SPGI

S&P Global Inc.

NYSE · Services-Consumer Credit Reporting, Collection Agencies · Inc. NY · CIK 0000064040
$433.25 +2.16% $128.2B
Insider Buying Cluster (3 insiders)28 New Institutional Positions22 Institutional ExitsCongressional Activity (9)
Vol
Market Cap$128.2B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$66.9B
Inst. Activity28 buys / 22 sells
Insider Activity4B / 0S
Insider Net $$3.5M
Reddit Sentiment59° Warm
SEC Reports8
Congressional13 trades
Exchange NYSE·Sector Services-Consumer Credit Reporting, Collection Agencies·Inc. NY·CIK 0000064040·Prev Close $424.07

Recent Activity

Jul 29, 2026 earnings_calendar
SPGI Q2 2026 Earnings Before Market Open — 2026-07-29
EPS est: $5.05 | Rev est: $4.2B
Jun 12, 2026 SEC
An institutional cluster in SPGI reveals a highly split 2024-Q3: 23 buyers added $601.3M in value (led by large ADD/DOUB
INST-CLUSTER — Impact 5/10
May 31, 2026 SEC
Raymond James downgrades SPGI to Market Perform — PT $0 (N/A%)
ANALYST-DOWNGRADE — Impact 2/10
May 1, 2026 SEC
Raymond James downgrades SPGI to Market Perform amid cluster of analyst actions; stock at $431, consensus target $536 (+24%)
ANALYST-DOWNGRADE — Impact 1/10
May 1, 2026 Insider
Bhathena Firdaus was granted 4,115 shares
EVP, CTTO
May 1, 2026 Insider
Clay Catherine R bought 2,500 shares
CEO, S&P Dow Jones Indices @ $431.39 ($1.1M)
Apr 30, 2026 Insider
Moritz Robert Edward Jr. bought 1,151.996 shares
Director @ $434.03 ($500.0K)
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
6,062,632 shares ($2.6B)

Price Targets

$533.76 +23.2% upside Strong Buy
Current $433.25 Low $480.00 Median $540.00 High $575.00 21 analysts
$480.00 $575.00

Analyst Ratings

Strong Buy88% buy · 34 analysts
11Strong Buy
19Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 5, 2026 Mizuho MAINTAIN Outperform → Outperform
Apr 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 13, 2026 Wells Fargo MAINTAIN Overweight → Overweight
Apr 7, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Mar 17, 2026 BMO Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $4.94 $4.84 — $5.04 11% YoY 21
Next Q $5.08 $4.95 — $5.20 7% YoY 21
Current FY $19.62 $19.47 — $19.81 10% YoY 24
Next FY $22.22 $21.79 — $22.68 13% YoY 24

Top Institutional Holders

FundValueMove
BlackRock, Inc.$10.2B
VANGUARD CAPITAL MANAGEMENT LLC$8.2B
STATE STREET CORP$6.0B
TCI Fund Management Ltd$6.0B
MORGAN STANLEY$3.4B

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Bhathena FirdausA$0.00
May 1, 2026Clay CatherineBUY$1.1M
Apr 30, 2026Moritz RobertBUY$500.0K
Apr 29, 2026CHEUNG MARTINABUY$998.3K
Apr 1, 2026Craig ChristopherM$629.3K

