Do Wall Street Analysts Like S&P Global Stock?

Core Insights - S&P Global Inc. is a significant player in financial information, analytics, and credit ratings, with a market cap of $149.5 billion, providing essential data for informed decision-making in global capital markets [1] Performance Overview - Over the past year, S&P Global's shares have underperformed the broader market, declining by 1.9% compared to a 14.1% increase in the S&P 500 Index [2] - In 2025, the stock has continued to lag, remaining slightly negative while the S&P 500 has risen by 16.4% year-to-date [2] Sector Comparison - The stock has also underperformed compared to sector peers, with the iShares U.S. Broker-Dealers & Securities Exchanges ETF gaining approximately 17.5% over the past year and 22.8% year-to-date [3] Financial Performance - On October 30, S&P Global reported strong third-quarter results, with revenue increasing by 9% year-over-year to $3.89 billion and adjusted EPS of $4.73, exceeding market expectations [4] - The company raised its full-year guidance, projecting 7-8% revenue growth and continued margin expansion, indicating confidence in its data, analytics, and ratings franchises [4] Earnings Expectations - For the current fiscal year ending in December, analysts anticipate a 13.1% growth in EPS to $17.76 on a diluted basis, with a strong earnings surprise history, having beaten consensus estimates in the last four quarters [5] - Among 26 analysts covering S&P Global, the consensus rating is a "Strong Buy," supported by 19 "Strong Buy" ratings, three "Moderate Buys," and four "Hold" ratings [5] Analyst Ratings - The analyst outlook has improved compared to two months ago, with 18 analysts now suggesting a "Strong Buy" [6] - JPMorgan Chase & Co. has adjusted its price target for S&P Global to $615 from $635 while maintaining an "Overweight" rating, citing the company's Q3 2025 earnings beat and raised full-year guidance [6]