Erste Group Bank Estimates S&P Global FY2027 Earnings

S&P Global Inc. (NYSE:SPGI) – Analysts at Erste Group Bank issued their FY2027 earnings per share (EPS) estimates for S&P Global in a research note issued to investors on Thursday, July 16th. Erste Group Bank analyst S. Lingnau forecasts that the business services provider will post earnings per share of $20.92 for the year. The consensus estimate for S&P Global’s current full-year earnings is $18.37 per share.

Other equities analysts have also issued reports about the stock. Wells Fargo & Company reduced their target price on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research report on Monday, April 13th. Evercore dropped their price objective on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. Bank of America reduced their price objective on S&P Global from $575.00 to $550.00 and set a “buy” rating on the stock in a report on Friday, July 10th. Royal Bank Of Canada decreased their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a research report on Tuesday, July 7th. Finally, Zacks Research cut S&P Global from a “hold” rating to a “strong sell” rating in a research note on Monday. Eighteen investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, S&P Global currently has an average rating of “Moderate Buy” and a consensus price target of $533.59.

S&P Global Trading Down 0.5%

SPGI opened at $428.98 on Wednesday. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The stock has a market capitalization of $126.98 billion, a PE ratio of 27.15, a PEG ratio of 2.19 and a beta of 1.08. S&P Global has a 1-year low of $381.61 and a 1-year high of $579.05. The firm has a 50-day moving average price of $422.48 and a two-hundred day moving average price of $442.87.

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

S&P Global Dividend Announcement

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

Insider Buying and Selling

In other S&P Global news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the company’s stock in a transaction that occurred on Thursday, April 30th. The stock was acquired at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the purchase, the director directly owned 1,152 shares in the company, valued at approximately $500,002.56. This represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Martina Cheung acquired 2,322 shares of the business’s stock in a transaction that occurred on Wednesday, April 29th. The stock was acquired at an average price of $429.93 per share, for a total transaction of $998,297.46. Following the completion of the acquisition, the chief executive officer directly owned 27,518 shares of the company’s stock, valued at $11,830,813.74. This trade represents a 9.22% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 5,974 shares of company stock valued at $2,576,775 over the last ninety days. Insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Joseph Group Capital Management bought a new stake in S&P Global in the fourth quarter valued at about $29,000. North Star Investment Management Corp. boosted its holdings in S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock worth $32,000 after buying an additional 35 shares during the last quarter. Palladiem LLC bought a new position in S&P Global during the fourth quarter worth about $36,000. Palisade Asset Management LLC acquired a new position in shares of S&P Global during the 3rd quarter worth about $36,000. Finally, Swiss RE Ltd. acquired a new position in shares of S&P Global during the 4th quarter worth about $39,000. 87.17% of the stock is currently owned by institutional investors.

Key S&P Global News

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

• Positive Sentiment: RBC/Baird-like bull case support continues, with Robert W. Baird raising its price target on S&P Global and maintaining an outperform rating, implying meaningful upside from current levels. Benzinga article
• Positive Sentiment: S&P Global and Pantera Capital launched the S&P Pantera Digital Asset Index, giving the company another way to monetize index products in a fast-growing digital-asset market. Press release
• Positive Sentiment: The company also introduced an AI data service, reinforcing its push into higher-growth data and analytics offerings. Yahoo Finance article
• Neutral Sentiment: S&P Global presented at a GenAI fundraising event, which keeps the company visible in the AI/data ecosystem but does not appear to be a major fundamental catalyst on its own. Seeking Alpha transcript
• Neutral Sentiment: Erste Group’s FY2027 earnings estimate came in above consensus, suggesting long-term earnings potential remains solid, though it was not a major market-moving update.
• Negative Sentiment: Zacks Research downgraded S&P Global from hold to strong sell, adding pressure by signaling concern about the stock’s near-term risk/reward. Tickerreport summary
• Negative Sentiment: One article argued the stock could be overvalued even after a recent $1 billion note exchange, reinforcing investor caution around valuation. Yahoo Finance article
• Negative Sentiment: Zacks also said SPGI may not have the right setup for an earnings beat ahead of its upcoming report, which could temper enthusiasm before results. Zacks article

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.