Marathon Asset Management Ltd Has $30.85 Million Stock Holdings in S&P Global Inc. $SPGI

Marathon Asset Management Ltd raised its stake in S&P Global Inc. (NYSE:SPGI) by 20.0% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 59,026 shares of the business services provider’s stock after buying an additional 9,847 shares during the quarter. Marathon Asset Management Ltd’s holdings in S&P Global were worth $30,847,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Hardy Reed LLC increased its stake in S&P Global by 8.7% in the 4th quarter. Hardy Reed LLC now owns 814 shares of the business services provider’s stock valued at $425,000 after buying an additional 65 shares during the period. Fairtree Asset Management Pty Ltd increased its stake in S&P Global by 179.8% in the 4th quarter. Fairtree Asset Management Pty Ltd now owns 5,703 shares of the business services provider’s stock valued at $2,980,000 after buying an additional 3,665 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in S&P Global in the fourth quarter worth approximately $6,054,000. Saranac Partners Ltd grew its position in S&P Global by 598.5% in the fourth quarter. Saranac Partners Ltd now owns 2,305 shares of the business services provider’s stock worth $1,205,000 after acquiring an additional 1,975 shares in the last quarter. Finally, Tredje AP fonden grew its position in S&P Global by 91.1% in the fourth quarter. Tredje AP fonden now owns 121,272 shares of the business services provider’s stock worth $63,376,000 after acquiring an additional 57,822 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. BMO Capital Markets boosted their target price on shares of S&P Global from $482.00 to $495.00 and gave the stock an “outperform” rating in a research report on Tuesday, March 17th. Mizuho boosted their target price on shares of S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada decreased their target price on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. Evercore decreased their target price on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. Finally, Stifel Nicolaus decreased their target price on shares of S&P Global from $599.00 to $489.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Sixteen analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat, S&P Global presently has a consensus rating of “Moderate Buy” and a consensus price target of $550.00.

Insider Buying and Selling

In other news, CEO Martina Cheung acquired 2,322 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was acquired at an average cost of $429.93 per share, with a total value of $998,297.46. Following the acquisition, the chief executive officer owned 27,518 shares in the company, valued at approximately $11,830,813.74. This represents a 9.22% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert Edward Jr. Moritz acquired 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The shares were purchased at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director owned 1,152 shares in the company, valued at $500,002.56. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders bought 5,974 shares of company stock valued at $2,576,775. Company insiders own 0.03% of the company’s stock.

S&P Global Price Performance

NYSE SPGI opened at $409.72 on Wednesday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The company has a fifty day simple moving average of $426.41 and a 200 day simple moving average of $468.14. The company has a market cap of $121.28 billion, a P/E ratio of 25.93, a P/E/G ratio of 1.78 and a beta of 1.11. 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 posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.82 by $0.15. The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. S&P Global’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts predict that S&P Global Inc. will post 19.59 EPS for the current year.

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.