Caprock Group LLC Makes New Investment in S&P Global Inc. $SPGI

Caprock Group LLC acquired a new position in S&P Global Inc. (NYSE:SPGI) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 16,113 shares of the business services provider’s stock, valued at approximately $7,842,000.

Other institutional investors have also modified their holdings of the company. MTM Investment Management LLC acquired a new position in S&P Global during the second quarter valued at approximately $27,000. J.Safra Asset Management Corp acquired a new stake in shares of S&P Global in the third quarter worth $29,000. Spurstone Advisory Services LLC purchased a new position in shares of S&P Global in the 2nd quarter valued at $34,000. Howard Hughes Medical Institute purchased a new position in shares of S&P Global in the 2nd quarter valued at $36,000. Finally, First Pacific Financial lifted its holdings in shares of S&P Global by 51.0% during the 3rd quarter. First Pacific Financial now owns 74 shares of the business services provider’s stock valued at $36,000 after acquiring an additional 25 shares in the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

S&P Global Stock Down 9.6%

Shares of NYSE SPGI opened at $401.68 on Wednesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.97 and a current ratio of 0.97. S&P Global Inc. has a 1 year low of $395.88 and a 1 year high of $579.05. The stock’s 50-day simple moving average is $513.30 and its 200-day simple moving average is $513.90. The firm has a market cap of $121.63 billion, a price-to-earnings ratio of 29.21, a PEG ratio of 1.89 and a beta of 1.20.

S&P Global (NYSE:SPGI) last issued its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 28.10% and a return on equity of 15.90%. The business had revenue of $3.92 billion for the quarter, compared to analyst estimates of $3.89 billion. During the same quarter last year, the business earned $3.77 EPS. S&P Global’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, equities analysts anticipate that S&P Global Inc. will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.97 per share. 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. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. S&P Global’s dividend payout ratio is 27.93%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on SPGI. Stifel Nicolaus lowered their price target on S&P Global from $625.00 to $599.00 and set a “buy” rating for the company in a report on Friday, October 31st. William Blair restated an “outperform” rating on shares of S&P Global in a research note on Monday, November 17th. Morgan Stanley increased their target price on S&P Global from $620.00 to $627.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. JPMorgan Chase & Co. dropped their target price on S&P Global from $635.00 to $615.00 and set an “overweight” rating on the stock in a report on Friday, October 31st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of S&P Global in a research report on Monday, December 29th. One analyst has rated the stock with a Strong Buy rating and sixteen have assigned a Buy rating to the company’s stock. According to MarketBeat.com, S&P Global has a consensus rating of “Buy” and an average price target of $609.57.

Trending Headlines about S&P Global

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

• Positive Sentiment: Short interest fell sharply in January (down ~24.9% to ~3.12M shares, ~1.0% of float; ~1.9 days to cover), which reduces one potential source of downside pressure.
• Positive Sentiment: At least one outlet upgraded SPGI to a Buy, calling levels below $480 an attractive long‑term entry — a signal some investors view as a buying opportunity. S&P Global Upgraded to Buy: An Attractive Long-Term Entry Point Below $480
• Positive Sentiment: Technical commentators note the stock is oversold after a sharp multi‑week decline, arguing a potential short‑term turnaround as selling exhaustion meets upward analyst EPS revisions. Here’s Why S&P Global (SPGI) is Poised for a Turnaround
• Neutral Sentiment: Revenue showed healthy growth — Q4 revenue of ~$3.92B beat estimates (~$3.89B) and was up ~9% year‑over‑year — a stabilizing fundamental datapoint amid mixed metrics. S&P Global Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: EPS slightly missed expectations — $4.30 vs. consensus $4.32 — which, combined with other signals, fed investor disappointment. S&P Global (SPGI) Q4 Earnings Miss Estimates
• Negative Sentiment: FY‑2026 EPS guidance of $19.40–$19.65 came in below the Street (~$19.90), and revenue guidance was roughly in line but not reassuring — the guidance miss is the primary driver cited for the stock’s selloff. S&P Global forecasts 2026 profit below estimates, shares plunge
• Negative Sentiment: Market commentary highlighted that the quarter & guidance didn’t resolve investor concerns around AI exposure and software‑business softness, amplifying the negative reaction. S&P Global Stock Sinks. Why Earnings Couldn’t Resolve AI Concerns.
• Negative Sentiment: SPGI’s weaker 2026 outlook also dragged peers (Moody’s, FactSet) lower, suggesting broader sector re‑rating risk tied to growth expectations. Moody’s and FactSet stocks slide on S&P Global’s weak 2026 outlook

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.