Tulsa Wealth Advisors INC Invests $1.64 Million in S&P Global Inc. $SPGI

Posted by Brian Himes on Jun 20th, 2026

Tulsa Wealth Advisors INC acquired a new stake in S&P Global Inc. (NYSE:SPGI – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 3,138 shares of the business services provider’s stock, valued at approximately $1,640,000.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. Troy Asset Management Ltd increased its stake in S&P Global by 26.2% during the fourth quarter. Troy Asset Management Ltd now owns 41,706 shares of the business services provider’s stock valued at $21,795,000 after acquiring an additional 8,652 shares during the period. First Merchants Corp grew its holdings in shares of S&P Global by 19.7% during the 4th quarter. First Merchants Corp now owns 16,614 shares of the business services provider’s stock worth $8,682,000 after purchasing an additional 2,733 shares in the last quarter. Vinva Investment Management Ltd increased its position in shares of S&P Global by 21.4% during the third quarter. Vinva Investment Management Ltd now owns 26,382 shares of the business services provider’s stock valued at $12,963,000 after purchasing an additional 4,659 shares during the period. V Square Quantitative Management LLC bought a new stake in shares of S&P Global during the fourth quarter valued at approximately $3,652,000. Finally, Capital International Inc. CA raised its stake in shares of S&P Global by 11.6% in the fourth quarter. Capital International Inc. CA now owns 70,716 shares of the business services provider’s stock valued at $36,955,000 after purchasing an additional 7,343 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

Insider Activity at S&P Global

In other news, Director Robert Edward Jr. Moritz acquired 1,152 shares of the company’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 completion of the acquisition, the director owned 1,152 shares in the company, valued at approximately $500,002.56. This represents a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Catherine R. Clay bought 2,500 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was purchased at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 5,974 shares of company stock valued at $2,576,775 in the last ninety days. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages recently commented on SPGI. Evercore reduced their target price on 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. Weiss Ratings lowered shares of S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. Barclays restated an “overweight” rating and issued a $565.00 price objective on shares of S&P Global in a research note on Monday, February 23rd. JPMorgan Chase & Co. raised their price objective on shares of S&P Global from $530.00 to $550.00 and gave the stock an “overweight” rating in a report on Wednesday, April 29th. Finally, The Goldman Sachs Group reiterated a “buy” rating on shares of S&P Global in a research report on Tuesday, April 28th. Eighteen research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $545.28.

Get Our Latest Stock Analysis on S&P Global

S&P Global Stock Performance

S&P Global stock opened at $411.32 on Friday. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68. The stock has a fifty day moving average price of $423.56 and a two-hundred day moving average price of $456.29. S&P Global Inc. has a 52-week low of $381.61 and a 52-week high of $579.05. The firm has a market capitalization of $121.75 billion, a P/E ratio of 26.03, a P/E/G ratio of 1.75 and a beta of 1.08.

S&P Global (NYSE:SPGI – Get Free Report) last issued its quarterly earnings data 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 company had revenue of $4.17 billion during the quarter, compared to analysts’ expectations of $4.08 billion. During the same period last year, the business earned $4.37 earnings per share. The business’s 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. As a group, analysts anticipate that S&P Global Inc. will post 19.61 EPS for the current fiscal year.

S&P Global Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 29th were issued a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Friday, May 29th. S&P Global’s dividend payout ratio (DPR) is currently 24.56%.

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.