S&P Global (NYSE:SPGI) Given New $500.00 Price Target at Citigroup

S&P Global (NYSE:SPGI) had its target price lifted by research analysts at Citigroup from $454.00 to $500.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the business services provider’s stock. Citigroup’s target price would suggest a potential upside of 19.71% from the stock’s current price.

A number of other equities analysts also recently issued reports on SPGI. Barclays cut their target price on S&P Global from $555.00 to $553.00 and set an “overweight” rating for the company in a research note on Wednesday. Jefferies Financial Group lifted their price target on S&P Global from $500.00 to $535.00 and gave the company a “buy” rating in a research note on Monday, April 27th. Royal Bank Of Canada dropped their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a report on Tuesday, July 7th. JPMorgan Chase & Co. increased their price objective on S&P Global from $535.00 to $555.00 and gave the stock an “overweight” rating in a research report on Monday, July 20th. Finally, Mizuho raised their target price on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a report on Tuesday, May 5th. Eighteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $525.06.

S&P Global Stock Performance

Shares of S&P Global stock traded down $6.67 on Wednesday, reaching $417.69. 519,954 shares of the stock were exchanged, compared to its average volume of 2,310,193. S&P Global has a 1-year low of $381.61 and a 1-year high of $579.05. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The business has a fifty day moving average price of $423.99 and a two-hundred day moving average price of $439.95. The firm has a market capitalization of $123.64 billion, a PE ratio of 26.52, a PEG ratio of 2.23 and a beta of 1.08.

S&P Global (NYSE:SPGI) last posted its quarterly earnings results on Tuesday, July 28th. The business services provider reported $4.83 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.81 by $0.02. The firm 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% on a year-over-year basis. During the same period in the prior year, the company posted $4.43 earnings per share. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS. As a group, research analysts anticipate that S&P Global will post 18.37 earnings per share for the current fiscal year.

Insider Activity at S&P Global

In other S&P Global news, CEO Catherine R. Clay purchased 2,500 shares of S&P Global stock in a transaction on Friday, May 1st. The shares were bought at an average price of $431.39 per share, with a total value of $1,078,475.00. Following the purchase, the chief executive officer directly owned 2,500 shares in the company, valued at $1,078,475. This trade represents a ? increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert Edward Jr. Moritz bought 1,152 shares of the firm’s stock in a transaction that occurred on Thursday, April 30th. The stock was bought at an average cost of $434.03 per share, for a total transaction of $500,002.56. Following the completion of the transaction, the director directly owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. The trade was a ? increase in their position. The SEC filing for this purchase provides additional information. Insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On S&P Global

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

Key Stories Impacting S&P Global

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

• Positive Sentiment: S&P Global reported second-quarter adjusted EPS of $4.83, ahead of the $4.81 consensus, while revenue reached $4.15 billion versus expectations of $4.12 billion. Revenue increased 10.4% year over year, supported by strong performance in Ratings and Indices. S&P Global Reports Second Quarter Results
• Positive Sentiment: Management maintained 2026 adjusted EPS guidance of $17.50-$17.75 and expects more than $7 billion in share repurchases, while raising its outlook for the Ratings and Indices businesses. The buyback plan could provide meaningful support for earnings per share and shareholder returns. S&P Global Earnings Guidance and Buybacks
• Positive Sentiment: The company is expanding its data and analytics offerings through acquisitions and product launches, including a majority stake in African ratings firm Agusto & Company, datacenterHawk’s data-center intelligence business, and additional private-markets datasets integrated into Capital IQ Pro. These moves strengthen exposure to credit, infrastructure, private markets and AI-enabled workflows. Expanded Private Markets Datasets
• Neutral Sentiment: Barclays lowered its price target to $553 from $555 but retained an “overweight” rating, while Robert W. Baird cut its target to $513 from $521 and maintained an “outperform” rating. Both firms continue to see substantial long-term upside, but the target reductions suggest more cautious near-term expectations.
• Negative Sentiment: The principal concern is that 2026 EPS guidance of $17.50-$17.75 is below prior Wall Street expectations, which several data providers put near $18.37-$18.98. In addition, Erste Group reduced its FY2027 EPS estimate to $20.32 from $20.92, adding to concerns that growth may moderate after the strong second quarter.

About S&P Global

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.