Churchill Financial Advisors LLC Makes New $1.09 Million Investment in S&P Global Inc. $SPGI

Churchill Financial Advisors LLC purchased a new position in S&P Global Inc. (NYSE:SPGI) in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 2,077 shares of the business services provider’s stock, valued at approximately $1,085,000.

Other large investors have also made changes to their positions in the company. Joseph Group Capital Management acquired a new position in shares of S&P Global during the 4th quarter worth about $29,000. North Star Investment Management Corp. lifted its position in shares of 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 purchasing an additional 35 shares during the last quarter. Palisade Asset Management LLC acquired a new position in shares of S&P Global during the 3rd quarter worth about $36,000. Ameriflex Group Inc. lifted its position in shares of 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 purchasing an additional 48 shares during the last quarter. Finally, Ares Financial Consulting LLC acquired a new position in shares of S&P Global during the 4th quarter worth about $40,000. Institutional investors and hedge funds own 87.17% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on SPGI shares. Mizuho boosted their price target on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research note on Tuesday, May 5th. Royal Bank Of Canada lowered their price target on S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday, February 11th. Weiss Ratings lowered S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, March 11th. BMO Capital Markets boosted their price target on S&P Global from $482.00 to $495.00 and gave the company an “outperform” rating in a research note on Tuesday, March 17th. Finally, Wells Fargo & Company lowered their price target on S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. Seventeen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $546.39.

Insider Activity

In related news, CEO Martina Cheung acquired 2,322 shares of the stock in a transaction dated Wednesday, April 29th. The shares were 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 owned 27,518 shares in the company, valued at approximately $11,830,813.74. This trade represents a 9.22% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Catherine R. Clay acquired 2,500 shares of the stock in a transaction dated Friday, May 1st. The stock was bought at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the purchase, the chief executive officer owned 2,500 shares in the company, valued at approximately $1,078,475. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have purchased 5,974 shares of company stock worth $2,576,775. Company insiders own 0.03% of the company’s stock.

S&P Global Trading Up 0.2%

Shares of SPGI opened at $418.58 on Monday. S&P Global Inc. has a 12-month low of $381.61 and a 12-month high of $579.05. The company has a quick ratio of 0.68, a current ratio of 0.68 and a debt-to-equity ratio of 0.34. The firm has a market capitalization of $123.90 billion, a price-to-earnings ratio of 26.49, a P/E/G ratio of 1.78 and a beta of 1.11. The stock’s 50-day moving average price is $425.23 and its 200 day moving average price is $466.56.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating the consensus estimate of $4.82 by $0.15. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The company had revenue of $4.17 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same period in the prior year, the company posted $4.37 EPS. The company’s revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, research analysts predict that S&P Global Inc. will post 19.61 earnings per share for the current year.

S&P Global Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 29th 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 Friday, May 29th. S&P Global’s dividend payout ratio is currently 24.56%.

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.