S&P Global
SPGI
About: S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.
Employees: 42,350
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
36% more call options, than puts
Call options by funds: $911M | Put options by funds: $668M
25% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 106
10% more funds holding in top 10
Funds holding in top 10: 71 [Q1] → 78 (+7) [Q2]
2.84% more ownership
Funds ownership: 83.76% [Q1] → 86.6% (+2.84%) [Q2]
5% more capital invested
Capital invested by funds: $133B [Q1] → $140B (+$6.35B) [Q2]
0% more repeat investments, than reductions
Existing positions increased: 791 | Existing positions reduced: 790
1% less funds holding
Funds holding: 2,049 [Q1] → 2,030 (-19) [Q2]
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Citigroup
Peter Christiansen
|
$635
|
Buy
Maintained
|
15 Sep 2025 |
BMO Capital
Jeffrey Silber
|
$621
|
Outperform
Maintained
|
1 Aug 2025 |
Morgan Stanley
Toni Kaplan
|
$615
|
Overweight
Maintained
|
1 Aug 2025 |
Wells Fargo
Jason Haas
|
$660
|
Overweight
Maintained
|
1 Aug 2025 |
Barclays
Manav Patnaik
|
$620
|
Overweight
Maintained
|
31 Jul 2025 |
JP Morgan
Andrew Steinerman
|
$625
|
Overweight
Maintained
|
21 Jul 2025 |
UBS
Alex Kramm
|
$620
|
Buy
Maintained
|
8 Jul 2025 |
Oppenheimer
Owen Lau
|
$592
|
Outperform
Maintained
|
2 Jul 2025 |
Financial journalist opinion
Based on 26 articles about SPGI published over the past 30 days