S&P Global (NYSE:SPGI – Get Free Report) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 17.500-17.750 for the period, compared to the consensus EPS estimate of 18.980. The company issued revenue guidance of -, compared to the consensus revenue estimate of $15.7 billion.
Wall Street Analysts Forecast Growth
Several research analysts recently issued reports on SPGI shares. Weiss Ratings reissued a “hold (c)” rating on shares of S&P Global in a research report on Monday, July 6th. The Goldman Sachs Group lowered their price objective on S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Mizuho raised their target price on S&P Global from $551.00 to $554.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 5th. Evercore lowered their price target on S&P Global from $625.00 to $560.00 and set an “outperform” rating on the stock in a research report on Thursday, April 16th. Finally, BMO Capital Markets increased their price objective on S&P Global from $495.00 to $505.00 and gave the stock an “outperform” rating in a research note on Tuesday, July 7th. Eighteen analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $523.59.
Read Our Latest Research Report on SPGI
S&P Global Price Performance
S&P Global (NYSE:SPGI – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.81 by $0.02. The business had revenue of $4.15 billion for the quarter, compared to the consensus estimate of $4.09 billion. S&P Global had a net margin of 31.37% and a return on equity of 17.74%. The firm’s quarterly revenue was up 10.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. As a group, equities research analysts expect that S&P Global will post 17.61 EPS for the current fiscal year.
S&P Global Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 26th will be given a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Wednesday, August 26th. S&P Global’s dividend payout ratio (DPR) is presently 23.69%.
Insider Activity at S&P Global
In other news, CEO Catherine R. Clay bought 2,500 shares of the company’s stock in a transaction dated Friday, May 1st. The stock was bought at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the transaction, the chief executive officer directly owned 2,500 shares in the company, valued at $1,078,475. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Company insiders own 0.03% of the company’s stock.
S&P Global News Roundup
Here are the key news stories impacting S&P Global this week:
- Positive Sentiment: Solid second-quarter performance: S&P Global reported adjusted earnings of $4.83 per share, slightly above the $4.81 consensus, while revenue rose 10.4% year over year to $4.15 billion, exceeding estimates. Strength in Ratings and Indices supported margins, profit and cash flow. S&P Global Q2 Earnings Beat on Ratings & Indices Strength
- Positive Sentiment: Shareholder returns and outlook: Management reiterated 2026 adjusted EPS guidance of $17.50–$17.75 and expects more than $7 billion in buybacks. The company also highlighted AI growth and improving prospects for Ratings and Indices. S&P Global guidance and buybacks
- Positive Sentiment: Expansion of data offerings: S&P Global added With Intelligence private-markets datasets and insights to Capital IQ Pro, strengthening its integrated, AI-enabled investment research platform. It also agreed to acquire a stake in African ratings firm Agusto, expanding its presence in a developing ratings market. Expanded private markets datasets
- Neutral Sentiment: Analyst views remain favorable but divided: Citigroup raised its target to $500 and kept a Buy rating, while JPMorgan, Barclays and Robert Baird trimmed targets but maintained bullish ratings. Erste Group forecasts 2026 EPS of $18.68, above the $17.61 consensus, but reduced its 2027 estimate to $20.32 from $20.92.
- Negative Sentiment: Post-earnings selling and valuation pressure: Despite beating headline estimates, reports described the stock as slightly overvalued following an approximately 18% prior decline. Investors may also be reacting to earnings comparisons affected by the Mobility spin-off and the absence of a major upside surprise, helping explain the stock’s weakness after results. S&P Global valuation article
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in SPGI. Palisade Asset Management LLC bought a new stake in shares of S&P Global during the third quarter worth approximately $36,000. Swiss RE Ltd. bought a new position in S&P Global in the fourth quarter valued at approximately $39,000. Wealth Watch Advisors INC acquired a new stake in S&P Global during the 3rd quarter worth $47,000. Headlands Technologies LLC acquired a new stake in S&P Global during the 2nd quarter worth $47,000. Finally, Sfam LLC bought a new stake in shares of S&P Global during the 4th quarter valued at $52,000. 87.17% of the stock is currently owned by institutional investors and hedge funds.
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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