SPGI S&P Global Inc.

MIXED Impact: 1/10 ANALYST-DOWNGRADE
Processed 1mo ago SEC analyst-SPGI-raymondj-20240923
6 firms acted on SPGI: Seaport Global, Mizuho, Citigroup, Evercore ISI Group, Raymond James, Wells Fargo
Final — all horizons settled through T+60d
SPGI ▼ -4.00% at T+60d
NEUTRAL call ✗ call lost -4.00% · α vs SPY -10.08% · entry $520.79 → $499.98
Last close $417.09 (close Jun 8) · -19.91% from $520.79 entry
Entry anchored
Sep 20, 03:59 PM ET
via Databento tick
T+1d
-0.81%
call -0.81% · α -1.09%
$516.59
settled 21mo ago
T+5d
-0.85%
call -0.85% · α -1.62%
$516.36
settled 21mo ago
T+20d
+0.28%
call +0.28% · α -2.19%
$522.26
settled 20mo ago
T+60d
-4.00%
call -4.00% · α -10.08%
$499.98
settled 18mo ago

Price Chart

Loading chart...

Executive Summary

Six firms acted on S&P Global (SPGI) on September 23, 2024, with Raymond James downgrading from Outperform to Market Perform and five others maintaining ratings. The downgrade is a contrarian move against a heavily bullish consensus — 31 of 35 analysts rate it Buy or Strong Buy, with zero Sells. The mean price target of $535.62 implies 24% upside from the current $431.23. Raymond James has a 54% accuracy rate on 1,636 calls with an average return of 3.4%, slightly below the top-tier firms like Mizuho (100% on 2 calls) and Stifel (83% on 6). Recent analyst momentum is flat — zero upgrades or downgrades in the past 30 days — while EPS estimates have been revised down modestly over the same period. Insider buying (Chairman Joly Hubert purchased $918k) and congressional buys (Reps. McCaul and Khanna) contrast with mixed institutional flows and a high short interest ratio of 65.6%. The next earnings report on July 29, 2026, is not imminent. Overall, the downgrade carries limited weight given the firm's moderate track record and overwhelming buy-side consensus, but the cluster of analyst attention warrants a watchful stance.

Impact Score

Base Score
1/7
LLM Adjustment
-1
Final Score
1/10

Consensus & Targets

Buy / Strong Buy
31 (89%)
Hold
4
Sell / Strong Sell
0
Total Analysts
21
Mean PT
$535.62
Median PT
$546.00
High PT
$585.00
Low PT
$480.00
Current Price
$431.23
Implied Upside
+24.2%

Wall Street is overwhelmingly bullish: 11 Strong Buy, 20 Buy, 4 Hold, 0 Sell, 0 Strong Sell across 35 analysts. Consensus is decisively positive, with 88.6% of ratings at Buy or above. The downgrade from Raymond James is a clear outlier.

Current price: $431.23. Mean target: $535.62 (median $546). High: $585, Low: $480. Implied upside to mean: 24.2%. Raymond James did not provide a target, but the mean sits well above the current price. The low end of the range is still above the stock by 11.3%.

Recent Analyst Activity

DateFirmActionRatingPrice Target
2026-04-29 JP Morgan maintain Overweight $550.00
2026-04-13 Wells Fargo maintain Overweight $525.00
2026-04-07 Morgan Stanley maintain Overweight $556.00
2026-03-17 BMO Capital maintain Outperform $495.00
2026-02-17 UBS maintain Buy $550.00
2026-02-12 BMO Capital maintain Outperform $482.00
2026-02-12 Mizuho maintain Outperform $551.00
2026-02-11 Goldman Sachs maintain Buy $498.00
2026-02-11 RBC Capital maintain Outperform $560.00
2026-02-11 Stifel maintain Buy $489.00

Zero upgrades and zero downgrades in the past 30 days. EPS revisions have been slightly negative: the next-quarter estimate fell from $5.09 to $5.08 over 30 days, and the current-year estimate edged down from $19.65 to $19.64. In the last 30 days, there were 5 upward revisions vs 6 downward for the current quarter, and 4 up vs 8 down for the current year. The trend is modestly negative.

Firm Track Record — Raymond James

Raymond James accuracy: 54% on 1636 calls | avg return: 3.4%

Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 13 firms with ≥5 scored calls.

