James Hambro & Partners 13F: Cuts SPGI Stake by $3.9M
Key Points
- James Hambro & Partners cut its position in S&P Global Inc. by 9,879 shares, leaving it with 25,164 shares worth about $9.93 million.
- S&P Global shares recently traded around $427.82, sitting above their 50-day and 200-day moving averages ahead of October 27, 2026 earnings.
- Other large holders like Eagle Capital Management and TCI Fund Management also adjusted their positions in the financial data provider.
Since the filing, $SPGI is up 1.6% to date (from the $427.83 close on Oct 19, 2026).
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James Hambro & Partners cut its stake in S&P Global Inc. (NYSE:SPGI) by 9,879 shares, according to a Form 13F filing with the SEC on October 19, 2026. The move lowered the firm's holdings by 28.2%, leaving it with 25,164 shares valued at roughly $9.93 million.
SPGI
S&P Global Inc.
What Changed in James Hambro & Partners's S&P Global Position
The fund held 35,043 shares of the financial data and benchmarks provider before the filing. After trimming the position by 9,879 shares during the quarter, the remaining 25,164 shares were valued at $9,933,740 at the time of reporting. S&P Global closed at $427.83 on the filing date.
Other Institutional Activity in S&P Global
Other large investors made notable adjustments to their S&P Global holdings. Eagle Capital Management LLC grew its holdings by 2,642,340 shares, ending with 4,067,628 shares worth about $1.77 billion. TCI Fund Management Ltd grew its holdings by 46,318 shares, ending with 14,081,957 shares worth about $6.14 billion.
S&P Global Inc. Stock Down 0.4%
S&P Global shares recently traded around $427.82 as of October 20, 2026, roughly equal to the $427.83 close on the filing date. The stock trades above its 50-day moving average of $415.48 and its 200-day moving average of $419.62. The shares sit below their 52-week high of $522.47 and above their 52-week low of $361.03.
Recent Earnings
S&P Global posted $16.12 billion in trailing twelve-month revenue and an earnings per share of $16.36. The company reported a net profit margin of 30.5% and a return on equity of 14.3%. The next earnings report is scheduled for October 27, 2026.
Dividend
S&P Global pays an annual dividend rate of $3.88 per share with a dividend yield of 0.91%. The company maintains a dividend payout ratio of 23.5%.
Insider Buying and Selling at S&P Global Inc.
Company insiders completed several open market transactions prior to the filing. Hubert Joly bought 2,500 shares on February 11, 2026, worth $997,459. Chief Executive Officer Martina Cheung bought 2,322 shares on April 29, 2026, at an average price of $429.93 for a total of $998,297. Robert Edward Moritz Jr. bought 1,151 shares on April 30, 2026, at $434.03 per share, totaling $500,001. Catherine R Clay bought 2,500 shares on May 1, 2026, at $431.39 per share for a total value of $1,078,475.
Analysts Set New Price Targets
Wall Street firms updated their views on S&P Global ahead of the earnings release. On August 26, 2026, RBC Capital reiterated its Outperform rating with a $510.00 target. On October 6, 2026, Mizuho maintained an Outperform rating while adjusting its price target from $554.00 to $531.00. Morgan Stanley maintained an Overweight rating on October 7, 2026, adjusting its target from $525.00 to $477.00. BMO Capital maintained an Outperform rating on October 13, 2026, moving its target from $505.00 to $500.00. JP Morgan maintained an Overweight rating on October 14, 2026, lowering its target from $530.00 to $520.00. Analysts hold a consensus strong buy recommendation with a mean target price of $514.05 across 21 opinions.
About S&P Global
S&P Global Inc. provides financial data, credit ratings, benchmarks, and workflow analytics to capital, commodity, and automotive markets worldwide. The company operates through segments focused on market intelligence, ratings, energy insights, and indexes.
Bottom Line
Investors will watch S&P Global's upcoming earnings report on October 27, 2026, for fresh updates on revenue growth and profit margins.
Related Filing Alerts
Source: James Hambro & Partners's 13F filing on $SPGI (Oct 19, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts