S&P Global (NYSE:SPGI – Get Free Report) had its price objective decreased by equities research analysts at Barclays from $565.00 to $555.00 in a report released on Tuesday,Benzinga reports. The brokerage currently has an “overweight” rating on the business services provider’s stock. Barclays‘s price target suggests a potential upside of 25.44% from the company’s current price.
Several other brokerages have also recently issued reports on SPGI. UBS Group dropped their target price on S&P Global from $550.00 to $525.00 and set a “buy” rating on the stock in a research report on Tuesday. The Goldman Sachs Group reduced their price target on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a research report on Wednesday, July 1st. JPMorgan Chase & Co. increased their price objective on shares of S&P Global from $530.00 to $550.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 29th. Wall Street Zen raised shares of S&P Global to a “hold” rating in a report on Saturday. Finally, Jefferies Financial Group boosted their target price on shares of S&P Global from $500.00 to $535.00 and gave the company a “buy” rating in a research report on Monday, April 27th. Seventeen equities research analysts have rated the stock with a Buy rating and one has issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $534.35.
Read Our Latest Stock Analysis on S&P Global
S&P Global Stock Performance
S&P Global (NYSE:SPGI – Get Free Report) last issued its quarterly earnings data 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 17.26% and a net margin of 30.37%.S&P Global’s revenue was up 10.4% compared to the same quarter last year. During the same quarter 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. Equities research analysts expect that S&P Global will post 19.61 EPS for the current year.
Insider Transactions at S&P Global
In other news, CEO Martina Cheung bought 2,322 shares of S&P Global stock in a transaction that occurred on Wednesday, April 29th. The stock was bought at an average cost of $429.93 per share, with a total value of $998,297.46. Following the acquisition, the chief executive officer owned 27,518 shares of the company’s stock, valued at $11,830,813.74. The trade was a 9.22% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of S&P Global stock in a transaction that occurred on Thursday, April 30th. The stock was purchased at an average cost of $434.03 per share, with a total value of $500,002.56. Following the completion of the acquisition, the director directly owned 1,152 shares in the company, valued at $500,002.56. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 5,974 shares of company stock valued at $2,576,775 over the last quarter. 0.03% of the stock is currently owned by company insiders.
Hedge Funds Weigh In On S&P Global
A number of hedge funds have recently modified their holdings of the company. YANKCOM Partnership raised its position in shares of S&P Global by 7.9% during the 4th quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock valued at $135,000 after purchasing an additional 19 shares during the period. LeConte Wealth Management LLC boosted its holdings in S&P Global by 4.1% in the 4th quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after buying an additional 20 shares during the period. Elwood & Goetz Wealth Advisory Group LLC increased its stake in S&P Global by 3.3% in the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock worth $330,000 after buying an additional 20 shares in the last quarter. Steigerwald Gordon & Koch Inc. increased its stake in S&P Global by 15.6% in the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock worth $77,000 after buying an additional 20 shares in the last quarter. Finally, Embree Financial Group increased its stake in S&P Global by 2.0% in the 4th quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock worth $570,000 after buying an additional 21 shares in the last quarter. 87.17% of the stock is currently owned by institutional investors.
S&P Global News Summary
Here are the key news stories impacting S&P Global this week:
- Positive Sentiment: BMO Capital Markets raised its price target on S&P Global to $505 from $495 and reiterated an outperform rating, suggesting continued confidence in the stock’s upside. Article Title
- Neutral Sentiment: S&P Global announced updated pro forma and recast financial results after the Mobility spin-off, and said full 2026 guidance will be provided with its second-quarter earnings on July 28. Article Title
- Neutral Sentiment: The company also said it is evolving its Market Intelligence operating model to expand AI-powered tools and services, and announced leadership changes aimed at supporting growth in an AI-driven market. Article Title
- Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release and conference call for July 28, which could become the next major catalyst for the shares. Article Title
- Negative Sentiment: Morgan Stanley cut its price target on S&P Global to $525 from $557, even while maintaining an overweight rating. Article Title
- Negative Sentiment: UBS also lowered its target to $525 from $550 and kept a buy rating, adding to the cluster of analyst target cuts on the stock. Article Title
- Negative Sentiment: Royal Bank of Canada reduced its target to $510 from $560, though it still has an outperform view, reinforcing a softer near-term valuation outlook from analysts. Article Title
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.
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