S&P GlobalSPGI
SPGI
About: S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.
Employees: 40,450
0
Funds holding %
of 6,809 funds
0
Analysts bullish %
of 10 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
86% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 105
11% more capital invested
Capital invested by funds: $125B [Q2] → $139B (+$14.3B) [Q3]
5% more funds holding
Funds holding: 1,800 [Q2] → 1,890 (+90) [Q3]
2% more funds holding in top 10
Funds holding in top 10: 64 [Q2] → 65 (+1) [Q3]
10% more call options, than puts
Call options by funds: $847M | Put options by funds: $773M
8% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 744
3.21% less ownership
Funds ownership: 88.62% [Q2] → 85.41% (-3.21%) [Q3]
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$560
11%
upside
Avg. target
$590
17%
upside
High target
$620
23%
upside
10 analyst ratings
10 positive
100%
0 neutral
0%
0 negative
0%
Citigroup Peter Christiansen 57% 1-year accuracy 8 / 14 met price target | 19%upside $600 | Buy Initiated | 20 Dec 2024 |
Morgan Stanley Toni Kaplan 45% 1-year accuracy 10 / 22 met price target | 18%upside $595 | Overweight Maintained | 12 Dec 2024 |
Stifel Shlomo Rosenbaum 67% 1-year accuracy 12 / 18 met price target | 11%upside $560 | Buy Maintained | 28 Oct 2024 |
UBS Alex Kramm 85% 1-year accuracy 11 / 13 met price target | 21%upside $610 | Buy Maintained | 25 Oct 2024 |
BMO Capital Jeffrey Silber 53% 1-year accuracy 19 / 36 met price target | 12%upside $564 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 29 articles about SPGI published over the past 30 days
Positive
Seeking Alpha
1 day ago
Unlocking Value From MSCI, The Index Fund Powerhouse
MSCI is a highly profitable financial analytics company with a strong brand, delivering 45% net profit margins on $2.5 billion in annual revenue.
Neutral
PRNewsWire
2 days ago
International Seaways Set to Join S&P SmallCap 600
NEW YORK , Dec. 23, 2024 /PRNewswire/ -- International Seaways Inc. (NYSE: INSW) will replace Consolidated Communications Holdings (NASD: CNSL) in the S&P SmallCap 600 effective prior to the opening of trading on Monday, December 30. Searchlight Capital Partners and British Columbia Investment Management Corporation (BCI) are acquiring Consolidated Communications in a deal expected to be completed soon, pending final closing conditions.
Neutral
PRNewsWire
3 days ago
Decline in Permian Basin Methane Emissions Equaled the Annual Carbon Emissions Avoided by Every Electric Vehicle in the United States, New S&P Global Commodity Insights Analysis Finds
Analysis provides the most accurate public, basin-wide estimate of methane emissions for the Permian HOUSTON , Dec. 23, 2024 /PRNewswire/ -- Annual methane emissions stemming from oil and gas production operations in the Permian Basin decreased 26% in 2023 from the previous year—equal to the total amount of carbon emissions avoided by every electric vehicle on the road in the United States that year, according to a new analysis by S&P Global Commodity Insights. The data show that methane emissions from upstream oil and gas operations in the Permian Basin fell by more than 34 billion cubic feet (bcf) in 2023, the most recent year that data is available.
Neutral
PRNewsWire
6 days ago
S&P Global Mobility forecasts 89.6M auto sales worldwide in 2025
As 2025 approaches, S&P Global Mobility forecasts 89.6 million new vehicle sales worldwide next year, reflecting cautious recovery growth. Automotive forecasts have been downgraded across the board, reflecting expected post-election US policy shifts.
Neutral
PRNewsWire
1 week ago
S&P Global Mobility: Solid finish to close out 2024 US auto sales
January – October sales were moderate, but December auto sales are expected to build on the relatively strong November result. SOUTHFIELD, Mich.
Neutral
PRNewsWire
1 week ago
Fosun International Ranks Top 5% in S&P Global's CSA among Global Peers
S&P Global Raises Fosun International's CSA Score to 70 Points, Maintaining a Leading Position in ESG Performance among Global Peers HONG KONG , Dec. 19, 2024 /PRNewswire/ -- S&P Global recently released the 2024 Corporate Sustainability Assessment (CSA) score results for Fosun International Limited (HKEX stock code: 00656, "Fosun International"). Fosun International's S&P Global CSA score increased to 70 points in 2024, ranking in the top 5% globally among its peers.
Positive
CNBC Television
1 week ago
U.S. LNG exports projected to provide $1.3T boost to GDP annually, says S&P Global's Dan Yergin
Dan Yergin, S&P Global vice chairman and ‘The New Map' author, joins 'Squawk Box' to discuss a new study on the economic impacts of U.S. LNG exports, impact of Biden administration 's LNG export pause, and more.
Neutral
PRNewsWire
1 week ago
Expected Growth of U.S. LNG Exports to Support Nearly 500,000 Jobs Annually and Add $1.3 Trillion to United States Gross Domestic Product Through 2040, New S&P Global Study Finds
Impact on U.S. domestic natural gas prices—among the lowest in the world—would remain negligible WASHINGTON , Dec. 17, 2024 /PRNewswire/ -- On their current trajectory, growing exports of U.S. liquefied natural gas (LNG) would support nearly half a million domestic jobs annually and contribute $1.3 trillion to U.S. gross domestic product through 2040 while having a negligible impact on domestic gas prices, according to a new comprehensive study by S&P Global. The study projects U.S. LNG export capacity to double over the next five years under a Base Case that takes into account current conditions, including impacts from the 2024 pause of pending decisions on exports of LNG to non-free trade agreement countries.
Neutral
PRNewsWire
1 week ago
S&P Global Market Intelligence Announces Top 10 Economic Insights for 2025
Annual look-ahead highlights a more challenging economic outlook NEW YORK , Dec. 17, 2024 /PRNewswire/ -- Policy uncertainties dominate the economic outlook, damaging growth prospects, according to an S&P Global Market Intelligence report released today. In the newly published Top 10 Economic Insights for 2025, S&P Global Market Intelligence economists provide their take on global and regional economic performance, inflation and monetary policy prospects and highlight key risks.
Positive
Seeking Alpha
1 week ago
S&P Global: The Maturity Wall Presents A Huge Opportunity Heading Into 2025
S&P Global's ratings segment is a high-margin, fortress-like business, poised to benefit from the upcoming debt maturity wall projected for the latter half of the decade. The debt maturity wall will drive new credit issuance, creating significant opportunities for S&P Global's ratings business, with peaks expected in 2026 and 2028. S&P Global's diversified segments, including indices and market intelligence, contribute to its robust, capital-light, and highly profitable business model, with consolidated operating margins around 40%.
Charts implemented using Lightweight Charts™