Morgan Stanley Lowers S&P Global (NYSE:SPGI) Price Target to $525.00

S&P Global (NYSE:SPGI) had its target price reduced by equities researchers at Morgan Stanley from $557.00 to $525.00 in a research note issued on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the business services provider’s stock. Morgan Stanley’s price target would suggest a potential upside of 18.29% from the company’s current price.

Several other brokerages have also recently weighed in on SPGI. Mizuho lifted their price target on S&P Global from $551.00 to $554.00 and gave the company an “outperform” rating in a research report on Tuesday, May 5th. Royal Bank Of Canada dropped their price objective on S&P Global from $560.00 to $510.00 and set an “outperform” rating on the stock in a report on Tuesday. Rothschild & Co Redburn cut their target price on S&P Global from $540.00 to $520.00 and set a “buy” rating for the company in a research note on Thursday, June 18th. The Goldman Sachs Group reduced their target price on S&P Global from $539.00 to $490.00 and set a “buy” rating for the company in a report on Wednesday, July 1st. Finally, JPMorgan Chase & Co. upped their price target on S&P Global from $530.00 to $550.00 and gave the company an “overweight” rating in a research report on Wednesday, April 29th. Seventeen analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $534.94.

S&P Global Stock Performance

Shares of SPGI stock traded down $3.39 during trading on Tuesday, reaching $443.83. 430,527 shares of the company’s stock traded hands, compared to its average volume of 2,364,813. The company has a market capitalization of $131.37 billion, a P/E ratio of 28.12, a PEG ratio of 1.88 and a beta of 1.08. The company has a current ratio of 0.68, a quick ratio of 0.68 and a debt-to-equity ratio of 0.34. The firm’s 50-day moving average is $419.23 and its 200 day moving average is $450.16. S&P Global has a 1 year low of $381.61 and a 1 year high of $579.05.

S&P Global (NYSE:SPGI) last released its quarterly earnings data on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, beating analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a net margin of 30.37% and a return on equity of 17.26%. The business had revenue of $4.17 billion during the quarter, compared to analyst estimates of $4.08 billion. During the same period in the previous year, the business earned $4.37 EPS. S&P Global’s revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Equities research analysts expect that S&P Global will post 19.61 EPS for the current year.

Insiders Place Their Bets

In other S&P Global news, CEO Catherine R. Clay acquired 2,500 shares of the stock in a transaction dated Friday, May 1st. The stock was purchased at an average cost of $431.39 per share, for a total transaction of $1,078,475.00. Following the acquisition, the chief executive officer owned 2,500 shares in the company, valued at $1,078,475. The trade was a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Robert Edward Jr. Moritz acquired 1,152 shares of the business’s stock in a transaction dated Thursday, April 30th. The stock was acquired at an average cost of $434.03 per share, with a total value of $500,002.56. Following the purchase, the director directly owned 1,152 shares in the company, valued at $500,002.56. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 5,974 shares of company stock valued at $2,576,775. 0.03% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. YANKCOM Partnership increased its stake in S&P Global by 7.9% in the 4th quarter. YANKCOM Partnership now owns 259 shares of the business services provider’s stock worth $135,000 after purchasing an additional 19 shares during the period. LeConte Wealth Management LLC increased its stake in shares of S&P Global by 4.1% in the fourth quarter. LeConte Wealth Management LLC now owns 511 shares of the business services provider’s stock worth $267,000 after buying an additional 20 shares during the period. Elwood & Goetz Wealth Advisory Group LLC raised its holdings in S&P Global by 3.3% during the 4th quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 632 shares of the business services provider’s stock valued at $330,000 after buying an additional 20 shares during the last quarter. Steigerwald Gordon & Koch Inc. raised its holdings in S&P Global by 15.6% during the 4th quarter. Steigerwald Gordon & Koch Inc. now owns 148 shares of the business services provider’s stock valued at $77,000 after buying an additional 20 shares during the last quarter. Finally, Embree Financial Group boosted its position in S&P Global by 2.0% during the 4th quarter. Embree Financial Group now owns 1,090 shares of the business services provider’s stock valued at $570,000 after buying an additional 21 shares during the period. Hedge funds and other institutional investors own 87.17% of the company’s stock.

Key Headlines Impacting S&P Global

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

• Positive Sentiment: BMO Capital Markets raised its price target on S&P Global to $505 from $495 and kept an outperform rating, signaling continued confidence in the company’s earnings power and implying further upside from current levels. Article Title
• Positive Sentiment: Royal Bank of Canada also maintained an outperform rating while lifting its target to $510 from $560, showing analysts still see meaningful upside despite the smaller target cut. Article Title
• Positive Sentiment: The company’s recent operating updates suggest a more streamlined structure after the Mobility spin-off, with recast financials and updated segment reporting that may make S&P Global’s margins and growth profile easier for investors to evaluate. Article Title
• Neutral Sentiment: S&P Global scheduled its second-quarter 2026 earnings release for July 28, which keeps attention on upcoming results but is not a catalyst by itself. Article Title
• Neutral Sentiment: The company also announced an updated Market Intelligence operating model aimed at AI-driven product innovation, a strategic move that could support longer-term growth but has no immediate financial impact. Article Title

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.