S&P Global (SPGI) to Release Earnings on Tuesday

S&P Global (NYSE:SPGI) will likely be releasing its Q2 2026 results before the market opens on Tuesday, July 28th. Analysts expect the company to announce earnings of $4.81 per share and revenue of $4.1244 billion for the quarter. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Interested persons can find conference call details on the company’s upcoming Q2 2026 earning report for the latest details on the call scheduled for Tuesday, July 28, 2026 at 8:30 AM ET.

S&P Global (NYSE:SPGI) last issued its earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. S&P Global had a return on equity of 17.26% and a net margin of 30.37%.The company’s revenue for the quarter was up 10.4% on a year-over-year basis. During the same period last year, the company earned $4.37 EPS. On average, analysts expect S&P Global to post $19 EPS for the current fiscal year and $22 EPS for the next fiscal year.

S&P Global Trading Down 0.5%

Shares of SPGI stock opened at $448.52 on Tuesday. The company’s 50-day moving average price is $421.91 and its 200-day moving average price is $444.17. 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 stock has a market cap of $132.76 billion, a price-to-earnings ratio of 28.39, a PEG ratio of 2.18 and a beta of 1.08. S&P Global has a twelve month low of $381.61 and a twelve month high of $579.05.

S&P Global Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Wednesday, August 26th will be issued a $0.97 dividend. This represents a $3.88 annualized dividend and a yield of 0.9%. The ex-dividend date is Wednesday, August 26th. S&P Global’s payout ratio is presently 24.56%.

Key S&P Global News

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

• Positive Sentiment: JPMorgan Chase & Co. raised its price target on S&P Global to $555 from $535 and reiterated an overweight rating, signaling confidence in roughly 24% upside from the current share price. Benzinga article
• Positive Sentiment: Wells Fargo maintained its buy rating on S&P Global, and other market commentary highlighted the stock as one of the more attractive large-cap financial names. Wells Fargo article
• Positive Sentiment: Stifel Nicolaus said S&P Global’s stock price is expected to rise, adding to the recent stream of bullish analyst sentiment. Stifel article
• Neutral Sentiment: Investor discussion has also been favorable, with value-investing communities arguing that S&P Global may be a better buy than SpaceX; however, this is more sentiment-driven than a direct business catalyst. Insider Monkey article
• Negative Sentiment: Erste Group Bank cut its FY2027 EPS estimates for S&P Global, which could pressure expectations for future earnings growth. American Banking News article
• Negative Sentiment: Another Erste Group note also pointed to reduced earnings expectations for the company, reinforcing concerns around longer-term profit outlook. American Banking News article

Insider Activity at S&P Global

In other S&P Global news, Director Robert Edward Jr. Moritz purchased 1,152 shares of the firm’s stock in a transaction on Thursday, April 30th. The stock was bought at an average price of $434.03 per share, with a total value of $500,002.56. Following the transaction, the director directly owned 1,152 shares of the company’s stock, valued at approximately $500,002.56. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Martina Cheung bought 2,322 shares of the stock in a transaction that occurred on Wednesday, April 29th. The shares were bought at an average cost of $429.93 per share, with a total value of $998,297.46. Following the completion of the purchase, the chief executive officer directly owned 27,518 shares in the company, valued at $11,830,813.74. This represents a 9.22% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders acquired 5,974 shares of company stock worth $2,576,775. Corporate insiders own 0.03% of the company’s stock.

Institutional Trading of S&P Global

Large investors have recently made changes to their positions in the company. Palisade Asset Management LLC acquired a new stake in S&P Global in the third quarter valued at approximately $36,000. Swiss RE Ltd. acquired a new position in S&P Global during the 4th quarter worth approximately $39,000. Wealth Watch Advisors INC acquired a new position in S&P Global during the 3rd quarter worth approximately $47,000. Headlands Technologies LLC purchased a new stake in shares of S&P Global in the 2nd quarter valued at approximately $47,000. Finally, Sfam LLC purchased a new stake in shares of S&P Global in the 4th quarter valued at approximately $52,000. 87.17% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

SPGI has been the topic of a number of recent analyst reports. Wall Street Zen upgraded S&P Global to a “hold” rating in a report on Saturday, July 4th. UBS Group lowered their price target on S&P Global from $550.00 to $525.00 and set a “buy” rating for the company in a report on Tuesday, July 7th. Wells Fargo & Company cut their price objective on S&P Global from $530.00 to $525.00 and set an “overweight” rating for the company in a research report on Monday, April 13th. Rothschild & Co Redburn reduced their price objective on shares of S&P Global from $540.00 to $520.00 and set a “buy” rating on the stock in a report on Thursday, June 18th. Finally, Stifel Nicolaus increased their target price on shares of S&P Global from $489.00 to $521.00 and gave the stock a “buy” rating in a research note on Friday. Seventeen research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $535.06.

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.