S&P Global Inc. $SPGI Shares Purchased by Swedbank AB

Key Points

• Swedbank AB increased its stake in S&P Global by 25.3%, adding 233,215 shares to hold 1,154,841 shares worth about $603.5 million at quarter-end.
• Company insiders continued buying stock — CEO Martina Cheung purchased 2,322 shares at about $429.93 and director Robert Moritz bought 1,152 shares at roughly $434.03, part of 5,974 shares insiders acquired over the past 90 days.
• S&P Global beat Q results (EPS $4.97 vs. $4.82 est.; revenue $4.17B vs. $4.08B), set FY2026 EPS guidance of 19.40–19.65, and analysts have raised price targets (consensus ~$550.63, including Mizuho and JPMorgan upgrades).

Swedbank AB lifted its position in S&P Global Inc. (NYSE:SPGI - Free Report) by 25.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,154,841 shares of the business services provider's stock after purchasing an additional 233,215 shares during the quarter. Swedbank AB owned approximately 0.38% of S&P Global worth $603,508,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Brighton Jones LLC lifted its position 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 worth $1,582,000 after acquiring an additional 143 shares during the period. Sivia Capital Partners LLC raised its stake in shares of S&P Global by 7.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider's stock worth $547,000 after buying an additional 75 shares in the last quarter. Neuberger Berman Group LLC raised its stake in shares of S&P Global by 5.5% during the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider's stock worth $893,511,000 after buying an additional 88,526 shares in the last quarter. Jump Financial LLC purchased a new position in shares of S&P Global during the 2nd quarter worth approximately $552,000. Finally, Main Street Financial Solutions LLC raised its stake in shares of 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 worth $1,694,000 after buying an additional 472 shares in the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO Martina Cheung purchased 2,322 shares of the company's stock in a transaction on Wednesday, April 29th. The stock was bought at an average price of $429.93 per share, with a total value of $998,297.46. Following the completion of the transaction, the chief executive officer owned 27,518 shares of the company's stock, valued at approximately $11,830,813.74. This represents a 9.22% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Robert Edward Jr. Moritz purchased 1,152 shares of the company's stock in a transaction on Thursday, April 30th. The shares were bought at an average cost of $434.03 per share, with a total value of $500,002.56. Following the transaction, the director directly owned 1,152 shares of the company's stock, valued at $500,002.56. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders purchased 5,974 shares of company stock valued at $2,576,775. Corporate insiders own 0.03% of the company's stock.

Key Headlines Impacting S&P Global

Here are the key news stories impacting S&P Global this week:

• Positive Sentiment: Insider buying: CEO Catherine R. Clay purchased 2,500 shares at about $431.39, a high-profile insider purchase that signals management confidence. CEO Catherine Clay Buys 2,500 Shares
• Positive Sentiment: Director purchase: Director Robert Edward Jr. Moritz acquired 1,152 shares at roughly $434.03, reinforcing insider accumulation. Insider buys often support investor sentiment. Director Robert Moritz Acquires Shares
• Positive Sentiment: Analyst lift: Mizuho raised its price target to $554 and reiterated an "outperform" view, adding analyst support for upside versus current levels. Mizuho Raises SPGI Price Target
• Neutral Sentiment: Management outreach: S&P Global presented at Barclays’ Americas Select Conference (transcript available) — useful for incremental detail on strategy and growth but no new guidance. Barclays Conference Transcript
• Neutral Sentiment: Ratings arm activity: S&P Global Ratings revised Municipality Finance Plc’s outlook to negative (rating remains AA+). This is a ratings action for a separate issuer and does not change SPGI’s corporate profile, but highlights ongoing ratings activity. Ratings Outlook Change for MuniFin
• Negative Sentiment: Sector/market pressure: broader “AI panic” and risk-off flows have weighed on financial and information-service names today, creating downward pressure despite company-specific positives. That macro/technical stress is the likeliest driver of the intraday decline. AI Panic Hits Wall Street

S&P Global Stock Performance

S&P Global stock opened at $423.87 on Wednesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. The stock has a fifty day moving average of $430.51 and a two-hundred day moving average of $472.82. The company has a market capitalization of $125.46 billion, a price-to-earnings ratio of 26.83, a PEG ratio of 1.82 and a beta of 1.11. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, topping the consensus estimate of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.S&P Global's revenue was up 10.4% compared to the same quarter last year. During the same quarter last year, the business posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, analysts anticipate that S&P Global Inc. will post 19.58 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on the company. JPMorgan Chase & Co. raised their price objective on S&P Global from $530.00 to $550.00 and gave the company an "overweight" rating in a research note on Wednesday, April 29th. Weiss Ratings downgraded S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, March 11th. Mizuho raised their price objective on S&P Global from $551.00 to $554.00 and gave the company an "outperform" rating in a research note on Tuesday. Jefferies Financial Group raised their price objective on S&P Global from $500.00 to $535.00 and gave the company a "buy" rating in a research note on Monday, April 27th. Finally, Robert W. Baird set a $546.00 price objective on S&P Global in a research note on Wednesday, February 11th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Buy" and an average target price of $550.63.

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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