Reddit Sentiment

59°
Warm
Bearish Neutral Bullish
7 mentions 2 bullish 0 bearish

Congressional Trades

4 members: 12 buys, 1 sells
MemberPartyTypeAmount
Michael McCaulRBUY$1,001 - $15,000
Michael McCaulRBUY$1,001 - $15,000
Michael McCaulRBUY$1,001 - $15,000
50 institutional holders with $66.9B total value (156,955,945 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 28 institutions added/increased vs 22 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.24,071,452$10.2B15.3%
2VANGUARD CAPITAL MANAGEMENT LLC19,383,810$8.2B12.3%
3STATE STREET CORP14,175,534$6.0B9.0%
4TCI Fund Management Ltd14,035,310$6.0B8.9%
5MORGAN STANLEY7,908,180$3.4B5.0%
6VANGUARD PORTFOLIO MANAGEMENT LLC6,760,342$2.9B4.3%
7WELLINGTON MANAGEMENT GROUP LLP6,062,632$2.6B3.9%ADD +26.8%
8BANK OF AMERICA CORP /DE/4,447,574$1.9B2.8%
9Capital International Investors3,516,308$1.5B2.2%
10FMR LLC3,272,782$1.4B2.1%
11GOLDMAN SACHS GROUP INC2,915,610$1.2B1.9%
12WELLS FARGO & COMPANY/MN2,511,093$1.1B1.6%
13Invesco Ltd.2,310,622$982.8M1.5%
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,273,252$966.9M1.4%
15Legal & General Group Plc2,140,599$910.5M1.4%
16Unisphere Establishment2,130,050$906.0M1.4%
17Mitsubishi UFJ Asset Management Co., Ltd.2,041,884$868.5M1.3%
18Amundi1,939,016$824.7M1.2%
19ALLIANCEBERNSTEIN L.P.1,536,897$803.2M1.2%
20Nuveen, LLC1,826,581$776.9M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPADD4,781,8796,062,632+26.8%$2.6B2026-Q1
Soroban Capital Partners LPDOUBLED468,6531,688,643+260.3%$718.2M2026-Q1
EdgePoint Investment Group Inc.NEW1,652,585$702.9M2026-Q1
EAGLE CAPITAL MANAGEMENT LLCNEW1,425,311$606.2M2026-Q1
FRANKLIN RESOURCES INCADD937,7831,372,140+46.3%$583.6M2026-Q1
Sustainable Growth Advisers, LPTRIM1,030,292757,297-26.5%$322.1M2026-Q1
EDGEWOOD MANAGEMENT LLCTRIM1,642,931656,043-60.1%$279.0M2026-Q1
MENORA MIVTACHIM HOLDINGS LTD.ADD289,711465,211+60.6%$197.9M2026-Q1
Capital World InvestorsNEW425,661$181.1M2026-Q1
B. Metzler seel. Sohn & Co. AGDOUBLED146,712406,514+177.1%$172.9M2026-Q1
BANK OF MONTREAL /CAN/TRIM610,795397,190-35.0%$168.9M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABTRIM547,464395,769-27.7%$165.7M2026-Q1
Mawer Investment Management Ltd.ADD206,095383,111+85.9%$163.0M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED1,648376,009+22716.1%$159.9M2026-Q1
USS Investment Management LtdTRIM491,022348,354-29.1%$148.2M2026-Q1
Holocene Advisors, LPNEAR_EXIT1,553,595344,482-77.8%$146.5M2026-Q1
BROWN BROTHERS HARRIMAN & COTRIM521,171319,107-38.8%$135.7M2026-Q1
JUPITER ASSET MANAGEMENT LTDNEW319,570$131.8M2026-Q1
Korea Investment CORPADD219,342304,630+38.9%$129.6M2026-Q1
JANUS HENDERSON GROUP PLCADD218,125293,336+34.5%$124.7M2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUPTRIM462,094242,377-47.5%$103.1M2026-Q1
FIL LtdTRIM609,207231,655-62.0%$98.5M2026-Q1
TORONTO DOMINION BANKADD137,866185,566+34.6%$78.9M2026-Q1
Baird Financial Group, Inc.TRIM288,478180,209-37.5%$76.6M2026-Q1
Artisan Partners Limited PartnershipNEAR_EXIT685,769170,895-75.1%$72.7M2026-Q1
15 unique insiders with 33 transactions. Net insider value: $3.5M ($3.5M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Bhathena FirdausEVP, CTTOAWARD4,115
May 1, 2026Clay Catherine RCEO, S&P Dow Jones IndicesBUY2,500$431.39$1.1M
Apr 30, 2026Moritz Robert Edward Jr.DirectorBUY1,151.996$434.03$500.0K
Apr 29, 2026CHEUNG MARTINACEO & PresidentBUY2,322$429.93$998.3K
Apr 1, 2026Craig ChristopherSVP and ControllerEXERCISE1,480$425.17$629.3K
Apr 1, 2026Craig ChristopherSVP and ControllerTAX W/H756$425.17$321.4K
Mar 1, 2026Aboaf Eric W.EVP, Chief Financial OfficerAWARD4,643
Mar 1, 2026Aboaf Eric W.EVP, Chief Financial OfficerEXERCISE1,091$441.88$482.1K
Mar 1, 2026Moore SallyEVP, Chief Client OfficerAWARD1,785
Mar 1, 2026Saha SaugataPresident, Market IntelligenceAWARD3,571
Mar 1, 2026Le Pallec YannPresident, S&P Global RatingsAWARD2,143
Mar 1, 2026Kemps Steven JEVP, Chief Legal OfficerAWARD2,035
Mar 1, 2026Ganesan GirishEVP, Chief People OfficerAWARD1,428
Mar 1, 2026Ernsberger David PPresident, S&P Global EnergyAWARD1,071
Mar 1, 2026Eager William WPresident, S&P Global MobilityAWARD2,107
Mar 1, 2026Craig ChristopherSVP and ControllerAWARD857
Mar 1, 2026Clay Catherine RCEO, S&P Dow Jones IndicesAWARD1,325
Mar 1, 2026CHEUNG MARTINACEO & PresidentAWARD10,358
Feb 24, 2026Eager William WPresident, S&P Global MobilityAWARD1,887
Feb 24, 2026Twomey ChristinaChief Communications OfficerAWARD546
Feb 24, 2026CHEUNG MARTINACEO & PresidentAWARD12,273
Feb 24, 2026Moore SallyEVP, Chief Client OfficerAWARD3,775
Feb 24, 2026Saha SaugataPresident, Market IntelligenceAWARD7,551
Feb 24, 2026Craig ChristopherSVP and ControllerAWARD1,508
Feb 24, 2026Kemps Steven JEVP, Chief Legal OfficerAWARD7,551
Feb 24, 2026Ernsberger David PPresident, S&P Global EnergyAWARD1,508
Feb 24, 2026Le Pallec YannPresident, S&P Global RatingsAWARD1,698
Feb 24, 2026Ganesan GirishEVP, Chief People OfficerAWARD1,226
Feb 12, 2026Craig ChristopherSVP and ControllerEXERCISE768$397.20$305.0K
Feb 12, 2026Craig ChristopherSVP and ControllerTAX W/H277$397.20$110.0K
Feb 11, 2026Joly HubertDirectorBUY2,301$398.94$918.0K
Feb 1, 2026Eager William WPresident, S&P Global MobilityEXERCISE254$527.79$134.1K
Feb 1, 2026Eager William WPresident, S&P Global MobilityTAX W/H115$527.79$60.7K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 34 analysts: 11 strong buy, 19 buy, 4 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$533.76 mean target +23.2% upside Strong Buy (1.29)
$480.00 Low $575.00 High
MetricValue
Current Price$433.25
Target Low$480.00
Target Mean$533.76
Target Median$540.00
Target High$575.00
# Analysts21
RecommendationStrong Buy (1.29)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$4.94 $4.84 $5.04 11.4% +0.0% 7↑ 12↓ $4.1B 8.6% 21
Next Q
2026-09-30
$5.08 $4.95 $5.20 7.3% +0.1% 8↑ 10↓ $4.1B 6.4% 21
Current FY
2026-12-31
$19.62 $19.47 $19.81 10.1% +0.0% 12↑ 10↓ $16.5B 7.7% 24
Next FY
2027-12-31
$22.22 $21.79 $22.68 13.2% +0.1% 15↑ 8↓ $17.7B 7.2% 24

