S&P Global (NYSE:SPGI) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says

Key Points

• JPMorgan raised its price target on S&P Global to $550 (from $530) and kept an "overweight" rating, implying roughly a 29% upside from current levels.
• Q1 results beat estimates — EPS $4.97 vs. $4.82 and revenue $4.17B vs. $4.08B (revenue +10.4% YoY), underpinning near‑term fundamentals.
• Management set FY‑2026 guidance of $19.40–19.65 EPS, which is slightly below consensus and has tempered sentiment, contributing to near‑term share weakness.

S&P Global (NYSE:SPGI - Get Free Report) had its target price upped by equities research analysts at JPMorgan Chase & Co. from $530.00 to $550.00 in a report released on Wednesday,MarketScreener reports. The firm presently has an "overweight" rating on the business services provider's stock. JPMorgan Chase & Co.'s price objective suggests a potential upside of 28.90% from the stock's current price.

A number of other analysts also recently weighed in on the company. BMO Capital Markets increased their price target on S&P Global from $482.00 to $495.00 and gave the stock an "outperform" rating in a report on Tuesday, March 17th. Weiss Ratings downgraded S&P Global from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Wednesday, March 11th. Mizuho cut their target price on S&P Global from $657.00 to $551.00 and set an "outperform" rating on the stock in a research report on Thursday, February 12th. Robert W. Baird set a $546.00 target price on S&P Global in a research note on Wednesday, February 11th. Finally, Royal Bank Of Canada lowered their target price on S&P Global from $620.00 to $560.00 and set an "outperform" rating for the company in a report on Wednesday, February 11th. One research 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. According to MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $550.44.

S&P Global Trading Down 1.6%

Shares of NYSE SPGI traded down $6.79 during midday trading on Wednesday, reaching $426.68. The stock had a trading volume of 125,439 shares, compared to its average volume of 2,383,859. The company's 50 day moving average price is $429.80 and its 200 day moving average price is $473.94. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.82 and a current ratio of 0.82. S&P Global has a twelve month low of $381.61 and a twelve month high of $579.05. The firm has a market cap of $129.48 billion, a price-to-earnings ratio of 29.21, a price-to-earnings-growth ratio of 1.96 and a beta of 1.20.

S&P Global (NYSE:SPGI - Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, topping the consensus estimate of $4.82 by $0.15. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The company had revenue of $4.17 billion during the quarter, compared to analysts' expectations of $4.08 billion. During the same period in the prior year, the company posted $4.37 earnings per share. S&P Global's revenue for the quarter was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, sell-side analysts expect that S&P Global will post 19.51 EPS for the current year.

Hedge Funds Weigh In On S&P Global

Institutional investors have recently made changes to their positions in the stock. Sage Rhino Capital LLC increased its position in S&P Global by 155.9% in the 1st quarter. Sage Rhino Capital LLC now owns 3,399 shares of the business services provider's stock valued at $1,446,000 after buying an additional 2,071 shares in the last quarter. Kathmere Capital Management LLC boosted its holdings in S&P Global by 27.4% in the first quarter. Kathmere Capital Management LLC now owns 1,694 shares of the business services provider's stock worth $721,000 after acquiring an additional 364 shares in the last quarter. Appleton Partners Inc. MA acquired a new stake in S&P Global in the first quarter valued at approximately $9,737,000. Whittier Trust Co. of Nevada Inc. grew its stake in S&P Global by 3.2% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 27,614 shares of the business services provider's stock valued at $11,988,000 after acquiring an additional 864 shares during the period. Finally, Whittier Trust Co. increased its holdings in shares of S&P Global by 4.7% during the first quarter. Whittier Trust Co. now owns 74,773 shares of the business services provider's stock valued at $32,460,000 after acquiring an additional 3,344 shares in the last quarter. Institutional investors and hedge funds own 87.17% of the company's stock.

S&P Global News Roundup

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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