S&P Global, Inc. (SPGI)

Over the past six months, S&P Global's stock price has increased by 22.76%. As of July 18, 2025, the share price was $524.38, an increase of 9.28% from July 19, 2024. The stock was up 4.33% over the past 30 days and 8.19% over the past 12 months as of July 21, 2025. Recent events impacting the stock include acquisitions and divestitures, such as the acquisition of TeraHelix and the agreement to sell OSTTRA to KKR. JPMorgan Chase lifted its price target for S&P Global stock to $625, reflecting a bullish consensus among analysts. S&P Global reported strong financial results in the first half of 2024, with accelerated revenue growth and significant margin expansion in the second quarter. A rebound in bond issuances and a recovery in the global credit landscape post-COVID have created a strong tailwind for S&P Global's credit ratings revenue.

S&P Global's demand for products and services can exhibit some seasonality, though the company's diverse revenue streams provide stability. Historically, the second half of the year is often stronger than the first half. However, in 2024, there was a pull-forward of activity, leading to expectations of a softer second half compared to the first, despite favorable market conditions. Demand for credit risk assessment tends to increase with rising interest rates. Commodity Insights has seen strong demand, particularly for energy transition advisory services and subscription offerings. Strong demand has been observed for products like CARFAX listings. There is strong growth in energy transition and climate products, indicating increasing demand for sustainability-related offerings.

S&P Global Inc. is a publicly traded American corporation headquartered in Manhattan, New York City, primarily focused on providing financial information and analytics within the financial services sector. It offers financial intelligence solutions across global capital, commodity, and automotive markets. Its major products and services encompass credit ratings, market intelligence, commodity insights, mobility solutions, indices, sustainable offerings, and engineering solutions.

S&P Global has a significant global presence, operating in more than 35 countries and serving approximately 75% of global financial markets. Its headquarters are in New York City. S&P Global Commodity Insights has offices in over 15 cities, including major energy centers and international business centers. The company serves customers across the Americas, Europe, the Middle East and Africa (EMEA), and Asia Pacific.

S&P Global maintains a strong brand reputation in financial markets, evidenced by a Market Trust Index of 92/100 and a ranking among the top 3 global financial brand rankings in financial information services. The company also boasts an 88.5% customer retention rate. The company emphasizes its commitment to corporate responsibility initiatives, and its core business contributes to its strong standing.

S&P Global Inc. is primarily owned by institutional shareholders, who hold approximately 85.59% to 87.17% of the stock. Retail investors own about 12.38%, and S&P Global insiders own around 2.03%. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Harold McGraw III is the largest individual S&P Global shareholder, owning 1.29% of the company's shares.