Select Equity Group, L.P. 13F: Cuts SIG Stake by $24M

Select Equity Group, L.P. filed a Form 13F with the U.S. Securities and Exchange Commission disclosing a reduction in its holdings of Signet Jewelers Limited SIG on NYSE. The institutional investor pared back its investment during the period ended May 15, 2026.

Position Details for Select Equity Group

The fund cut its stake by 281,796 shares, which worked out to a 7.9% decrease from its previous holding of 3,556,612 shares. Following the adjustment, Select Equity Group owned 3,274,816 shares of the luxury jewelry retailer. That remaining block carried a reported value of about $282.28 million at the close of the reporting window.

Signet Jewelers Stock Performance

Signet Jewelers Limited shares recently traded near $86.20. The company carries a market capitalization of approximately $3.78 billion and a trailing P/E ratio of 11.5. Its stock has fluctuated between a 52-week low of $71.62 and a 52-week high of $110.20.

Insider Buying and Selling at Signet Jewelers Limited

A group of company insiders made notable share acquisitions on June 26, 2026. Sandra Cochran, Mark Graf, Donta Wilson, Andre Branch, Eugenia Ulasewicz, and Zackery Hicks each purchased 2,018 shares of the company.

Wall Street Analyst Views

Analyst firms updated their outlooks on the company in September 2026. On September 11, 2026, Goldman Sachs maintained a Neutral rating and set a target of $109.00. Telsey Advisory Group maintained a Market Perform rating with a $105.00 target on September 10, 2026. Raymond James kept an Outperform rating and lifted its target to $120.00 on September 10, 2026. Citigroup maintained a Buy rating with a target of $140.00 on September 10, 2026. UBS maintained a Buy rating with a target of $136.00 on September 10, 2026. B of A Securities kept a Neutral rating with a $115.00 target on September 10, 2026. Jefferies maintained a Buy rating with a target of $175.00 on September 9, 2026. Wells Fargo maintained an Equal-Weight rating with a $100.00 target on September 9, 2026.

Inside Signet Jewelers Operations

Signet Jewelers Limited operates as a diamond jewelry retailer across North America and the international market. The business runs popular storefront banners such as Kay Jewelers, Zales, Jared, and Banter by Piercing Pagoda, alongside online channels like Blue Nile and James Allen. It also maintains a UK presence through H.Samuel and Ernest Jones locations.

Looking Ahead for Investors

This filing reflects institutional positioning as of May 15, 2026, and does not capture subsequent trades or portfolio adjustments. Observers can monitor upcoming company statements and regulatory updates for further changes in major stakeholder accounts.