S&P Global Ausschüttungen und Rückkäufe
Zukünftiges Wachstum Kriterienprüfungen 4/6
S&P Global ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 0.88%, die durch die Erträge gut gedeckt ist. Das nächste Zahlungsdatum ist am 10th September, 2026 mit einem Ex-Dividenden-Datum von 26th August, 2026.
Wichtige Informationen
0.9%
Dividendenausschüttung
4.2%
Rückkaufsrendite
| Gesamte Aktionärsrendite | 5.1% |
| Zukünftige Dividendenrendite | 1.1% |
| Wachstum der Dividende | 10.7% |
| Nächster Dividendenzahlungstermin | 10 Sep 26 |
| Ex-Dividendendatum | 26 Aug 26 |
| Dividende pro Aktie | n/a |
| Ausschüttungsquote | 24% |
Jüngste Updates zu Dividenden und Rückkäufen
Recent updates
Narrativ-Update • Jun 15
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.Seeking Alpha • Jun 09
S&P Global: Do You Appreciate The AI Threat?
Summary S&P Global is rated Hold due to limited valuation upside and unresolved AI risks, despite strong fundamentals. The upcoming Mobility spin-off will structurally boost margins by 270bps but has minimal impact on top line growth. SPGI's Market Intelligence segment faces significant AI disruption risk, while Ratings, Energy, and Indices are largely insulated. Current valuation offers ~11% upside to a $470 price target, insufficient to offset competitive and technological uncertainty. Read the full article on Seeking AlphaNarrativ-Update • Jun 01
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.
Neues Narrativ • May 08
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.Narrativ-Update • Apr 25
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.Narrativ-Update • Apr 11
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.Narrativ-Update • Mar 28
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.Narrativ-Update • Mar 13
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.Narrativ-Update • Feb 26
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.Narrativ-Update • Feb 11
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.Seeking Alpha • Apr 29
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 AlphaSeeking Alpha • Mar 17
S&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 AlphaSeeking Alpha • Feb 11
S&P Global: Knockout Quarter And High Bar Set For 2025
Summary S&P Global's first earnings report under CEO Martina Cheung was flawless, with strong growth across all segments and significant margin expansion. Despite concerns about 2025, S&P Global provided ambitious guidance, expecting 5%-7% growth, with adjusted EPS above consensus and robust free cash flow. The company's monopolistic position and diversified segments make it a prime beneficiary of global GDP growth. At a fair valuation, S&P Global remains a 'Buy' for long-term investors, because of its long-term double-digit growth trajectory and ahead of consensus upgrades. Read the full article on Seeking AlphaSeeking Alpha • Jan 16
S&P Global: A High-Quality, Remarkably Profitable, Near-Monopolistic Business
Summary S&P Global has been a stable holding for Wedgewood, with consistent revenue and earnings growth despite economic volatility from 2020-2023. The company's business model thrives in low-interest rate environments, benefiting from increased corporate debt refinancing and capital market activity. Despite recent underperformance relative to benchmarks, S&P Global remains a high-quality, profitable growth business with a near-monopolistic market position. The long-term outlook for S&P Global is favorable, with expected benefits from future declining interest rates and a significant wave of debt refinancings. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
Overpriced Optimism: Why S&P Global's Valuation Deserves Scrutiny
Summary S&P Global's current EV/EBITDA multiple of 25 is overly optimistic, with future growth expectations likely unrealistic, potentially leading to a valuation correction. Analysts' growth estimates of 12% are based on historical data; a more realistic growth rate is 8%, indicating the stock is overvalued by 34%. Despite strong competitive advantages and shareholder returns, rising operational costs and debt could hinder future growth, making the stock a hold for existing investors. For new investors, the opportunity cost is high, and better alternatives are available, making S&P Global less attractive at current valuations. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
S&P Global: The Maturity Wall Presents A Huge Opportunity Heading Into 2025
Summary 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%. Despite competitive risks in market intelligence, S&P Global remains undervalued, presenting a rare buying opportunity given its stable cash flows and dominant market position. Read the full article on Seeking AlphaSeeking Alpha • Nov 29
S&P Global: Cheaper Than Investors Realize
Summary S&P Global is undervalued at a forward P/E of 31x, with a 20% YTD performance. The Ratings segment, contributing one-third of revenue, has grown 36% YoY in Q3 2024, boosting profitability and EPS. Corporate debt maturity trends, with $7.3 trillion hitting maturity by 2026, ensure continued growth in the Ratings segment. Strong growth across all segments, improving profit margins, and a commitment to returning 85% of free cash flow to shareholders. Read the full article on Seeking AlphaKommende Dividendenausschüttung
Stabilität und Wachstum des Zahlungsverkehrs
Rufe Dividendendaten ab
Stabile Dividende: SPGIDie Dividende je Aktie war in den letzten 10 Jahren stabil.
Wachsende Dividende: SPGIDie Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren gestiegen.
Dividendenrendite im Vergleich zum Markt
| S&P Global Dividendenrendite im Vergleich zum Markt |
|---|
| Segment | Dividendenrendite |
|---|---|
| Unternehmen (SPGI) | 0.9% |
| Untere 25 % des Marktes (US) | 1.3% |
| Markt Top 25 % (US) | 4.1% |
| Branchendurchschnitt (Capital Markets) | 2.0% |
| Analystenprognose (SPGI) (bis zu 3 Jahre) | 1.1% |
Bemerkenswerte Dividende: SPGIDie Dividende des Unternehmens (0.88%) ist im Vergleich zu den unteren 25 % der Dividendenzahler auf dem Markt US (1.35%) nicht bemerkenswert.
Hohe Dividende: SPGIDie Dividende des Unternehmens (0.88%) ist im Vergleich zu den besten 25% der Dividendenzahler auf dem Markt US (4.12%) niedrig.
Gewinnausschüttung an die Aktionäre
Abdeckung der Erträge: Mit seiner niedrigen Ausschüttungsquote (24.4%) sind die Dividendenzahlungen von SPGI gut durch die Erträge gedeckt.
Barausschüttung an die Aktionäre
Cashflow-Deckung: Mit seiner niedrigen Ausschüttungsquote (20.7%) sind die Dividendenzahlungen von SPGI gut durch den Cashflow gedeckt.
Entdecken Sie dividendenstarke Unternehmen
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/06 19:27 |
| Aktienkurs zum Tagesende | 2026/07/02 00:00 |
| Gewinne | 2026/03/31 |
| 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 |
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* 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 des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
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 33 Analysten beobachtet. 2 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 |