Sustainable Growth Advisers 13F: Cuts SPGI Stake by $100M

What Changed in Sustainable Growth Advisers's S&P Global Position

Sustainable Growth Advisers reduced its stake in S&P Global Inc. (NYSE: SPGI) during the period, according to a Form 13F filing with the SEC on October 15, 2026. The fund cut its holdings by 254,268 shares, marking a 38.3% decrease from its previous count of 663,329 shares. At the end of the period, the remaining 409,061 shares were valued at roughly $161.4 million. Keep in mind that 13F filings look backward at past quarters and may not reflect the investor's current holdings today.

Other Institutional Activity in S&P Global

Other large institutional investors also adjusted their positions in S&P Global recently. Blackrock Inc. cut its holdings by 89,061 shares, ending with 23,981,586 shares worth about $10.3 billion. Vanguard Capital Management LLC trimmed its stake by 81,411 shares to finish with 19,302,219 shares valued at roughly $8.3 billion. State Street Corporation added to its position, growing its holdings by 307,602 shares or 2.2% to hold 14,482,789 shares worth about $6.2 billion. TCI Fund Management Ltd lifted its stake by 46,318 shares, ending with 14,081,957 shares valued at roughly $6.1 billion. Meanwhile, Morgan Stanley reduced its holdings by 598,629 shares, bringing its total down to 7,309,278 shares worth about $3.1 billion.

S&P Global Inc. Stock Up 5.2%

S&P Global recently traded around $427.19 per share. That price sits above both its 50-day moving average of $414.60 and its 200-day moving average of $420.30. The stock has traded between a 52-week low of $361.03 and a 52-week high of $522.47.

Recent Earnings

S&P Global reported trailing twelve month revenue of $16.12 billion alongside basic earnings of $16.43 per share. The company posted a net profit margin of 30.5% and a return on equity of 14.3%. Investors can look forward to the next earnings report on October 27, 2026.

Dividend

The company currently pays an annualized dividend yielding 0.91%, backed by a payout ratio of 23.5%.

Insider Buying and Selling at S&P Global Inc.

Company insiders have been active in the open market over recent months. Director Hubert Joly bought 2,500 shares on February 11, 2026, in a transaction valued at about $997,459. Chief Executive Officer Martina Cheung purchased 2,322 shares on April 29, 2026, at an average price of $429.93 for a total of roughly $998,297. Director Robert Edward Moritz Jr. picked up 1,151 shares on April 30, 2026, at an average price of $434.03, totaling about $500,001. Finally, officer Catherine R Clay bought 2,500 shares on May 1, 2026, at an average price of $431.39 for a total of roughly $1.1 million.

Analysts Set New Price Targets

Wall Street research firms continue to monitor S&P Global closely. On August 26, 2026, RBC Capital reiterated its Outperform rating with a price target of $510.00. Mizuho maintained an Outperform rating on October 6, 2026, while lowering its 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 kept an Outperform rating on October 13, 2026, nudging its target from $505.00 to $500.00. JP Morgan maintained an Overweight rating on October 14, 2026, trimming its target from $530.00 to $520.00. Across the board, analysts hold a consensus strong buy recommendation with an average price target of $515.71 based on 21 opinions.

About S&P Global

S&P Global Inc. provides essential financial benchmarks, credit ratings, market data, and analytics to global capital and commodity markets. Operating through major divisions like Market Intelligence, Ratings, and Indices, the company helps institutional and retail participants evaluate risk and price assets. Monitoring institutional filings like this one helps everyday investors track where smart money flows across major financial data providers.

Bottom Line

Sustainable Growth Advisers trimmed a major block of shares during the period, aligning with adjustments from other large asset managers. Market participants should watch for upcoming earnings results on October 27, 2026, to gauge the company's financial momentum. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.