Fjarde AP Fonden Fourth Swedish National Pension Fund Has $37.67 Million Holdings in S&P Global Inc. $SPGI

03 Jul 2026, 08:11 by Amy Steele · The Cerbat Gem

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in shares of S&P Global Inc. (NYSE:SPGI – Free Report) by 67.9% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 88,573 shares of the business services provider’s stock after purchasing an additional 35,813 shares during the quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in S&P Global were worth $37,674,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the company. Norges Bank bought a new position in S&P Global in the 4th quarter valued at about $2,398,991,000. Cardano Risk Management B.V. lifted its holdings in shares of S&P Global by 858.3% during the 4th 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 during the period. T. Rowe Price Investment Management Inc. lifted its holdings 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 worth $755,996,000 after acquiring an additional 1,385,249 shares during the period. Capital International Investors lifted its holdings in shares of S&P Global by 43.6% during the 4th 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. boosted its position in shares of S&P Global by 5.4% during the 4th quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock worth $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.

Insider Activity

In other news, CEO Martina Cheung acquired 2,322 shares of S&P Global stock in a transaction that occurred on Wednesday, April 29th. The shares were acquired at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the transaction, the chief executive officer directly owned 27,518 shares of the company’s stock, valued at approximately $11,830,813.74. The trade was a 9.22% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Catherine R. Clay bought 2,500 shares of the stock in a transaction 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 acquisition, the chief executive officer owned 2,500 shares in the company, valued at approximately $1,078,475. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders bought 5,974 shares of company stock worth $2,576,775. Insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on SPGI shares. Wells Fargo & Company decreased their price objective on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. Morgan Stanley upped their target price on S&P Global from $556.00 to $557.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Weiss Ratings downgraded S&P Global from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, March 11th. UBS Group reiterated a “buy” rating on shares of S&P Global in a research note on Wednesday, May 27th. Finally, Rothschild & Co Redburn lowered their price target on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a report on Thursday, June 18th. Seventeen investment analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $540.65.

View Our Latest Stock Analysis on SPGI

S&P Global Trading Up 5.6%

SPGI opened at $438.31 on Friday. The company has a market cap of $129.74 billion, a P/E ratio of 27.74, a PEG ratio of 1.77 and a beta of 1.08. 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’s 50 day moving average is $419.44 and its 200-day moving average is $450.59. 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 – Get Free Report) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. The business had revenue of $4.17 billion during 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%. The firm’s quarterly revenue was up 10.4% compared to the same quarter last year. During the same period in the prior year, the company earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities research analysts predict that S&P Global Inc. will post 19.61 earnings per share for the current fiscal year.

S&P Global Dividend Announcement

The business 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. The ex-dividend date is Wednesday, August 26th. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. S&P Global’s dividend payout ratio is 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.