Robert W. Baird Issues Pessimistic Forecast for S&P Global (NYSE:SPGI) Stock Price

S&P Global (NYSE:SPGI) had its price objective cut by equities research analysts at Robert W. Baird from $521.00 to $513.00 in a research note issued on Wednesday,Benzinga reports. The firm presently has an “outperform” rating on the business services provider’s stock. Robert W. Baird’s target price would suggest a potential upside of 21.12% from the stock’s previous close.

Other analysts have also recently issued reports about the company. Mizuho lifted their price objective on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Weiss Ratings restated a “hold (c)” rating on shares of S&P Global in a research note on Monday, July 6th. Wells Fargo & Company dropped their price target on S&P Global from $530.00 to $525.00 and set an “overweight” rating on the stock in a research report on Monday, April 13th. Morgan Stanley decreased their price objective on S&P Global from $557.00 to $525.00 and set an “overweight” rating for the company in a report on Tuesday, July 7th. Finally, Barclays lowered their price target on shares of S&P Global from $565.00 to $555.00 and set an “overweight” rating for the company in a research report on Tuesday, July 7th. Eighteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $533.12.

S&P Global Stock Performance

NYSE:SPGI opened at $423.55 on Wednesday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 0.68 and a current ratio of 0.68. S&P Global has a fifty-two week low of $381.61 and a fifty-two week high of $579.05. The business has a 50 day moving average price of $423.99 and a 200-day moving average price of $439.95. The firm has a market cap of $125.37 billion, a PE ratio of 26.81, a price-to-earnings-growth ratio of 2.23 and a beta of 1.08.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, beating the consensus estimate of $4.81 by $0.02. The business had revenue of $4.15 billion during the quarter, compared to analysts’ expectations of $4.12 billion. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The firm’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. Equities research analysts predict that S&P Global will post 18.37 earnings per share for the current year.

Insiders Place Their Bets

In other S&P Global news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the stock in a transaction dated Thursday, April 30th. The shares were 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 trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Catherine R. Clay acquired 2,500 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The shares were acquired at an average cost of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the transaction, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at $1,078,475. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.03% of the company’s stock.

Institutional Trading of S&P Global

Large investors have recently made changes to their positions in the stock. Joseph Group Capital Management bought a new stake in S&P Global in the 4th quarter worth approximately $29,000. North Star Investment Management Corp. lifted its holdings in shares of S&P Global by 134.6% during the 4th quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock valued at $32,000 after buying an additional 35 shares during the period. Palladiem LLC purchased a new position in shares of S&P Global in the 4th quarter worth $36,000. Palisade Asset Management LLC purchased a new position in shares of S&P Global in the 3rd quarter worth $36,000. Finally, Swiss RE Ltd. purchased a new position in shares of S&P Global in the 4th quarter worth $39,000. 87.17% of the stock is currently owned by institutional investors.

More S&P Global News

Here are the key news stories impacting S&P Global this week:

• Positive Sentiment: Second-quarter results exceeded expectations. Adjusted EPS was $4.83 versus the $4.81 consensus, while revenue increased 10.4% year over year to $4.15 billion, topping the $4.12 billion estimate. Record performance in Ratings and Indices supported margins, profit and cash flow. S&P Global Reports Second Quarter Results
• Positive Sentiment: Capital-return plans provide support. S&P Global expects more than $7 billion in 2026 share repurchases, which could enhance per-share results and signal confidence in long-term cash generation. S&P Global buyback and outlook report
• Positive Sentiment: Strategic acquisitions expand growth opportunities. The planned purchases of datacenterHawk and a majority stake in Agusto & Company would broaden S&P Global’s data-center, infrastructure, power-market and African credit-ratings businesses. S&P Global datacenterHawk acquisition
• Neutral Sentiment: The Case-Shiller index showed U.S. home prices rose 1.1% annually in May, although prices fell 4.2% in real terms. The report offers useful market data but is unlikely to materially affect SPGI valuation. S&P Cotality Case-Shiller Index report
• Negative Sentiment: Guidance is the key pressure point. S&P Global forecast 2026 adjusted EPS of $17.50–$17.75, below prevailing analyst expectations. The cautious outlook may overshadow the quarterly beat and help explain the stock’s decline. In addition, Erste Group cut its FY2027 EPS estimate to $20.32 from $20.92, reinforcing concerns about near-term earnings momentum.

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.