Core Viewpoint - S&P Global has demonstrated strong financial performance in Q3 2025, with significant growth in earnings and revenue, despite a recent decline in stock price compared to the broader market. Financial Performance - Adjusted earnings per share (EPS) for Q3 2025 reached $4.73, marking a 21.6% increase year-over-year and exceeding the Zacks Consensus Estimate by 7.5% [2][6] - Revenue for the quarter rose by 8.8% to $3.9 billion, surpassing expectations by 1.4%, driven by a 12% increase in the Ratings segment [3][6] Stock Performance - Despite strong financial results, S&P Global's stock has declined by 5.2% over the past six months, contrasting with a 25.2% increase in the Zacks S&P 500 Composite [4] - The current stock price is $489.67, reflecting a decrease of approximately 0.39% or $1.90, with trading between $485.57 and $498 on the day [4] Market Position - S&P Global's market capitalization is approximately $149.5 billion, with a trading volume of 1,033,254 shares on the NYSE [5] - The stock has experienced volatility over the past year, reaching a high of $579.05 and a low of $427.14 [5] Analyst Rating - Evercore ISI reaffirmed its "Outperform" rating for S&P Global, increasing the price target from $619 to $629 [1][6]

Core Insights - S&P Global Inc. is a leading provider of financial information and analytics, operating in segments such as Ratings, Market Intelligence, and Indices [1] - Evercore ISI has set a price target of $629 for S&P Global, indicating a potential increase of approximately 28.47% from its current trading price of around $489.61 [1][5] Financial Performance - For the third quarter of 2025, S&P Global reported an adjusted earnings per share (EPS) of $4.73, reflecting a 21.6% increase year-over-year and surpassing the Zacks Consensus Estimate by 7.5% [2] - Revenues increased by 8.8% to $3.9 billion, driven by a 12% growth in the Ratings segment [2][5] - The company has raised its full-year EPS and revenue growth guidance following this robust performance [2] Stock Performance - Despite strong financial results, S&P Global's stock has declined by 5.2% over the past six months, contrasting with a 5% decline in its industry and a 25.2% growth in the Zacks S&P 500 Composite [3] - The current stock price is $489.25, reflecting a decrease of approximately 0.47% or $2.33, with a one-year high of $579.05 and a low of $427.14 [3] Upcoming Events - S&P Global is scheduled to host an Investor Day on November 13, 2025, in New York City, focusing on the company's strategy, go-to-market initiatives, and technology [4] - Key executives, including the President and CEO and CFO, will provide updates on financial targets during the event, which will be accessible via a live webcast [4]