Keybank National Association OH Sells 3,710 Shares of S&P Global Inc. $SPGI

Keybank National Association OH cut its position in shares of S&P Global Inc. (NYSE:SPGI) by 2.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 152,180 shares of the business services provider’s stock after selling 3,710 shares during the quarter. Keybank National Association OH’s holdings in S&P Global were worth $79,528,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the company. Jones Financial Companies Lllp increased its stake in S&P Global by 17.7% in the 3rd quarter. Jones Financial Companies Lllp now owns 66,809 shares of the business services provider’s stock valued at $32,541,000 after buying an additional 10,044 shares during the last quarter. Prime Capital Investment Advisors LLC increased its stake in S&P Global by 324.8% in the 3rd quarter. Prime Capital Investment Advisors LLC now owns 28,094 shares of the business services provider’s stock valued at $13,673,000 after buying an additional 21,481 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in S&P Global by 3.3% in the 3rd quarter. Envestnet Asset Management Inc. now owns 938,251 shares of the business services provider’s stock valued at $456,656,000 after buying an additional 30,080 shares during the last quarter. Collier Financial acquired a new stake in S&P Global in the 3rd quarter valued at $2,865,000. Finally, Mawer Investment Management Ltd. increased its stake in S&P Global by 27.3% in the 3rd quarter. Mawer Investment Management Ltd. now owns 168,229 shares of the business services provider’s stock valued at $81,879,000 after buying an additional 36,078 shares during the last quarter. 87.17% of the stock is currently owned by institutional investors.

S&P Global Stock Performance

Shares of SPGI stock opened at $433.75 on Wednesday. The company has a market capitalization of $131.63 billion, a price-to-earnings ratio of 29.61, a PEG ratio of 1.96 and a beta of 1.20. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82. The company has a 50-day simple moving average of $429.80 and a 200 day simple moving average of $473.94. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05.

S&P Global (NYSE:SPGI) last announced its earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping the consensus estimate of $4.82 by $0.15. The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. S&P Global’s revenue was up 10.4% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts predict that S&P Global Inc. will post 19.51 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages have issued reports on SPGI. Royal Bank Of Canada lowered their price target on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Robert W. Baird set a $546.00 price target on shares of S&P Global in a research note on Wednesday, February 11th. Barclays reiterated an “overweight” rating and issued a $565.00 price target on shares of S&P Global in a research note on Monday, February 23rd. Mizuho lowered their price target on shares of S&P Global from $657.00 to $551.00 and set an “outperform” rating on the stock in a research note on Thursday, February 12th. Finally, Jefferies Financial Group lifted their price target on shares of S&P Global from $500.00 to $535.00 and gave the company a “buy” rating in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Buy” and an average price target of $549.13.

S&P Global News Roundup

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

• Positive Sentiment: Q1 beat: S&P Global reported stronger-than-expected Q1 results — $4.97 EPS vs. $4.82 expected and revenue of $4.17B (up 10.4% y/y). Management highlighted margin expansion and strength across Ratings, Indices and Market Intelligence, which supports the stock’s rally. Reuters: S&P Global reports higher first-quarter profit
• Positive Sentiment: Analyst vote of confidence: Jefferies raised its price target to $535 and maintained a “buy” rating, signaling meaningful upside versus current levels and reinforcing bullish analyst sentiment. MarketScreener: Jefferies adjusts price target
• Positive Sentiment: AI narrative: Coverage from outlets (Barron’s, Seeking Alpha) frames S&P as part of an AI-led growth cohort in services — helping investor sentiment around recurring data/analytics revenue and long-term growth potential. Barron’s: These 8 Services Stocks Are AI Winners
• Neutral Sentiment: Brand/industry activity: S&P Global Energy opened nominations for the Platts Global Energy Awards — a positive for brand engagement but unlikely to move fundamentals short-term. PR Newswire: Nominations Open for Platts Global Energy Awards 2026
• Neutral Sentiment: Macro/data product release: S&P’s Case‑Shiller home‑price release showed modest national gains — relevant to S&P indices/products but not a direct driver of SPGI earnings. PR Newswire: Case-Shiller Index Reports Annual Gain
• Negative Sentiment: Guidance slightly cautious: S&P set FY26 EPS guidance of $19.40–$19.65 (consensus ~$19.61) and revenue guidance slightly centered around the street — the small downside vs. some estimates has created short-term selling pressure. PR Newswire: S&P Global Reports First Quarter Results
• Negative Sentiment: Minor analyst trim: Erste Group cut its FY26 EPS estimate to $19.58 from $19.60 — a tiny downgrade but it adds to the cautious data points following guidance. (Analyst note released April 27)

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.