S&P Global Inc.

S&P Global Inc.

SPGIยทNYSE

$412.29

-3.8%
Financial ServicesFinancial - Data & Stock Exchanges

S&P Global Inc., together with its subsidiaries, provides credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. It operates in six divisions: S&P Global Ratings, S&P Dow Jones Indices, S&P Global Commodity Insights, S&P Global Market Intelligence, S&P Global Mobility, and S&P Global Engineering Solutions. The S&P Global Ratings division operates as an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings, and benchmarks. The S&P Dow Jones Indices division is an index provider that maintains various valuation and index benchmarks for investment advisors, wealth managers, and institutional investors. The S&P Global Commodity Insights division offers data and insights for global energy and commodity markets and enable its customers to make decisions. The S&P Global Market Intelligence division delivers data and technology solutions for customers to provide insights for making decisions. It offers data and services that bring end-to-end workflow solutions, including capital formation, data and distribution, ESG and sustainability, leveraged loans, private markets, sector coverage, supply chain, and issuer solutions, as well as credit, risk, and regulatory solutions. The S&P Global Mobility division provides insights derived from unmatched automotive data, enabling its customers to anticipate change and make decisions. The S&P Global Engineering Solutions division offers engineering expertise and solutions in industries, such as aerospace and defense, energy, architecture, construction, and transportation. Its solutions empower business and technical leaders to transform workflows and make decisions. S&P Global Inc. was founded in 1860 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$122.04B
EPS14.6700
P/E Ratio28.10
Earnings Date07/30/2026
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S&P Global Inc. Street Expectations Map

SPGI ยท NYSE

Wall Street analysts project that SPGI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 548.11, with estimates ranging from a low of 482.00 to a high of 627.00.

Lowest Target
482.00
16.91%
Consensus Target
548.11
32.94%
Highest Target
627.00
52.08%

The consensus 1-year price target stands at 548.11, with estimates ranging from a low of 482.00 to a high of 627.00.

Analyst Consensus Analysis

Upside Potential

+32.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

26.5% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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S&P Global Inc. Forward Estimates of Revenue

SPGI ยท NYSE
Latest Revenue
15.34B
FY 2025
Avg Estimate
16.51B
FY 2026
Estimate Range
16.42B - 16.62B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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S&P Global Inc. Forward Estimates of Net Income

SPGI ยท NYSE
Latest Net Income
4.47B
FY 2025
Avg Estimate
6.00B
FY 2026
Estimate Range
5.94B - 6.05B
Analyst Spread

Forward Growth Analysis

Projected Growth+34.1%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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S&P Global Inc. Forward Estimates of EPS

SPGI ยท NYSE
Latest EPS
14.67
FY 2025
Avg Estimate
$19.62
FY 2026
Estimate Range
$19.48 - $19.82
Analyst Spread

Forward Growth Analysis

Projected Growth+33.8%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage15 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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S&P Global Inc. Forward Estimates of EBIT

SPGI ยท NYSE
Latest EBIT
6.51B
FY 2025
Avg Estimate
6.95B
FY 2026
Estimate Range
6.91B - 6.99B
Analyst Spread

Forward Growth Analysis

Projected Growth+6.6%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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S&P Global Inc. Forward Estimates of EBITDA

SPGI ยท NYSE
Latest EBITDA
7.69B
FY 2025
Avg Estimate
8.14B
FY 2026
Estimate Range
8.10B - 8.20B
Analyst Spread

Forward Growth Analysis

Projected Growth+5.9%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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S&P Global Inc. Forward Estimates of SG&A Expense

SPGI ยท NYSE
Latest SG&A Expense
3.42B
FY 2025
Avg Estimate
4.00B
FY 2026
Estimate Range
3.98B - 4.02B
Analyst Spread

Forward Growth Analysis

Projected Growth+17.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage17 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.

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S&P Global Inc. Insider Positioning

SPGI ยท NYSE

During the last 12 months, insiders have purchased $2.67M and sold $2.12M worth of SPGI shares, resulting in $547K of net buying activity.

3 Months

Bought

6.0K

2.58M

Sold

0

0.00

Net Activity

+2.6M

+$2.58M

3-6 Months

Bought

211

85.42K

Sold

0

0.00

Net Activity

+85K

+$85K

6-9 Months

Bought

10

5.44K

Sold

0

0.00

Net Activity

+5K

+$5K

9-12 Months

Bought

0

0.00

Sold

3.8K

2.12M

Net Activity

-2.1M

-$2.12M

Top Buyers

1
CCR

Clay Catherine R

Officer: Ceo, S&P Dow Jones Indices

2.5K sharesโ€ข1 transactions

$1.08M

2
CM

Cheung Martina

Director, Officer: Ceo & President

2.3K sharesโ€ข1 transactions

$998K

3
MREJ

Moritz Robert Edward Jr.

Director

1.2K sharesโ€ข1 transactions

$500K

4
JH

Joly Hubert

Director

199 sharesโ€ข1 transactions

$79K

5
EWW

Eager William W

Officer: President, S&P Global Mobility

22 sharesโ€ข2 transactions

$11K

Top Sellers

1
SS

Saha Saugata

Officer: President, Market Intelligence

2.0K sharesโ€ข1 transactions

$1.12M

2
TE

Tavernier Edouard

Officer: President, S&P Global Mobility

1.8K sharesโ€ข1 transactions

$998K

Insider Activity Analysis

Net Insider Sentiment

Bullish

Moderately bullish with $547K net buying. Insiders show cautious optimism through measured share purchases.

Buy/Sell Ratio

1.26:1

Positive buy/sell ratio. Buying exceeds or matches selling, indicating net positive insider sentiment.

Recent Trend (3 Months)

$2.58M

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 2 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Broad-based insider buying: When multiple insiders independently decide to purchase shares, it often reflects genuine confidence rather than coordinated optics. This pattern deserves attention, especially if buying followed a price decline.