S&P Global (SPGI) Aktienübersicht
S&P Global Inc. bietet zusammen mit seinen Tochtergesellschaften Benchmarks, Daten, Analysen und Workflow-Lösungen für die globalen Kapital-, Energie- und Rohstoff- sowie Automobilmärkte. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 4/6 |
| Finanzielle Gesundheit | 4/6 |
| Dividenden | 4/6 |
Belohnungen
Risikoanalyse
Bei unseren Risikoprüfungen wurden keine Risiken für SPGI festgestellt.
Last Earnings Call
Q2 2026 · 28 Jul 2026S&P Global Inc. reported a strong second quarter for 2026, with revenue growing 11% and adjusted EPS rising 23%. This performance was driven by a 15% revenue increase in benchmark businesses, specifically in Ratings (up 17%) and Indices (up 20%). The company achieved 200 basis points of margin expansion, reaching 54.3%.
Key milestones included the completed spin-off of the Mobility division and organizational realignments in Energy and Market Intelligence. Management raised its full-year share repurchase target by $3 billion to over $7 billion. Full-year guidance includes organic revenue growth of 6%–8% and adjusted EPS between $17.50 and $17.75.
Analyst Consensus vs. Reported Results:
- Revenue: The analyst consensus estimate was $3.58 billion; S&P Global reported $3.59 billion, beating expectations.
- EPS: The analyst consensus estimate was $4.18; S&P Global reported $4.26, beating expectations.
Market Reaction
S&P Global shares rose approximately 4.2% on July 28, 2026. Analysts attributed the positive price movement to the company’s strong "beat and raise" performance, robust issuance growth in Ratings, and the management's decision to significantly increase the share repurchase program following the Mobility spin-off.
SPGI Community Fair Values
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Analyst Price Targets
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S&P Global Inc. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$408.19 |
| 52-Wochen-Hoch | US$579.05 |
| 52-Wochen-Tief | US$381.61 |
| Beta | 1.07 |
| 1 Monat Veränderung | -5.18% |
| 3 Monate Veränderung | -3.04% |
| 1 Jahr Veränderung | -26.70% |
| 3 Jahre Veränderung | 5.29% |
| 5 Jahre Veränderung | -7.60% |
| Veränderung seit IPO | 13,649.56% |
Aktuelle Nachrichten und Updates
Recent updates
S&P Global: Why This Selloff Is A Rare Buying Opportunity
Summary S&P Global (SPGI) exemplifies a capital-light, competitively advantaged, and resilient business model ideal for long-term holding. SPGI’s core offerings—risk management, benchmark data, and credit evaluation—are increasingly vital amid market volatility and geopolitical risks. A leaner, spun-off SPGI is quietly getting better, not worse — the Mobility separation streamlines the business into a higher-margin faster growing business. I assess SPGI’s current valuation using a DCF model, factoring in recast segment data and pro-forma financials post-spin-off. Read the full article on Seeking Alpha
SPGI: Proprietary Data And Mobility Spin Are Expected To Support Multiple
S&P Global's analyst fair value estimate has been raised by about $15 to roughly $519. Analysts attribute the change to stronger debt issuance trends, pro forma adjustments following the Mobility Global spinoff, and the perceived resilience of the company's proprietary data assets in recent research updates.SPGI: AI Data Repositioning After Mobility Spin Will Support Earnings Multiple
For S&P Global, the analyst price target in this update is trimmed by about $30 to $503. Analysts cite revised revenue growth assumptions after the Mobility spin and slightly higher discount rates, partly offset by a firmer profit margin outlook and a modestly higher future P/E multiple.SPGI: AI Data Partnerships And Workflows Will Support Earnings Multiple
Analysts have made a modest upward adjustment to the S&P Global price target, reflecting a slightly lower discount rate and steady assumptions for revenue growth, profit margin, and future P/E. These assumptions are broadly supported by recent mixed target revisions across the Street.SPGI: Mobility Spin Off And AI Initiatives Will Support Earnings Multiple
Analysts have made a modest adjustment to the S&P Global price target, reflecting updated assumptions around slightly lower revenue growth, a small change in discount rate, firmer profit margins, and a lower future P/E. Recent target moves have ranged from a $5 trim at Wells Fargo to increases of $3 to $20 at other firms.
