Bull Harbor Capital LLC Buys Shares of 3,169 S&P Global Inc. $SPGI

Bull Harbor Capital LLC purchased a new position in shares of S&P Global Inc. (NYSE:SPGI) during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 3,169 shares of the business services provider’s stock, valued at approximately $1,348,000.

Several other hedge funds and other institutional investors have also modified their holdings of SPGI. Dorsey Asset Management LLC purchased a new stake in S&P Global during the 1st quarter worth approximately $94,716,000. Troy Asset Management Ltd boosted its position in S&P Global by 26.2% in the 4th quarter. Troy Asset Management Ltd now owns 41,706 shares of the business services provider’s stock valued at $21,795,000 after buying an additional 8,652 shares during the period. Capital International Inc. CA boosted its position in S&P Global by 11.6% in the 4th quarter. Capital International Inc. CA now owns 70,716 shares of the business services provider’s stock valued at $36,955,000 after buying an additional 7,343 shares during the period. V Square Quantitative Management LLC acquired a new position in shares of S&P Global in the fourth quarter worth $3,652,000. Finally, Bartlett & CO. Wealth Management LLC grew its stake in shares of S&P Global by 2.3% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 120,642 shares of the business services provider’s stock worth $63,047,000 after acquiring an additional 2,672 shares in the last quarter. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

More S&P Global News

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

• Positive Sentiment: Second-quarter results exceeded estimates. S&P Global reported adjusted EPS of $4.83, ahead of the $4.81 consensus, while revenue increased 10.4% year over year to $4.15 billion, topping the $4.12 billion estimate. Ratings and Indices were key sources of strength, supporting higher margins, profit and cash flow. S&P Global Reports Second Quarter Results
• Positive Sentiment: Shareholder returns and outlook improvements in key businesses provided support. Management expects more than $7 billion in 2026 buybacks following the Mobility spin-off and raised its Ratings and Indices outlook. The company also highlighted AI-driven growth and expanding benchmark demand. SPGI Q2 Earnings Call Highlights AI Growth and Buybacks
• Positive Sentiment: Expansion into private markets, African credit and data-center infrastructure could broaden long-term growth. S&P Global added With Intelligence datasets to Capital IQ Pro and agreed to acquire majority control of Agusto & Company and data-center intelligence provider datacenterHawk. Expanded Private Markets Datasets
• Neutral Sentiment: Analysts remain constructive but adjusted valuation targets. Citigroup raised its target to $500 and maintained a Buy rating, while JPMorgan, Barclays and Baird modestly lowered targets but retained bullish ratings such as Overweight or Outperform.
• Negative Sentiment: Full-year guidance was the main pressure point. S&P Global forecast 2026 EPS of $17.50-$17.75, below the approximately $18.98 analyst consensus cited before the update. Investors also reacted to reports characterizing EPS performance as weaker than expected on certain measures, overshadowing the reported quarterly beat. An analyst also reduced its FY2027 EPS estimate to $20.32 from $20.92.

Analysts Set New Price Targets

A number of research firms have recently weighed in on SPGI. Royal Bank Of Canada cut their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 7th. Mizuho lifted their target price on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Jefferies Financial Group boosted their target price on S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research note on Monday, April 27th. Rothschild & Co Redburn cut their price target on S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, June 18th. Finally, BMO Capital Markets increased their price target on S&P Global from $495.00 to $505.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $523.59.

Insider Activity at S&P Global

In other S&P Global news, CEO Catherine R. Clay bought 2,500 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were purchased at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the completion of the acquisition, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. This represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 0.03% of the company’s stock.

S&P Global Stock Down 0.9%

Shares of S&P Global stock opened at $420.70 on Thursday. The company has a quick ratio of 0.68, a current ratio of 0.95 and a debt-to-equity ratio of 0.40. S&P Global Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The company has a market capitalization of $124.53 billion, a P/E ratio of 25.68, a P/E/G ratio of 2.25 and a beta of 1.08. The company has a 50 day moving average of $424.07 and a 200 day moving average of $439.10.

S&P Global (NYSE:SPGI) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $4.83 EPS for the quarter, beating analysts’ consensus estimates of $4.81 by $0.02. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The company had revenue of $4.15 billion for the quarter, compared to the consensus estimate of $4.09 billion. During the same period in the prior year, the firm posted $4.43 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. As a group, research analysts forecast that S&P Global Inc. will post 17.61 EPS for the current fiscal year.

S&P Global Announces Dividend

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

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.