Analysts Offer Predictions for S&P Global FY2026 Earnings

S&P Global Inc. (NYSE:SPGI) – Equities research analysts at Erste Group Bank issued their FY2026 earnings per share (EPS) estimates for S&P Global in a note issued to investors on Monday, July 27th. Erste Group Bank analyst S. Lingnau anticipates that the business services provider will earn $18.68 per share for the year. The consensus estimate for S&P Global’s current full-year earnings is $17.61 per share.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, July 28th. The business services provider reported $4.83 earnings per share for the quarter, topping the consensus estimate of $4.81 by $0.02. The business had revenue of $4.15 billion during the quarter, compared to analyst estimates of $4.09 billion. S&P Global had a return on equity of 17.74% and a net margin of 31.37%.The company’s revenue was up 10.4% compared to the same quarter last year. During the same period last year, the company posted $4.43 EPS. S&P Global has set its FY 2026 guidance at 17.500-17.750 EPS.

Several other research firms also recently weighed in on SPGI. Robert W. Baird dropped their target price on shares of S&P Global from $521.00 to $513.00 and set an “outperform” rating on the stock in a research report on Wednesday. Citigroup increased their target price on shares of S&P Global from $454.00 to $500.00 and gave the stock a “buy” rating in a research report on Wednesday. The Goldman Sachs Group reduced their price target on S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. JPMorgan Chase & Co. reduced their price objective on shares of S&P Global from $555.00 to $530.00 and set an “overweight” rating for the company in a research note on Wednesday. Finally, Evercore cut their target price on S&P Global from $625.00 to $560.00 and set an “outperform” rating on the stock in a report on Thursday, April 16th. Eighteen 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. According to MarketBeat.com, S&P Global presently has an average rating of “Moderate Buy” and an average target price of $523.59.

S&P Global Trading Down 0.9%

NYSE:SPGI opened at $420.70 on Thursday. The stock has a fifty day simple moving average of $424.07 and a 200 day simple moving average of $439.10. The firm has a market capitalization of $124.53 billion, a price-to-earnings ratio of 25.68, a price-to-earnings-growth ratio of 2.25 and a beta of 1.08. S&P Global has a 1-year low of $381.61 and a 1-year high of $579.05. The company has a quick ratio of 0.68, a current ratio of 0.95 and a debt-to-equity ratio of 0.40.

Hedge Funds Weigh In On S&P Global

A number of hedge funds have recently modified their holdings of the stock. Brighton Jones LLC increased 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 purchasing an additional 143 shares in the last quarter. Sivia Capital Partners LLC grew its position in S&P Global by 7.8% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock worth $547,000 after acquiring an additional 75 shares during the last quarter. Neuberger Berman Group LLC raised its position in S&P Global by 5.5% in the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock valued at $893,511,000 after purchasing an additional 88,526 shares during the last quarter. Jump Financial LLC acquired a new position in S&P Global in the second quarter worth $552,000. Finally, Main Street Financial Solutions LLC grew its holdings in shares of S&P Global by 17.2% during the second quarter. Main Street Financial Solutions LLC now owns 3,212 shares of the business services provider’s stock worth $1,694,000 after purchasing an additional 472 shares during the last quarter. 87.17% of the stock is owned by institutional investors and hedge funds.

Insider Activity at S&P Global

In other S&P Global news, CEO Catherine R. Clay purchased 2,500 shares of the firm’s stock in a transaction on Friday, May 1st. The shares were purchased at an average price of $431.39 per share, for a total transaction of $1,078,475.00. Following the completion of the purchase, the chief executive officer directly owned 2,500 shares of the company’s stock, valued at approximately $1,078,475. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.03% of the company’s stock.

S&P Global Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Wednesday, August 26th will be paid a dividend of $0.97 per share. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s payout ratio is currently 23.69%.

Key S&P Global News

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

• Positive Sentiment: Strong quarterly results and business momentum: Record performance in Ratings and Indices helped lift revenue, margins, profit and cash flow. Management also highlighted strength in benchmarks, AI-related growth and profitable expansion across its businesses. S&P Global Q2 Earnings Beat on Ratings & Indices Strength
• Positive Sentiment: Large buyback planned: S&P Global expects to repurchase more than $7 billion of stock in 2026, particularly following the Mobility spin-off. The buyback could support per-share earnings and signals management confidence in cash generation. S&P Global buyback and outlook
• Positive Sentiment: Expanded private-markets data offering: With Intelligence datasets covering investor allocations, fund performance and deal information are being added to Capital IQ Pro, strengthening S&P Global Market Intelligence’s integrated and AI-powered product suite. Expanded private markets datasets
• Neutral Sentiment: Analysts remain broadly constructive: JPMorgan, Barclays and Baird trimmed price targets but retained bullish ratings, while Citi raised its target to $500 and maintained a buy rating. The target reductions suggest more cautious near-term expectations, although analysts still see substantial upside.
• Negative Sentiment: Guidance reset overshadows the beat: The FY2026 EPS forecast trails consensus, and at least one research firm lowered its FY2027 EPS estimate. Investors appear to be treating the outlook and post-spin-off earnings comparisons as more important than the modest second-quarter beat. S&P Global second-quarter results

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.