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 7,425 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
115% more first-time investments, than exits
New positions opened: 245 | Existing positions closed: 114
21% more call options, than puts
Call options by funds: $683M | Put options by funds: $565M
5% more funds holding
Funds holding: 1,897 [Q3] → 1,986 (+89) [Q4]
2% more funds holding in top 10
Funds holding in top 10: 65 [Q3] → 66 (+1) [Q4]
1.14% more ownership
Funds ownership: 85.1% [Q3] → 86.25% (+1.14%) [Q4]
3% less capital invested
Capital invested by funds: $137B [Q3] → $133B (-$3.91B) [Q4]
4% less repeat investments, than reductions
Existing positions increased: 705 | Existing positions reduced: 735
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$565
13%
upside
Avg. target
$595
19%
upside
High target
$627
25%
upside
9 analyst ratings
9 positive
100%
0 neutral
0%
0 negative
0%
Stifel Shlomo Rosenbaum 17% 1-year accuracy 3 / 18 met price target | 21%upside $603 | Buy Maintained | 30 Apr 2025 |
Wells Fargo Jason Haas 45% 1-year accuracy 24 / 53 met price target | 25%upside $627 | Overweight Maintained | 30 Apr 2025 |
Baird Jeffrey Meuler 40% 1-year accuracy 10 / 25 met price target | 18%upside $589 | Outperform Maintained | 30 Apr 2025 |
UBS Alex Kramm 58% 1-year accuracy 11 / 19 met price target | 15%upside $575 | Buy Maintained | 30 Apr 2025 |
JP Morgan Andrew Steinerman 35% 1-year accuracy 7 / 20 met price target | 13%upside $565 | Overweight Maintained | 16 Apr 2025 |
Financial journalist opinion
Based on 42 articles about SPGI published over the past 30 days
Neutral
CNBC Television
7 hours ago
Final Trades: Berkshire Hathaway, Vertex Pharma, S&P Global and CME Group
Final Trades are in! The Investment Committee reveals their top picks to close out the day—don't miss it!
Neutral
Business Wire
10 hours ago
CARFAX Canada and Kijiji Partner to Deliver Improved Vehicle Valuations
LONDON, Ontario--(BUSINESS WIRE)--The integration of CARFAX Canada's comprehensive valuation capability into Kijiji will help Canadians make smarter decisions about used cars.
Positive
Seeking Alpha
1 day ago
Best Dividend Aristocrats For May 2025
Despite a strong start, the Dividend Aristocrats are underperforming the S&P 500 in April, with NOBL down 4.88% and SPY down 1.53%. The best-performing Dividend Aristocrats YTD include Consolidated Edison (+25.65%), Cardinal Health (+17.82%), and Coca-Cola (+16.18%). 33 out of 69 Dividend Aristocrats have announced dividend increases in 2025, with an average growth rate of 4.33%.
Positive
Zacks Investment Research
1 day ago
2 Business Information Stocks to Watch Amid Industry Woes
Increased demand for risk mitigation, cost reduction, and productivity improvement solutions will likely help the Zacks Business Information Services industry prosper. SPGI, and IKTSY are well-positioned to benefit from this surge.
Positive
Zacks Investment Research
1 day ago
S&P Global Q1 Earnings & Revenues Surpass Estimates, Increase Y/Y
SPGI's top line benefits from an improved segmental performance in the first quarter of 2025.
Neutral
PRNewsWire
1 day ago
S&P CORELOGIC CASE-SHILLER INDEX RECORDS 3.9% ANNUAL GAIN IN FEBRUARY 2025
NEW YORK , April 29, 2025 /PRNewswire/ -- S&P Dow Jones Indices (S&P DJI) today released the February 2025 results for the S&P CoreLogic Case-Shiller Indices. The leading measure of U.S. home prices recorded a 3.9% annual gain in February 2025, a slight decrease from the previous reading in January 2025.
Neutral
Seeking Alpha
1 day ago
S&P Global Inc. (SPGI) Q1 2025 Earnings Call Transcript
S&P Global Inc. (NYSE:SPGI ) Q1 2025 Earnings Conference Call April 29, 2025 8:30 AM ET Company Participants Mark Grant - Senior Vice President of Investor Relations Martina Cheung - President and Chief Executive Officer Eric Aboaf - Chief Financial Officer Conference Call Participants Toni Kaplan - Morgan Stanley Faiza Alwy - Deutsche Bank Surinder Thind - Jefferies Ashish Sabadra - RBC Capital Markets Andrew Steinerman - JPMorgan Scott Wurtzel - Wolfe Research Alex Kramm - UBS Manav Patnaik - Barclays George Tong - Goldman Sachs Tom Ross - William Blair Craig Huber - Huber Research Partners Owen Lau - Oppenheimer Jeff Silber - BMO Capital Markets Shlomo Rosenbaum - Stifel Nicholas Russell Quelch - Redburn Atlantic Jason Haas - Wells Fargo Jeff Meuler - Baird Sean Kennedy - Mizuho Joshua Dennerlein - Bank of America Operator Good morning, and welcome to S&P Global's First Quarter 2025 Earnings Conference Call. I'd like to inform you that this call is being recorded for broadcast.
Positive
Zacks Investment Research
1 day ago
S&P Global (SPGI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for S&P Global (SPGI) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Positive
Seeking Alpha
1 day ago
S&P Global: Beyond Ratings, Index Innovation And Spin-Off Strategies Fuel Success
S&P Global is attractive due to its strong free cash flow, diversified business segments, and resilience in a volatile market. The company's Q1 2025 earnings showed 8% revenue growth and a 12% increase in EPS, despite market uncertainties. S&P Global's valuation remains appealing, with a forward PE of 28 and strong growth prospects, making it a solid long-term investment.
Positive
Zacks Investment Research
1 day ago
S&P Global (SPGI) Q1 Earnings and Revenues Surpass Estimates
S&P Global (SPGI) came out with quarterly earnings of $4.37 per share, beating the Zacks Consensus Estimate of $4.22 per share. This compares to earnings of $4.01 per share a year ago.
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