$SPGI

S&P Global (SPGI) is one of fewer than 30 S&P 500 companies with 50+ years of consecutive dividend increases, boasting a 54-year streak. It has delivered 15% annualized returns over 30 years, outperforming the S&P 500. Despite a recent dip, it maintains strong market positions in credit ratings and indexes, with high operating margins and raised EPS guidance.

S&P Global Inc. (SPGI), a $128.5B market cap provider of credit ratings and analytics, has underperformed the S&P 500. Its shares are down 20.3% from their 52-week high, with a 14.2% YTD decline. Q2 2026 results showed 11% revenue growth to $3.68B and adjusted EPS of $4.83, but guidance raised concerns about slower growth post-Mobility spinoff. Analysts maintain a 'Strong Buy' rating with a mean price target of $521.74.

S&P Global is considering spinning off its Capital IQ Pro data platform, potentially valuing it in the high single-digit billions. Shares rose over 3% intraday. The move, still in early stages, would create a standalone competitor to FactSet and LSEG's data units. S&P's Market Intelligence division, which includes CapIQ, reported $1.3B Q1 2026 revenue, up 8% YoY.

S&P Global (SPGI) completed the sale of its upstream energy software portfolio to SLB. The deal, announced in April 2026, includes a strategic alliance for continued data access. Financial terms were not disclosed, and the divestiture is not expected to materially impact SPGI's financial results.

S&P Global (SPGI) shares rose 3.3% to $450.40 after Bloomberg reported it is exploring a multibillion-dollar spinout of its Capital IQ data platform. The company also completed two transactions: selling its geoscience software to SLB and acquiring datacenterHawk. Additionally, it launched a new index platform with Kaiko. Competitor FactSet's shares also rose. The S&P 500 and other major indices fell, but SPGI's gains were driven by company-specific news.

S&P Global's shares rose over 3% on Tuesday after a Bloomberg report suggested the company may spin out its data platform CapIQ in a multibillion-dollar deal. FactSet's shares also increased in response to the news.

S&P Global (NYSE: SPGI) completed its acquisition of datacenterHawk, a provider of data center and infrastructure intelligence. The deal enhances S&P Global Energy's offerings, combining datacenterHawk's asset-level data with S&P's forecasting capabilities. Financial terms were not disclosed, and the acquisition is not expected to materially impact S&P Global's financial results.

S&P Global Inc. (NYSE:SPGI) offers a 1% dividend yield, with growth potential being its main appeal. The company raised its quarterly dividend by 1% to $0.97 per share in 2026, citing its planned Mobility business separation. Investors debate whether future dividend growth will justify the low starting yield, with recent earnings showing strong demand across its businesses. The company's long dividend history and recurring revenue streams support its growth case, but the low yield and uncertaint

Pershing Square disclosed $1.1B stakes in Visa (V), Mastercard (MA), and S&P Global (SPGI) in its Q2 13F filing. SPGI closed at $418.80, 28% below its 52-week high, while V and MA are near their highs. SPGI's Ratings and Indices divisions posted record Q2 results, but Market Intelligence grew only 6%.

Pershing Square Capital Management disclosed a $1.12B stake in Visa (5.4% of portfolio) and new positions in Mastercard and S&P Global, totaling $3B. Visa reported Q3 2026 revenue of $11.6B (+14% YoY) and EPS up 11%. The company is expanding into AI-driven commerce and stablecoin infrastructure.