S&P Global, Inc.

S&P Global, Inc.

S&P Global (ticker: SPGI) is a provider of financial information, analytics, credit ratings, benchmarks and data services used by investors, corporates and governments worldwide. Key divisions include Ratings, Market Intelligence, S&P Dow Jones Indices and Commodities & Commercial (Platts). The business benefits from recurring, subscription-style revenues and licensing fees for indices, which can lead to predictable cash flows and high margins. As of the data provided, its market capitalisation sits around $147.7 billion. Investors often focus on long-term trends such as demand for data-driven decision-making, growth in passive funds that track indices, and increased use of ESG analytics. Risks include economic cycles that affect capital markets activity, regulatory scrutiny of ratings and indices, and competition from other data providers. This is general information for educational purposes only and not personalised investment advice—values can rise and fall, and past performance is not a reliable guide to future results.

Why It's Moving

S&P Global, Inc.

S&P Global Charts Ambitious 2026 Path With Earnings Beat and Raised Guidance Despite Analyst Skepticism

S&P Global reported fourth-quarter 2025 earnings that topped revenue expectations and delivered adjusted EPS growth of 14.1% year-over-year, while significantly raising its 2026 guidance well above current Wall Street consensus. However, the stock has faced recent pressure as analyst sentiment remains cautious, with revisions trending downward despite the company's bullish outlook.
Sentiment:
⚖️Neutral
  • Q4 adjusted EPS of $4.30 missed estimates marginally, but revenue of $3.92 billion beat consensus while growing 9% year-over-year, with the Mobility and Indices segments posting 8% and 14% revenue growth respectively
  • 2026 guidance of $19.40-$19.65 adjusted EPS far exceeds the current Zacks Consensus of $17.85, representing a substantial leap, while revenue growth guidance was hiked to 6-8% and operating margin expanded to 47.3%
  • Despite strong fundamentals, the stock has declined roughly 5.6% from its recent March peak as estimate revisions continue trending downward, leading major rating agencies to assign a cautious stance heading into the second half of 2026

When is the next earnings date for S&P Global, Inc. (SPGI)?

S&P Global's next earnings announcement is scheduled for May 5, 2026, when the company will report first-quarter 2026 results. The earnings release will cover the period ending March 31, 2026, and analysts are estimating earnings per share around $4.83 for that quarter. This timing aligns with S&P Global's historical pattern of releasing first-quarter earnings in early May, providing investors with a clear timeline for the next material corporate event.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying S&P Global's stock, expecting it to increase significantly in value.

Above Average

Financial Health

S&P Global is showing strong profits and cash generation, indicating a solid financial position.

Below Average

Dividend

S&P Global's dividend yield of 0.91% is below average, indicating lower returns from dividends. If you invested $1000 you would be paid $9.10 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Baskets Featuring SPGI

US Market Access Stocks: Infrastructure Risks & Rewards

US Market Access Stocks: Infrastructure Risks & Rewards

For Brazilians seeking portfolio diversification beyond their local economy, the US market offers access to global growth sectors. This basket provides exposure to the core US financial infrastructure companies, including exchanges and brokerages, that facilitate this cross-border investment.

Published: October 15, 2025

Explore Basket
Global Diversification: Could It Reduce Local Risk?

Global Diversification: Could It Reduce Local Risk?

As Brazil's economy faces concentrated risks, diversifying abroad may help manage portfolio volatility. This basket provides exposure to the US/EU-listed financial infrastructure, such as global asset managers and index providers, that enables international market access.

Published: October 10, 2025

Explore Basket
S&P Stock Access: Could Infrastructure Stocks Hedge Risk?

S&P Stock Access: Could Infrastructure Stocks Hedge Risk?

As Nigerians increasingly seek to diversify their investments, gaining exposure to the world's largest economy offers a potential hedge against local market volatility. This basket focuses on the global companies that create, track, and provide access to benchmark indices like the S&P 500.

Published: September 26, 2025

Explore Basket
Portfolio Investment (Nigeria Global Diversification)

Portfolio Investment (Nigeria Global Diversification)

As more Nigerians seek to grow their wealth through global markets, the demand for sophisticated financial tools and access is surging. This basket offers exposure to the key US and EU-listed financial giants that provide the infrastructure, asset management products, and payment rails powering this trend.

