S&P Global (NYSE:SPGI) Price Target Raised to $557.00 at Morgan Stanley

Key Points

• Morgan Stanley raised its price target on S&P Global to $557 (from $556) and kept an "overweight" rating, implying roughly 30.5% upside from the prior close.
• Q1 results beat estimates — EPS $4.97 vs. $4.82 and revenue $4.17B vs. $4.08B, with revenue up ~10% year‑over‑year — but management set FY‑2026 guidance of $19.40–19.65 EPS, slightly below consensus.
• Analyst sentiment remains largely positive (1 Strong Buy, 17 Buy, 1 Hold) with an average price target of $550.44, while the stock was trading near $426.68, leaving a significant gap to analyst targets.

S&P Global (NYSE:SPGI - Get Free Report) had its price target hoisted by research analysts at Morgan Stanley from $556.00 to $557.00 in a research note issued to investors on Wednesday,MarketScreener reports. The firm currently has an "overweight" rating on the business services provider's stock. Morgan Stanley's price objective indicates a potential upside of 30.54% from the stock's previous close.

Other research analysts have also issued research reports about the company. Stifel Nicolaus decreased their target price on S&P Global from $599.00 to $489.00 and set a "buy" rating for the company in a research report on Wednesday, February 11th. Jefferies Financial Group lifted their target price on S&P Global from $500.00 to $535.00 and gave the stock a "buy" rating in a research report on Monday. Weiss Ratings lowered S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, March 11th. The Goldman Sachs Group reiterated a "buy" rating on shares of S&P Global in a research report on Tuesday. Finally, Robert W. Baird set a $546.00 target price on S&P Global in a research report on Wednesday, February 11th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and one has issued a Hold rating to the company's stock. According to data from MarketBeat.com, the stock presently has an average rating of "Buy" and an average price target of $550.44.

S&P Global Stock Performance

Shares of SPGI traded down $6.79 during mid-day trading on Wednesday, hitting $426.68. The stock had a trading volume of 125,439 shares, compared to its average volume of 2,383,859. The company has a market cap of $129.48 billion, a PE ratio of 29.21, a PEG ratio of 1.96 and a beta of 1.20. The company's fifty day simple moving average is $429.80 and its two-hundred day simple moving average is $473.94. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. S&P Global has a fifty-two week low of $381.61 and a fifty-two week high of $579.05.

S&P Global (NYSE:SPGI - Get Free Report) last issued its earnings results on Tuesday, April 28th. The business services provider reported $4.97 EPS for the quarter, topping the consensus estimate of $4.82 by $0.15. The company had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. S&P Global had a return on equity of 16.56% and a net margin of 29.16%.The business's revenue was up 10.4% on a year-over-year basis. During the same quarter last year, the firm earned $4.37 EPS. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, equities analysts expect that S&P Global will post 19.51 earnings per share for the current year.

Institutional Trading of S&P Global

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Jones Financial Companies Lllp raised its position in shares of S&P Global by 17.7% during the third quarter. Jones Financial Companies Lllp now owns 66,809 shares of the business services provider's stock worth $32,541,000 after purchasing an additional 10,044 shares during the period. Prime Capital Investment Advisors LLC raised its position in shares of S&P Global by 324.8% during the third quarter. Prime Capital Investment Advisors LLC now owns 28,094 shares of the business services provider's stock worth $13,673,000 after purchasing an additional 21,481 shares during the period. Envestnet Asset Management Inc. raised its position in shares of S&P Global by 3.3% during the third quarter. Envestnet Asset Management Inc. now owns 938,251 shares of the business services provider's stock worth $456,656,000 after purchasing an additional 30,080 shares during the period. Collier Financial acquired a new stake in shares of S&P Global during the third quarter worth $2,865,000. Finally, Mawer Investment Management Ltd. raised its position in shares of S&P Global by 27.3% during the third quarter. Mawer Investment Management Ltd. now owns 168,229 shares of the business services provider's stock worth $81,879,000 after purchasing an additional 36,078 shares during the period. Institutional investors own 87.17% of the company's stock.

Key Stories Impacting S&P Global

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

• Positive Sentiment: Q1 results beat consensus — EPS $4.97 vs. $4.82 and revenue $4.17B vs. $4.08B; year‑over‑year revenue growth ~10% and margin expansion underpin near‑term fundamentals. S&P Global Q1 Earnings & Revenues Beat Estimates
• Positive Sentiment: Analysts point to AI adoption and strong demand for analytics, supporting growth in Ratings, Indices and Market Intelligence — a thematic catalyst investors are rewarding. S&P Global Inc (SPGI) Q1 2026 Earnings Call Highlights
• Positive Sentiment: Jefferies raised its price target to $535 (buy rating), signaling upside from current levels and reflecting confidence in SPGI’s secular growth story. Jefferies Adjusts Price Target on S&P Global
• Neutral Sentiment: Corporate materials and the earnings‑call transcript are available for deeper diligence (slides and management commentary provide context on margins, subscriptions and AI investments). S&P Global Q1 Slide Deck / Press Release
• Neutral Sentiment: Brand/market activity: S&P’s Platts business opened nominations for its industry awards (brand engagement, modest commercial benefit). Platts Global Energy Awards 2026
• Negative Sentiment: FY‑2026 guidance was set to EPS $19.40–19.65 (slightly below consensus) and revenue guidance showed a range that left upside limited — this tempering of forward targets is pressuring sentiment. S&P Global Reports First Quarter Results
• Negative Sentiment: Some coverage highlighted energy sector headwinds and mixed headlines on sales versus expectations, adding short‑term volatility risk despite the quarter’s beat. SPGI Q1 deep dive
• Negative Sentiment: Small analyst model tweaks (Erste trimmed FY2026 EPS marginally) reflect cautious near‑term estimate revisions — not a major downgrade but a sign analysts are parsing guidance. Erste Group trims FY2026 EPS for SPGI

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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