Marathon Asset Management 13F: Cuts SPGI Stake by $5.1M
Key Points
- Marathon Asset Management reduced its stake in S&P Global by 13,003 shares, valued at about $5.1 million, as of October 26, 2026.
- Marathon Asset Management held 50,797 $SPGI shares at quarter end, down 20.38% from the prior quarter.
- The stock recently traded around $450.55, which is about equal to its closing price of $450.65 on the filing date.
- S&P Global has a market capitalization of approximately $132.9 billion and a strong buy consensus among analysts.
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On October 26, 2026, Marathon Asset Management cut its position in S&P Global Inc. (NYSE: SPGI) by 13,003 shares, reducing its total holdings to 50,797 shares. This stake is now valued at approximately $20.0 million, based on the company's closing price of $450.65 on that date. The information comes from the fund's latest Form 13F filing with the SEC.
SPGI
S&P Global Inc.
What Changed in Marathon Asset Management's S&P Global Position
Marathon Asset Management reduced its stake in S&P Global by 13,003 shares, reflecting a 20.4% decrease from its previous holding of 63,800 shares. This change is part of the fund's overall reported value of about $1.26 billion, with S&P Global making up 1.59% of its portfolio and ranking 24th among its 76 positions.
Where S&P Global Fits in Marathon Asset Management's Portfolio
S&P Global represents a small portion of Marathon's overall investments, with a portfolio weight of 1.59%.
Other Institutional Activity in S&P Global
Citizens Financial Group cut its position in S&P Global by 9,330 shares, leaving it with 15,444 shares valued at about $6.1 million. Meanwhile, TCI Fund Management Ltd increased its stake by 46,318 shares, bringing its total to about 14.1 million shares worth approximately $6.3 billion. Eagle Capital Management LLC also raised its holdings by 2.6 million shares, now owning about 4.1 million shares valued at around $1.8 billion.
S&P Global Inc. Stock Up 0.1%
As of October 27, 2026, S&P Global traded around $450.55, which is about equal to its closing price of $450.65 on October 26. The stock is currently 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.
Insider Buying and Selling at S&P Global Inc.
Several insiders have made purchases recently. Director Hubert Joly bought 2,500 shares on February 11, 2026, for about $997,459. CEO Martina Cheung acquired 2,322 shares on April 29, 2026, at an average price of $429.93, totaling approximately $998,297. Director Robert Edward Moritz Jr. bought 1,151 shares on April 30, 2026, for about $500,001, while Officer Catherine R. Clay purchased 2,500 shares on May 1, 2026, valued at approximately $1.08 million.
Analysts Set New Price Targets
Analysts have a strong buy consensus on S&P Global, with a mean target price of around $514.05. RBC Capital reiterated an outperform rating with a price target of $510 on August 26, 2026. Mizuho maintained an outperform rating with a target of $531 on October 6, 2026, while Morgan Stanley kept an overweight rating with a target of $477 on October 7, 2026.
About S&P Global
S&P Global Inc. provides benchmarks, data, analytics, and workflow solutions across various sectors, including capital markets and energy. Its operations include segments like S&P Global Market Intelligence and S&P Global Ratings, catering to a diverse range of clients.
Bottom Line
Investors should watch for S&P Global's earnings report on October 27, 2026, for insights into its performance. Further filings from Marathon Asset Management may reveal more about its investment strategy regarding S&P Global.
Related Filing Alerts
Source: Marathon Asset Management's 13F filing on $SPGI (Oct 26, 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