Center for Financial Planning Inc. Cuts Stake in S&P Global Inc. $SPGI

Center for Financial Planning Inc. lessened its holdings in S&P Global Inc. (NYSE:SPGI) by 59.9% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 978 shares of the business services provider’s stock after selling 1,459 shares during the period. Center for Financial Planning Inc.’s holdings in S&P Global were worth $476,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the business. Brighton Jones LLC grew its stake 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 worth $1,582,000 after purchasing an additional 143 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of S&P Global by 7.8% in the 2nd 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. CWM LLC grew its position in shares of S&P Global by 20.4% during the second quarter. CWM LLC now owns 14,389 shares of the business services provider’s stock worth $7,587,000 after buying an additional 2,440 shares in the last quarter. Sequoia Financial Advisors LLC grew its position in shares of S&P Global by 21.5% during the second quarter. Sequoia Financial Advisors LLC now owns 8,509 shares of the business services provider’s stock worth $4,487,000 after buying an additional 1,506 shares in the last quarter. Finally, Concord Asset Management LLC VA increased its stake in shares of S&P Global by 21.1% during the second quarter. Concord Asset Management LLC VA now owns 1,032 shares of the business services provider’s stock worth $544,000 after buying an additional 180 shares during the period. Institutional investors and hedge funds own 87.17% of the company’s stock.

S&P Global Trading Down 9.6%

Shares of S&P Global stock opened at $401.68 on Wednesday. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.34. The company has a fifty day simple moving average of $513.30 and a 200-day simple moving average of $513.90. The stock has a market cap of $121.63 billion, a price-to-earnings ratio of 29.21, a PEG ratio of 1.89 and a beta of 1.20. S&P Global Inc. has a 12-month low of $395.88 and a 12-month high of $579.05.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 28.10% and a return on equity of 15.90%. The company had revenue of $3.92 billion during the quarter, compared to analysts’ expectations of $3.89 billion. During the same period last year, the firm earned $3.77 earnings per share. S&P Global’s revenue was up 9.0% 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 forecast that S&P Global Inc. will post 17.11 EPS for the current fiscal year.

S&P Global Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 25th will be given a $0.97 dividend. This is a boost from S&P Global’s previous quarterly dividend of $0.96. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. S&P Global’s payout ratio is currently 27.93%.

S&P Global News Summary

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

• Positive Sentiment: Short interest fell sharply in January (down ~24.9% to ~3.12M shares, ~1.0% of float; ~1.9 days to cover), which reduces one potential source of downside pressure.
• Positive Sentiment: At least one outlet upgraded SPGI to a Buy, calling levels below $480 an attractive long‑term entry — a signal some investors view as a buying opportunity. S&P Global Upgraded to Buy: An Attractive Long-Term Entry Point Below $480
• Positive Sentiment: Technical commentators note the stock is oversold after a sharp multi‑week decline, arguing a potential short‑term turnaround as selling exhaustion meets upward analyst EPS revisions. Here’s Why S&P Global (SPGI) is Poised for a Turnaround
• Neutral Sentiment: Revenue showed healthy growth — Q4 revenue of ~$3.92B beat estimates (~$3.89B) and was up ~9% year‑over‑year — a stabilizing fundamental datapoint amid mixed metrics. S&P Global Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: EPS slightly missed expectations — $4.30 vs. consensus $4.32 — which, combined with other signals, fed investor disappointment. S&P Global (SPGI) Q4 Earnings Miss Estimates
• Negative Sentiment: FY‑2026 EPS guidance of $19.40–$19.65 came in below the Street (~$19.90), and revenue guidance was roughly in line but not reassuring — the guidance miss is the primary driver cited for the stock’s selloff. S&P Global forecasts 2026 profit below estimates, shares plunge
• Negative Sentiment: Market commentary highlighted that the quarter & guidance didn’t resolve investor concerns around AI exposure and software‑business softness, amplifying the negative reaction. S&P Global Stock Sinks. Why Earnings Couldn’t Resolve AI Concerns.
• Negative Sentiment: SPGI’s weaker 2026 outlook also dragged peers (Moody’s, FactSet) lower, suggesting broader sector re‑rating risk tied to growth expectations. Moody’s and FactSet stocks slide on S&P Global’s weak 2026 outlook

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. BMO Capital Markets set a $546.00 price target on shares of S&P Global in a research note on Friday, November 14th. Weiss Ratings restated a “buy (b-)” rating on shares of S&P Global in a report on Monday, December 29th. Stifel Nicolaus lowered their target price on shares of S&P Global from $625.00 to $599.00 and set a “buy” rating for the company in a research note on Friday, October 31st. William Blair reissued an “outperform” rating on shares of S&P Global in a report on Monday, November 17th. Finally, Evercore raised their price target on S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. One research analyst has rated the stock with a Strong Buy rating and sixteen have given a Buy rating to the company. According to MarketBeat.com, S&P Global currently has an average rating of “Buy” and a consensus target price of $609.57.

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.