S&P Global Inc.
No SEC Form 4 filings for $SPGI in the last 30 days.
See all $SPGI insider activity →Pershing Square’s Q2 update says Bill Ackman’s Pershing Square USA (PSUS) raised a $5 billion IPO and has deployed over 95% of PSUS capital across 14 investments, including new positions in Visa, Mastercard, Intercontinental Exchange, Netflix, Alcon and S&P Global. The article lists Q2 2026 holdings and notes Ackman’s long-term return goal above 20% gross annually.
S&P Global (SPGI) stock has underperformed the S&P 500 over the past year and in 2026. After mixed Q2 2026 results on July 28, revenue rose to $4.2B but adjusted EPS of $4.83 missed estimates and full-year adjusted EPS guidance was cut to $17.63. Analysts’ consensus remains “Strong Buy” with mean target $524.48 and Street-high $640.
Pershing Square Capital Management, led by Bill Ackman, added six new stocks to its portfolio: Netflix, Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon, aiming for durable earnings growth and free cash flow. The article cites expected 20% EPS growth over 3-5 years and valuation around 19x earnings. It also notes Netflix Q2 revenue up 13.4% to $12.6B and Alcon fiscal Q1 sales $2.7B.
Over the past 7 days, alphai's AI scored 18 news stories mentioning SPGI (S&P Global Inc.). Coverage has skewed bullish: 11 bullish, 5 neutral, and 2 bearish.
Recent SPGI coverage spans financial news and technology.
SPGI’s new position status is a portfolio allocation signal without a direct fundamental trigger in the text.
Guidance cut after an EPS miss is the key fundamental datapoint; analyst target dispersion suggests upside remains but near-term confidence is weaker.
The article suggests SPGI is viewed as undervalued amid AI disruption fears, which may influence sentiment.
S&P Global is named as potentially exposed to stolen CI/CD secrets via compromised LiteLLM packages.
The disclosed entry after a drawdown can be a sentiment tailwind, but it is still a portfolio-trade story, not a fundamental update.
alphai scores every news story that mentions SPGI with an AI model for sentiment and relevance, and aggregates insider trades from S&P Global Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Pershing Square’s Q2 update says Bill Ackman’s Pershing Square USA (PSUS) raised a $5 billion IPO and has deployed over 95% of PSUS capital across 14 investments, including new positions in Visa, Mastercard, Intercontinental Exchange, Netflix, Alcon and S&P Global. The article lists Q2 2026 holdings and notes Ackman’s long-term return goal above 20% gross annually.
6 min readS&P Global (SPGI) stock has underperformed the S&P 500 over the past year and in 2026. After mixed Q2 2026 results on July 28, revenue rose to $4.2B but adjusted EPS of $4.83 missed estimates and full-year adjusted EPS guidance was cut to $17.63. Analysts’ consensus remains “Strong Buy” with mean target $524.48 and Street-high $640.
4 min readPershing Square Capital Management, led by Bill Ackman, added six new stocks to its portfolio: Netflix, Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon, aiming for durable earnings growth and free cash flow. The article cites expected 20% EPS growth over 3-5 years and valuation around 19x earnings. It also notes Netflix Q2 revenue up 13.4% to $12.6B and Alcon fiscal Q1 sales $2.7B.
7 min readCybersecurity firms Hudson Rock and CloudSEK say a March 2026 supply-chain attack tied to LiteLLM exposed about 2,500 organizations. A 153GB archive linked to the TeamPCP campaign contained 433,909 files and 118,829 CI runner dumps. LiteLLM versions 1.82.7 and 1.82.8 were live briefly before PyPI quarantined them, but stolen credentials may remain valid until rotated, according to the reports.
7 min readBill Ackman’s Pershing Square added six new holdings between end-March and end-June 2026: Netflix, Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon, while exiting Universal Music Group and Alphabet and selling Hertz in July. Reported YTD returns: Netflix -16.5%, Visa 4.2%, Mastercard 0.67%, S&P Global -15%, ICE -4.15%, Alcon -6.7%. Pershing Square NAV YTD (Aug 11, 2026) was -4.3% vs S&P 500 +13.7%.
6 min readPershing Square Capital Management, led by Bill Ackman, disclosed six new positions alongside its Q2 earnings report. Four financial stocks were added: Visa, Mastercard, S&P Global, and Intercontinental Exchange. Ackman cited Visa and Mastercard’s “capital-light” network model, inflation-hedge characteristics, and value-added services, while S&P Global’s ratings, indexes, and Platts businesses and ICE’s futures/options and data services were highlighted.
5 min readBill Ackman disclosed six new holdings, including buying Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global from Q2 onward, across Pershing Square USA and other funds. He said he expects strong earnings growth. Pershing Square USA was up 1.66% on the day and down 3.5% YTD through July.
5 min readPershing Square Holdings’ interim report says Bill Ackman’s funds initiated new positions in Netflix (NFLX) and five other stocks in Q2 after Ackman raised about $5 billion via Pershing Square USA and Pershing Square Inc. Netflix was bought after a 50% drop post June 2025 highs, with the fund citing valuation and AI-related advantages. Other buys: Visa, Mastercard, S&P Global, Intercontinental Exchange, and Alcon.
6 min readBill Ackman disclosed new stakes in six companies for his investment funds, including Netflix (NFLX), Visa (V), Mastercard (MA), Alcon (ALC), Intercontinental Exchange (ICE), and S&P Global (SPGI). He said shares were bought starting in Q2 for Pershing Square USA, listed in April, and expects strong earnings growth. The changes may appear in upcoming 13-F filings.
6 min readBill Ackman disclosed six new holdings in his Pershing Square funds, including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange and S&P Global, acquired starting in Q2 and held in Pershing Square USA. He cited expected earnings growth. The article notes Pershing Square USA down 3.5% YTD through July and Pershing Square Holdings down 9.2%, vs S&P 500 up 13%.
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