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

S&P Global (NYSE:SPGI) issued an update on its FY 2026 earnings guidance on Tuesday. The company provided 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.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the company. Morgan Stanley raised their price objective on S&P Global from $620.00 to $627.00 and gave the stock an “overweight” rating in a research report on Tuesday, January 13th. Weiss Ratings restated a “buy (b-)” rating on shares of S&P Global in a research report on Monday, December 29th. William Blair reissued an “outperform” rating on shares of S&P Global in a research report on Monday, November 17th. BMO Capital Markets set a $546.00 price target on shares of S&P Global in a research report on Friday, November 14th. Finally, Stifel Nicolaus reduced their price objective on shares of S&P Global from $625.00 to $599.00 and set a “buy” rating for the company in a research note on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating and sixteen have assigned a Buy rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $609.57.

S&P Global Stock Down 6.8%

NYSE SPGI traded down $30.25 on Tuesday, hitting $413.94. 4,678,362 shares of the stock traded hands, compared to its average volume of 2,234,113. The company has a market capitalization of $125.34 billion, a P/E ratio of 30.11, a price-to-earnings-growth ratio of 1.87 and a beta of 1.20. The stock has a 50-day moving average of $515.09 and a 200 day moving average of $514.84. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.34. S&P Global has a twelve month low of $395.88 and a twelve month high of $579.05.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share for the quarter, topping analysts’ consensus estimates of $4.26 by $0.04. S&P Global had a net margin of 28.10% and a return on equity of 15.90%. During the same quarter in the previous year, the business earned $3.77 EPS. The firm’s quarterly revenue was up 9.0% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. As a group, analysts expect that S&P Global will post 17.11 earnings per share for the current fiscal year.

S&P Global Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Wednesday, February 25th will be given a $0.97 dividend. This represents a $3.88 annualized dividend and a yield of 0.9%. This is a positive change from S&P Global’s previous quarterly dividend of $0.96. The ex-dividend date is Wednesday, February 25th. S&P Global’s dividend payout ratio (DPR) is presently 27.93%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of the company. Rehmann Capital Advisory Group boosted its position in shares of S&P Global by 1.2% during the 3rd quarter. Rehmann Capital Advisory Group now owns 1,925 shares of the business services provider’s stock valued at $937,000 after acquiring an additional 22 shares in the last quarter. CYBER HORNET ETFs LLC lifted its stake in S&P Global by 3.8% in the third quarter. CYBER HORNET ETFs LLC now owns 873 shares of the business services provider’s stock valued at $425,000 after buying an additional 32 shares during the period. Moneta Group Investment Advisors LLC increased its position in shares of S&P Global by 2.4% in the 3rd quarter. Moneta Group Investment Advisors LLC now owns 1,355 shares of the business services provider’s stock valued at $659,000 after buying an additional 32 shares in the last quarter. San Luis Wealth Advisors LLC boosted its stake in S&P Global by 8.3% in the 3rd quarter. San Luis Wealth Advisors LLC now owns 470 shares of the business services provider’s stock worth $229,000 after purchasing an additional 36 shares during the period. Finally, Victory Financial Group LLC boosted its stake in shares of S&P Global by 6.7% during the 3rd quarter. Victory Financial Group LLC now owns 586 shares of the business services provider’s stock worth $285,000 after buying an additional 37 shares during the last quarter. Institutional investors and hedge funds own 87.17% of the company’s stock.

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.