S&P Global (NYSE:SPGI) Issues FY 2026 Earnings Guidance

S&P Global (NYSE:SPGI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share 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.

Analyst Ratings Changes

SPGI has been the topic of several research reports. Mizuho lifted their price objective on shares of S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Wells Fargo & Company dropped their price target on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research note on Monday, April 13th. Evercore lowered their target price on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating on the stock in a report on Thursday, April 16th. Barclays decreased their target price on shares of S&P Global from $565.00 to $555.00 and set an “overweight” rating on the stock in a research report on Tuesday, July 7th. Finally, Royal Bank Of Canada decreased their price target on shares of S&P Global from $560.00 to $510.00 and set an “outperform” rating for the company in a report on Tuesday, July 7th. Eighteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $533.59.

S&P Global Price Performance

Shares of SPGI stock traded down $22.98 during trading hours on Tuesday, reaching $416.85. 455,307 shares of the company were exchanged, compared to its average volume of 2,295,365. The stock’s fifty day moving average is $423.71 and its two-hundred day moving average is $440.76. S&P Global has a fifty-two week low of $381.61 and a fifty-two week high of $579.05. The company has a market cap of $123.39 billion, a price-to-earnings ratio of 26.41, a P/E/G ratio of 2.16 and a beta of 1.08. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.68 and a quick ratio of 0.68.

S&P Global (NYSE:SPGI) last issued its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.81 by $0.02. The firm had revenue of $4.15 billion for the quarter, compared to analyst estimates of $4.12 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The company’s revenue was up 10.4% compared to the same quarter last year. During the same period in the previous year, the business earned $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Sell-side analysts forecast that S&P Global will post 18.37 earnings per share for the current fiscal year.

S&P Global Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Wednesday, August 26th will be paid a $0.97 dividend. 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 dividend payout ratio (DPR) is presently 24.56%.

Insiders Place Their Bets

In related news, CEO Catherine R. Clay bought 2,500 shares of the company’s 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 acquisition, the chief executive officer owned 2,500 shares of the company’s stock, valued at $1,078,475. This trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Martina Cheung purchased 2,322 shares of the business’s stock in a transaction on Wednesday, April 29th. The shares were bought at an average cost of $429.93 per share, with a total value of $998,297.46. Following 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 position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 5,974 shares of company stock valued at $2,576,775 in the last quarter. Corporate insiders own 0.03% of the company’s stock.

Trending Headlines about S&P Global

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

• Positive Sentiment: S&P Global reported second-quarter adjusted earnings of $4.83 per share, above the $4.81 consensus estimate and up from $4.43 a year earlier. Revenue increased 10.4% year over year to $4.15 billion, also exceeding expectations. S&P Global Reports Second Quarter Results
• Positive Sentiment: The company agreed to acquire a majority stake in African rating agency Agusto & Company. The deal should expand S&P Global Ratings’ presence in Nigeria, Kenya, Rwanda and Ghana and strengthen its exposure to Africa’s growing domestic debt markets. S&P Global to Acquire Majority Stake in Agusto & Company Limited
• Positive Sentiment: S&P Global also announced plans to acquire datacenterHawk, adding asset-level data on data-center supply, demand, pricing and site selection to its existing energy, power and infrastructure intelligence businesses. The transaction could position the company to benefit from data-center and artificial-intelligence infrastructure investment. S&P Global to Acquire datacenterHawk
• Neutral Sentiment: The S&P Cotality Case-Shiller National Home Price Index rose 1.1% annually in May, accelerating from 0.9% in April. However, home prices declined in real terms for the 12th straight month, reflecting continued affordability pressure and potentially subdued housing-market activity.
• Negative Sentiment: S&P Global set fiscal 2026 EPS guidance at $17.50–$17.75, below the roughly $18.98 analyst consensus cited in the update. This sizable outlook gap likely overshadowed the quarterly beat and raised concerns about slower growth, weaker operating trends or increased investment costs.

Hedge Funds Weigh In On S&P Global

Several large investors have recently modified their holdings of the business. Brighton Jones LLC grew its position in 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 worth $1,582,000 after purchasing an additional 143 shares during the last quarter. Storgate LLC acquired a new stake in shares of S&P Global in the fourth quarter valued at about $313,000. Ausdal Financial Partners Inc. boosted its position in S&P Global by 5.5% in the 4th quarter. Ausdal Financial Partners Inc. now owns 572 shares of the business services provider’s stock valued at $299,000 after buying an additional 30 shares during the last quarter. Victory Financial Group LLC raised its stake in S&P Global by 6.7% during the third quarter. Victory Financial Group LLC now owns 586 shares of the business services provider’s stock valued at $285,000 after buying an additional 37 shares in the last quarter. Finally, Virtus Advisers LLC boosted its position in S&P Global by 830.4% during the 4th quarter. Virtus Advisers LLC now owns 521 shares of the business services provider’s stock valued at $272,000 after purchasing an additional 465 shares during the period. Institutional investors and hedge funds own 87.17% of the company’s stock.

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.