Published: September 23, 2025

Explore Basket
Small Cap Index: Could Africa Growth Unlock Value?

Small Cap Index: Could Africa Growth Unlock Value?

Africa's expanding economies are powered by a new generation of growing companies and rising consumer demand. This basket offers exposure through global companies that provide market access, financial tools, and essential services fueling this growth.

Published: September 22, 2025

Explore Basket
Lagos Stock Exchange: Beyond Local Trading Systems

Lagos Stock Exchange: Beyond Local Trading Systems

As Nigeria's financial markets continue to modernise and attract global interest, the underlying infrastructure powering this growth presents a unique opportunity. This basket offers exposure to leading US and EU-listed companies that provide the essential technology, data, and services for stock exchanges worldwide.

Published: September 18, 2025

Explore Basket
Stock Exchange Investing: Could Infrastructure Pay?

Stock Exchange Investing: Could Infrastructure Pay?

This basket focuses on the global companies that own and operate the world's financial infrastructure. It offers a way to invest in the essential 'plumbing' of capital markets, such as the exchanges and data providers that power global investing.

Published: September 17, 2025

Explore Basket
S&P 500 Infrastructure: Lagos Investment Risks

S&P 500 Infrastructure: Lagos Investment Risks

As Nigerians increasingly look to hedge against local economic volatility, gaining exposure to global markets has become more accessible. This basket offers a way to tap into this trend by focusing on the US/EU-listed companies providing the core infrastructure, from index providers to the exchanges themselves.

Published: September 11, 2025

Explore Basket
Trust In Numbers: The Private Data Advantage

Trust In Numbers: The Private Data Advantage

The firing of the U.S. Labor Statistics chief has undermined trust in the integrity of government economic reporting. This creates a potential shift towards private data and analytics firms as more reliable sources of crucial market information.

Published: August 3, 2025

Explore Basket
U.S. Exporters Target Indonesian Growth

U.S. Exporters Target Indonesian Growth

The United States and Indonesia have announced a landmark trade agreement, eliminating tariffs on over 99% of U.S. exports. This deal creates a significant opportunity for American companies in the industrial, food, and technology sectors to expand into a large and growing market.

Published: July 23, 2025

Explore Basket
Post-Archegos Compliance Tech

Post-Archegos Compliance Tech

This carefully selected group of stocks represents companies providing the essential regulatory and compliance technologies banks now desperately need. After a massive $120 million settlement, financial institutions are under intense pressure to improve their risk management systems, creating valuable opportunities for tech providers in this space.

Published: July 15, 2025

Explore Basket
Anti-Fragile Systems

Anti-Fragile Systems

Companies that don't just survive market chaos—they thrive on it. These carefully selected stocks are designed to become more profitable during volatility, offering you a unique way to potentially benefit from uncertain times.

Published: June 17, 2025

Explore Basket
Algorithmic Governance Gatekeepers

Algorithmic Governance Gatekeepers

These powerful companies create the rules and benchmarks that control the flow of trillions of dollars worldwide. Carefully selected by our analysts, these stocks represent the essential data and analytics providers that the global investment community simply can't function without.

Published: June 17, 2025

Explore Basket

Why You’ll Want to Watch This Stock

📈

Recurring revenue strength

Subscriptions and index licences create predictable cash flows and high margins, though performance can vary with market conditions.

🌍

Global market presence

A broad client base across regions and sectors supports resilience, but regulatory scrutiny and local competition remain considerations.

Data & analytics growth

Demand for analytics, ESG data and benchmarks may support long-term growth, while technological change and competition pose ongoing risks.

Why invest with Nemo?

Nemo Logo Fade
🆓

Zero Commission

Trade stocks, ETFs, and more with zero commission. Keep more of your returns.

🔒

Trusted & Regulated

Part of Exinity Group 2015, serving over a million customers globally.

💰

6% Interest on Cash

Earn 6% AER on uninvested cash with daily interest payments.

Discover More Opportunities

AER

AerCap Holdings N.V.

AerCap Holdings N.V. is an aircraft leasing company based in Ireland.

BR

Broadridge Financial Solutions, Inc.

Broadridge Financial Solutions, Inc. is a company that provides data and analytics solutions and technology services to the financial services industry.

AL

Air Lease Corporation

Provides aircraft leasing and leasing related services to airlines worldwide.

Frequently asked questions