Wells Fargo & Company Issues Pessimistic Forecast for S&P Global (NYSE:SPGI) Stock Price

S&P Global (NYSE:SPGI) had its price objective cut by analysts at Wells Fargo & Company from $675.00 to $530.00 in a report issued on Wednesday,Benzinga reports. The brokerage currently has an “overweight” rating on the business services provider’s stock. Wells Fargo & Company‘s target price would suggest a potential upside of 32.50% from the company’s previous close.

Several other equities research analysts have also issued reports on SPGI. William Blair reiterated an “outperform” rating on shares of S&P Global in a report on Monday, November 17th. Evercore ISI set a $625.00 price target on shares of S&P Global and gave the company an “outperform” rating in a report on Wednesday. JPMorgan Chase & Co. lowered their price objective on shares of S&P Global from $635.00 to $615.00 and set an “overweight” rating on the stock in a research note on Friday, October 31st. Evercore boosted their price target on S&P Global from $629.00 to $632.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. Finally, Mizuho increased their price objective on shares of S&P Global from $637.00 to $643.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. One analyst has rated the stock with a Strong Buy rating and seventeen have given a Buy rating to the stock. Based on data from MarketBeat, S&P Global presently has an average rating of “Buy” and an average target price of $583.60.

S&P Global Price Performance

Shares of S&P Global stock traded down $1.08 on Wednesday, hitting $400.00. The company had a trading volume of 1,050,819 shares, compared to its average volume of 2,449,774. S&P Global has a 52 week low of $395.88 and a 52 week high of $579.05. The company has a market cap of $121.12 billion, a PE ratio of 29.15, a PEG ratio of 1.89 and a beta of 1.20. The business has a 50-day simple moving average of $513.30 and a 200-day simple moving average of $513.90. The company has a debt-to-equity ratio of 0.34, a current ratio of 0.97 and a quick ratio of 0.97.

S&P Global (NYSE:SPGI) last released its earnings results on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). S&P Global had a return on equity of 15.90% and a net margin of 28.10%.The business had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the previous year, the firm earned $3.77 earnings per share. The firm’s revenue for the quarter was up 9.0% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Research analysts expect that S&P Global will post 17.11 EPS for the current fiscal year.

Hedge Funds Weigh In On S&P Global

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Jones Financial Companies Lllp boosted its stake in shares of S&P Global by 17.7% in the 3rd quarter. Jones Financial Companies Lllp now owns 66,809 shares of the business services provider’s stock valued at $32,541,000 after purchasing an additional 10,044 shares during the last quarter. Avantax Advisory Services Inc. boosted its stake in S&P Global by 4.1% in the second quarter. Avantax Advisory Services Inc. now owns 21,457 shares of the business services provider’s stock valued at $11,314,000 after acquiring an additional 850 shares during the last quarter. Prime Capital Investment Advisors LLC boosted its stake in S&P Global by 324.8% in the third quarter. Prime Capital Investment Advisors LLC now owns 28,094 shares of the business services provider’s stock valued at $13,673,000 after acquiring an additional 21,481 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in S&P Global by 3.3% during the 3rd quarter. Envestnet Asset Management Inc. now owns 938,251 shares of the business services provider’s stock worth $456,656,000 after acquiring an additional 30,080 shares during the period. Finally, Collier Financial bought a new stake in shares of S&P Global during the 3rd quarter valued at $2,865,000. 87.17% of the stock is currently owned by institutional investors and hedge funds.

Key S&P Global News

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

• Positive Sentiment: Short interest fell sharply in January (down ~24.9% vs mid‑January), lowering one source of selling pressure and reducing the risk of a short‑squeeze‑driven volatility spike.
• Positive Sentiment: An analyst upgrade framed the dip as a long‑term buying opportunity below $480, which could attract value hunters and support a rebound. S&P Global Upgraded to Buy
• Positive Sentiment: Q4 revenue grew ~9% year‑over‑year and came in roughly in line with estimates, showing continued top‑line resilience across segments. Q4 sales in line with estimates
• Neutral Sentiment: The company posted its full press release and slide deck with detailed segment metrics and the earnings presentation for investors to dig into. PR Newswire: Q4 and FY2025 results
• Neutral Sentiment: The full Q4 earnings call transcript and slide presentation are available for active investors to assess management commentary on AI, product investments and margin assumptions. Earnings call transcript
• Negative Sentiment: EPS slightly missed consensus: $4.30 vs. $4.32 expected—small on the surface but clashed with elevated expectations and helped trigger trading pressure. Q4 EPS miss
• Negative Sentiment: FY‑2026 guidance was lowered vs. consensus (EPS guide 19.40–19.65 vs ~19.90 expected; revenue guide $16.3–16.7B), which tilted investor sentiment negative and pressured the stock. Guidance below estimates
• Negative Sentiment: Broader concerns — commentary on AI monetization and software‑related weakness — left investors unconvinced that near‑term growth will accelerate, amplifying the sell‑off and impacting sector peers. AI concerns and market reaction

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.