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)
141% more first-time investments, than exits
New positions opened: 195 | Existing positions closed: 81
27% more capital invested
Capital invested by funds: $125B [Q2] → $159B (+$33.7B) [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]
3% more call options, than puts
Call options by funds: $852M | Put options by funds: $825M
8% less repeat investments, than reductions
Existing positions increased: 686 | Existing positions reduced: 744
3.15% less ownership
Funds ownership: 89.13% [Q2] → 85.99% (-3.15%) [Q3]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Wells Fargo Jason Haas 46% 1-year accuracy 16 / 35 met price target | 28%upside $617 | Overweight Maintained | 10 Jan 2025 |
Oppenheimer Owen Lau 65% 1-year accuracy 35 / 54 met price target | 20%upside $580 | Outperform Maintained | 3 Jan 2025 |
Citigroup Peter Christiansen 62% 1-year accuracy 8 / 13 met price target | 24%upside $600 | Buy Initiated | 20 Dec 2024 |
Morgan Stanley Toni Kaplan 41% 1-year accuracy 9 / 22 met price target | 23%upside $595 | Overweight Maintained | 12 Dec 2024 |
Stifel Shlomo Rosenbaum 65% 1-year accuracy 11 / 17 met price target | 16%upside $560 | Buy Maintained | 28 Oct 2024 |
Financial journalist opinion
Based on 28 articles about SPGI published over the past 30 days