S&P Global Inc.

SPGI · NYSE

Market closed$450.84$-6.54 (-1.43%)After hours $451.05 · +0.05%

Key statistics

Previous close$457.38
Open$456.61
Day high$462.02
Day low$448.49
52-week high$547.82
52-week low$361.03
Market cap133.45B
Volume1.46M
Average volume2.28M
P/E ratio24.83
Forward P/E
EPS18.16
Dividend yield+0.86%

Market context

Why it moved

S&P Global's stock rose sharply after the company launched its new ETF Intelligence analytics service covering over 15,000 global ETFs, signaling continued product expansion and growth in its data and analytics business, while analyst buy ratings and raised price targets provided additional upward momentum.

What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026S&P Global closed modestly lower, pulling back from intraday highs amid a broad tech-driven market selloff fueled by escalating AI valuation concerns and renewed U.S.-Iran military strikes. Despite the day's weakness, analyst sentiment remains constructive — Jefferies raised its price target to $550 and Stifel lifted its target to $521, both maintaining Buy ratings. The company also launched its new ETF Intelligence analytics platform covering 15,000+ global ETFs, and released a high-profile LNG energy study, reinforcing its data franchise breadth ahead of its Q2 earnings report.

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July 17, 2026S&P Global rose nearly 3% on July 16, outperforming a broadly mixed market where tech and chip stocks weighed on the S&P 500 and Nasdaq. The gains came as financial services stocks showed relative strength — with the sector's IYG ETF hitting a new 52-week high — amid a buoyant Q2 earnings environment for Wall Street banks. Positive analyst sentiment supported SPGI, with a Seeking Alpha piece citing a $500 price target and DA Davidson maintaining a Buy rating (though trimming its target to $476). The company also launched its ETF Intelligence analytics platform covering 15,000+ global ETFs and published a high-profile LNG energy study, reinforcing its data franchise breadth ahead of its Q2 2026 earnings report.

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July 16, 2026S&P Global closed modestly higher, buoyed by a strong financial sector tailwind as big bank earnings beat expectations and a cooler-than-forecast June CPI report reduced near-term rate hike fears. The company-specific narrative remains compelling: Evercore ISI maintained an Outperform rating with a $543 price target, a Seeking Alpha analysis argued that AI disruption risks are overstated for SPGI, and analysts project Q2 earnings growth of ~11.5% year-over-year. The July 1 Mobility Global spin-off further sharpens SPGI's focus, with pro forma results highlighting strength across Ratings (+13% Q1 revenue YoY) and Indices (+17%).

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July 15, 2026S&P Global closed modestly higher, holding steady amid a broadly constructive session for financial stocks driven by cooler-than-expected June CPI data (headline inflation fell to 3.5%) and blowout Q2 bank earnings from JPMorgan, Goldman Sachs, and Bank of America. Company-specific catalysts are also in focus: a Seeking Alpha analysis raised a $500 price target, citing SPGI's post-Mobility spin-off growth engines, while a separate report highlighted the resilience of its subscription model and AI-powered offerings. In early July, S&P Global launched a $1 billion fixed-income exchange offer, signaling active balance sheet management as the streamlined company charts its post-spin-off path.

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July 14, 2026S&P Global shares gained nearly 1.7%, outperforming the broader financial sector (XLF) and the S&P 500, which closed lower amid renewed U.S.-Iran hostilities and a chip selloff. The rally was driven by a bullish analyst day: Goldman Sachs raised its price target to $512 from $490 (maintaining Buy), while Rothschild & Co Redburn also maintained a Buy with a $500 target. Adding to the positive tone, a Seeking Alpha analysis flagged underappreciated growth engines — including the restructured Market Intelligence unit rebranding into Kensho Data & Platforms — and projected a $500 fair value, as the company's AI-powered subscription model and robust Ratings and Indices performance continue to attract investor attention heading into Q2 earnings season.

