S&P GlobalSPGI
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
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
61% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 121
11% more capital invested
Capital invested by funds: $125B [Q2] → $139B (+$14.2B) [Q3]
4% more funds holding
Funds holding: 1,798 [Q2] → 1,872 (+74) [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: 677 | Existing positions reduced: 738
3.23% less ownership
Funds ownership: 88.6% [Q2] → 85.37% (-3.23%) [Q3]
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Stifel Shlomo Rosenbaum 74% 1-year accuracy 14 / 19 met price target | 9%upside $560 | Buy Maintained | 28 Oct 2024 |
UBS Alex Kramm 85% 1-year accuracy 11 / 13 met price target | 19%upside $610 | Buy Maintained | 25 Oct 2024 |
BMO Capital Jeffrey Silber 50% 1-year accuracy 18 / 36 met price target | 10%upside $564 | Outperform Maintained | 25 Oct 2024 |
JP Morgan Andrew Steinerman 62% 1-year accuracy 13 / 21 met price target | 14%upside $585 | Overweight Maintained | 25 Oct 2024 |
Baird Jeffrey Meuler 65% 1-year accuracy 15 / 23 met price target | 12%upside $575 | Outperform Maintained | 25 Oct 2024 |
Financial journalist opinion
Based on 36 articles about SPGI published over the past 30 days