Coronation Fund Managers 13F: Cuts SPGI Stake by $7.5M

On October 27, 2026, Coronation Fund Managers cut its position in S&P Global Inc. (SPGI) by 18,945 shares, bringing its total to 90,954 shares.

SPGI S&P Global Inc.

$448.98 ▼ -6.79% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Coronation Fund Managers' Position

Coronation Fund Managers reduced its stake in S&P Global by about 17.2%, down from 109,899 shares. The current value of its remaining shares is around $35.9 million.

Where S&P Global Fits in Coronation's Portfolio

After this adjustment, S&P Global accounts for about 2.05% of Coronation's total reported value, ranking 13th among the fund's holdings.

Other Institutional Activity in S&P Global

Citizens Financial Group reduced its stake by 9,330 shares, now holding 15,444 shares valued at about $6.1 million. TCI Fund Management Ltd opened a new position with 14,081,957 shares worth around $6.3 billion, while Eagle Capital Management LLC increased its holdings by 2,642,340 shares, totaling 4,067,628 shares valued at about $1.8 billion.

S&P Global Inc. Stock Down 0.3%

As of October 28, 2026, S&P Global traded recently around $448.92, which is about equal to its closing price of $448.93 on October 27. The stock is currently above its 50-day moving average by 7.2% and its 200-day moving average by 7.3%, but it is below its 52-week high by 14.1%.

Recent Earnings

S&P Global reported trailing twelve-month revenue of about $16.1 billion, with a net margin of 30.5%. The next earnings report is set for November 2026.

Dividend

S&P Global pays an annual dividend of $3.88 per share, yielding about 0.86%. The dividend payout ratio is 23.5%.

Insider Buying and Selling at S&P Global Inc.

Several insiders have been active recently. On February 11, 2026, Director Hubert Joly bought 2,500 shares valued at around $997,459. CEO Martina Cheung purchased 2,322 shares on April 29, 2026, for about $998,297, while Director Robert Edward Moritz Jr. bought 1,151 shares on April 30, 2026, valued at $500,001.

Analysts Set New Price Targets

Analysts have shown a favorable outlook for S&P Global, with RBC Capital reiterating an Outperform rating and a price target of $510. Mizuho maintains an Outperform rating with a target of $531, while Morgan Stanley, BMO Capital, and JP Morgan have also expressed positive ratings and adjusted targets.

About S&P Global

S&P Global Inc. provides benchmarks, data, and analytics across various markets, including capital, energy, and commodities. It operates through segments like S&P Global Market Intelligence and S&P Global Ratings. This recent position adjustment by Coronation Fund Managers reflects their ongoing strategy in managing their investment portfolio.

Bottom Line

Investors should watch for S&P Global's upcoming earnings report in November 2026 and any further moves from Coronation Fund Managers. This reduction in shares suggests a reconsideration of the stock's weight in their portfolio amidst recent market conditions.