SPGI

S&P Global Inc.

NYSE · Services-Consumer Credit Reporting, Collection Agencies · Inc. NY · CIK 0000064040
$417.09 -1.73% $123.5B
Insider Buying Cluster (3 insiders)Congressional Activity (12)
Vol
Market Cap$123.5B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders11 funds
Inst. Value$30.4B
Inst. Activity2 buys / 2 sells
Insider Activity4B / 0S
Insider Net $$3.5M
Reddit Sentiment59° Warm
SEC Reports7
Congressional13 trades
Exchange NYSE·Sector Services-Consumer Credit Reporting, Collection Agencies·Inc. NY·CIK 0000064040·Prev Close $424.44

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
May 31, 2026 SEC
Raymond James downgrades SPGI to Market Perform — PT $0 (N/A%)
ANALYST-DOWNGRADE — Impact 2/10
May 26, 2026 SEC
S&P Global announced that Saugata Saha, President of Market Intelligence and Chief Enterprise Data Officer, will depart
8-K — Impact 3/10
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
Clay Catherine R bought 2,500 shares
CEO, S&P Dow Jones Indices @ $431.39 ($1.1M)
May 1, 2026 Insider
Bhathena Firdaus sold 4,115 shares
EVP, CTTO @ $0.00 ($0.00)
Apr 30, 2026 Insider
Moritz Robert Edward Jr. bought 1,151.996 shares
Director @ $434.03 ($500.0K)
Inst.
NORGES BANK — NEW
4,590,579 shares ($2.4B)

Price Targets

$533.76 +25.6% upside Strong Buy
Current $424.82 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 20
Next Q $5.07 $4.95 — $5.20 7% YoY 20
Current FY $19.62 $19.47 — $19.81 10% YoY 23
Next FY $22.21 $21.79 — $22.68 13% YoY 23

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$15.9B
MORGAN STANLEY$4.4BADD
NORGES BANK$2.4BNEW
BANK OF AMERICA CORP$2.4B
WELLS FARGO & COMPANY/MN$2.3BADD

