FY2027 EPS Estimates for S&P Global Cut by Erste Group Bank

S&P Global Inc. (NYSE:SPGI) – Erste Group Bank reduced their FY2027 EPS estimates for shares of S&P Global in a research note issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the business services provider will earn $20.92 per share for the year, down from their prior estimate of $22.19. The consensus estimate for S&P Global’s current full-year earnings is $19.32 per share.

A number of other analysts have also recently weighed in on the stock. Evercore reduced their target price on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. Barclays cut their price objective on S&P Global from $565.00 to $555.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Stifel Nicolaus raised their price objective on S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a research note on Friday. UBS Group reduced their price objective on S&P Global from $550.00 to $525.00 and set a “buy” rating for the company in a research note on Tuesday, July 7th. Finally, Royal Bank Of Canada decreased their target price on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a report on Tuesday, July 7th. Seventeen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $533.88.

S&P Global Stock Down 0.1%

NYSE SPGI opened at $450.57 on Monday. S&P Global has a 12 month low of $381.61 and a 12 month high of $579.05. The company has a market capitalization of $133.37 billion, a P/E ratio of 28.52, a PEG ratio of 2.18 and a beta of 1.08. The company’s 50 day simple moving average is $421.35 and its 200 day simple moving average is $444.73. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68.

S&P Global (NYSE:SPGI) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating the consensus estimate of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The business’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same quarter last year, the firm posted $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS.

S&P Global Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be given a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s dividend payout ratio is 24.56%.

Insider Buying and Selling

In other news, CEO Catherine R. Clay bought 2,500 shares of the business’s stock in a transaction on Friday, May 1st. The shares were bought at an average cost of $431.39 per share, with a total value of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at $1,078,475. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of S&P Global stock in a transaction dated Thursday, April 30th. The stock was acquired at an average price of $434.03 per share, with a total value of $500,002.56. Following the acquisition, the director directly owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders bought 5,974 shares of company stock valued at $2,576,775. Company insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the business. Joseph Group Capital Management purchased a new stake in S&P Global in the 4th quarter worth about $29,000. North Star Investment Management Corp. boosted its position in S&P Global by 134.6% during the 4th 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 during the period. Palladiem LLC purchased a new position in S&P Global during the 4th quarter valued at about $36,000. Palisade Asset Management LLC purchased a new position in S&P Global during the 3rd quarter valued at about $36,000. Finally, Swiss RE Ltd. acquired a new position in shares of S&P Global in the 4th quarter valued at about $39,000. Hedge funds and other institutional investors own 87.17% of the company’s stock.

S&P Global News Summary

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

• Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider
• Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters
• Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire
• Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat
• Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance
• Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch

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.