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S&P Global Teases New AI Playbook, Bigger Buybacks - S&P Global (NYSE:SPGI)
Benzinga· 2025-11-13 19:37
Core Viewpoint - S&P Global Inc. is preparing to present its growth strategy during the 2025 Investor Day, focusing on enhancing its role as a leading provider of benchmarks, data tools, and technology-driven intelligence [1][2]. Group 1: Growth Strategy - Executives will detail plans to deepen the company's influence in key markets and accelerate expansion in core information businesses and emerging growth areas [2][4]. - The company aims to strengthen its leadership by advancing data-driven solutions, expanding into faster-growing areas, and integrating AI across its platform [3]. Group 2: Division Strategies - The event will cover medium-term goals across four major divisions: Market Intelligence, Ratings, Energy, and S&P Dow Jones indices [4]. - S&P Global plans to separate its Mobility business into a standalone public company, a move first announced in April [4]. Group 3: Strategic Priorities - The multi-year roadmap focuses on three goals: expanding influence in key markets, developing high-growth adjacencies like private markets and next-generation energy insights, and accelerating enterprise-wide AI capabilities [5]. - S&P Global Commodity Insights will now operate as S&P Global Energy to reflect its broader mission in the evolving global energy ecosystem [5][6]. Group 4: Financial Targets - Executives shared medium-term financial objectives, including steady organic growth, expanding margins, and double-digit adjusted diluted earnings per share over time [7]. - These goals assume normal debt issuance in the Ratings division and typical market performance for the index business [7]. Group 5: Shareholder Returns - The company announced board approval for a new share repurchase plan of up to 30 million shares, reaffirming its commitment to returning most of its adjusted free cash flow to shareholders through buybacks and dividends [8].