Camrose Capital Investment Partners LLP Increases Stake in S&P Global Inc. $SPGI

Camrose Capital Investment Partners LLP boosted its holdings in S&P Global Inc. (NYSE:SPGI) by 15.8% in the second quarter, HoldingsChannel.com reports. The firm owned 244,119 shares of the business services provider’s stock after acquiring an additional 33,234 shares during the period. S&P Global accounts for approximately 11.2% of Camrose Capital Investment Partners LLP’s investment portfolio, making the stock its 5th biggest holding. Camrose Capital Investment Partners LLP’s holdings in S&P Global were worth $99,420,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of S&P Global during the fourth quarter worth $2,398,991,000. EdgePoint Investment Group Inc. acquired a new position in shares of S&P Global in the 1st quarter valued at about $702,911,000. Cardano Risk Management B.V. boosted its holdings in shares of S&P Global by 858.3% in the 4th quarter. Cardano Risk Management B.V. now owns 1,760,230 shares of the business services provider’s stock valued at $919,879,000 after buying an additional 1,576,544 shares during the period. T. Rowe Price Investment Management Inc. grew its position in shares of S&P Global by 2,256.7% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,446,633 shares of the business services provider’s stock valued at $755,996,000 after buying an additional 1,385,249 shares during the last quarter. Finally, Soroban Capital Partners LP grew its position in shares of S&P Global by 260.3% during the 1st quarter. Soroban Capital Partners LP now owns 1,688,643 shares of the business services provider’s stock valued at $718,247,000 after buying an additional 1,219,990 shares during the last quarter. Institutional investors own 87.17% of the company’s stock.

S&P Global Stock Up 0.9%

SPGI stock opened at $435.38 on Tuesday. The stock has a market cap of $128.35 billion, a PE ratio of 26.58, a price-to-earnings-growth ratio of 1.94 and a beta of 1.07. The firm’s 50-day simple moving average is $423.08 and its 200 day simple moving average is $424.51. S&P Global Inc. has a fifty-two week low of $381.61 and a fifty-two week high of $557.06. The company has a quick ratio of 0.95, a current ratio of 0.95 and a debt-to-equity ratio of 0.40.

S&P Global (NYSE:SPGI) last posted its earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.09 billion. During the same period in the previous year, the business posted $4.43 EPS. S&P Global’s 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. As a group, sell-side analysts predict that S&P Global Inc. will post 17.75 EPS for the current year.

S&P Global Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of S&P Global in a research note on Monday, July 6th. Daiwa Securities Group lowered their target price on S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a report on Wednesday, May 20th. JPMorgan Chase & Co. dropped their price target on S&P Global from $555.00 to $530.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 29th. BMO Capital Markets raised their price target on S&P Global from $495.00 to $505.00 and gave the stock an “outperform” rating in a report on Tuesday, July 7th. Finally, UBS Group cut their price target on S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, S&P Global has a consensus rating of “Moderate Buy” and a consensus price target of $523.59.

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.