S&P Global Inc. (NYSE:SPGI – Get Free Report) has earned a consensus rating of “Buy” from the nineteen brokerages that are currently covering the firm, MarketBeat.com reports. Eighteen research analysts have rated the stock with a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokerages that have issued a report on the stock in the last year is $576.3750.
A number of equities analysts have issued reports on SPGI shares. Morgan Stanley increased their price target on S&P Global from $620.00 to $627.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. Royal Bank Of Canada dropped their target price on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research report on Wednesday. Weiss Ratings reissued a “buy (b-)” rating on shares of S&P Global in a research note on Monday, December 29th. Mizuho decreased their price target on shares of S&P Global from $657.00 to $551.00 and set an “outperform” rating for the company in a research note on Thursday. Finally, Evercore upped their price objective on shares of S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a report on Thursday, January 8th.
Read Our Latest Analysis on SPGI
S&P Global Stock Performance
S&P Global (NYSE:SPGI – Get Free Report) last announced its quarterly earnings data on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business had revenue of $3.92 billion during the quarter, compared to analyst estimates of $3.89 billion. During the same period in the prior year, the firm earned $3.77 earnings per share. The firm’s revenue for the quarter was up 9.0% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, analysts predict that S&P Global will post 17.11 EPS for the current year.
S&P Global Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Investors of record on Wednesday, February 25th will be paid a dividend of $0.97 per share. This is an increase from S&P Global’s previous quarterly dividend of $0.96. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $3.88 dividend on an annualized basis and a yield of 1.0%. S&P Global’s dividend payout ratio (DPR) is currently 26.21%.
S&P Global News Summary
Here are the key news stories impacting S&P Global this week:
- Positive Sentiment: Mizuho cut its price target to $551 but kept an Outperform rating, signalling continued analyst confidence and a large implied upside vs. current levels. Mizuho lowers SPGI price target
- Positive Sentiment: RBC trimmed its target to $560 but maintained an Outperform rating, reinforcing buy-side support after the quarter. RBC revises SPGI target
- Positive Sentiment: Wells Fargo lowered its target to $530 but kept an Overweight view, another sign brokers see valuation upside despite the recent miss. Wells Fargo trims SPGI target
- Positive Sentiment: Evercore ISI modestly trimmed its target yet maintained a bullish stance, reflecting broad analyst willingness to look through a small EPS miss. Evercore trims SPGI target
- Neutral Sentiment: Benzinga’s options deep‑dive shows elevated SPGI options activity, which can amplify moves and indicate short‑term positioning shifts. S&P Global options trading analysis
- Neutral Sentiment: Coverage pieces highlight S&P’s dividend, AI initiatives and private‑markets push — supportive for longer‑term thesis but less likely to move shares immediately. S&P Global strategic coverage
- Negative Sentiment: SPGI reported Q4 EPS slightly below consensus and the stock registered a new 12‑month low on the news, triggering short‑term selling pressure. SPGI reaches new 12‑month low
- Negative Sentiment: Reports noted the stock fell ~7.7% after the earnings miss, amplifying volatility and creating a potential short‑term risk until guidance clarity or buy‑side support stabilizes price. SPGI stock falls after miss
Institutional Investors Weigh In On S&P Global
Hedge funds and other institutional investors have recently modified their holdings of the company. MTM Investment Management LLC bought a new stake in S&P Global during the 2nd quarter valued at $27,000. Joseph Group Capital Management acquired a new position in shares of S&P Global during the fourth quarter valued at about $29,000. J.Safra Asset Management Corp bought a new stake in shares of S&P Global during the third quarter worth about $29,000. North Star Investment Management Corp. increased its position in shares of S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after acquiring an additional 35 shares in the last quarter. Finally, Spurstone Advisory Services LLC acquired a new stake in shares of S&P Global in the 2nd quarter worth about $34,000. Institutional investors own 87.17% of the company’s stock.
About S&P Global
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.
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