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.935
7d ago$4.933+0.002
30d ago$4.935+0.000
60d ago$4.956-0.021
90d ago$4.959-0.024
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 5, 2026 Mizuho MAINTAIN Outperform Outperform
Apr 29, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 13, 2026 Wells Fargo MAINTAIN Overweight Overweight
Apr 7, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Mar 17, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 17, 2026 UBS MAINTAIN Buy Buy
Feb 12, 2026 BMO Capital MAINTAIN Outperform Outperform
Feb 12, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 11, 2026 Goldman Sachs MAINTAIN Buy Buy
Feb 11, 2026 RBC Capital MAINTAIN Outperform Outperform
Feb 11, 2026 Stifel MAINTAIN Buy Buy
Feb 11, 2026 Wells Fargo MAINTAIN Overweight Overweight
Feb 11, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Feb 9, 2026 Goldman Sachs MAINTAIN Buy Buy
Jan 13, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 8, 2026 Evercore ISI Group MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026111940088%
May 1, 2026112040089%
Apr 1, 2026112040089%
Mar 1, 2026112040089%
Feb 1, 2026102040088%
Jan 1, 2026102130091%
Dec 1, 2025102130091%
Nov 1, 2025112030091%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 12 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 28, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncMay 11, 2026 (14d)
Apr 20, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncMay 11, 2026 (22d)
Apr 14, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncMay 11, 2026 (28d)
Apr 1, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncMay 11, 2026 (41d)
Mar 31, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncApr 10, 2026 (11d)
Mar 30, 2026Ro KhannaDHOUSEBUY$15,001 - $50,000S&P Global IncApr 9, 2026 (11d)
Mar 26, 2026Thomas Kean JrRHOUSESELL$15,001 - $50,000S&P Global IncApr 14, 2026 (20d)
Mar 24, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncApr 10, 2026 (18d)
Mar 20, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncApr 10, 2026 (22d)
Mar 18, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncApr 10, 2026 (24d)
Mar 17, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncApr 10, 2026 (25d)
Mar 13, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000S&P Global IncApr 10, 2026 (29d)
Jan 14, 2026Richard AllenRHOUSEBUY$15,001 - $50,000S&P Global IncFeb 18, 2026 (36d)
59°
Warm
Bearish Neutral Bullish
7 mentions 2 bullish 0 bearish 7 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026150° Neutral001
Jun 9, 2026150° Neutral001
Jun 9, 2026160° Warm101
Jun 9, 2026160° Warm101
May 18, 2026150° Neutral001
May 18, 2026150° Neutral001
Feb 3, 2026144° Neutral001

