NYSE· Services-Consumer Credit Reporting, Collection Agencies· Inc. NY· CIK 0000064040

SPGI

S&P Global Inc.
$383.70 ▼ -1.15%
Prev close $388.16
Market cap$116.3B
ConsensusStrong Buy
12-mo target$520.30 (+35.6%)
▲ Bullish
Analyst conviction 9/10
Insider Buying Cluster (3 insiders)30 New Institutional Positions20 Institutional ExitsCongressional Activity (1) Services
Snapshot
The big-picture read on SPGI right now — valuation, ownership and activity at a glance.
Market Cap
$116.3B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$71.9B
Inst. Activity
30 buys / 20 sells
Insider Activity
$2.6M buy / $0.00 sell
Insider Net $
$2.6M
Social Sentiment
70° Bullish
SEC Reports
10
Congressional
20 trades
Price chart 30d -11.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: SPGI — 62.3% short (0.4M / 0.6M)
Short: 375,394 | Exempt: 643 | TRF Vol: 602,189 | Short Ratio: 62.3% | Off-exchange volume (dark poo
Sep 3, 2026 SEC
S&P Global announced that CFO Eric Aboaf will present at the Barclays 24th Annual Global Financial Services Conference o
PRESS-RELEASE — Impact 2/10
Aug 1, 2026 Insider
Thomas Darren Robert acquired via exercise 558 shares
Co-Head, Market Intelligence
Aug 1, 2026 Insider
Thomas Darren Robert surrendered for taxes 227 shares
Co-Head, Market Intelligence @ $411.93 ($93.5K)
Jul 28, 2026 SEC
S&P Global reported Q2 2026 adjusted diluted EPS of $4.83, beating the $4.49 consensus by 7.6%, with pro forma revenue u
PRESS-RELEASE — Impact 6/10
Jul 28, 2026 SEC
S&P Global reported strong Q2 2026 results with pro forma revenue up 11% YoY to $3.678B and adjusted diluted EPS of $4.8
8-K — Impact 6/10
Jul 8, 2026 Congress
Rick Larsen sell
$1,001 - $15,000 — House
Jul 1, 2026 Insider
Eager William W disposed of 119 shares
President, S&P Global Mobility
Analyst ratings buy % -6.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Strong Buy 85% rate it Buy or better · 34 analysts
Strong Buy 10 29% Buy 19 56% Hold 5 15% Sell 0 0% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Aug 26, 2026RBC CapitalREITERATEOutperform 55%
Jul 29, 2026JP MorganMAINTAINOverweight 55%
Jul 29, 2026CitigroupMAINTAINBuy 55%
Jul 29, 2026BarclaysMAINTAINOverweight 54%
Jul 29, 2026BairdMAINTAINOutperform 54%
Jul 21, 2026BairdMAINTAINOutperform 54%
Jul 20, 2026JP MorganMAINTAINOverweight 55%
Jul 17, 2026StifelMAINTAINBuy 54%
Jul 10, 2026B of A SecuritiesMAINTAINBuy 54%
Jul 8, 2026JP MorganMAINTAINOverweight 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 2026101950085%
Aug 1, 2026102040088%
Jul 1, 2026111940088%
Jun 1, 2026111940088%
May 1, 2026112040089%
Apr 1, 2026112040089%
Mar 1, 2026112040089%
Feb 1, 2026102040088%
Price targets
Where 20 covering analysts think SPGI trades over the next 12 months.
