance of $17.50–$17.75.
• The company declared a quarterly dividend of $0.97, representing an annualized payout of $3.88 and a 0.9% yield. Analysts maintain a “Moderate Buy” consensus with an average price target of $523.59, compared with shares opening at $427.02.

Flossbach Von Storch SE grew its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 13.7% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,577,668 shares of the business services provider's stock after purchasing an additional 189,758 shares during the quarter. S&P Global makes up about 2.9% of Flossbach Von Storch SE's portfolio, making the stock its 14th biggest holding. Flossbach Von Storch SE owned approximately 0.54% of S&P Global worth $642,521,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of the business. Joseph Group Capital Management acquired a new stake in shares of S&P Global in the fourth quarter valued at about $29,000. North Star Investment Management Corp. boosted its position in S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider's stock worth $32,000 after acquiring an additional 35 shares during the last quarter. Palladiem LLC purchased a new stake in S&P Global during the 4th quarter valued at about $36,000. Palisade Asset Management LLC purchased a new stake in S&P Global during the 3rd quarter valued at about $36,000. Finally, Swiss RE Ltd. acquired a new stake in S&P Global in the 4th quarter valued at about $39,000. Hedge funds and other institutional investors own 87.17% of the company's stock.

S&P Global Price Performance

Shares of SPGI stock opened at $427.02 on Thursday. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.95 and a quick ratio of 0.95. The firm's 50-day moving average is $422.28 and its two-hundred day moving average is $426.09. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $559.60. The company has a market capitalization of $125.89 billion, a PE ratio of 26.07, a price-to-earnings-growth ratio of 1.88 and a beta of 1.07.

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

S&P Global Dividend Announcement

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

Analyst Ratings Changes

SPGI has been the topic of a number of research reports. Robert W. Baird decreased their target price on shares of S&P Global from $521.00 to $513.00 and set an "outperform" rating on the stock in a research note on Wednesday, July 29th. Citigroup upped their price target on S&P Global from $454.00 to $500.00 and gave the company a "buy" rating in a research report on Wednesday, July 29th. Rothschild & Co Redburn cut their price target on S&P Global from $540.00 to $520.00 and set a "buy" rating for the company in a report on Thursday, June 18th. Royal Bank Of Canada reduced their price objective on S&P Global from $560.00 to $510.00 and set an "outperform" rating on the stock in a research report on Tuesday, July 7th. Finally, BMO Capital Markets boosted their price objective on S&P Global from $495.00 to $505.00 and gave the stock an "outperform" rating in a research note on Tuesday, July 7th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $523.59.

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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