BTC Capital Management Inc. Acquires 1,761 Shares of S&P Global Inc. $SPGI

BTC Capital Management Inc. grew its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 15.8% in the third quarter, Holdings Channel reports. The institutional investor owned 12,913 shares of the business services provider’s stock after acquiring an additional 1,761 shares during the period. BTC Capital Management Inc.’s holdings in S&P Global were worth $6,285,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Brighton Jones LLC raised its stake 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 worth $1,582,000 after purchasing an additional 143 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in 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 worth $547,000 after buying an additional 75 shares in the last quarter. Nordea Investment Management AB raised its position in S&P Global by 2.7% in the 2nd quarter. Nordea Investment Management AB now owns 730,290 shares of the business services provider’s stock valued at $379,393,000 after buying an additional 19,008 shares during the last quarter. Angeles Wealth Management LLC lifted its stake in S&P Global by 23.7% during the 2nd quarter. Angeles Wealth Management LLC now owns 699 shares of the business services provider’s stock valued at $369,000 after acquiring an additional 134 shares in the last quarter. Finally, Stratos Wealth Advisors LLC lifted its stake in S&P Global by 14.9% during the 2nd quarter. Stratos Wealth Advisors LLC now owns 995 shares of the business services provider’s stock valued at $525,000 after acquiring an additional 129 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

S&P Global News Roundup

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

• Positive Sentiment: Major brokerages reiterated bullish views — RBC Capital stuck with a Buy rating, reinforcing investor confidence in the company’s long-term fundamentals. RBC Capital Sticks to Their Buy Rating for S&P Global (SPGI)
• Positive Sentiment: Wells Fargo likewise stayed constructive with a Buy, adding to the supportive analyst narrative that likely helped the stock today. Wells Fargo Remains a Buy on S&P Global (SPGI)
• Positive Sentiment: Industry recognition: S&P Global Ratings was named Ratings Provider of the Year at the Private Equity Wire European Awards — a credibility boost for the franchise and its fees/growth narrative. S&P Global Ratings Wins Ratings Provider of the Year
• Neutral Sentiment: Evercore ISI trimmed its price target but kept a bullish rating — mixed signal that tempers upside while still signaling medium‑term confidence. Evercore ISI Trims S&P Global Inc. (SPGI) Price Target
• Neutral Sentiment: Mizuho cut its target from $657 to $551 but maintained an Outperform rating — another mixed analyst move that reduces implied upside while leaving a buy case intact. Mizuho Lowers Price Target for S&P Global
• Neutral Sentiment: Market commentary pieces and an options‑flow deep dive reflect elevated attention and active positioning by traders, useful for short‑term volatility but not clearly directional. S&P Global Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Analysis asking whether SPGI is fairly priced after the recent slump — highlights valuation debate that could keep trading choppy. Is S&P Global (SPGI) Still Priced Fairly After The Recent Share Price Slump
• Negative Sentiment: Near‑term pressure stems from disappointing quarterly results that produced a new 12‑month low — the company slightly missed EPS estimates and guidance/forward growth expectations are under the microscope. S&P Global (NYSE:SPGI) Reaches New 12-Month Low on Disappointing Earnings

Wall Street Analysts Forecast Growth

SPGI has been the subject of several recent analyst reports. Evercore upped their target price on shares of S&P Global from $629.00 to $632.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Weiss Ratings restated a “buy (b-)” rating on shares of S&P Global in a report on Monday, December 29th. Wells Fargo & Company reduced their price objective on shares of S&P Global from $675.00 to $530.00 and set an “overweight” rating for the company in a research report on Wednesday. Royal Bank Of Canada dropped their target price on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research report on Wednesday. Finally, Stifel Nicolaus cut their target price on S&P Global from $599.00 to $489.00 and set a “buy” rating on the stock in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating and eighteen have issued a Buy rating to the stock. Based on data from MarketBeat, S&P Global has an average rating of “Buy” and an average target price of $576.38.

S&P Global Stock Performance

Shares of SPGI stock opened at $410.04 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.82. The firm has a market cap of $122.52 billion, a price-to-earnings ratio of 27.99, a P/E/G ratio of 1.72 and a beta of 1.20. S&P Global Inc. has a 52 week low of $381.61 and a 52 week high of $579.05. The firm’s 50-day simple moving average is $507.38 and its two-hundred day simple moving average is $511.40.

S&P Global (NYSE:SPGI) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.32 by ($0.02). The company had revenue of $3.92 billion for the quarter, compared to analysts’ expectations of $3.89 billion. S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The company’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.77 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, equities analysts forecast that S&P Global Inc. will post 17.11 earnings per share for the current year.

S&P Global Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th will be paid a $0.97 dividend. The ex-dividend date is Wednesday, February 25th. This is a boost from S&P Global’s previous quarterly dividend of $0.96. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. S&P Global’s dividend payout ratio is presently 26.21%.

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.