Morningstar Investment Management LLC Sells 10,590 Shares of S&P Global Inc. $SPGI

Posted by Brenda Bartman on May 25th, 2026

Morningstar Investment Management LLC trimmed its position in S&P Global Inc. (NYSE:SPGI – Free Report) by 56.4% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 8,202 shares of the business services provider’s stock after selling 10,590 shares during the period. Morningstar Investment Management LLC’s holdings in S&P Global were worth $4,286,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in SPGI. Northwestern Mutual Wealth Management Co. boosted its stake in S&P Global by 353.8% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 488,185 shares of the business services provider’s stock valued at $255,121,000 after acquiring an additional 380,603 shares during the last quarter. Credit Agricole S A purchased a new position in S&P Global in the third quarter valued at about $180,503,000. Holocene Advisors LP boosted its stake in S&P Global by 79.8% in the third quarter. Holocene Advisors LP now owns 766,043 shares of the business services provider’s stock valued at $372,841,000 after acquiring an additional 339,947 shares during the last quarter. Wellington Management Group LLP boosted its stake in S&P Global by 4.6% in the third quarter. Wellington Management Group LLP now owns 6,231,644 shares of the business services provider’s stock valued at $3,033,003,000 after acquiring an additional 274,285 shares during the last quarter. Finally, PFA Pension Forsikringsaktieselskab purchased a new position in S&P Global in the fourth quarter valued at about $127,269,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at S&P Global

In other S&P Global news, CEO Martina Cheung purchased 2,322 shares of the company’s stock in a transaction that occurred on 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 of the company’s stock, valued at $11,830,813.74. This represents a 9.22% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Robert Edward Jr. Moritz purchased 1,152 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The shares were acquired at an average price of $434.03 per share, for a total transaction of $500,002.56. Following the completion of the purchase, the director directly owned 1,152 shares in the company, valued at $500,002.56. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 5,974 shares of company stock worth $2,576,775. 0.03% of the stock is owned by corporate insiders.

S&P Global Stock Performance

Shares of SPGI stock opened at $418.58 on Monday. The stock has a market capitalization of $123.90 billion, a P/E ratio of 26.49, a PEG ratio of 1.78 and a beta of 1.11. 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 firm’s 50 day moving average is $425.23 and its 200 day moving average is $466.56. S&P Global Inc. has a 12 month low of $381.61 and a 12 month high of $579.05.

S&P Global (NYSE:SPGI – Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. The company had revenue of $4.17 billion for the quarter, compared to analysts’ expectations 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 revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the company posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts anticipate that S&P Global Inc. will post 19.61 earnings per share for the current year.

S&P Global Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research firms have weighed in on SPGI. Morgan Stanley boosted their target price on shares of S&P Global from $556.00 to $557.00 and gave the company an “overweight” rating in a research note on Wednesday, April 29th. BMO Capital Markets boosted their target price on shares of S&P Global from $482.00 to $495.00 and gave the company an “outperform” rating in a research note on Tuesday, March 17th. Daiwa Securities Group dropped their target price on shares of S&P Global from $490.00 to $485.00 and set an “outperform” rating on the stock in a research note on Wednesday, May 20th. Rothschild & Co Redburn dropped their target price on shares of S&P Global from $585.00 to $540.00 in a research note on Thursday, May 7th. Finally, Bank of America began coverage on shares of S&P Global in a research note on Tuesday, February 17th. They issued a “buy” rating and a $575.00 target price on the stock. Seventeen 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.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $546.39.

Read Our Latest Stock Report on SPGI

About S&P Global

(Free Report)

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.