S&P Global stock gets a lower Mizuho price target after guidance review

Published on 10/05/2026 at 17:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

S&P Global stock was trading at USD 388.46 on October 5, 2026, as Mizuho cut its target to USD 531 from USD 554. Second-quarter revenue rose 10.4 percent to USD 4.15 billion.

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S&P Global (ISIN US78409V1044) was trading at USD 388.46 on the NYSE on October 5, 2026 at 11:07 a.m. ET, up 0.57 percent from the previous close. The immediate catalyst is Mizuho's lower valuation target, which keeps the focus on how the Mobility spin-off and revised guidance affect the company's growth profile.

Mizuho lowers target to USD 531

According to Investing.com on October 5, 2026, Mizuho reduced its S&P Global price target from USD 554 to USD 531 while retaining an Outperform rating. The change followed model adjustments for the Mobility spin-off, segment changes, second-quarter results and revised company guidance.

Mizuho's 2026 forecast calls for 7.4 percent organic constant-currency growth, including 6.3 percent in Market Intelligence, 7.3 percent in Ratings, 5.3 percent in Energy and 13.4 percent in Indices. The split across businesses matters because the target reduction reflects updated assumptions rather than a rating downgrade.

Second-quarter figures beat estimates

S&P Global reported second-quarter 2026 revenue of USD 4.15 billion, up 10.4 percent from the prior-year quarter, and adjusted EPS of USD 4.83 versus a USD 4.81 consensus estimate, according to MarketBeat. Fiscal 2026 adjusted EPS guidance stands at USD 17.50-17.75.

The same report places S&P Global's consensus rating at Moderate Buy across 20 analysts, with 18 Buy ratings and two Hold ratings. The average 12-month price target is USD 523.59, which is 34.8 percent above the USD 388.46 price used in this article's market comparison.

October 27 results date matters

TradingView lists October 27, 2026 as the next report date for third-quarter results. The upcoming release will test whether the 2026 guidance range and the growth assumptions behind the competing analyst targets remain aligned.

Stock remains below yearly high

S&P Global stock was trading at USD 388.46 on October 5, 2026 at 11:07 a.m. ET on the NYSE, while its 52-week range was USD 361.03 to USD 552.25. Its market capitalization was USD 114.5 billion and volume stood at 414,277 shares at the same timestamp.