Insider Buying: S&P Global (NYSE:SPGI) Director Acquires $500,002.56 in Stock

S&P Global Inc. (NYSE:SPGI) Director Robert Edward Jr. Moritz acquired 1,152 shares of the stock in a transaction on Thursday, April 30th. The shares were purchased at an average cost of $434.03 per share, with a total value of $500,002.56. Following the transaction, the director directly owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This trade represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.

S&P Global Stock Down 0.1%

NYSE:SPGI opened at $423.29 on Thursday. The firm’s 50-day moving average price is $430.89 and its 200-day moving average price is $472.47. The company has a market capitalization of $125.29 billion, a PE ratio of 26.79, a P/E/G ratio of 1.81 and a beta of 1.11. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68. S&P Global Inc. has a 1-year low of $381.61 and a 1-year high of $579.05.

S&P Global (NYSE:SPGI) last issued its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, beating 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 company had revenue of $4.17 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same period last year, the company posted $4.37 EPS. S&P Global’s revenue 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. On average, equities analysts predict that S&P Global Inc. will post 19.58 EPS for the current fiscal year.

More S&P Global News

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

• Positive Sentiment: Q1 beat and buyback narrative — S&P reported stronger-than-expected Q1 EPS and revenue and commentary/coverage is highlighting “massive buybacks” as a potential catalyst to tighten supply and support EPS. Will Strong Q1 2026 EPS and Massive Buybacks Change S&P Global’s (SPGI) Narrative
• Positive Sentiment: Insider buying from the CEO and a director — Filings show CEO Catherine Clay and Director Robert Moritz bought shares recently, a signaling event that can support confidence in management’s outlook. Robert Edward Jr. Moritz Acquires 1,152 Shares of S&P Global (NYSE:SPGI) Stock
• Positive Sentiment: Analyst lift — Mizuho nudged up its price target (to $554) and maintains an outperform stance, adding incremental analyst support to the stock. Benzinga note on Mizuho price target
• Positive Sentiment: Industry tailwinds — Zacks highlights secular growth in securities & exchanges (higher trading volumes, crypto adoption, non‑trading revenue, tech investment) that also benefits S&P’s indices, data and analytics franchises. 5 Stocks to Watch From the Prospering Securities & Exchanges Industry
• Positive Sentiment: Product and index adoption — CARFAX product launches and a client’s inclusion in S&P Dow Jones Best‑in‑Class indices illustrate continued demand for S&P Global’s data/index services (incremental revenue pockets). CARFAX Launches Homegrown™ Badge FENC Included in S&P Global Dow Jones DJBIC Index
• Neutral Sentiment: Analyst commentary and conference appearance — Multiple Globe and Mail analyst roundups and a Barclays conference presentation transcript provide incremental detail but no single surprise that would move consensus dramatically. Barclays conference transcript Analysts Offer Insights on Financial Companies
• Neutral Sentiment: S&P Ratings activity — S&P Global Ratings moved a municipality’s outlook to negative (an operational ratings action), underscoring business-as-usual rating activity but not directly altering corporate-level fundamentals. S&P Global Ratings Revised MuniFin Outlook
• Negative Sentiment: Sector and technical pressure — market commentary points to an “AI panic” and rotation that has put multiple financials on sale; SPGI is also trading beneath its 50‑day moving average, which can amplify short-term selling. AI Panic Hits Wall Street

Wall Street Analysts Forecast Growth

SPGI has been the topic of a number of analyst reports. Barclays reissued an “overweight” rating and issued a $565.00 price target on shares of S&P Global in a research report on Monday, February 23rd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of S&P Global in a research report on Tuesday, April 28th. BMO Capital Markets lifted their price objective on S&P Global from $482.00 to $495.00 and gave the company an “outperform” rating in a research note on Tuesday, March 17th. Robert W. Baird set a $546.00 target price on S&P Global in a report on Wednesday, February 11th. Finally, Wells Fargo & Company cut their target price on S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and one has given a Hold rating to the company. According to MarketBeat, S&P Global presently has an average rating of “Buy” and an average price target of $550.63.

Hedge Funds Weigh In On S&P Global

A number of institutional investors and hedge funds have recently modified their holdings of SPGI. Joseph Group Capital Management purchased a new position in S&P Global in the fourth quarter worth about $29,000. J.Safra Asset Management Corp purchased a new stake in shares of S&P Global during the 3rd quarter valued at about $29,000. North Star Investment Management Corp. lifted its stake in shares of S&P Global by 134.6% in the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after purchasing an additional 35 shares during the period. Palladiem LLC bought a new position in shares of S&P Global in the 4th quarter worth approximately $36,000. Finally, Palisade Asset Management LLC purchased a new position in shares of S&P Global in the third quarter worth approximately $36,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

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.