S&P Global Inc. $SPGI Shares Purchased by Vinva Investment Management Ltd

Key Points

• Vinva Investment Management increased its stake in S&P Global (NYSE:SPGI) by 21.4% during Q3 to 26,382 shares, worth about $12.96 million, and institutional investors now own roughly 87.17% of the stock.
• Analysts maintain a positive view with a consensus rating of Buy and an average price target of $562.67, even as several firms trimmed individual targets in recent reports.
• S&P Global reported Q results with EPS of $4.30 (a $0.02 miss) and revenue of $3.92 billion (up 9% y/y), set FY2026 EPS guidance of 19.400–19.650, and raised its quarterly dividend to $0.97 ($3.88 annual, ~0.9% yield).

Vinva Investment Management Ltd grew its holdings in shares of S&P Global Inc. (NYSE:SPGI - Free Report) by 21.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 26,382 shares of the business services provider's stock after purchasing an additional 4,659 shares during the period. Vinva Investment Management Ltd's holdings in S&P Global were worth $12,963,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. MTM Investment Management LLC acquired a new position in shares of S&P Global during the 2nd quarter worth $27,000. J.Safra Asset Management Corp purchased a new position in shares of S&P Global in the 3rd quarter valued at about $29,000. Howard Hughes Medical Institute acquired a new stake in shares of S&P Global in the second quarter valued at about $36,000. First Pacific Financial lifted its stake in shares of S&P Global by 51.0% in the third quarter. First Pacific Financial now owns 74 shares of the business services provider's stock valued at $36,000 after purchasing an additional 25 shares during the period. Finally, Ameriflex Group Inc. boosted its holdings in 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 buying an additional 48 shares in the last quarter. 87.17% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

SPGI has been the subject of a number of research analyst reports. Robert W. Baird set a $546.00 target price on shares of S&P Global in a report on Wednesday, February 11th. BMO Capital Markets decreased their price target on S&P Global from $601.00 to $482.00 and set an "outperform" rating on the stock in a research note on Wednesday, February 11th. Mizuho lowered their price target on S&P Global from $657.00 to $551.00 and set an "outperform" rating on the stock in a report on Thursday, February 12th. Royal Bank Of Canada dropped their price objective on S&P Global from $620.00 to $560.00 and set an "outperform" rating for the company in a research note on Wednesday, February 11th. Finally, Evercore set a $625.00 price objective on S&P Global and gave the stock an "outperform" rating in a report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating and seventeen have issued a Buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Buy" and an average target price of $562.67.

S&P Global Stock Performance

Shares of SPGI opened at $452.52 on Friday. 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 stock has a market cap of $135.21 billion, a P/E ratio of 30.89, a PEG ratio of 2.00 and a beta of 1.23. The company has a 50-day moving average of $483.57 and a two-hundred day moving average of $498.01. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing the consensus estimate 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 business had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same quarter in the prior year, the company earned $3.77 earnings per share. The firm's revenue for the quarter was up 9.0% compared to the same quarter last year. 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 fiscal year.

S&P Global Increases Dividend

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

About S&P Global

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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