S&P Global (NYSE:SPGI) Price Target Cut to $553.00 by Analysts at Barclays

S&P Global (NYSE:SPGI) had its price objective decreased by equities researchers at Barclays from $555.00 to $553.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has an “overweight” rating on the business services provider’s stock. Barclays‘s target price indicates a potential upside of 30.56% from the company’s current price.

A number of other research firms have also recently weighed in on SPGI. Daiwa Securities Group cut their price target on S&P Global from $490.00 to $485.00 and set an “outperform” rating for the company in a report on Wednesday, May 20th. Robert W. Baird dropped their price objective on shares of S&P Global from $521.00 to $513.00 and set an “outperform” rating for the company in a research note on Wednesday. Evercore lowered their price objective on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research note on Thursday, April 16th. Wall Street Zen raised S&P Global to a “hold” rating in a research note on Saturday, July 4th. Finally, The Goldman Sachs Group cut their target price on shares of S&P Global from $539.00 to $490.00 and set a “buy” rating on the stock in a research note on Wednesday, July 1st. Eighteen research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $533.00.

S&P Global Stock Down 3.7%

SPGI stock opened at $423.55 on Wednesday. The stock has a market capitalization 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 has a one year low of $381.61 and a one year high of $579.05. The company has a fifty day moving average of $423.99 and a 200-day moving average of $439.95. 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 (NYSE:SPGI) last announced its quarterly earnings data on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, topping analysts’ consensus estimates of $4.81 by $0.02. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The firm had revenue of $4.15 billion for the quarter, compared to analyst estimates of $4.12 billion. During the same quarter in the prior year, the company posted $4.43 earnings per share. S&P Global’s quarterly revenue was up 10.4% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. As a group, analysts expect that S&P Global will post 18.37 EPS for the current year.

Insiders Place Their Bets

In related news, Director Robert Edward Jr. Moritz bought 1,152 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was bought at an average price of $434.03 per share, with a total value of $500,002.56. Following the transaction, the director owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Catherine R. Clay bought 2,500 shares of the business’s stock in a transaction dated Friday, May 1st. The stock was bought at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the purchase, the chief executive officer owned 2,500 shares in the company, valued at approximately $1,078,475. This represents a ? increase in their position. 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

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Dorsey Asset Management LLC bought a new stake in shares of S&P Global during the 1st quarter valued at about $94,716,000. Troy Asset Management Ltd lifted its holdings in S&P Global by 26.2% in the fourth quarter. Troy Asset Management Ltd now owns 41,706 shares of the business services provider’s stock worth $21,795,000 after acquiring an additional 8,652 shares during the last quarter. Capital International Inc. CA boosted its stake in S&P Global by 11.6% in the fourth quarter. Capital International Inc. CA now owns 70,716 shares of the business services provider’s stock valued at $36,955,000 after acquiring an additional 7,343 shares during the period. V Square Quantitative Management LLC bought a new position in shares of S&P Global during the fourth quarter valued at approximately $3,652,000. Finally, Bartlett & CO. Wealth Management LLC raised its position in shares of S&P Global by 2.3% during the 4th quarter. Bartlett & CO. Wealth Management LLC now owns 120,642 shares of the business services provider’s stock worth $63,047,000 after purchasing an additional 2,672 shares during the period. 87.17% of the stock is owned by institutional investors.

Key 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.