Jefferies Financial Group Issues Positive Forecast for S&P Global (NYSE:SPGI) Stock Price

Key Points

• Jefferies Financial Group raised its price target on S&P Global to $535 (from $500) and maintained a Buy rating, implying roughly a 23.4% upside from the prior close.
• S&P Global beat Q1 estimates with $4.97 EPS (vs. $4.82) and $4.17B revenue (+10.4% YoY), but issued FY‑2026 guidance that trims revenue to $16.3B–$16.6B while setting EPS guidance of 19.40–19.65.
• Overall analyst sentiment is bullish, with a consensus Buy rating and an average price target of $557 across analysts.

S&P Global (NYSE:SPGI - Get Free Report) had its price objective boosted by investment analysts at Jefferies Financial Group from $500.00 to $535.00 in a note issued to investors on Monday,MarketScreener reports. The brokerage currently has a "buy" rating on the business services provider's stock. Jefferies Financial Group's price target points to a potential upside of 23.43% from the company's previous close.

Several other equities analysts also recently issued reports on SPGI. The Goldman Sachs Group set a $498.00 price objective on shares of S&P Global in a report on Wednesday, February 11th. Barclays reiterated an "overweight" rating and issued a $565.00 target price on shares of S&P Global in a research report on Monday, February 23rd. Robert W. Baird set a $546.00 target price on S&P Global in a research report on Wednesday, February 11th. Wells Fargo & Company dropped their target price on 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. Finally, UBS Group dropped their target price on S&P Global from $620.00 to $550.00 and set a "buy" rating on the stock in a research report on Tuesday, February 17th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and one has given a Hold rating to the company's stock. Based on data from MarketBeat, S&P Global currently has a consensus rating of "Buy" and an average price target of $557.00.

S&P Global Stock Down 0.9%

Shares of SPGI stock traded down $3.79 on Monday, hitting $433.43. The stock had a trading volume of 1,581,271 shares, compared to its average volume of 2,400,798. The company has a market cap of $131.53 billion, a PE ratio of 29.64, a P/E/G ratio of 1.96 and a beta of 1.20. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. The business has a 50 day moving average price of $429.32 and a 200 day moving average price of $474.31. S&P Global has a one year low of $381.61 and a one year high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last announced its earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping analysts' consensus estimates 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 29.16% and a return on equity of 16.56%. The firm's revenue was up 10.4% on a year-over-year basis. During the same period in the previous year, the company posted $4.37 earnings per share. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Research analysts anticipate that S&P Global will post 19.51 earnings per share for the current fiscal year.

Institutional Trading of S&P Global

Hedge funds and other institutional investors have recently modified their holdings of the stock. YANKCOM Partnership lifted its position in shares of S&P Global by 7.9% in the fourth quarter. YANKCOM Partnership now owns 259 shares of the business services provider's stock valued at $135,000 after acquiring an additional 19 shares in the last quarter. LeConte Wealth Management LLC increased its stake in S&P Global by 4.1% in the fourth quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider's stock valued at $267,000 after purchasing an additional 20 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC increased its stake in S&P Global by 3.3% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider's stock valued at $330,000 after purchasing an additional 20 shares during the last quarter. Steigerwald Gordon & Koch Inc. increased its stake in S&P Global by 15.6% in the fourth quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider's stock valued at $77,000 after purchasing an additional 20 shares during the last quarter. Finally, Chemistry Wealth Management LLC increased its stake in S&P Global by 0.4% in the third quarter. Chemistry Wealth Management LLC now owns 4,895 shares of the business services provider's stock valued at $2,382,000 after purchasing an additional 21 shares during the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

S&P Global News Summary

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

• Positive Sentiment: Q1 beats on EPS and revenue: Company reported $4.97 EPS (vs. $4.82 est.) and $4.17B revenue (+10.4% YoY); management cited strength in Ratings, Indices and Market Intelligence. S&P Global Q1 Earnings & Revenues Beat Estimates, Increase Y/Y
• Positive Sentiment: Analyst/market commentary: Margin expansion and resilient subscription growth prompted bullish takes (Seeking Alpha calls the quarter proof that recent bearish views were wrong); Goldman/Barron's flags S&P as among AI-exposed services winners, supporting re-rating potential. SPGI: The February Bears Were Wrong (Earnings Review) These 8 Services Stocks Are AI Winners, According to Goldman Sachs
• Neutral Sentiment: Conference materials and call transparency: Earnings call transcript, slide deck and PR filings are available for due diligence — useful for modeling FY‑2026 EPS guidance and segment detail. S&P Global Inc. (SPGI) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: S&P’s Case‑Shiller index (an S&P branded product) showed a small national home‑price gain but broad metro weakness — macro data that can influence Index/analytics demand but is not company‑specific operational news. S&P Cotality Case-Shiller Index Reports Annual Gain in February 2026
• Negative Sentiment: FY‑2026 revenue guidance trimmed slightly to $16.3B–$16.6B (vs. street ~$16.5B) and EPS range 19.40–19.65 that sits roughly in line with consensus but narrows upside — a reason for mixed headlines despite the beat. S&P Global (SPGI) — MarketBeat summary & guidance update
• Negative Sentiment: Some outlets ran contrasting headlines (one flagged a Q1 sales miss versus expectations), creating short‑term noise that can amplify intra‑day swings even as underlying operating metrics were strong. S&P Global NYSE: SPGI Misses Q1 CY2026 Sales Expectations

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.

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