S&P Global (NYSE:SPGI) Issues FY 2026 Earnings Guidance

S&P Global (NYSE:SPGI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 19.400-19.650 for the period, compared to the consensus estimate of 19.900. The company issued revenue guidance of $16.3 billion-$16.7 billion, compared to the consensus revenue estimate of $16.5 billion.

S&P Global Stock Performance

SPGI traded down $5.69 during trading on Thursday, hitting $385.07. The stock had a trading volume of 1,632,287 shares, compared to its average volume of 2,564,109. The firm has a market cap of $116.60 billion, a PE ratio of 26.29, a P/E/G ratio of 1.74 and a beta of 1.20. The company has a current ratio of 0.82, a quick ratio of 0.97 and a debt-to-equity ratio of 0.40. S&P Global has a 12 month low of $381.61 and a 12 month high of $579.05. The company has a 50 day simple moving average of $511.13 and a 200-day simple moving average of $513.04.

S&P Global (NYSE:SPGI) last issued its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, missing the consensus estimate of $4.32 by ($0.02). The business had revenue of $3.92 billion during the quarter, compared to analyst estimates 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 period in the prior year, the business posted $3.77 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts expect that S&P Global will post 17.11 EPS for the current year.

S&P Global Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th will be given a $0.97 dividend. The ex-dividend date is Wednesday, February 25th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from S&P Global’s previous quarterly dividend of $0.96. S&P Global’s dividend payout ratio is 26.21%.

Analysts Set New Price Targets

Several brokerages recently issued reports on SPGI. Morgan Stanley lifted their price target on shares of S&P Global from $620.00 to $627.00 and gave the company an “overweight” rating in a report on Tuesday, January 13th. Stifel Nicolaus cut their target price on shares of S&P Global from $599.00 to $489.00 and set a “buy” rating for the company in a research note on Wednesday. Royal Bank Of Canada reduced their target price on S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a report on Wednesday. Evercore raised their price target on S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a report on Thursday, January 8th. Finally, Mizuho cut their price objective on S&P Global from $657.00 to $551.00 and set an “outperform” rating for the company in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating and eighteen have assigned a Buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Buy” and an average target price of $576.38.

Trending Headlines about S&P Global

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

• Positive Sentiment: Analysts remain broadly constructive — multiple firms kept Outperform/Overweight ratings despite trimming targets, signaling continued confidence in SPGI’s long‑term positioning. Mizuho lowers target but keeps outperform RBC/Wells Fargo coverage notes Evercore trims target but stays bullish
• Positive Sentiment: Short interest fell sharply in January (down ~25%), reducing one source of downside pressure and potentially limiting near‑term squeezes. Source: market data in filings/market reports
• Neutral Sentiment: Q4 results were mixed — revenue came in around/above expectations while EPS missed modestly; management’s commentary and the full transcript provide detail for modeling revisions. Zacks: Q4 earnings recap
• Neutral Sentiment: Options‑market flow and sentiment are being analyzed (investors can use skew/put‑call activity for short‑term positioning and hedging). Benzinga options deep dive
• Negative Sentiment: Shares reacted materially to the earnings miss and related commentary — reports note a sharp intraday decline and a new 12‑month low as investors reassess near‑term growth and AI execution. AmericanBankingNews: new 12‑month low
• Negative Sentiment: Several major banks trimmed price targets (Mizuho, RBC, Wells Fargo, Evercore), which lowers the consensus upside and may pressure sentiment even though ratings stayed bullish. The Fly: Mizuho cut
• Negative Sentiment: Broker and media commentary flagged unresolved AI/growth concerns and mixed execution, which is weighing on multiple near‑term re‑ratings. Yahoo: AI concerns cited

Institutional Investors Weigh In On S&P Global

Several large investors have recently bought and sold shares of SPGI. Brighton Jones LLC lifted its stake in S&P Global by 4.7% in the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $1,582,000 after acquiring an additional 143 shares in the last quarter. Sivia Capital Partners LLC raised its holdings in shares of S&P Global by 7.8% in the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock valued at $547,000 after purchasing an additional 75 shares during the last quarter. Neuberger Berman Group LLC lifted its position in shares of S&P Global by 5.5% in the second quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after purchasing an additional 88,526 shares in the last quarter. Jump Financial LLC acquired a new position in S&P Global during the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC grew its position in S&P Global by 17.2% in the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock valued at $1,694,000 after purchasing an additional 472 shares in the last quarter. 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.