Waverly Advisors LLC Has $4.73 Million Stock Position in S&P Global Inc. $SPGI

Waverly Advisors LLC boosted its holdings in S&P Global Inc. (NYSE:SPGI) by 95.3% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 11,112 shares of the business services provider’s stock after purchasing an additional 5,421 shares during the period. Waverly Advisors LLC’s holdings in S&P Global were worth $4,726,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. Brighton Jones LLC increased its holdings in shares of S&P Global by 4.7% during the 4th 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 period. Sivia Capital Partners LLC lifted its stake in shares of S&P Global by 7.8% in the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock valued at $547,000 after buying an additional 75 shares during the period. Neuberger Berman Group LLC grew its position in S&P Global by 5.5% during the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after buying an additional 88,526 shares in the last quarter. Jump Financial LLC bought a new position in S&P Global during the second quarter valued at about $552,000. Finally, Main Street Financial Solutions LLC raised its holdings in S&P Global by 17.2% in the 2nd quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock valued at $1,694,000 after acquiring an additional 472 shares in the last quarter. 87.17% of the stock is owned by institutional investors.

Insider Activity

In other news, Director Robert Edward Jr. Moritz bought 1,152 shares of the stock in a transaction dated Thursday, April 30th. The shares were acquired at an average price of $434.03 per share, with a total value of $500,002.56. Following the acquisition, the director owned 1,152 shares in the company, valued at $500,002.56. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Catherine R. Clay bought 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 transaction, the chief executive officer directly owned 2,500 shares in the company, valued at $1,078,475. This represents a ? increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 0.03% of the stock is currently owned by corporate insiders.

S&P Global News Roundup

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

• Positive Sentiment: Solid second-quarter performance: S&P Global reported adjusted EPS of $4.83, above the $4.81 consensus estimate, while revenue reached $4.15 billion versus expectations of $4.12 billion. Revenue increased 10.4% year over year, supported by strong performance in Ratings and Indices, which also helped margins, profit and cash flow. S&P Global Q2 Earnings Beat on Ratings & Indices Strength
• Positive Sentiment: Capital return and segment outlook: Management anticipates more than $7 billion in 2026 share repurchases and raised its outlook for the Ratings and Indices businesses. These actions may support per-share earnings and signal confidence in the company’s core franchises. S&P Global anticipates adjusted EPS and buybacks
• Positive Sentiment: Expansion into growth markets: S&P Global agreed to acquire majority stakes in Agusto & Company, expanding its Ratings presence across African debt markets, and datacenterHawk, adding asset-level data on data centers, fiber networks and infrastructure. The deals could broaden the company’s data and market-intelligence offerings, although their near-term financial contribution was not specified. Agusto acquisition datacenterHawk acquisition
• Neutral Sentiment: Strategic data focus: The company’s Orbit presentation emphasized capital flows, risk analysis and data opportunities, including infrastructure and energy markets. This reinforces S&P Global’s longer-term strategy but provides limited immediate earnings impact. Orbit presentation transcript
• Negative Sentiment: 2026 guidance disappointed relative to estimates: S&P Global issued adjusted EPS guidance of $17.50–$17.75, below the cited consensus estimate of $18.98. The lower-than-expected outlook outweighed the quarterly beat and became the main reason for the negative stock reaction. Results also included adjustments related to the Mobility spinoff, adding complexity to comparisons. S&P Global second-quarter results

S&P Global Price Performance

S&P Global stock opened at $423.55 on Wednesday. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68. The company has a market capitalization of $125.37 billion, a PE ratio of 26.81, a price-to-earnings-growth ratio of 2.23 and a beta of 1.08. S&P Global Inc. has a one year low of $381.61 and a one year high of $579.05. The business has a 50 day simple moving average of $423.99 and a 200 day simple moving average of $439.95.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, beating analysts’ consensus estimates of $4.81 by $0.02. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The firm had revenue of $4.15 billion for the quarter, compared to analysts’ expectations of $4.12 billion. During the same period in the prior year, the business posted $4.43 earnings per share. The business’s revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. On average, sell-side analysts forecast that S&P Global Inc. will post 18.37 EPS for the current fiscal year.

S&P Global Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Wednesday, August 26th will be paid a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s payout ratio is currently 24.56%.

Wall Street Analysts Forecast Growth

SPGI has been the topic of several recent research reports. Mizuho lifted their price objective on S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a report on Tuesday, May 5th. Morgan Stanley reduced their target price on S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. UBS Group lowered their price target on shares of S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Rothschild & Co Redburn dropped their price objective on shares of S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a research note on Thursday, June 18th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of S&P Global in a research report on Monday, July 6th. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $533.59.

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.