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Clay CatherineBUY$1.1M
May 1, 2026Bhathena FirdausA$0.00
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
11 institutional holders with $30.4B total value (58,086,264 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, NORGES.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC30,374,366$15.9B52.3%
2MORGAN STANLEY8,333,099$4.4B14.3%ADD +26.1%
3NORGES BANK4,590,579$2.4B7.9%NEW
4BANK OF AMERICA CORP /DE/4,547,805$2.4B7.8%
5WELLS FARGO & COMPANY/MN4,361,089$2.3B7.5%ADD +57.4%
6FMR LLC3,419,202$1.8B5.9%TRIM -28.6%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC2,225,573$1.2B3.8%NEW
8Mawer Investment Management Ltd.206,095$107.7M0.4%ADD +27.3%
9TWO SIGMA INVESTMENTS, LP15,256$8.0M0.0%NEAR_EXIT -88.7%
10DODGE & COX5,400$2.8M0.0%
11Olstein Capital Management, L.P.7,800$4.1K0.0%ADD +44.4%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW4,590,579$2.4B2025-Q4
WELLS FARGO & COMPANY/MNADD2,770,5354,361,089+57.4%$2.3B2025-Q4
TWO SIGMA INVESTMENTS, LPNEAR_EXIT135,51515,256-88.7%$8.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT237,5220-100.0%$0.002025-Q4
FMR LLCTRIM5,788,6364,130,693-28.6%$2.0B2025-Q3
UBS Group AGADD1,451,1531,864,364+28.5%$907.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD138,922237,522+71.0%$115.6M2025-Q3
Mawer Investment Management Ltd.ADD132,151168,229+27.3%$81.9M2025-Q3
TWO SIGMA INVESTMENTS, LPDOUBLED39,272135,515+245.1%$66.0M2025-Q3
Olstein Capital Management, L.P.ADD5,4007,800+44.4%$3.8K2025-Q3
NORGES BANKEXIT4,151,3110-100.0%$0.002025-Q3
NORGES BANKNEW4,151,311$2.2B2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM64,94539,272-39.5%$20.7M2025-Q2
MORGAN STANLEYADD6,234,0397,862,108+26.1%$4.0B2025-Q1
Mawer Investment Management Ltd.NEAR_EXIT613,560149,577-75.6%$76.0M2025-Q1
TWO SIGMA INVESTMENTS, LPDOUBLED10,71864,945+505.9%$33.0M2025-Q1
NORGES BANKEXIT3,463,8150-100.0%$0.002025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW106,222$52.9M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW1,936,697$1.0B2024-Q3
15 unique insiders with 4 transactions. Net insider value: $3.5M ($3.5M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Clay Catherine RCEO, S&P Dow Jones IndicesBUY2,500$431.39$1.1M
May 1, 2026Bhathena FirdausEVP, CTTOA4,115$0.00$0.00
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 ControllerM1,480$425.17$629.3K
Apr 1, 2026Craig ChristopherSVP and ControllerF756$425.17$321.4K
Apr 1, 2026Craig ChristopherSVP and ControllerM1,480$0.00$0.00
Mar 1, 2026Aboaf Eric W.EVP, Chief Financial OfficerA4,643$0.00$0.00
Mar 1, 2026Aboaf Eric W.EVP, Chief Financial OfficerM1,091$0.00$0.00
Mar 1, 2026Aboaf Eric W.EVP, Chief Financial OfficerM1,091$441.88$482.1K
Mar 1, 2026Moore SallyEVP, Chief Client OfficerA1,785$0.00$0.00
Mar 1, 2026Saha SaugataPresident, Market IntelligenceA3,571$0.00$0.00
Mar 1, 2026Le Pallec YannPresident, S&P Global RatingsA2,143$0.00$0.00
Mar 1, 2026Kemps Steven JEVP, Chief Legal OfficerA2,035$0.00$0.00
Mar 1, 2026Ganesan GirishEVP, Chief People OfficerA1,428$0.00$0.00
Mar 1, 2026Ernsberger David PPresident, S&P Global EnergyA1,071$0.00$0.00
Mar 1, 2026Eager William WPresident, S&P Global MobilityA2,107$0.00$0.00
Mar 1, 2026Craig ChristopherSVP and ControllerA857$0.00$0.00
Mar 1, 2026Clay Catherine RCEO, S&P Dow Jones IndicesA1,325$0.00$0.00
Mar 1, 2026CHEUNG MARTINACEO & PresidentA10,358$0.00$0.00
Feb 24, 2026Eager William WPresident, S&P Global MobilityA1,887$0.00$0.00
Feb 24, 2026Twomey ChristinaChief Communications OfficerA546$0.00$0.00
Feb 24, 2026CHEUNG MARTINACEO & PresidentA12,273$0.00$0.00
Feb 24, 2026Moore SallyEVP, Chief Client OfficerA3,775$0.00$0.00
Feb 24, 2026Saha SaugataPresident, Market IntelligenceA7,551$0.00$0.00
Feb 24, 2026Craig ChristopherSVP and ControllerA1,508$0.00$0.00
Feb 24, 2026Kemps Steven JEVP, Chief Legal OfficerA7,551$0.00$0.00
Feb 24, 2026Ernsberger David PPresident, S&P Global EnergyA1,508$0.00$0.00
Feb 24, 2026Le Pallec YannPresident, S&P Global RatingsA1,698$0.00$0.00
Feb 24, 2026Ganesan GirishEVP, Chief People OfficerA1,226$0.00$0.00
Feb 12, 2026Craig ChristopherSVP and ControllerM768$397.20$305.0K
Feb 12, 2026Craig ChristopherSVP and ControllerF277$397.20$110.0K
Feb 12, 2026Craig ChristopherSVP and ControllerM768$0.00$0.00
Feb 11, 2026Joly HubertDirectorBUY2,301$398.94$918.0K
Feb 1, 2026Eager William WPresident, S&P Global MobilityM254$527.79$134.1K
Feb 1, 2026Eager William WPresident, S&P Global MobilityF115$527.79$60.7K
Feb 1, 2026Eager William WPresident, S&P Global MobilityM254$0.00$0.00

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 +25.6% upside Strong Buy (1.30)
$480.00 Low $575.00 High
MetricValue
Current Price$424.82
Target Low$480.00
Target Mean$533.76
Target Median$540.00
Target High$575.00
# Analysts21
RecommendationStrong Buy (1.30)

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% 20
Next Q
2026-09-30
$5.07 $4.95 $5.20 7.3% -0.0% 8↑ 10↓ $4.1B 6.4% 20
Current FY
2026-12-31
$19.62 $19.47 $19.81 10.0% 12↑ 10↓ $16.5B 7.7% 23
Next FY
2027-12-31
$22.21 $21.79 $22.68 13.2% 15↑ 8↓ $17.7B 7.2% 23

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$4.935
7d ago$4.933+0.002
30d ago$4.935+0.000
60d ago$4.960-0.025
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 16h 50m ago
SPGI - Insider and Political Trades - Looking for opinions
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 20h 45m ago
SPGI: Carves out the mobility division (MBGL) in June. What's your verdict?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 22d 12h 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 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 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 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
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 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 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
Apr 28, 2026
earnings_calendar
SPGI Q1 2026 Earnings Before Market Open — 2026-04-28
Apr 27, 2026
earnings_calendar
SPGI Q1 2026 Earnings Before Market Open — 2026-04-27
EPS est: $4.92 | Rev est: $4.2B
Apr 27, 2026
dark_pool
Dark Pool: SPGI — 2.9M shares, 95,696 trades
Week starting 2026-04-27. Total ATS volume: 2,882,333 shares across 95,696 trades.
Apr 20, 2026
dark_pool
Dark Pool: SPGI — 2.3M shares, 86,262 trades
Week starting 2026-04-20. Total ATS volume: 2,314,914 shares across 86,262 trades.
Apr 13, 2026
dark_pool
Dark Pool: SPGI — 2.7M shares, 105,155 trades
Week starting 2026-04-13. Total ATS volume: 2,670,745 shares across 105,155 trades.