S&P Global Inc. (NYSE:SPGI) Given Consensus Rating of “Buy” by Brokerages

Shares of S&P Global Inc. (NYSE:SPGI) have earned an average rating of “Buy” from the nineteen research firms that are presently covering the company, MarketBeat Ratings reports. Eighteen analysts have rated the stock with a buy rating and one has assigned a strong buy rating to the company. The average twelve-month price target among analysts that have covered the stock in the last year is $576.3750.

Several brokerages have commented on SPGI. William Blair reissued an “outperform” rating on shares of S&P Global in a report on Monday, November 17th. Morgan Stanley lifted their price objective on S&P Global from $620.00 to $627.00 and gave the company an “overweight” rating in a research note on Tuesday, January 13th. Royal Bank Of Canada decreased their target price on S&P Global from $620.00 to $560.00 and set an “outperform” rating on the stock in a research note on Wednesday. Stifel Nicolaus lowered their price target on S&P Global from $599.00 to $489.00 and set a “buy” rating on the stock in a report on Wednesday. Finally, Robert W. Baird set a $546.00 price objective on S&P Global in a report on Wednesday.

Institutional Trading of S&P Global

A number of hedge funds have recently made changes to their positions in the stock. Emerald Advisers LLC raised its position in shares of S&P Global by 2.0% during the second quarter. Emerald Advisers LLC now owns 911 shares of the business services provider’s stock worth $480,000 after acquiring an additional 18 shares during the last quarter. Fullcircle Wealth LLC increased its position in S&P Global by 1.0% during the 2nd quarter. Fullcircle Wealth LLC now owns 1,748 shares of the business services provider’s stock valued at $984,000 after purchasing an additional 18 shares during the period. Summitry LLC raised its holdings in S&P Global by 2.1% during the 2nd quarter. Summitry LLC now owns 883 shares of the business services provider’s stock worth $466,000 after purchasing an additional 18 shares during the last quarter. Hamilton Capital LLC raised its holdings in S&P Global by 4.5% during the 2nd quarter. Hamilton Capital LLC now owns 418 shares of the business services provider’s stock worth $220,000 after purchasing an additional 18 shares during the last quarter. Finally, Sand Hill Global Advisors LLC lifted its position in shares of S&P Global by 3.1% in the 2nd quarter. Sand Hill Global Advisors LLC now owns 632 shares of the business services provider’s stock worth $333,000 after purchasing an additional 19 shares during the period. 87.17% of the stock is owned by institutional investors.

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

S&P Global Stock Performance

NYSE:SPGI opened at $397.28 on Friday. The business’s fifty day moving average is $509.14 and its 200 day moving average is $512.24. The firm has a market cap of $120.30 billion, a price-to-earnings ratio of 27.12, a PEG ratio of 1.69 and a beta of 1.20. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.82. S&P Global has a 52-week low of $381.61 and a 52-week high of $579.05.

S&P Global (NYSE:SPGI) last posted its earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share 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 company had revenue of $3.92 billion for the quarter, compared to analysts’ expectations of $3.89 billion. During the same period in the previous year, the firm earned $3.77 EPS. The firm’s quarterly revenue 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. Research analysts predict that S&P Global will post 17.11 EPS for the current year.

S&P Global Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th will be paid a $0.97 dividend. 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%. This is a boost from S&P Global’s previous quarterly dividend of $0.96. S&P Global’s dividend payout ratio is presently 26.21%.

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.