Quilter 13F: Adds $7.1M to S&P Global (SPGI) Stake
Key Points
- Quilter boosted its holdings in S&P Global Inc. SPGI by 8.3%, adding 18,047 shares to finish with 234,458 shares valued at approximately $92.5 million in a filing on October 21, 2026.
- S&P Global Inc. recently traded around $443.09, sitting above both its 50-day and 200-day moving averages as it heads toward its upcoming earnings report on October 27, 2026.
- Wall Street analysts currently maintain a strong buy consensus on the stock, with a mean price target of $514.05 across 21 analyst opinions.
Since the filing, $SPGI is up 2.9% to date (from the $443.16 close on Oct 21, 2026).
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Quilter lifted its stake in S&P Global Inc. SPGI by 8.3% during the quarter, according to a Form 13F filing with the SEC on October 21, 2026. The firm added 18,047 shares of the financial data and analytics provider, bringing its total ownership to 234,458 shares. The position was valued at $92,486,647 at the time of the filing. S&P Global closed at $443.16 on the day the filing was made public.
SPGI
S&P Global Inc.
What Changed in Quilter's S&P Global Position
Quilter's addition of 18,047 shares increased its previous holding of 216,411 shares by 8.339%. The firm's expanded investment sits comfortably among its portfolio holdings, backed by the company's steady presence in global capital and commodity markets.
Other Institutional Activity in S&P Global
Other large institutional investors also adjusted their positions in the company around the period. TCI Fund Management Ltd grew its holdings by 46,318 shares, or 0.3%, ending with 14,081,957 shares worth about $6,368,424,096. Eagle Capital Management LLC lifted its stake by 2,642,340 shares, marking a 185.4% increase to reach 4,067,628 shares valued at approximately $1,839,544,046.
S&P Global Inc. Stock Up 3.1%
Shares recently traded around $443.09 as of October 22, 2026. The stock is up about 6.3% above its 50-day moving average of $416.71 and roughly 5.7% above its 200-day moving average of $419.08. S&P Global trades 15.2% below its 52-week high of $522.47 and 22.7% above its 52-week low of $361.03. The company carries a P/E ratio of 26.97 and a forward P/E of 21.97.
Recent Earnings
S&P Global reported trailing-twelve-month revenue of $16.12 billion alongside earnings of $16.43 per share. The company generated a net profit margin of 30.5% and a return on equity of 14.3%, with year-over-year revenue growth reaching 10.4%. Investors look ahead to the company's next earnings report scheduled for October 27, 2026.
Dividend
The company pays an annual dividend rate of $3.88 per share, which translates to a dividend yield of 0.88%. The payout ratio sits at 23.5% of earnings.
Insider Buying and Selling at S&P Global Inc.
Company insiders were active in the months leading up to the filing. Director Hubert Joly bought 2,500 shares on February 11, 2026, valued at $997,459. Chief Executive Officer Martina Cheung acquired 2,322 shares on April 29, 2026, at an average price of $429.93 for a total of $998,297. Director Robert Edward Moritz Jr. purchased 1,151 shares on April 30, 2026, at $434.03 per share, totaling $500,001. Officer Catherine R Clay bought 2,500 shares on May 1, 2026, at $431.39 per share for a value of $1,078,475.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock ahead of the filing. RBC Capital reiterated its outperform rating with a $510.00 price target on August 26, 2026. Mizuho maintained its outperform rating while lowering its target from $554.00 to $531.00 on October 6, 2026. Morgan Stanley kept an overweight rating on the stock, adjusting its price target from $525.00 to $477.00 on October 7, 2026. BMO Capital maintained an outperform rating, moving its target from $505.00 to $500.00 on October 13, 2026. JP Morgan kept an overweight rating while trimming its target from $530.00 to $520.00 on October 14, 2026. The stock currently holds a consensus strong buy rating with a mean price target of $514.05.
About S&P Global
Headquartered in New York, S&P Global provides essential financial benchmarks, credit ratings, data analytics, and workflow tools to global capital, commodity, and automotive markets. The firm operates through divisions focused on market intelligence, ratings, energy data, and stock indices, serving participants across the financial ecosystem.
Bottom Line
Quilter's increased investment reflects continued institutional interest in S&P Global as the firm approaches its quarterly financial update on October 27, 2026. Observers will monitor upcoming earnings results and analyst revisions to gauge near-term momentum.
Related Filing Alerts
Source: Quilter's 13F filing on $SPGI (Oct 21, 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