Mizuho Issues Pessimistic Forecast for S&P Global (NYSE:SPGI) Stock Price

S&P Global (NYSE:SPGI) had its target price decreased by analysts at Mizuho from $657.00 to $551.00 in a report released on Thursday,Benzinga reports. The firm currently has an “outperform” rating on the business services provider’s stock. Mizuho’s price target would indicate a potential upside of 40.75% from the company’s previous close.

A number of other research firms have also recently commented on SPGI. Evercore raised their price target on shares of S&P Global from $629.00 to $632.00 and gave the stock an “outperform” rating in a report on Thursday, January 8th. Weiss Ratings reissued a “buy (b-)” rating on shares of S&P Global in a research report on Monday, December 29th. The Goldman Sachs Group set a $498.00 price objective on S&P Global in a research note on Wednesday. Robert W. Baird set a $546.00 target price on S&P Global in a research note on Wednesday. Finally, William Blair restated an “outperform” rating on shares of S&P Global in a research report on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating and eighteen have issued a Buy rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $576.38.

S&P Global Price Performance

Shares of SPGI stock opened at $391.47 on Thursday. The company has a quick ratio of 0.97, a current ratio of 0.82 and a debt-to-equity ratio of 0.40. The company has a market cap of $118.54 billion, a P/E ratio of 26.72, a P/E/G ratio of 1.74 and a beta of 1.20. S&P Global has a twelve month low of $390.73 and a twelve month high of $579.05. The business has a fifty day simple moving average of $511.13 and a 200 day simple moving average of $513.04.

S&P Global (NYSE:SPGI) last announced its quarterly earnings results on Tuesday, February 10th. The business services provider reported $4.30 EPS for the quarter, missing analysts’ consensus estimates of $4.32 by ($0.02). S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The firm had revenue of $3.92 billion during the quarter, compared to the consensus estimate of $3.89 billion. During the same quarter in the previous year, the company posted $3.77 earnings per share. The firm’s revenue was up 9.0% on a year-over-year basis. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. On average, sell-side analysts forecast that S&P Global will post 17.11 EPS for the current fiscal year.

Institutional Trading of S&P Global

Large investors have recently modified their holdings of the business. Brighton Jones LLC increased its position in 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 valued at $1,582,000 after purchasing an additional 143 shares during the period. Sivia Capital Partners LLC increased its position in shares of S&P Global by 7.8% during the second quarter. Sivia Capital Partners LLC now owns 1,038 shares of the business services provider’s stock valued at $547,000 after buying an additional 75 shares during the period. Boston Trust Walden Corp raised its stake in S&P Global by 8.3% in the second quarter. Boston Trust Walden Corp now owns 3,415 shares of the business services provider’s stock worth $1,801,000 after buying an additional 263 shares in the last quarter. AEGON ASSET MANAGEMENT UK Plc lifted its holdings in S&P Global by 21.1% in the second quarter. AEGON ASSET MANAGEMENT UK Plc now owns 528 shares of the business services provider’s stock worth $278,000 after buying an additional 92 shares during the period. Finally, Alta Capital Management LLC lifted its holdings in S&P Global by 3.4% in the second quarter. Alta Capital Management LLC now owns 87,137 shares of the business services provider’s stock worth $45,947,000 after buying an additional 2,860 shares during the period. 87.17% of the stock is owned by institutional investors.

Key S&P Global News

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

• Positive Sentiment: Q4 revenue beat and double‑digit top‑line growth — S&P reported Q4 revenues of ~$3.92B (+9% YoY) that topped consensus while EPS missed by a penny; the topline strength supports the recurring data and ratings businesses. S&P Global Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Strategic positioning and dividend traction — coverage notes S&P is balancing dividend strength while investing in AI and private‑markets products, which supports long‑term cash flow visibility for income‑focused investors. S&P Global Balances Dividend Strength With AI And Private Market Push
• Positive Sentiment: Short interest fell sharply in January — short interest dropped ~25% through Jan 30, reducing immediate bearish pressure and lowering the risk of further short‑driven selling. Options / sentiment context
• Neutral Sentiment: Options and market‑sentiment analysis — recent options flow and research pieces provide a deep dive into positioning; useful for timing or hedging but not a direct fundamental change. S&P Global Options Trading Deep Dive
• Neutral Sentiment: Analyst commentary remains mixed — some research notes keep bullish ratings (Outperform/Overweight) even as models are being updated; long‑term conviction largely intact among many analysts. Evercore trims price target, keeps Outperform
• Negative Sentiment: FY‑2026 guidance and margin expectations disappointed — management set EPS guidance slightly below consensus (FY26 EPS guide 19.40–19.65 vs. ~19.90 consensus), which is the main driver of the intraday selloff. Q4 results and guidance analysis
• Negative Sentiment: Price‑target cuts and profit‑taking — several firms trimmed targets (Wells Fargo, RBC, and a slight trim at Evercore) after the print; combined with a large overnight selloff, liquidity and sentiment have turned cautious. Analyst target updates
• Negative Sentiment: Shares hit a new 12‑month low after the results — the move reflects the market reaction to the guide and short‑term growth concerns. SPGI reaches new 12‑month low

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.