S&P Global Inc. (NYSE:SPGI) Receives Average Recommendation of "Moderate Buy" from Brokerages

Key Points

• S&P Global has a “Moderate Buy” consensus rating from 20 analysts, with 18 buys, one hold and one sell. The average 12-month price target is $523.59, although several firms recently lowered their targets.
• The company beat quarterly expectations with adjusted EPS of $4.83 versus $4.81 expected and revenue of $4.15 billion versus $4.09 billion expected. Revenue increased 10.4% year over year, and management issued fiscal 2026 EPS guidance of $17.50–$17.75.
• Institutional investors and hedge funds own 87.17% of S&P Global’s shares. The company also announced a quarterly dividend of $0.97 per share, equivalent to an annualized $3.88 payout and a 1.0% yield.

Shares of S&P Global Inc. (NYSE:SPGI - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the twenty ratings firms that are covering the stock, MarketBeat reports. One investment analyst has rated the stock with a sell rating, one has assigned a hold rating and eighteen have issued a buy rating on the company. The average twelve-month target price among brokerages that have issued ratings on the stock in the last year is $523.5882.

Several research analysts have recently issued reports on the company. Daiwa Securities Group decreased their price target on S&P Global from $490.00 to $485.00 and set an "outperform" rating for the company in a research note on Wednesday, May 20th. UBS Group reduced their price objective on shares of S&P Global from $550.00 to $525.00 and set a "buy" rating for the company in a report on Tuesday, July 7th. Morgan Stanley decreased their target price on shares of 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. JPMorgan Chase & Co. lowered their target price on shares of S&P Global from $555.00 to $530.00 and set an "overweight" rating on the stock in a research note on Wednesday, July 29th. Finally, BMO Capital Markets boosted their price target on shares of S&P Global from $495.00 to $505.00 and gave the stock an "outperform" rating in a research report on Tuesday, July 7th.

Institutional Investors Weigh In On S&P Global

Institutional investors have recently added to or reduced their stakes in the company. Joseph Group Capital Management bought a new stake in shares of S&P Global in the 4th quarter worth $29,000. North Star Investment Management Corp. boosted its stake 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 valued at $32,000 after buying an additional 35 shares in the last quarter. Palladiem LLC acquired a new position in S&P Global during the fourth quarter worth about $36,000. Palisade Asset Management LLC acquired a new position in S&P Global during the third quarter worth about $36,000. Finally, Swiss RE Ltd. bought a new stake in S&P Global in the fourth quarter worth about $39,000. 87.17% of the stock is currently owned by institutional investors and hedge funds.

S&P Global Stock Performance

Shares of NYSE SPGI opened at $405.14 on Friday. The company has a current ratio of 0.95, a quick ratio of 0.95 and a debt-to-equity ratio of 0.40. The stock has a 50 day simple moving average of $423.53 and a 200-day simple moving average of $433.51. The company has a market cap of $119.44 billion, a PE ratio of 24.73, a P/E/G ratio of 1.85 and a beta of 1.07. S&P Global has a 12-month low of $381.61 and a 12-month high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last posted its earnings results on Tuesday, July 28th. The business services provider reported $4.83 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 analysts' expectations of $4.09 billion. S&P Global had a return on equity of 17.74% and a net margin of 31.37%.The firm's revenue was up 10.4% compared to the same quarter last year. During the same period last year, the firm earned $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. On average, equities research analysts forecast that S&P Global will post 17.74 EPS 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. Investors of record on Wednesday, August 26th will be paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date is Wednesday, August 26th. S&P Global's dividend payout ratio (DPR) is currently 23.69%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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