Aware Super Pty Ltd as trustee of Aware Super Acquires Shares of 16,446 S&P Global Inc. $SPGI

Aware Super Pty Ltd as trustee of Aware Super acquired a new stake in shares of S&P Global Inc. (NYSE:SPGI) in the first quarter, HoldingsChannel.com reports. The fund acquired 16,446 shares of the business services provider’s stock, valued at approximately $6,995,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Brighton Jones LLC increased its position in shares of S&P Global by 4.7% in the fourth quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $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 second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock valued at $547,000 after acquiring an additional 75 shares during the last quarter. Neuberger Berman Group LLC boosted its holdings in shares of S&P Global by 5.5% during the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after purchasing an additional 88,526 shares during the period. Jump Financial LLC purchased a new stake in shares of S&P Global during the second quarter worth about $552,000. Finally, Main Street Financial Solutions LLC grew its stake in shares of S&P Global by 17.2% in the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after purchasing an additional 472 shares during the last quarter. Institutional investors own 87.17% of the company’s stock.

S&P Global Price Performance

SPGI opened at $450.57 on Friday. The company’s 50-day simple moving average is $421.35 and its two-hundred day simple moving average is $445.32. 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 market capitalization of $133.37 billion, a P/E ratio of 28.52, a P/E/G ratio of 2.21 and a beta of 1.08. 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 quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The firm had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same period in the previous year, the business posted $4.37 earnings per share. The business’s revenue for the quarter was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, analysts predict that S&P Global Inc. will post 19.32 EPS for the current year.

S&P Global Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Wednesday, August 26th will be paid a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s dividend payout ratio (DPR) is 24.56%.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on SPGI. UBS Group reduced their price target on S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Wells Fargo & Company dropped their price objective on S&P Global from $530.00 to $525.00 and set an “overweight” rating for the company in a report on Monday, April 13th. Jefferies Financial Group lifted their price objective on S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research report on Monday, April 27th. The Goldman Sachs Group reduced their target price on S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Finally, Rothschild & Co Redburn decreased their target price 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. Seventeen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $533.88.

Insider Transactions at S&P Global

In other S&P Global news, CEO Martina Cheung purchased 2,322 shares of S&P Global stock in a transaction dated Wednesday, April 29th. The stock was purchased at an average price of $429.93 per share, with a total value of $998,297.46. Following the transaction, the chief executive officer directly owned 27,518 shares of the company’s stock, valued at $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Catherine R. Clay acquired 2,500 shares of the stock in a transaction dated Friday, May 1st. The stock was acquired at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at approximately $1,078,475. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 5,974 shares of company stock worth $2,576,775 in the last ninety days. Insiders own 0.03% of the company’s stock.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider
• Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters
• Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire
• Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat
• Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance
• Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch

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.