Quantinno Capital Management LP Acquires 30,175 Shares of S&P Global Inc. $SPGI

Quantinno Capital Management LP raised its stake in shares of S&P Global Inc. (NYSE:SPGI) by 28.2% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 137,199 shares of the business services provider’s stock after purchasing an additional 30,175 shares during the quarter. Quantinno Capital Management LP’s holdings in S&P Global were worth $58,356,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Brighton Jones LLC raised its holdings in 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 valued at $1,582,000 after buying an additional 143 shares during the last quarter. Sivia Capital Partners LLC increased its position 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 acquiring an additional 75 shares during the period. Neuberger Berman Group LLC increased its position in shares of S&P Global by 5.5% in the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock valued at $893,511,000 after acquiring an additional 88,526 shares during the period. Jump Financial LLC bought a new position in shares of S&P Global during the second quarter valued at about $552,000. Finally, Main Street Financial Solutions LLC raised its stake in shares of S&P Global by 17.2% during the second 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 during the last quarter. Hedge funds and other institutional investors own 87.17% of the company’s stock.

S&P Global News Summary

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

• Positive Sentiment: Second-quarter results exceeded estimates. S&P Global reported adjusted EPS of $4.83, ahead of the $4.81 consensus, while revenue increased 10.4% year over year to $4.15 billion, topping the $4.12 billion estimate. Ratings and Indices were key sources of strength, supporting higher margins, profit and cash flow. S&P Global Reports Second Quarter Results
• Positive Sentiment: Shareholder returns and outlook improvements in key businesses provided support. Management expects more than $7 billion in 2026 buybacks following the Mobility spin-off and raised its Ratings and Indices outlook. The company also highlighted AI-driven growth and expanding benchmark demand. SPGI Q2 Earnings Call Highlights AI Growth and Buybacks
• Positive Sentiment: Expansion into private markets, African credit and data-center infrastructure could broaden long-term growth. S&P Global added With Intelligence datasets to Capital IQ Pro and agreed to acquire majority control of Agusto & Company and data-center intelligence provider datacenterHawk. Expanded Private Markets Datasets
• Neutral Sentiment: Analysts remain constructive but adjusted valuation targets. Citigroup raised its target to $500 and maintained a Buy rating, while JPMorgan, Barclays and Baird modestly lowered targets but retained bullish ratings such as Overweight or Outperform.
• Negative Sentiment: Full-year guidance was the main pressure point. S&P Global forecast 2026 EPS of $17.50-$17.75, below the approximately $18.98 analyst consensus cited before the update. Investors also reacted to reports characterizing EPS performance as weaker than expected on certain measures, overshadowing the reported quarterly beat. An analyst also reduced its FY2027 EPS estimate to $20.32 from $20.92.

S&P Global Trading Down 0.9%

Shares of SPGI opened at $420.70 on Thursday. The firm’s 50-day moving average price is $424.07 and its 200-day moving average price is $439.10. The firm has a market capitalization of $124.53 billion, a price-to-earnings ratio of 25.68, a PEG ratio of 2.25 and a beta of 1.08. The company has a current ratio of 0.95, a quick ratio of 0.68 and a debt-to-equity ratio of 0.40. 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 announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.81 by $0.02. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The company had revenue of $4.15 billion for the quarter, compared to analysts’ expectations of $4.09 billion. During the same quarter in the previous year, the company earned $4.43 earnings per share. S&P Global’s quarterly revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Sell-side analysts anticipate that S&P Global Inc. will post 17.61 EPS for the current year.

S&P Global Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 26th will be issued a dividend of $0.97 per share. The ex-dividend date is Wednesday, August 26th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. S&P Global’s dividend payout ratio is 23.69%.

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Robert W. Baird cut their target price on S&P Global from $521.00 to $513.00 and set an “outperform” rating on the stock in a research note on Wednesday. BMO Capital Markets upped their price target on S&P Global from $495.00 to $505.00 and gave the company an “outperform” rating in a research report on Tuesday, July 7th. Stifel Nicolaus increased 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. The Goldman Sachs Group cut their price objective on S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research report on Wednesday, July 1st. Finally, Bank of America reduced their target price on S&P Global from $575.00 to $550.00 and set a “buy” rating on the stock in a research note on Friday, July 10th. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $523.59.

Insider Buying and Selling at S&P Global

In other news, CEO Catherine R. Clay bought 2,500 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was 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 owned 2,500 shares of the company’s stock, valued at approximately $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 can be accessed through the SEC website. Company insiders own 0.03% of the company’s stock.

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.