O Shaughnessy Asset Management LLC Boosts Position in S&P Global Inc. $SPGI

O Shaughnessy Asset Management LLC boosted its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 2.4% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 73,966 shares of the business services provider’s stock after buying an additional 1,748 shares during the quarter. O Shaughnessy Asset Management LLC’s holdings in S&P Global were worth $38,654,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of SPGI. Joseph Group Capital Management purchased a new position in S&P Global during the 4th quarter worth approximately $29,000. North Star Investment Management Corp. raised its position in S&P Global by 134.6% during the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after buying an additional 35 shares during the last quarter. Palladiem LLC purchased a new position in S&P Global during the 4th quarter worth approximately $36,000. Palisade Asset Management LLC purchased a new position in S&P Global during the 3rd quarter worth approximately $36,000. Finally, Ameriflex Group Inc. raised its position in S&P Global by 171.4% during the 3rd quarter. Ameriflex Group Inc. now owns 76 shares of the business services provider’s stock worth $37,000 after buying an additional 48 shares during the last quarter. 87.17% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at S&P Global

In related news, CEO Catherine R. Clay purchased 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 purchase, the chief executive officer owned 2,500 shares of the company’s stock, valued at $1,078,475. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Martina Cheung purchased 2,322 shares of the company’s stock in a transaction that occurred on Wednesday, April 29th. The stock was bought at an average cost of $429.93 per share, for a total transaction of $998,297.46. Following the purchase, the chief executive officer directly owned 27,518 shares in the company, valued at $11,830,813.74. This trade represents a 9.22% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have purchased 5,974 shares of company stock valued at $2,576,775. 0.03% of the stock is owned by company insiders.

S&P Global Price Performance

Shares of NYSE SPGI opened at $425.16 on Monday. The stock has a market capitalization of $125.85 billion, a price-to-earnings ratio of 26.91, a PEG ratio of 1.81 and a beta of 1.08. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05. The firm’s 50 day simple moving average is $424.53 and its 200-day simple moving average is $461.19. 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 (NYSE:SPGI) last issued its quarterly earnings data 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. The business had revenue of $4.17 billion for the quarter, compared to analysts’ expectations of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The business’s revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the company earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts expect that S&P Global Inc. will post 19.61 EPS for the current year.

S&P Global Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 29th will be paid a $0.97 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. S&P Global’s dividend payout ratio (DPR) is currently 24.56%.

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Bank of America assumed coverage on shares of S&P Global in a research report on Tuesday, February 17th. They set a “buy” rating and a $575.00 price target for the company. Stifel Nicolaus reduced their price target on shares of S&P Global from $599.00 to $489.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Royal Bank Of Canada reduced their price target on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. JPMorgan Chase & Co. raised their price objective on shares of S&P Global from $530.00 to $550.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Finally, Daiwa Securities Group dropped their price objective on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating on the stock in a research note on Wednesday, May 20th. Seventeen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $546.39.

S&P Global 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.