Mizuho Cuts S&P Global (NYSE:SPGI) Price Target to $551.00

S&P Global (NYSE:SPGI) had its price target lowered by Mizuho from $657.00 to $551.00 in a research note released on Thursday, MarketBeat reports. The brokerage currently has an outperform rating on the business services provider’s stock.

SPGI has been the subject of several other reports. JPMorgan Chase & Co. decreased their price target on shares of S&P Global from $635.00 to $615.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. William Blair reaffirmed an “outperform” rating on shares of S&P Global in a research note on Monday, November 17th. Weiss Ratings reissued a “buy (b-)” rating on shares of S&P Global in a research report on Monday, December 29th. Robert W. Baird set a $546.00 price target on S&P Global in a research note on Wednesday. Finally, Morgan Stanley lifted their price objective on S&P Global from $620.00 to $627.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating and eighteen have issued a Buy rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Buy” and a consensus target price of $576.38.

S&P Global Stock Up 3.2%

SPGI stock opened at $410.04 on Thursday. S&P Global has a fifty-two week low of $381.61 and a fifty-two week high of $579.05. The company has a market capitalization of $122.52 billion, a price-to-earnings ratio of 27.99, a price-to-earnings-growth ratio of 1.77 and a beta of 1.20. The business’s 50 day moving average price is $507.38 and its two-hundred day moving average price is $511.27. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.82.

S&P Global (NYSE:SPGI) last released its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, missing the consensus estimate of $4.32 by ($0.02). The firm had revenue of $3.92 billion for the quarter, compared to the consensus estimate of $3.89 billion. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The company’s revenue for the quarter was up 9.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $3.77 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, analysts forecast that S&P Global will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 25th will be issued a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Wednesday, February 25th. This is an increase from S&P Global’s previous quarterly dividend of $0.96. S&P Global’s dividend payout ratio (DPR) is presently 26.21%.

Institutional Trading of S&P Global

Several institutional investors have recently added to or reduced their stakes in SPGI. Jones Financial Companies Lllp increased its stake in shares of S&P Global by 17.7% in the 3rd quarter. Jones Financial Companies Lllp now owns 66,809 shares of the business services provider’s stock valued at $32,541,000 after purchasing an additional 10,044 shares in the last quarter. Avantax Advisory Services Inc. grew its holdings in S&P Global by 4.1% in the second quarter. Avantax Advisory Services Inc. now owns 21,457 shares of the business services provider’s stock valued at $11,314,000 after purchasing an additional 850 shares during the period. Prime Capital Investment Advisors LLC grew its holdings in S&P Global by 324.8% in the third quarter. Prime Capital Investment Advisors LLC now owns 28,094 shares of the business services provider’s stock valued at $13,673,000 after purchasing an additional 21,481 shares during the period. Envestnet Asset Management Inc. increased its position in shares of S&P Global by 3.3% in the third quarter. Envestnet Asset Management Inc. now owns 938,251 shares of the business services provider’s stock valued at $456,656,000 after buying an additional 30,080 shares in the last quarter. Finally, Collier Financial acquired a new position in shares of S&P Global during the 3rd quarter worth approximately $2,865,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

S&P Global News Roundup

Here are the key news stories impacting S&P Global this week:

• Positive Sentiment: Major brokerages reiterated bullish views — RBC Capital stuck with a Buy rating, reinforcing investor confidence in the company’s long-term fundamentals. RBC Capital Sticks to Their Buy Rating for S&P Global (SPGI)
• Positive Sentiment: Wells Fargo likewise stayed constructive with a Buy, adding to the supportive analyst narrative that likely helped the stock today. Wells Fargo Remains a Buy on S&P Global (SPGI)
• Positive Sentiment: Industry recognition: S&P Global Ratings was named Ratings Provider of the Year at the Private Equity Wire European Awards — a credibility boost for the franchise and its fees/growth narrative. S&P Global Ratings Wins Ratings Provider of the Year
• Neutral Sentiment: Evercore ISI trimmed its price target but kept a bullish rating — mixed signal that tempers upside while still signaling medium‑term confidence. Evercore ISI Trims S&P Global Inc. (SPGI) Price Target
• Neutral Sentiment: Mizuho cut its target from $657 to $551 but maintained an Outperform rating — another mixed analyst move that reduces implied upside while leaving a buy case intact. Mizuho Lowers Price Target for S&P Global
• Neutral Sentiment: Market commentary pieces and an options‑flow deep dive reflect elevated attention and active positioning by traders, useful for short‑term volatility but not clearly directional. S&P Global Options Trading: A Deep Dive into Market Sentiment
• Neutral Sentiment: Analysis asking whether SPGI is fairly priced after the recent slump — highlights valuation debate that could keep trading choppy. Is S&P Global (SPGI) Still Priced Fairly After The Recent Share Price Slump
• Negative Sentiment: Near‑term pressure stems from disappointing quarterly results that produced a new 12‑month low — the company slightly missed EPS estimates and guidance/forward growth expectations are under the microscope. S&P Global (NYSE:SPGI) Reaches New 12-Month Low on Disappointing Earnings

S&P Global Company Profile

S&P Global is a leading provider of financial information, analytics and benchmark indices that serve investors, issuers, corporations and public institutions worldwide. The company operates through well-known businesses that include credit ratings, market intelligence and index licensing, as well as commodity and energy information services. Its products and services are used to assess creditworthiness, inform investment decisions, construct and track benchmark portfolios, and support risk and commodity market analysis.

S&P Global Ratings provides independent credit ratings, research and data used by fixed income investors and capital market participants to evaluate issuer and transaction risk.