Proficio Capital Partners LLC Invests $667,000 in S&P Global Inc. $SPGI

Proficio Capital Partners LLC acquired a new position in shares of S&P Global Inc. (NYSE:SPGI) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 1,638 shares of the business services provider’s stock, valued at approximately $667,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Dorsey Asset Management LLC purchased a new position in S&P Global in the first quarter worth approximately $94,716,000. Troy Asset Management Ltd grew its stake in shares of S&P Global by 26.2% during the fourth quarter. Troy Asset Management Ltd now owns 41,706 shares of the business services provider’s stock worth $21,795,000 after purchasing an additional 8,652 shares in the last quarter. Capital International Inc. CA lifted its holdings in S&P Global by 11.6% during the 4th quarter. Capital International Inc. CA now owns 70,716 shares of the business services provider’s stock worth $36,955,000 after buying an additional 7,343 shares during the last quarter. ABN Amro Investment Solutions raised its position in shares of S&P Global by 6.3% during the 4th quarter. ABN Amro Investment Solutions now owns 151,284 shares of the business services provider’s stock worth $79,060,000 after acquiring an additional 8,997 shares in the last quarter. Finally, Rit Capital Partners PLC acquired a new position in S&P Global in the fourth quarter valued at approximately $44,160,000. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Trending Headlines about S&P Global

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

• Positive Sentiment: Potential Capital IQ Pro spinout: Reports that S&P Global is considering a multibillion-dollar spinout of its Capital IQ platform initially supported the stock. A separation could unlock value by highlighting the financial-data business’s standalone growth and valuation, although no transaction has been confirmed. S&P Global reportedly considers multibillion-dollar spinout of Capital IQ platform
• Positive Sentiment: Data-center exposure expanded: S&P Global completed its acquisition of datacenterHawk, adding intelligence covering data centers, fiber networks and related infrastructure. The deal strengthens S&P Global Energy’s positioning in markets benefiting from artificial-intelligence-driven power and computing demand. S&P Global Completes Acquisition of datacenterHawk
• Positive Sentiment: New digital-asset index platform: S&P Dow Jones Indices and Kaiko launched the co-branded S&P Kaiko Digital Asset Indices suite, broadening S&P Global’s offerings in cryptocurrency benchmarks and market data. The financial impact is not yet quantified but could create incremental index and licensing revenue. S&P Dow Jones Indices and Kaiko Introduce S&P Kaiko Digital Asset Indices
• Neutral Sentiment: Alipay+ research partnership: A joint S&P Global report found that consumers increasingly expect seamless mobile payments and AI assistance, while payment interoperability and trust remain challenges. The report reinforces S&P Global’s research and data capabilities but has limited immediate earnings implications. Interoperability and Trust Key to AI Commerce
• Neutral Sentiment: Energy software divestiture completed: S&P Global transferred its geoscience and petroleum-engineering software portfolio to SLB. The sale simplifies the portfolio and supports strategic focus, but removes an operating business; financial terms and proceeds were not disclosed. S&P Global Completes Divestiture of Upstream Energy Software Portfolio to SLB
• Negative Sentiment: Income appeal remains limited: Commentary noted that SPGI’s dividend yield is around 1%, meaning the stock relies more on dividend growth and earnings expansion than current income to attract dividend investors. SPGI Yields Around 1%

S&P Global Stock Down 1.9%

SPGI stock opened at $432.05 on Thursday. The company has a fifty day moving average price of $426.53 and a 200 day moving average price of $424.98. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $552.25. The company has a market cap of $127.37 billion, a price-to-earnings ratio of 26.38, a price-to-earnings-growth ratio of 2.12 and a beta of 1.07. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.95 and a quick ratio of 0.95.

S&P Global (NYSE:SPGI) last issued its quarterly earnings data on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.81 by $0.02. The company had revenue of $4.15 billion for the quarter, compared to the consensus estimate of $4.09 billion. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. S&P Global’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period last year, the firm posted $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Sell-side analysts expect that S&P Global Inc. will post 17.75 earnings per share for the current year.

S&P Global Announces Dividend

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

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the stock. Zacks Research cut shares of S&P Global from a “hold” rating to a “strong sell” rating in a report on Monday, July 20th. Bank of America reduced their price target on shares of 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. Morgan Stanley decreased their price objective on shares of S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a research note on Tuesday, July 7th. Stifel Nicolaus raised their price objective on S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a report on Friday, July 17th. Finally, UBS Group cut their target price on S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $523.59.

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.