S&P Global (NYSE:SPGI) Given New $557.00 Price Target at Morgan Stanley

S&P Global (NYSE:SPGI) had its price target upped by Morgan Stanley from $556.00 to $557.00 in a research report released on Wednesday morning,MarketScreener reports. Morgan Stanley currently has an overweight rating on the business services provider’s stock.

Other analysts also recently issued research reports about the stock. Wells Fargo & Company decreased their price target on shares of S&P Global from $530.00 to $525.00 and set an “overweight” rating for the company in a research report on Monday, April 13th. Jefferies Financial Group raised their price target on shares of S&P Global from $500.00 to $535.00 and gave the stock a “buy” rating in a research report on Monday. Evercore decreased their price target on shares of S&P Global from $625.00 to $560.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. Royal Bank Of Canada decreased their price target on shares of S&P Global from $620.00 to $560.00 and set an “outperform” rating for the company in a research report on Wednesday, February 11th. Finally, Robert W. Baird set a $546.00 price target on shares of S&P Global in a research report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and one has given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Buy” and a consensus price target of $550.44.

S&P Global Trading Up 0.1%

SPGI opened at $433.69 on Wednesday. The firm has a market capitalization of $131.61 billion, a P/E ratio of 29.60, a P/E/G ratio of 1.96 and a beta of 1.20. The firm’s 50 day moving average is $430.08 and its 200-day moving average is $473.66. S&P Global has a 52-week low of $381.61 and a 52-week high of $579.05. The company has a quick ratio of 0.82, a current ratio of 0.82 and a debt-to-equity ratio of 0.40.

S&P Global (NYSE:SPGI) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $4.97 earnings per share for the quarter, topping analysts’ consensus estimates of $4.82 by $0.15. S&P Global had a net margin of 29.16% and a return on equity of 16.56%. The business had revenue of $4.17 billion during the quarter, compared to the consensus estimate of $4.08 billion. During the same quarter last year, the company earned $4.37 earnings per share. The business’s quarterly revenue was up 10.4% compared to the same quarter last year. S&P Global has set its FY 2026 guidance at 19.400-19.650 EPS. Analysts expect that S&P Global will post 19.51 EPS for the current fiscal year.

Hedge Funds Weigh In On S&P Global

Several hedge funds and other institutional investors have recently modified their holdings of SPGI. J.Safra Asset Management Corp acquired a new position in shares of S&P Global during the third quarter valued at $29,000. Joseph Group Capital Management acquired a new position in shares of S&P Global during the fourth quarter valued at $29,000. North Star Investment Management Corp. boosted its holdings in shares of S&P Global by 134.6% during the fourth quarter. North Star Investment Management Corp. now owns 61 shares of the business services provider’s stock valued at $32,000 after acquiring an additional 35 shares during the period. First Pacific Financial boosted its holdings in shares of S&P Global by 51.0% during the third quarter. First Pacific Financial now owns 74 shares of the business services provider’s stock valued at $36,000 after acquiring an additional 25 shares during the period. Finally, Palladiem LLC acquired a new position in shares of S&P Global during the fourth quarter valued at $36,000. Institutional investors and hedge funds own 87.17% of the company’s stock.

Key Headlines Impacting S&P Global

Here are the key news stories impacting S&P Global this week:

• Positive Sentiment: Q1 results beat analysts — EPS $4.97 vs. $4.82 consensus; revenue $4.17B vs. $4.08B expected, with revenue up ~10.4% y/y and margin expansion. The strong quarter and upbeat commentary on demand for analytics/AI offerings are the core driver of the rally. Read More.
• Positive Sentiment: Multiple brokerages raised targets and kept bullish ratings — Morgan Stanley to $557 (overweight), JPMorgan to $550 (overweight) and Jefferies to $535 (buy). Those raises imply substantial upside vs. the stock’s current level and likely supported buying interest. Read More. Read More. Read More.
• Neutral Sentiment: S&P is pushing its international footprint — opening a Gurugram (India) hub — which supports long?term capacity for data/engineering talent but has limited near?term revenue impact. Read More.
• Neutral Sentiment: Analysts and media highlight S&P’s AI adoption story and resilient subscriptions; these narratives underpin longer?term upside but are incremental to near?term earnings drivers. Read More.
• Negative Sentiment: Guidance was slightly cautious — FY?2026 EPS guidance set to $19.40–19.65 (around consensus) and revenue guidance narrowed to $16.3B–$16.6B, which some read as a mild downward revision and capped upside after the beat. That guidance tempering likely limited the stock’s post?earnings pop. Read More.
• Negative Sentiment: Erste Group trimmed its FY?2026 EPS estimate marginally — a small analyst revision but a note that not all brokers raised estimates, adding some caution. Read More.

About S&P Global

S&P Global is a leading provider of financial information, analytics and benchmark indices that serve investors, issuers, corporations and public institutions worldwide. The company operates through well-known businesses that include credit ratings, market intelligence and index licensing, as well as commodity and energy information services. Its products and services are used to assess creditworthiness, inform investment decisions, construct and track benchmark portfolios, and support risk and commodity market analysis.

S&P Global Ratings provides independent credit ratings, research and data used by fixed income investors and capital market participants to evaluate issuer and transaction risk.