S&P Global (NYSE:SPGI) Issues FY 2026 Earnings Guidance

S&P Global (NYSE:SPGI) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share guidance of 19.400-19.650 for the period, compared to the consensus earnings per share estimate of 19.900. The company issued revenue guidance of $16.3 billion-$16.7 billion, compared to the consensus revenue estimate of $16.5 billion.

S&P Global Price Performance

Shares of S&P Global stock opened at $444.25 on Tuesday. The firm has a market capitalization of $134.52 billion, a PE ratio of 32.31, a price-to-earnings-growth ratio of 1.87 and a beta of 1.20. The company has a current ratio of 0.97, a quick ratio of 0.97 and a debt-to-equity ratio of 0.34. S&P Global has a 12 month low of $427.14 and a 12 month high of $579.05. The business’s 50-day moving average price is $515.09 and its 200-day moving average price is $514.84.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, February 10th. The business services provider reported $4.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.26 by $0.04. S&P Global had a return on equity of 15.90% and a net margin of 28.10%.During the same period last year, the company earned $3.77 earnings per share. The business’s revenue was up 9.0% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Sell-side analysts forecast that S&P Global will post 17.11 EPS for the current fiscal year.

S&P Global Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Wednesday, February 25th will be paid a $0.97 dividend. This is a boost from S&P Global’s previous quarterly dividend of $0.96. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $3.88 dividend on an annualized basis and a dividend yield of 0.9%. S&P Global’s dividend payout ratio is presently 27.93%.

Analysts Set New Price Targets

SPGI has been the subject of several recent research reports. Mizuho boosted their price objective on S&P Global from $637.00 to $643.00 and gave the company an “outperform” rating in a research report on Thursday, October 16th. Stifel Nicolaus lowered their price target on shares of S&P Global from $625.00 to $599.00 and set a “buy” rating for the company in a report on Friday, October 31st. Morgan Stanley raised their price target on shares of S&P Global from $620.00 to $627.00 and gave the stock an “overweight” rating in a report on Tuesday, January 13th. William Blair reaffirmed an “outperform” rating on shares of S&P Global in a research note on Monday, November 17th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of S&P Global in a report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating and sixteen have assigned a Buy rating to the company’s stock. Based on data from MarketBeat.com, S&P Global currently has a consensus rating of “Buy” and an average target price of $609.57.

Institutional Investors Weigh In On S&P Global

Several large investors have recently bought and sold shares of SPGI. Unisphere Establishment increased its position in S&P Global by 5.9% in the second quarter. Unisphere Establishment now owns 1,800,000 shares of the business services provider’s stock worth $949,122,000 after purchasing an additional 100,000 shares during the last quarter. Neuberger Berman Group LLC lifted its holdings in shares of S&P Global by 5.5% in the 2nd quarter. Neuberger Berman Group LLC now owns 1,694,790 shares of the business services provider’s stock valued at $893,511,000 after acquiring an additional 88,526 shares during the last quarter. Lazard Asset Management LLC grew its position in S&P Global by 6.0% in the third quarter. Lazard Asset Management LLC now owns 646,289 shares of the business services provider’s stock worth $314,555,000 after acquiring an additional 36,869 shares in the last quarter. CANADA LIFE ASSURANCE Co raised its position in S&P Global by 1.5% during the third quarter. CANADA LIFE ASSURANCE Co now owns 580,056 shares of the business services provider’s stock valued at $284,950,000 after purchasing an additional 8,398 shares during the period. Finally, California State Teachers Retirement System increased its position in shares of S&P Global by 1.3% during the 3rd quarter. California State Teachers Retirement System now owns 497,118 shares of the business services provider’s stock valued at $241,952,000 after purchasing an additional 6,244 shares during the last quarter. 87.17% of the stock is currently owned by institutional investors.

About S&P Global

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.