Meitav Investment House Ltd. Has $15.37 Million Stock Holdings in S&P Global Inc. $SPGI

Meitav Investment House Ltd. increased its holdings in shares of S&P Global Inc. (NYSE:SPGI) by 643.2% in the first quarter, Holdings Channel.com reports. The firm owned 36,233 shares of the business services provider’s stock after purchasing an additional 31,358 shares during the quarter. Meitav Investment House Ltd.’s holdings in S&P Global were worth $15,374,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of SPGI. Norges Bank acquired a new position in shares of S&P Global in the fourth quarter valued at approximately $2,398,991,000. Cardano Risk Management B.V. increased its position in shares of S&P Global by 858.3% during the fourth quarter. Cardano Risk Management B.V. now owns 1,760,230 shares of the business services provider’s stock worth $919,879,000 after acquiring an additional 1,576,544 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its position in shares of S&P Global by 2,256.7% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,446,633 shares of the business services provider’s stock worth $755,996,000 after acquiring an additional 1,385,249 shares in the last quarter. Capital International Investors raised its holdings in shares of S&P Global by 43.6% during the fourth quarter. Capital International Investors now owns 3,037,912 shares of the business services provider’s stock worth $1,587,910,000 after acquiring an additional 922,433 shares during the period. Finally, TCI Fund Management Ltd. lifted its position in S&P Global by 5.4% in the 4th quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock valued at $6,161,498,000 after acquiring an additional 600,440 shares in the last quarter. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Key S&P Global News

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

• Positive Sentiment: BMO Capital Markets raised its price target on S&P Global to $505 from $495 and reiterated an outperform rating, suggesting continued confidence in the stock’s upside. Article Title
• Neutral Sentiment: S&P Global announced updated pro forma and recast financial results after the Mobility spin-off, and said full 2026 guidance will be provided with its second-quarter earnings on July 28. Article Title
• Neutral Sentiment: The company also said it is evolving its Market Intelligence operating model to expand AI-powered tools and services, and announced leadership changes aimed at supporting growth in an AI-driven market. Article Title
• Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release and conference call for July 28, which could become the next major catalyst for the shares. Article Title
• Negative Sentiment: Morgan Stanley cut its price target on S&P Global to $525 from $557, even while maintaining an overweight rating. Article Title
• Negative Sentiment: UBS also lowered its target to $525 from $550 and kept a buy rating, adding to the cluster of analyst target cuts on the stock. Article Title
• Negative Sentiment: Royal Bank of Canada reduced its target to $510 from $560, though it still has an outperform view, reinforcing a softer near-term valuation outlook from analysts. Article Title

Insiders Place Their Bets

In related news, Director Robert Edward Jr. Moritz acquired 1,152 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was bought 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 represents a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Catherine R. Clay bought 2,500 shares of the firm’s stock in a transaction that occurred on Friday, May 1st. The stock was purchased at an average cost of $431.39 per share, with a total value of $1,078,475.00. Following the completion of the purchase, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 5,974 shares of company stock valued at $2,576,775 in the last 90 days. 0.03% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Wall Street Zen upgraded S&P Global to a “hold” rating in a report on Saturday. BMO Capital Markets boosted their price target on S&P Global from $495.00 to $505.00 and gave the company an “outperform” rating in a report on Tuesday. Rothschild & Co Redburn reduced their price objective on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a research report on Thursday, June 18th. Weiss Ratings downgraded S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. Finally, Morgan Stanley dropped their target price on S&P Global from $557.00 to $525.00 and set an “overweight” rating on the stock in a research report on Tuesday. Seventeen equities research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $534.94.

S&P Global Stock Down 0.5%

Shares of S&P Global stock traded down $2.24 during trading hours on Tuesday, reaching $444.98. 616,342 shares of the company’s stock were exchanged, compared to its average volume of 2,366,901. The stock has a market cap of $131.71 billion, a P/E ratio of 28.14, a P/E/G ratio of 1.88 and a beta of 1.08. The company has a 50 day moving average of $419.23 and a two-hundred day moving average of $450.16. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $579.05.

S&P Global (NYSE:SPGI) last released its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $4.17 billion for the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter in the previous year, the business earned $4.37 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 19.400-19.650 EPS. On average, sell-side analysts forecast that S&P Global Inc. will post 19.61 EPS for the current fiscal year.

S&P Global Announces Dividend

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