S&P Global, Inc. (SPGI)

S&P Global's stock price experienced notable movements in the past six months. On February 10, 2026, the company's shares plunged approximately 12% after it issued weaker-than-expected 2026 earnings guidance, despite reporting solid fourth-quarter 2025 results. On January 14, 2026, S&P Global's Board of Directors approved a 1.0% increase in the regular quarterly cash dividend to $0.97 per share. The company scheduled its fourth-quarter and full-year 2025 earnings announcement and conference call for February 10, 2026. On December 16, 2025, Hubert Joly was added to S&P Global's Board of Directors. In December 2025, S&P Global announced and priced an offering of $600 million senior notes due 2031 and $400 million senior notes due 2035. On November 25, 2025, S&P Global completed its $1.8 billion acquisition of With Intelligence. The announced separation of S&P Global Mobility into a standalone public company, named Mobility Global, Inc., is targeted for completion by late 2026. As of April 10, 2026, S&P Global's stock price was $415.42, down 2.10% from the previous day, and down 9.25% over the past 12 months.

The demand for S&P Global's products and services is not characterized by inherent seasonality. Instead, its business performance is influenced by broader market trends and economic conditions. The Ratings segment's revenue is tied to debt issuance volumes, while the Indices segment benefits from strong equity markets and assets under management. Growth rates for billed issuance can fluctuate quarter-to-quarter, influenced by factors like interest rate cuts and maturity walls. The company's energy transition and sustainability revenue experienced a decrease in Q4 2025.

S&P Global, Inc. is a leading global provider of financial information, analytics, and market intelligence, operating primarily within the Financial Services sector. Its core business revolves around providing essential intelligence to governments, businesses, and individuals to facilitate informed decision-making. The company's major products and services are delivered through five key segments: S&P Global Ratings, S&P Global Market Intelligence, S&P Dow Jones Indices, S&P Global Energy, and S&P Global Mobility. The company also offers S&P Global Sustainable1, focusing on ESG performance analysis, climate and environmental data, and sustainable finance solutions.

S&P Global has a significant international presence, with its headquarters located in New York City, USA. The company operates globally with over 70 offices in 35 countries, including North America, Europe, Asia-Pacific, Latin America, the Middle East, and Africa. In fiscal year 2025, the United States represented the largest portion of S&P Global's revenue at 60.79%, followed by Europe at 23.02%, Asia at 10.69%, and the Rest of World at 5.5%.

S&P Global maintains a strong brand reputation as a leading provider of transparent and independent ratings, benchmarks, analytics, and data. In 2023, S&P Global was recognized in Newsweek's ranking of America's Greenest Companies 2024. The company also hosts various events and conferences, such as the S&P Global Sustainability Yearbook Distinction Ceremonies. S&P Global Inc. is not a BBB Accredited Business.

S&P Global's ownership is predominantly institutional, with institutional investors holding 87.4% of outstanding shares as of December 2025. Major institutional owners include The Vanguard Group, Inc., BlackRock, Inc., State Street Corporation, and TCI Fund Management Ltd. The largest individual shareholder is Harold McGraw III, owning 3.96 million shares, representing 1.33% of the company.