Compass Capital Management Inc. Boosts Stock Position in S&P Global Inc. $SPGI

Compass Capital Management Inc. raised its holdings in S&P Global Inc. (NYSE:SPGI) by 4,306.0% in the first quarter, Holdings Channel reports. The firm owned 127,290 shares of the business services provider’s stock after purchasing an additional 124,401 shares during the period. S&P Global accounts for 3.2% of Compass Capital Management Inc.’s investment portfolio, making the stock its 15th largest holding. Compass Capital Management Inc.’s holdings in S&P Global were worth $54,142,000 at the end of the most recent reporting period.

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

Key Headlines Impacting S&P Global

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

• Positive Sentiment: Wells Fargo issued a Buy rating on S&P Global, adding to the bullish case for the stock. Wells Fargo Releases a Buy Rating on S&P Global
• Positive Sentiment: Citigroup said S&P Global’s stock price is expected to rise, providing a positive counterpoint to the more cautious views from other analysts. Citigroup Analyst Says S&P Global Stock Price Expected to Rise
• Positive Sentiment: S&P Global agreed to acquire a stake in African ratings firm Agusto, expanding its presence in a developing credit-markets region and potentially supporting long-term growth. S&P Global Buys Into African Ratings With Agusto Deal
• Positive Sentiment: An investment analysis described the recent selloff as a potential buying opportunity, arguing that the company’s long-term fundamentals remain attractive. S&P Global: Why This Selloff Is a Rare Buying Opportunity
• Neutral Sentiment: Analysts remain divided on S&P Global, with bullish ratings offset by concerns about valuation and earnings estimates. Analysts Conflicted on S&P Global
• Neutral Sentiment: S&P Global underperformed some industry peers in the latest trading session, indicating weaker near-term market momentum. S&P Global Stock Underperforms Competitors
• Negative Sentiment: Robert W. Baird issued a pessimistic forecast for S&P Global’s stock price, adding pressure to the shares. Robert W. Baird Issues Pessimistic Forecast
• Negative Sentiment: JPMorgan Chase also issued a cautious stock-price forecast, reinforcing concerns about limited upside. JPMorgan Issues Pessimistic Forecast
• Negative Sentiment: Erste Group Bank reduced its FY2027 earnings-per-share forecast, signaling expectations for slower future profit growth. Erste Group Bank Cuts S&P Global FY2027 EPS Forecast
• Negative Sentiment: One valuation analysis called the stock slightly overvalued even after its substantial decline, which may discourage near-term buyers. S&P Global Stock Looks Slightly Overvalued

S&P Global Price Performance

Shares of NYSE:SPGI opened at $412.24 on Friday. The company has a quick ratio of 0.68, a current ratio of 0.95 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $121.53 billion, a PE ratio of 25.17, a P/E/G ratio of 2.21 and a beta of 1.08. S&P Global Inc. has a twelve month low of $381.61 and a twelve month high of $579.05. The company has a 50-day moving average price of $423.91 and a two-hundred day moving average price of $438.02.

S&P Global (NYSE:SPGI) last posted its earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $4.15 billion during the quarter, compared to the consensus estimate of $4.09 billion. During the same quarter last year, the company earned $4.43 earnings per share. The company’s revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Equities analysts forecast that S&P Global Inc. will post 17.74 EPS for the current year.

S&P Global Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be issued a $0.97 dividend. The ex-dividend date of this dividend is Wednesday, August 26th. This represents a $3.88 annualized dividend and a yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is 23.69%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Daiwa Securities Group decreased their price target on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a research note on Wednesday, May 20th. Stifel Nicolaus upped their price objective on S&P Global from $489.00 to $521.00 and gave the company a “buy” rating in a research note on Friday, July 17th. Rothschild & Co Redburn reduced their price objective 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. UBS Group decreased their target price on S&P Global from $550.00 to $525.00 and set a “buy” rating for the company in a research report on Tuesday, July 7th. Finally, Bank of America decreased their target price on S&P Global from $575.00 to $550.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Eighteen equities research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, S&P Global presently has an average rating of “Moderate Buy” and an average price target of $523.59.

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.