S&P Global (NYSE:SPGI) Downgraded to “Strong Sell” Rating by Zacks Research

Posted by Stanley Muller on Jul 22nd, 2026

Zacks Research lowered shares of S&P Global (NYSE:SPGI – Free Report) from a hold rating to a strong sell rating in a research note issued to investors on Monday morning,Zacks.com reports.

Several other brokerages also recently commented on SPGI. Rothschild & Co Redburn dropped their target price on shares of S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, June 18th. Jefferies Financial Group upped their price target on shares of S&P Global from $500.00 to $535.00 and gave the company a “buy” rating in a report on Monday, April 27th. Mizuho increased their price objective on shares of S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. UBS Group dropped their price objective on shares of S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Finally, The Goldman Sachs Group cut their price objective on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research report on Wednesday, July 1st. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, S&P Global currently has a consensus rating of “Moderate Buy” and a consensus target price of $533.59.

View Our Latest Research Report on S&P Global

S&P Global Stock Down 3.9%

NYSE:SPGI opened at $430.69 on Monday. S&P Global has a 1 year low of $381.61 and a 1 year high of $579.05. The stock has a 50-day moving average price of $422.04 and a two-hundred day moving average price of $443.53. The stock has a market cap of $127.48 billion, a price-to-earnings ratio of 27.26, a PEG ratio of 2.15 and a beta of 1.08. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34.

S&P Global (NYSE:SPGI – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The company had revenue of $4.17 billion for the quarter, compared to analyst estimates of $4.08 billion. During the same quarter last year, the firm posted $4.37 earnings per share. S&P Global’s revenue was up 10.4% 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, equities analysts expect that S&P Global will post 19.47 earnings per share for the current year.

S&P Global Dividend Announcement

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

Insider Transactions at S&P Global

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

Institutional Investors Weigh In On S&P Global

Several institutional investors and hedge funds have recently added to or reduced their stakes in SPGI. Vanguard Group Inc. increased its position in shares of S&P Global by 0.4% in the fourth quarter. Vanguard Group Inc. now owns 30,374,366 shares of the business services provider’s stock valued at $15,873,340,000 after acquiring an additional 117,728 shares during the last quarter. State Street Corp raised its holdings in S&P Global by 1.1% during the fourth quarter. State Street Corp now owns 14,259,690 shares of the business services provider’s stock worth $7,451,971,000 after acquiring an additional 157,301 shares in the last quarter. TCI Fund Management Ltd. boosted its position in S&P Global by 5.4% during the fourth quarter. TCI Fund Management Ltd. now owns 11,790,310 shares of the business services provider’s stock valued at $6,161,498,000 after purchasing an additional 600,440 shares during the last quarter. Morgan Stanley boosted its position in S&P Global by 3.3% during the fourth quarter. Morgan Stanley now owns 8,333,099 shares of the business services provider’s stock valued at $4,354,796,000 after purchasing an additional 263,051 shares during the last quarter. Finally, Norges Bank bought a new position in S&P Global in the fourth quarter valued at approximately $2,398,991,000. 87.17% of the stock is owned by institutional investors.

Key Headlines Impacting S&P Global

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

Positive Sentiment: Robert W. Baird raised its price target on S&P Global (SPGI) to $521 and kept an outperform rating, suggesting meaningful upside from current levels. Benzinga
Positive Sentiment: JPMorgan also lifted its price target on SPGI to $555 and maintained an overweight rating, reinforcing a bullish analyst view. Benzinga
Positive Sentiment: S&P Dow Jones Indices and Pantera Capital launched the S&P Pantera Digital Asset Index, a rules-based benchmark for institutional digital-asset investing that could strengthen S&P Global’s index business and credibility in crypto-related products. PR Newswire
Neutral Sentiment: Recent commentary notes S&P Global’s upcoming earnings report is expected to show growth, but one preview said the company may not have the ideal setup for an earnings beat, keeping expectations mixed. Zacks
Neutral Sentiment: Erste Group Bank reportedly cut FY2027 EPS estimates for SPGI, which adds some caution around longer-term earnings expectations. American Banking News
Neutral Sentiment: Online value-investor chatter has been positive on SPGI, comparing it favorably with other high-profile names, but this is more sentiment than a fundamental catalyst. Insider Monkey

About S&P Global

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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.