S&P GlobalSPGI
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
0
Funds holding %
of 7,429 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
42% more call options, than puts
Call options by funds: $676M | Put options by funds: $476M
25% more first-time investments, than exits
New positions opened: 131 | Existing positions closed: 105
9% more funds holding in top 10
Funds holding in top 10: 70 [Q1] → 76 (+6) [Q2]
3.6% more ownership
Funds ownership: 83.52% [Q1] → 87.12% (+3.6%) [Q2]
4% more capital invested
Capital invested by funds: $133B [Q1] → $139B (+$5.9B) [Q2]
0% less repeat investments, than reductions
Existing positions increased: 783 | Existing positions reduced: 784
2% less funds holding
Funds holding: 2,047 [Q1] → 2,014 (-33) [Q2]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$592
7%
upside
Avg. target
$622
13%
upside
High target
$660
20%
upside
7 analyst ratings
7 positive
100%
0 neutral
0%
0 negative
0%
BMO Capital Jeffrey Silber | 13%upside $621 | Outperform Maintained | 1 Aug 2025 |
Morgan Stanley Toni Kaplan | 11%upside $615 | Overweight Maintained | 1 Aug 2025 |
Wells Fargo Jason Haas | 20%upside $660 | Overweight Maintained | 1 Aug 2025 |
Barclays Manav Patnaik | 12%upside $620 | Overweight Maintained | 31 Jul 2025 |
JP Morgan Andrew Steinerman | 13%upside $625 | Overweight Maintained | 21 Jul 2025 |
Financial journalist opinion
Based on 28 articles about SPGI published over the past 30 days
Neutral
PRNewsWire
13 hours ago
Interactive Brokers Group Set to Join S&P 500, Talen Energy to Join S&P MidCap 400 and Kinetik Holdings to Join S&P SmallCap 600
NEW YORK , Aug. 25, 2025 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600: S&P MidCap 400 constituent Interactive Brokers Group Inc. (NASD: IBKR) will replace Walgreens Boots Alliance Inc. (NASD: WBA) in the S&P 500, and Talen Energy Corp. (NASD: TLN) will replace Interactive Brokers Group in the S&P MidCap 400 effective prior to the opening of trading on Thursday, August 28. Sycamore Partners is acquiring Walgreens Boots Alliance in a deal expected to be completed soon, pending final closing conditions.
Neutral
PRNewsWire
4 days ago
S&P Global Partners with Google Cloud to Expand AI-Ready Data Access to the Commodities Sector
S&P Global Commodity Insights data now available in Google Cloud's BigQuery AI-Ready Data packages include energy, power and gas, metals, chemicals, agriculture, supply chain, and specialized markets NEW YORK , Aug. 21, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) today announced a partnership with Google Cloud to integrate technology in S&P Global's comprehensive AI-Ready Data portfolio with Google Cloud's robust data, AI, and analytics infrastructure. Data and insights from S&P Global's Commodity Insights business are now available in Google Cloud's BigQuery autonomous data and AI platform.
Neutral
PRNewsWire
5 days ago
Verra and S&P Global Commodity Insights to Advance Carbon Market Integration with Next-Generation Registry
World's Largest GHG Standards Body Collaborates with the World's Leading Commodities Information and Registry Infrastructure Provider SINGAPORE and NEW YORK and LONDON and WASHINGTON , Aug. 21, 2025 /PRNewswire/ -- A new collaboration between two major leaders in environmental markets and commodities information has been announced to advance broader market integration, beginning with the development of a next-generation registry, marking a major step toward a more scalable, interoperable, and digitally integrated infrastructure. The collaboration between Verra, the world's leading standards body for climate action and sustainable development, and S&P Global Commodity Insights, the world's leading commodities and benchmark information provider, combines deep climate expertise with market infrastructure capabilities.
Positive
Seeking Alpha
6 days ago
S&P Global: The Indispensable Engine Powering Global Finance
S&P Global is set to benefit from Fed rate cuts, which will be driving debt issuance, M&A activity, and ETF inflows. The company's dominant market position and high-margin services position it for strong cyclical and recurring growth. Recent financial results showed robust revenue and EPS growth, margin expansion, and increased guidance, supporting a positive outlook.
Positive
Zacks Investment Research
6 days ago
5 Securities & Exchanges Stocks to Track as Industry Dynamics Evolve
SPGI, ICE, CME, NDAQ and CBOE gain from rising crypto adoption, trading volumes, accelerating the non-trading revenue base and tech investments as the Zacks industry ranks in the top 21%.
Neutral
PRNewsWire
6 days ago
S&P Global and Maestro Partner to Offer Private Equity Firms Enhanced Visibility into Asset Level Performance
Partnership offers streamlined value creation monitoring and reporting to support decision-making NEW YORK , Aug. 19, 2025 /PRNewswire/ -- S&P Global (NYSE: SPGI) and Maestro, the leading Value Creation Management platform for private equity and a S&P Global Ventures portfolio company, have announced a strategic partnership to deliver enhanced portfolio monitoring capabilities for private equity firms and their portfolio companies. This partnership includes a native integration of the Maestro platform with S&P Global's iLEVEL portfolio monitoring system, enabling automated data entry and streamlined measurement of value creation initiatives.
Neutral
CNBC
6 days ago
S&P expects 'meaningful tariff revenue' to offset Trump tax bill impact, maintains U.S. credit rating
S&P Global said it expects "meaningful" federal government revenue from President Donald Trump's broad tariff policies to "generally offset weaker" revenue expected from Trump's recently enacted major tax-and-spending bill. S&P Global cited that outlook as it maintained its AA+ rating on long-term U.S. sovereign debt and its A-1+ rating on "short-term unsolicited sovereign credit.
Positive
Zacks Investment Research
1 week ago
S&P Global (SPGI) Upgraded to Buy: What Does It Mean for the Stock?
S&P Global (SPGI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Positive
Seeking Alpha
1 week ago
S&P Global: High Valuation And High Expectations Make Market-Beating Returns Unlikely
S&P Global is a high-quality, consistent compounder, with 6%-8% long-term growth and improving margins, but recent returns have lagged, due to lofty valuations. Q2 results beat expectations, with 6% revenue and 10% EPS growth, but growth remains modest and guidance upgrades set a high bar for H2. Current valuation at 32x forward earnings (3x PEG) is difficult to justify without acceleration in growth or margins, limiting upside potential.
Neutral
PRNewsWire
1 week ago
Asia Pacific Petroleum Conference (APPEC) to Address Key Industry Issues Facing Global Energy Markets
Premier energy summit set for September to focus on 'Navigating Trade, Technology and Transition" SINGAPORE , Aug. 15, 2025 /PRNewswire/ -- The 41st annual Asia Pacific Petroleum Conference (APPEC) by S&P Global – Asia's leading energy conference - will take place from September 8 to 11, 2025, at the Raffles City Convention Centre in Singapore. A cornerstone of the energy industry for the past 40 years, this premier gathering of close to 1,500 industry leaders, experts and executives across 65 countries aims to explore the evolving landscape of the oil and gas sector, discussing critical issues such as energy transition, technological innovation, and sustainability strategies to prepare for a resilient future.
Charts implemented using Lightweight Charts™