$520.30 +35.6% upside Strong Buy
Current$383.67 Low$485.00 Median$525.00 High$553.00 20 analysts
$485.00$553.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +36.4%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
70°
Bullish
BearishNeutralBullish
11 mentions 6 bullish 0 bearish 5 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 0 bearish, 1 mixed, 6 neutral · avg impact 4.4/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: SPGI — 62.3% short (0.4M / 0.6M)
Short: 375,394 | Exempt: 643 | TRF Vol: 602,189 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
earnings
S&P Global Declares Fourth Quarter Dividend
NEW YORK, Sept. 29, 2026 /PRNewswire/ -- The Board of Directors of S&P Global (NYSE: SPGI) has approved a cash dividend on the Company's common stock
Sep 29, 2026
earnings
S&P Global Schedules Third Quarter 2026 Earnings Announcement and Conference Call for Tuesday, October 27, 2026
NEW YORK, Sept. 29, 2026 /PRNewswire/ -- S&P Global's (NYSE: SPGI) third quarter 2026 results will be issued on Tuesday, October 27, 2026, via news re
Sep 29, 2026
short_volume
Short Volume: SPGI — 62.9% short (0.4M / 0.7M)
Short: 424,261 | Exempt: 1,241 | TRF Vol: 674,395 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
other
S&P Global brings Credit Ratings to the S&P Global AI Data Portal
Credit ratings from S&P Global Ratings are now accessible through the S&P Global AI Data Portal for credit risk, portfolio monitoring and counterparty
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$4.42$4.31–$4.58-6.5%-0.0%1↑ 1↓$3.6B20
Next Q$4.08$3.88–$4.28-5.1%-0.0%0↑ 2↓$3.6B20
Current FY$17.87$17.54–$18.780.2%-0.0%0↑ 1↓$14.6B18
Next FY$20.22$19.54–$20.9413.1%-0.1%2↑ 2↓$15.6B23
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$4.424—
7d ago$4.424+0.000
30d ago$4.426-0.002
60d ago$4.425-0.002
90d ago$4.435-0.011
Institutional ownership
Which big funds own SPGI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $71.9B total value (176,749,409 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 30 institutions added/increased vs 20 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.23,981,586$9.8B13.6%—
VANGUARD CAPITAL MANAGEMENT LLC19,302,219$7.9B10.9%—
STATE STREET CORP14,482,789$5.9B8.2%—
TCI Fund Management Ltd14,081,957$5.7B8.0%—
MORGAN STANLEY7,309,278$3.0B4.1%—
GEODE CAPITAL MANAGEMENT, LLC6,903,684$2.8B3.9%—
VANGUARD PORTFOLIO MANAGEMENT LLC6,266,316$2.6B3.5%—
WELLINGTON MANAGEMENT GROUP LLP5,327,461$2.2B3.0%—
EAGLE CAPITAL MANAGEMENT LLC4,067,628$1.7B2.3%DOUBLED +185.4%
NORGES BANK3,866,831$1.6B2.2%NEW
Recent position changes
FundActionPrevCurrentChangeValue
EAGLE CAPITAL MANAGEMENT LLCDOUBLED1,425,3114,067,628+185.4%$1.7B
NORGES BANKNEW—3,866,831—$1.6B
PERSHING SQUARE INC.NEW—2,593,155—$1.1B
BANK OF AMERICA CORP /DE/TRIM4,447,5742,126,141-52.2%$865.9M
AmundiTRIM1,939,0161,444,366-25.5%$588.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED376,0091,317,894+250.5%$536.7M
HSBC HOLDINGS PLCADD741,2131,218,370+64.4%$483.4M
BARCLAYS PLCADD731,4431,158,319+58.4%$471.7M
CITADEL ADVISORS LLCDOUBLED370,1131,116,010+201.5%$454.5M
BNP PARIBAS FINANCIAL MARKETSADD626,0181,026,740+64.0%$418.2M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $2.6M — $2.6M bought, $0.00 sold.
DateInsiderTitleTypeSharesPriceValue
Aug 1, 2026Thomas Darren RobertCo-Head, Market IntelligenceEXERCISE558——
Aug 1, 2026Thomas Darren RobertCo-Head, Market IntelligenceTAX W/H227$411.93$93.5K
Jul 1, 2026Eager William WPresident, S&P Global MobilityD119——
Jul 1, 2026Eager William WPresident, S&P Global MobilityD4,917——
Jul 1, 2026Eager William WPresident, S&P Global MobilityD263——
Jul 1, 2026Eager William WPresident, S&P Global MobilityAWARD13,286——
Jul 1, 2026Eager William WPresident, S&P Global MobilityD3,569——
Jul 1, 2026Eager William WPresident, S&P Global MobilityD2,107——
Jul 1, 2026Eager William WPresident, S&P Global MobilityAWARD4,917——
Jul 1, 2026Eager William WPresident, S&P Global MobilityD3,784——
Congressional trades
SPGI trades disclosed by members of Congress, with disclosure delay.
6 members · 14 buys / 6 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Jul 8, 2026Rick LarsenDHOUSESELL$1,001 - $15,000S&P Global IncJul 13, 2026(6d)
Jun 29, 2026Thomas Kean JrRHOUSESELL$1,001 - $15,000S&P Global IncJul 16, 2026(18d)
Jun 25, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncJul 13, 2026(19d)
Jun 17, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncJul 13, 2026(27d)
Jun 17, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000S&P Global IncJul 27, 2026(41d)
Jun 17, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000S&P Global IncJul 27, 2026(41d)
Jun 17, 2026Jared MoskowitzDHOUSESELL$1,001 - $15,000S&P Global IncJul 27, 2026(41d)
Jun 4, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncJul 13, 2026(40d)
Jun 3, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncJul 13, 2026(41d)
Jun 2, 2026Michael McCaulRHOUSEBUY$1,001 - $15,000S&P Global IncJul 13, 2026(42d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SPGI.
Shares short
6,576,789
Settlement Sep 15, 2026
Change vs prior
-6.1%
Semi-monthly cycle
Days to cover
3.3
At avg daily volume
Of shares outstanding
≈2.2%
Estimate — not % of float
All SPGI filing & press-release reports (10)