Recent Reddit Threads

r/stocks Neutral 7d 20h ago
SPGI - Insider and Political Trades - Looking for opinions
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 29d 16h ago
Interesting Positions from Q1 13Fs - SPOT, SPGI, ROP, NCLH, COO
▲ 1 💬 0 ⚡ 0.5
r/stockmarket Neutral 4mo ago
SPGI 8% drop!
▲ 1 💬 0 ⚡ 0.0
Jul 29, 2026
earnings_calendar
SPGI Q2 2026 Earnings Before Market Open — 2026-07-29
EPS est: $5.05 | Rev est: $4.2B
Jun 16, 2026
short_volume
Short Volume: SPGI — 60.5% short (0.4M / 0.6M)
Short: 385,081 | Exempt: 39 | TRF Vol: 636,625 | Short Ratio: 60.5% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: SPGI — 69.3% short (0.5M / 0.8M)
Short: 527,512 | Exempt: 498 | TRF Vol: 761,225 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SPGI — 69.6% short (0.5M / 0.7M)
Short: 482,707 | Exempt: 527 | TRF Vol: 693,335 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: SPGI — 66.9% short (0.4M / 0.7M)
Short: 440,250 | Exempt: 1,001 | TRF Vol: 658,503 | Short Ratio: 66.9% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: SPGI — 72.1% short (0.6M / 0.9M)
Short: 646,223 | Exempt: 265 | TRF Vol: 895,910 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: SPGI — 57.7% short (0.5M / 0.8M)
Short: 463,416 | Exempt: 1,295 | TRF Vol: 803,521 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SPGI — 59.2% short (0.5M / 0.9M)
Short: 505,919 | Exempt: 4,891 | TRF Vol: 854,281 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: SPGI — 2.5M shares, 81,734 trades
Week starting 2026-05-25. Total ATS volume: 2,469,103 shares across 81,734 trades.
May 18, 2026
dark_pool
Dark Pool: SPGI — 2.5M shares, 88,616 trades
Week starting 2026-05-18. Total ATS volume: 2,526,369 shares across 88,616 trades.
May 15, 2026
ftd
FTD: SPGI — 11,940 shares ($4.8M) failed to deliver
Settlement: 20260515, Price: $403.92, FTD Value: $4,822,804.8, S&P GLOBAL INC. COM
May 11, 2026
dark_pool
Dark Pool: SPGI — 2.8M shares, 102,066 trades
Week starting 2026-05-11. Total ATS volume: 2,818,964 shares across 102,066 trades.
May 4, 2026
short_volume
Short Volume: SPGI — 55.3% short (0.3M / 0.6M)
Short: 322,715 | Exempt: 3,156 | TRF Vol: 583,423 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: SPGI — 2.5M shares, 91,434 trades
Week starting 2026-05-04. Total ATS volume: 2,549,415 shares across 91,434 trades.
May 1, 2026
short_interest
FTD: SPGI — 8,500 shares ($3.7M) failed to deliver
Settlement: 20260501, Price: $431.23, FTD Value: $3,665,455, S&P GLOBAL INC. COM