S&P Global stock draws a Buy call with a USD 553 target
Published on 10/04/2026 at 19:03 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
S&P Global stock (ISIN US78409V1044) closed at USD 386.27 on the NYSE on October 2, 2026, while Barclays maintained a Buy rating with a USD 553.00 price target. The analyst action keeps valuation at the center of the story as the company approaches its next quarterly report.
Barclays keeps a bullish view
In a report published on October 3, 2026, Barclays analyst Manav Patnaik maintained the Buy rating and set the target at USD 553.00, according to The Globe and Mail. That target is 43.16 percent above the October 2 closing price, a gap that reflects a materially more optimistic view than the recent trading level.
The broader consensus is also positive. Investing.com lists a Strong Buy consensus from 24 analysts, with an average 12-month target of USD 520.30, a high of USD 553.00 and a low of USD 485.00. The average target stands 34.70 percent above the reference price.
Q2 revenue rose 10.4 percent
S&P Global reported USD 4.15 billion in revenue for Q2 2026, the quarter ended June 30, 2026, up 10.4 percent from USD 3.75 billion a year earlier. Diluted GAAP earnings per share reached USD 4.12, an increase of 17.7 percent from USD 3.50, while net income attributable to S&P Global rose 13.5 percent to USD 1.22 billion, according to Ticker Scout.
The Ratings segment supplied a major part of that growth. Revenue from external customers reached USD 1.29 billion in Q2 2026, up 17.0 percent from USD 1.10 billion in Q2 2025, giving the segment a stronger contribution than the group revenue increase.
Dividend adds a cash return
S&P Global affirmed a fourth-quarter 2026 cash dividend of USD 0.97 per share, with payment scheduled for December 10, 2026, to shareholders of record on November 25, 2026, according to Simply Wall St. The annualized payout is USD 3.88 per share, adding a defined shareholder-return element ahead of the next results update.
October earnings set the next test
S&P Global is scheduled to report Q3 2026 results on October 27, 2026, according to The Wall Street Journal. The report will test whether the 10.4 percent Q2 revenue growth and 17.7 percent diluted EPS growth can support the valuation implied by the USD 520.30 consensus target.
S&P Global stock closes at USD 386.27
S&P Global stock closed at USD 386.27 on October 2, 2026, at 4:00 p.m. EDT on the NYSE, down 0.49 percent from the prior close of USD 388.16. The company had a market capitalization of USD 113.9 billion and trading volume of 2,762,651 shares.
S&P Global stock details
- Company: S&P Global Inc.
- ISIN: US78409V1044
- Ticker: SPGI
- Trading venue: NYSE
- Closing price (October 2, 2026): USD 386.27
- Market capitalization: USD 113.9 billion (as of October 2, 2026)
- Sector / Industry: Financial Services / Financial Data and Stock Exchanges
Upcoming dates for S&P Global stock
- October 27, 2026: Q3 2026 results
- November 25, 2026: Dividend record date
- December 10, 2026: Dividend payment date