Guidance Cuts and AI Concerns Shake S&P Global
S&P Global has strong long-term fundamentals, but in the near term, it faces AI-related uncertainty, slower growth expectations, and shifting investor sentiment. At its core, the softer guidance in the ratings segment is being interpreted as a signal about the broader economic environment.SPGI: AI Competition Concerns Will Reset But Not Break Earnings Multiple
Analysts have trimmed the S&P Global fair value estimate by about $4 to $534. This reflects a series of recent price target cuts and slightly higher discount rate and P/E assumptions, while keeping revenue growth and margin expectations broadly similar.SPGI: AI Competition Concerns Will Shape Future Earnings Multiple
The analyst price target for S&P Global has been revised lower to $556, reflecting a broader wave of target cuts across the Street as analysts factor in a slightly lower discount rate, modestly adjusted long term growth and margin assumptions, and heightened competitive concerns around data and AI. Analyst Commentary Street research on S&P Global has turned more cautious overall, with several firms trimming price targets while still recognizing the company’s scale in ratings, data, and index services.SPGI: Debt Issuance Strength And AI Tools Will Support Premium Earnings
Analysts have made a marginal upward revision to the S&P Global price target, reflecting a fair value move from about $537.90 to roughly $538.52. They cite recent strength in debt issuance volumes and a generally constructive view on long term growth in information and business services, despite renewed competitive concerns around market data and the impact of AI.SPGI: Ratings Franchise And AI Data Platform Will Support Premium Earnings
Analysts have trimmed their average price targets on S&P Global into a roughly $550 to $575 range. This reflects slightly higher competitive concerns around data and AI while still generally supporting a premium valuation driven by steady growth expectations and a forward P/E near 31x.SPGI: Ratings Strength And AI Data Integrations Will Support Earnings Quality
The analyst price target in our S&P Global model has been reset from about $610 to about $538, as analysts factor in more intense competition in market data, evolving views on the impact of AI, and a lower assumed future P/E multiple. This still sits alongside generally constructive Street research on longer term growth for information and business services companies.SPGI: Ratings Strength And AI Data Expansion Will Support Earnings Quality
The updated analyst price target for S&P Global moves from approximately $505 to $611, as analysts factor in revised assumptions around discount rates, slightly different revenue growth expectations, higher profit margins, and a lower future P/E multiple. Analyst Commentary Recent Street research on S&P Global reflects a mix of higher and lower price targets, with analysts weighing nearer term execution risks against longer term earnings power and cash flow generation.S&P Global: Beyond Ratings, Index Innovation And Spin-Off Strategies Fuel Success
Summary S&P Global is attractive due to its strong free cash flow, diversified business segments, and resilience in a volatile market. The company's Q1 2025 earnings showed 8% revenue growth and a 12% increase in EPS, despite market uncertainties. S&P Global's valuation remains appealing, with a forward PE of 28 and strong growth prospects, making it a solid long-term investment. The announced spin-off and additional share repurchase program are expected to unlock further value and enhance stock performance. Read the full article on Seeking AlphaS&P Global: A Collection Of All-Star Businesses
Summary S&P Global's Ratings, Indices, and Commodity Insights units have strong moats and exceptional economics, making them core to the company's long-term growth. Market Intelligence, despite being the largest revenue source, has lower margins and its growth investments could be better allocated elsewhere. Mobility, a newer unit, shows potential but hasn't yet proven it can create a standardized language like the other three businesses. With a commitment to return 85% of free cash flow to shareholders and sustainable growth, S&P Global remains a strong long-term investment. Read the full article on Seeking AlphaAktionärsrenditen
| SPGI | US Capital Markets | US Markt | |
|---|---|---|---|
| 7D | -0.9% | 2.3% | 4.2% |
| 1Y | -26.7% | 1.2% | 20.6% |
Rendite im Vergleich zur Industrie: SPGI unter dem Niveau der Branche US Capital Markets , die im vergangenen Jahr eine Rendite von 1.2% erzielte.
Rendite vs. Markt: SPGI hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 20.6 erzielte.
Preisvolatilität
| SPGI volatility | |
|---|---|
| SPGI Average Weekly Movement | 4.4% |
| Capital Markets Industry Average Movement | 3.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: SPGI hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: SPGIDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1860 | 44,500 | Martina Cheung | www.spglobal.com |
S&P Global Inc. bietet gemeinsam mit seinen Tochtergesellschaften Benchmarks, Daten, Analysen und Workflow-Lösungen für die globalen Kapital-, Energie- und Rohstoff- sowie Automobilmärkte an. Das Unternehmen ist in vier Segmenten tätig: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Energy und S&P Dow Jones Indices. Das Segment S&P Global Market Intelligence bietet Daten und Analysen für verschiedene Anlageklassen, die in speziell entwickelte Workflow-Lösungen integriert sind.
S&P Global Inc.'s Grundlagenzusammenfassung
| SPGI grundlegende Statistiken | |
|---|---|
| Marktanteil | US$120.32b |
| Gewinn(TTM) | US$4.92b |
| Umsatz(TTM) | US$16.12b |
Ist SPGI zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| SPGI Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$16.12b |
| Kosten der Einnahmen | US$4.69b |
| Bruttogewinn | US$11.43b |
| Sonstige Ausgaben | US$6.51b |
| Gewinn | US$4.92b |
Zuletzt gemeldete Gewinne
Jun 30, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | 16.70 |
| Bruttomarge | 70.90% |
| Nettogewinnspanne | 30.54% |
| Schulden/Eigenkapital-Verhältnis | 41.4% |
Wie hat sich SPGI auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
Zahlt SPGI eine zuverlässige Dividende?
Siehe SPGI Dividendenhistorie und Benchmarks| S&P Global Dividendentermine | |
|---|---|
| Ex-Dividenden Datum | Aug 26 2026 |
| Datum der Dividendenzahlung | Sep 10 2026 |
| Tage bis Ex-Dividende | 16 days |
| Tage bis zum Datum der Dividendenzahlung | 31 days |
Zahlt SPGI eine zuverlässige Dividende?
Siehe SPGI Dividendenhistorie und BenchmarksUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/09 20:45 |
| Aktienkurs zum Tagesende | 2026/08/07 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
S&P Global Inc. wird von 34 Analysten beobachtet. 20 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| null null | Argus Research Company |
| Jeffrey Meuler | Baird |
| Manav Patnaik | Barclays |