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July 11, 2026S&P Global shares edged lower, pulling back modestly as investors digested a wave of analyst price target cuts following the company's recently completed Mobility spin-off. B of A Securities maintained its Buy rating but lowered its price target to $550, while Raymond James initiated with a Hold — adding to a cluster of post-spin revisions that have trimmed consensus targets into the $505–$550 range. Despite broadly bullish analyst sentiment, the target resets reflect recalibrated revenue growth assumptions after the spin-off reduced 2025 revenues and EPS by roughly 11%. Investors are also weighing AI disruption risks to the Market Intelligence segment against the structural tailwind of surging debt issuance — up 35.5% YoY in Q2 — which is expected to boost the now-dominant Ratings business ahead of Q2 earnings due July 28.

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July 10, 2026S&P Global shares edged higher, outperforming a mixed financial sector (XLF), as Wall Street analysts renewed bullish calls following the company's recently completed Mobility spin-off. BMO Capital raised its price target to $505, citing stronger-than-expected debt issuance trends — with U.S. debt issuance up 35.5% year-over-year in Q2 — while UBS maintained a Buy rating with a $525 target. Investors are also looking ahead to Q2 earnings on July 28, when the company will provide updated guidance reflecting its leaner, ratings- and indices-focused portfolio. The stock remains down roughly 16% year-to-date amid valuation concerns and broader geopolitical uncertainty tied to renewed U.S.-Iran tensions.

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July 9, 2026S&P Global fell nearly 3% on Wednesday, underperforming the broader financial sector as a sharp risk-off shift gripped markets after President Trump declared the U.S.-Iran ceasefire 'over,' sending crude oil prices surging more than 5% and stoking inflation fears. The macro-driven selloff weighed on the financial data and analytics sector despite constructive analyst sentiment — UBS reiterated its Buy rating with a $525 price target, while JPMorgan maintained Overweight but trimmed its target to $535 from $550. Investors are also digesting the company's Mobility spin-off recast financials, with updated Q2 2026 guidance and a full earnings call scheduled for July 28.

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Investing.com · July 17, 2026Stifel raises S&P Global stock price target to $521 on updated modelBenzinga · July 17, 2026S&P Global Launches ETF Intelligence to Decode Flows, Themes and Market RiskPR Newswire · July 16, 2026S&P Global Market Intelligence Launches ETF IntelligenceStock Titan · July 6, 2026After Mobility spin-off, S&P Global recasts 2025 and Q1 2026 figuresS&P Global · June 7, 2026S&P Global Evolves Market Intelligence Operating Model to Accelerate Agentic Solutions, Platform Capabilities and Innovation; Announces Executive Leadership ChangesQuiver Quantitative · June 2, 2026S&P Global (SPGI) slides 3% as investors reassess Mobility Global spin-off mechanics and near-term positioningPR Newswire · April 28, 2026S&P Global Reports First Quarter ResultsInvesting News Network · March 25, 2026S&P Global Announces: Mobility Global to Host Investor Day on May 12, 2026
Benzinga · July 17, 2026Stifel Maintains Buy on S&P Global, Raises Price Target to $521
Mt Newswire · July 17, 2026Stifel Adjusts Price Target on S&P Global to $521 From $489, Maintains Buy Rating
Mt Newswire · July 17, 2026Jefferies Adjusts Price Target on S&P Global to $550 From $535, Maintains Buy Rating
Mt Newswire · July 16, 2026DA Davidson Adjusts Price Target on S&P Global to $476 From $494, Maintains Buy Rating
Mt Newswire · July 15, 2026Evercore ISI Adjusts Price Target on S&P Global to $543 From $560, Maintains Outperform Rating
Mt Newswire · July 13, 2026Rothschild & Co Redburn Adjusts Price Target on S&P Global to $500 From $520, Maintains Buy Rating
Mt Newswire · July 13, 2026Goldman Sachs Adjusts Price Target on S&P Global to $512 From $490, Maintains Buy Rating
Benzinga · July 10, 2026B of A Securities Maintains Buy on S&P Global, Lowers Price Target to $550

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