Alta Capital Management Llc/ 13F: Cuts SPGI Stake by $2.8M

On October 26, 2026, Alta Capital Management cut its position in S&P Global Inc. by 6,990 shares, bringing its total to 41,075 shares. This reduction is valued at approximately $2.76 million based on the stock's closing price of $450.65 on the same day, according to the fund's latest Form 13F filing with the SEC.

SPGI S&P Global Inc.

$449.50 ▼ -6.68% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where S&P Global Fits in Alta Capital Management's Portfolio

Alta Capital's stake in S&P Global now represents 1.52% of its total reported value of about $1.07 billion, ranking it 21st among the fund's 215 positions.

Other Institutional Activity in S&P Global

Several other funds also adjusted their positions in S&P Global recently. James Hambro & Partners reduced its stake by 9,879 shares, leaving it with 25,164 shares valued at approximately $9.93 million. Citizens Financial Group cut its holdings by 9,330 shares, bringing its total to 15,444 shares worth about $6.09 million. Marathon Asset Management decreased its position by 13,003 shares, now holding 50,797 shares valued at roughly $20.04 million.

S&P Global Inc. Stock Up 0.1%

The stock recently traded around $450.55, which is about equal to its closing price of $450.65 on October 26, 2026. It remains above its 50-day and 200-day moving averages by 7.6% and 7.7%, respectively, but is about 13.8% below its 52-week high of $522.47.

Recent Earnings

S&P Global reported trailing twelve-month revenue of approximately $16.12 billion and an EPS of $16.43. The next earnings report is scheduled for October 27, 2026, which could provide further insights into its financial performance.

Dividend

S&P Global has a dividend rate of $3.88, translating to a yield of 0.86%. The company maintains a dividend payout ratio of 23.5%.

Insider Buying and Selling at S&P Global Inc.

Recently, several insiders bought shares of S&P Global. Director Hubert Joly purchased 2,500 shares valued at about $997,459 on February 11, 2026. CEO Martina Cheung bought 2,322 shares at an average price of $429.93, totaling approximately $998,297 on April 29, 2026. Other notable purchases include 1,151 shares by Director Robert Edward Moritz Jr. and 2,500 shares by Officer Catherine R Clay.

Analysts Set New Price Targets

On August 26, 2026, RBC Capital reiterated its Outperform rating for S&P Global with a price target of $510. Mizuho maintained its Outperform rating on October 6, 2026, with a target of $531, while Morgan Stanley retained its Overweight rating with a target of $477 on October 7, 2026. The consensus among analysts is a strong buy, with a mean price target of $514.05.

About S&P Global

S&P Global Inc. provides data, analytics, and solutions for the capital, energy, and automotive markets. The company operates through several segments, including Market Intelligence and Ratings, and plays a crucial role in financial services by offering benchmarks and insights.

Bottom Line

Investors should keep an eye on S&P Global's upcoming earnings report on October 27, 2026, for insights into its financial health. Additionally, further institutional filings may provide more context on how funds are adjusting their positions in this stock.