S&P Global (NYSE:SPGI) Given New $521.00 Price Target at Stifel Nicolaus

S&P Global (NYSE:SPGI) had its price target boosted by Stifel Nicolaus from $489.00 to $521.00 in a research report report published on Friday, Marketbeat Ratings reports. They currently have a buy rating on the business services provider’s stock.

SPGI has been the topic of several other research reports. Wall Street Zen upgraded S&P Global to a “hold” rating in a report on Saturday, July 4th. Evercore dropped their target price on S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. JPMorgan Chase & Co. reduced their price target on S&P Global from $550.00 to $535.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 8th. BMO Capital Markets lifted their price target 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. Finally, Morgan Stanley lowered their price objective on S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Seventeen equities research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $533.88.

S&P Global Price Performance

SPGI stock opened at $450.57 on Friday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. S&P Global has a 52 week low of $381.61 and a 52 week high of $579.05. The firm’s fifty day moving average is $421.35 and its 200 day moving average is $445.32. The firm has a market cap of $133.37 billion, a P/E ratio of 28.52, a P/E/G ratio of 2.21 and a beta of 1.08.

S&P Global (NYSE:SPGI) last posted its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, topping the consensus estimate of $4.82 by $0.15. The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The firm’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period in the previous year, the firm posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Research analysts predict that S&P Global will post 19.32 earnings per share for the current year.

S&P Global Dividend Announcement

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

Insider Transactions at S&P Global

In related news, CEO Catherine R. Clay purchased 2,500 shares of S&P Global stock in a transaction that occurred on Friday, May 1st. The shares were 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 of the company’s stock, valued at $1,078,475. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Martina Cheung purchased 2,322 shares of the firm’s stock in a transaction that occurred on Wednesday, April 29th. The stock was bought at an average cost of $429.93 per share, with a total value of $998,297.46. Following the completion of the purchase, the chief executive officer owned 27,518 shares of the company’s stock, valued at $11,830,813.74. This represents a 9.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders purchased 5,974 shares of company stock valued at $2,576,775. Company insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On S&P Global

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of S&P Global by 4.7% during the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock valued at $1,582,000 after buying an additional 143 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of S&P Global by 7.8% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after buying an additional 75 shares during the period. Neuberger Berman Group LLC increased its stake in shares of S&P Global by 5.5% in the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock worth $893,511,000 after acquiring an additional 88,526 shares in the last quarter. Jump Financial LLC bought a new position in shares of S&P Global in the 2nd quarter worth about $552,000. Finally, Main Street Financial Solutions LLC increased its stake in shares of S&P Global by 17.2% in the 2nd quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after acquiring an additional 472 shares in the last quarter. 87.17% of the stock is owned by hedge funds and other institutional investors.

More S&P Global News

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

• Positive Sentiment: Stifel Nicolaus raised its price target on S&P Global to $521 from $489 and kept a buy rating, implying roughly 15.6% upside from the current share price. Benzinga Street Insider
• Positive Sentiment: S&P Global Energy said booming U.S. LNG exports could add $1.4 trillion to GDP through 2040 and support hundreds of thousands of jobs, reinforcing the company’s research and energy-market credibility. Reuters
• Positive Sentiment: S&P Global Market Intelligence launched ETF Intelligence, a new analytics product aimed at the fast-growing ETF market, which could help expand data and subscription revenue over time. PR Newswire
• Neutral Sentiment: Erste Group Bank lowered its FY2026 EPS estimate for S&P Global to $18.60 from $19.62, which is below the current consensus estimate of $19.49 and may temper expectations. MarketBeat
• Neutral Sentiment: Separate commentary flagged the stock as expensive on fair value and earnings, suggesting valuation remains a concern for some investors. Yahoo Finance
• Negative Sentiment: One market report said S&P Global underperformed peers on Wednesday, indicating some relative weakness versus competitors. MarketWatch

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.