S&P Global (NYSE:SPGI) Releases FY 2026 Earnings Guidance

S&P Global (NYSE:SPGI) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 19.400-19.650 for the period, compared to the consensus estimate of 19.900. The company issued revenue guidance of $16.3 billion-$16.7 billion, compared to the consensus revenue estimate of $16.5 billion.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on SPGI. BMO Capital Markets reiterated an “outperform” rating and issued a $482.00 price target on shares of S&P Global in a research report on Wednesday. Evercore upped their target price on shares of S&P Global from $629.00 to $632.00 and gave the stock an “outperform” rating in a report on Thursday, January 8th. Wells Fargo & Company dropped their target price on shares of S&P Global from $675.00 to $530.00 and set an “overweight” rating for the company in a research report on Wednesday. Stifel Nicolaus set a $489.00 price target on shares of S&P Global in a research report on Wednesday. Finally, JPMorgan Chase & Co. dropped their price objective on shares of S&P Global from $635.00 to $615.00 and set an “overweight” rating for the company in a report on Friday, October 31st. One investment 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, the stock currently has an average rating of “Buy” and an average price target of $583.60.

S&P Global Price Performance

Shares of NYSE SPGI traded down $1.10 during trading on Wednesday, reaching $399.98. The company had a trading volume of 1,497,012 shares, compared to its average volume of 2,449,934. S&P Global has a 52 week low of $395.88 and a 52 week high of $579.05. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.97 and a current ratio of 0.97. The business’s 50 day moving average price is $513.30 and its 200-day moving average price is $513.90. The stock has a market cap of $121.11 billion, a PE ratio of 29.09, a PEG ratio of 1.89 and a beta of 1.20.

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

S&P Global Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be given a dividend of $0.97 per share. The ex-dividend date is Wednesday, February 25th. This is an increase from S&P Global’s previous quarterly dividend of $0.96. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.0%. S&P Global’s dividend payout ratio is presently 27.93%.

Key Headlines Impacting S&P Global

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

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in shares of S&P Global by 4.7% during the 4th quarter. Brighton Jones LLC now owns 3,176 shares of the business services provider’s stock worth $1,582,000 after buying an additional 143 shares during the period. Victory Financial Group LLC boosted its stake in S&P Global by 6.7% in the third quarter. Victory Financial Group LLC now owns 586 shares of the business services provider’s stock valued at $285,000 after acquiring an additional 37 shares during the last quarter. Schneider Downs Wealth Management Advisors LP acquired a new stake in S&P Global during the 3rd quarter worth $266,000. Ausdal Financial Partners Inc. acquired a new stake in S&P Global during the 3rd quarter worth $264,000. Finally, Florida Financial Advisors LLC raised its position in shares of S&P Global by 19.7% during the 2nd quarter. Florida Financial Advisors LLC now owns 498 shares of the business services provider’s stock valued at $262,000 after acquiring an additional 82 shares during the last quarter. 87.17% of the stock is currently owned by institutional investors and hedge funds.

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.