Billionaire Chris Hohn’s 8 Stock Picks with Huge Upside Potential

5. S&P Global Inc. (NYSE:SPGI)

Number of Hedge Fund Holders as of Q4: 99

TCI Fund Management’s Equity Stake: $5.18 Billion

Upside Potential as of May 6: 15.74%

S&P Global Inc. (NYSE:SPGI) is a premier provider of financial information and analytics, serving institutional investors, corporations, and government entities worldwide. Headquartered in New York City, the company delivers a comprehensive suite of services spanning credit ratings, market intelligence, commodity analytics, mobility solutions, and index development, most notably the widely followed S&P index.

In the first quarter of 2025, S&P Global Inc. (NYSE:SPGI) exceeded market expectations across the board. The company reported revenue of $3.78 billion, representing an 8% year-over-year increase and beating the consensus of $3.72 billion. Earnings per share came in at $4.37, outpacing the projected $4.23 and marking a 9% increase over the prior-year period. These results were driven by solid growth across its business segments, particularly in Market Intelligence and Indices, which benefited from sustained capital market activity and increasing demand for data-driven investment tools.

The firm also delivered significant margin expansion, improving operating margins by 240 basis points over the trailing twelve months. This operational efficiency reflects S&P Global Inc. (NYSE:SPGI)’s disciplined cost structure and high-margin business model. Additionally, the company returned over $900 million to shareholders through a combination of dividends and share repurchases, underlining its strong capital return policy.

With a diversified revenue base, recurring income streams, and robust pricing power, S&P Global Inc. (NYSE:SPGI) continues to be a strategic asset in financial services portfolios. Its strong quarterly performance reaffirms the company’s position as a high-quality compounder with dependable cash flow and earnings growth.

Among Hohn’s portfolio, S&P Global stands out with a notable upside potential of 15.74%, positioning it as one of the top stocks with significant growth prospects. The company has also seen increasing hedge fund interest; by the end of Q4 2024, 99 hedge funds out of 1,009 tracked by Insider Monkey held stakes in the company, up from 85 funds in the previous quarter. The total value of these holdings reached $10.52 billion, indicating rising confidence among institutional investors.