FirmAccuracyCallsAvg Returnvs Average
Mizuho 100% 2/2 11% top tier
Baird 100% 2/2 5.5% top tier
Stifel 83% 5/6 9.4% top tier
RBC Capital 67% 2/3 11.1% top tier
JP Morgan 60% 3/5 3.8% above average
UBS 60% 3/5 2.5% above average
Evercore ISI Group 50% 2/4 3.7% below average
Citigroup 50% 1/2 -3.3% below average
Wells Fargo 44% 4/9 -0.7% below average
Oppenheimer 43% 3/7 3.5% below average

Raymond James has a 54% accuracy rate (885 of 1,636 rated stocks) with an average return of 3.4%, placing them near the lower end of firms covering SPGI. Top performers include Mizuho (100% on 2 calls, +11% avg return) and Stifel (83% on 6, +9.4%). Bottom performers include Morgan Stanley (25% on 8, -1.1%) and Barclays (25% on 4, -2.2%). Raymond James’ downgrade is not backed by a standout track record.

Earnings Estimates

Next earnings: Jul 29, 2026

PeriodEPS Est.EPS RangeRevenueRevisions (7d)
+1q $5.08 $4.95 — $5.20 $4.1B ↑3 ↓0
0q $4.94 $4.82 — $5.07 $4.1B ↑2 ↓0
0y $19.64 $19.52 — $19.88 $16.5B ↑2 ↓0
+1y $22.17 $21.79 — $22.68 $17.7B ↑3 ↓0

Cross-Platform Signals

Insider Trades (90d)
1 buys / 0 sells
Congressional
Michael McCaul (republican) — buy $1,001 - $15,000
Congressional
Ro Khanna (democrat) — buy $15,001 - $50,000
Congressional
Thomas Kean Jr (republican) — sell $15,001 - $50,000
Institutional
WELLS FARGO & COMPANY/MN — add (57.4%)
Institutional
NORGES BANK — new
Institutional
RENAISSANCE TECHNOLOGIES LLC — exit (-100%)
Short Interest
Short: 381,101 | Exempt: 11,315 | TRF Vol: 580,592 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)

Insider activity is bullish: Chairman Joly Hubert bought $918k on Feb 11, 2026. Congressional trades show three buys (Reps. McCaul and Khanna) and one sell (Rep. Kean) in March 2026. Institutional flows are mixed: Wells Fargo added 57.4% ($2.28B), Norges Bank opened a new $2.40B position, but Renaissance Technologies exited fully, Two Sigma cut 88.7%, and FMR trimmed 28.6%. Short interest is elevated at 65.6% of float, a contrarian bullish signal if shorts are squeezed. The analyst downgrade diverges from insider buying and congressional activity, which are more positive.

Actionable Insight

The Raymond James downgrade is a low-conviction contrarian call from a moderate-accuracy firm, but the cluster of analyst actions warrants monitoring. With a consensus target 24% above current levels and strong insider buying, traders should view this as a potential entry point on pullbacks rather than a reason to sell.

Documents Analyzed

Report based on filing metadata.

7 reports for SPGI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SPGI — sortable, filterable
Type Now
May 31, 2026
9d ago
ANALYST-DOWNGRADE
MIXED ★ 2/10
$520.79 $516.36▼ −0.85%▼ −1.62%$417.09 (−19.91%)
May 26, 2026
14d ago
8-K
NEUTRAL ★ 3/10
$412.15 $417.30▲ +1.25%▲ +0.04%$417.09 (+1.20%)
May 21, 2026
19d ago
8-K
NEUTRAL ★ 5/10
$415.57 $423.81▲ +1.98%▲ +0.13%$417.09 (+0.36%)
May 18, 2026
22d ago
8-K
NEUTRAL ★ 3/10
$417.29 $412.15▼ −1.23%▼ −2.85%$417.09 (−0.05%)
May 7, 2026
4w ago
8-K
NEUTRAL ★ 3/10
$419.80 $403.92▼ −3.78%▼ −5.25%$417.09 (−0.65%)
May 1, 2026
5w ago
ANALYST-DOWNGRADE
MIXED ★ 1/10
$520.79 $516.36▼ −0.85%▼ −1.62%$417.09 (−19.91%)
Apr 29, 2026
6w ago
Insider Cluster
BULLISH ★ 5/10
$423.67 $423.74▲ +0.02%▼ −1.97%$417.09 (−1.55%)
Showing 7 of 7

US Market Status

Market Closed — Opens in 5h 48m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access