Dec 31, 2025 • StreetInsider
NEUTRAL
Guarantor: JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC has issued $655,000 Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. These notes are designed for investors seeking an early exit at a premium if the index reaches a specific Call Value on review dates, with the earliest automatic call date being December 30, 2026. Investors should be aware that the index includes a 6.0% per annum daily deduction, which will negatively impact performance, and they risk losing a significant portion or all of their principal.
Dec 31, 2025 • MarketBeat
BULLISH
Sterling Investment Management LLC Has $5.72 Million Stock Holdings in S&P Global Inc. $SPGI
Sterling Investment Management LLC increased its stake in S&P Global Inc. (NYSE:SPGI) by 33.0% during the third quarter, bringing their total holdings to 11,749 shares valued at $5.72 million. Several other institutional investors have also adjusted their positions in S&P Global, which primarily provides financial information and analytics. The stock has a market cap of $159.59 billion, a P/E ratio of 38.33, and analysts maintain a positive outlook with an average price target of $614.93.
Dec 31, 2025 • MarketBeat
BULLISH
Merit Financial Group LLC Acquires 1,972 Shares of S&P Global Inc. $SPGI
Merit Financial Group LLC increased its stake in S&P Global Inc. by 7.8%, purchasing an additional 1,972 shares to hold a total of 27,168 shares valued at approximately $13.22 million. Other institutional investors like Vanguard Group Inc. and TCI Fund Management Ltd. also adjusted their holdings in SPGI. Wall Street analysts maintain a consensus "Buy" rating for S&P Global, with an average price target of $614.93, significantly above its recent trading price of $527.06.
Dec 31, 2025 • MarketBeat
BULLISH
S&P Global Inc. $SPGI Shares Bought by Generate Investment Management Ltd
Generate Investment Management Ltd significantly increased its holdings in S&P Global Inc. by 138.2% in Q3, now owning 20,000 shares valued at $9.73 million. Institutional investors collectively own 87.17% of SPGI, with Vanguard Group Inc. being the largest holder. Analysts maintain a "Buy" rating for S&P Global, with a consensus target price of $614.93.
Dec 31, 2025 • StreetInsider
NEUTRAL
Form FWP CITIGROUP INC Filed by: CITIGROUP INC
Citigroup Global Markets Holdings Inc., guaranteed by Citigroup Inc., has filed Form FWP detailing "1 Year Barrier Securities Linked to SPX." These securities offer a potential maximum return at maturity of at least 11.00% and have specific payment at maturity scenarios based on the S&P 500® Index's performance relative to initial and final barrier values. The filing outlines preliminary terms, hypothetical payment scenarios, and selected risk considerations, including the possibility of losing a significant portion or all of the investment.
Dec 31, 2025 • MarketBeat
SOMEWHAT-BULLISH
S&P Global Inc. $SPGI Shares Sold by Calamos Advisors LLC
Calamos Advisors LLC reduced its stake in S&P Global Inc. by 11.9% in the third quarter, while several other institutional investors significantly increased their positions. Despite Calamos's sale, the consensus Wall Street rating for S&P Global remains "Buy" with an average price target of $614.93, suggesting potential upside from its current share price. The article also provides a financial overview of S&P Global, highlighting its market capitalization, P/E ratio, and recent earnings data.