SeekingAlpha · Aug 14, 2026
S&P Global: AI Disintermediation Concern Is An Opportunity
Pershing Square details its investment in S&P Global, highlighting the company's dominant benchmarks and AI resilience. Read the full analysis for more details.
NYSE · SPGI
S&P Global Inc.
Financial Services · Financial - Data & Stock Exchanges
$418.80
Down-$3.87 (-0.92%)
Updated Aug 15, 2026, 4:16 PM
SID Score
5.9/10
Composite research score
Smart Money
57/100
Neutral
- Market cap
- 150.71B
- P/E ratio
- 36.68
- Dividend yield
- 0.92%
- 52-week range
- $381.61 – $552.25
- Volume
- 1.74M
- Avg. volume
- 1.68M
Price performance
SPGI price history
1M range · 21 trading sessions · Daily adjusted prices
SPGI closed at $418.80 after 21 trading sessions, down 7.11% for the selected period.
- Last close
- $418.80
- Period change
- -7.11%
- Period low
- $405.24
- Period high
- $450.84
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Aug 14, 2026 | $422.01 | $423.22 | $414.22 | $418.80 | 1.74M |
| Aug 13, 2026 | $414.00 | $424.34 | $411.11 | $422.67 | 2.24M |
| Aug 12, 2026 | $407.17 | $411.245 | $404.47 | $410.10 | 1.54M |
| Aug 11, 2026 | $410.74 | $412.455 | $407.62 | $408.69 | 1.38M |
| Aug 10, 2026 | $406.90 | $412.71 | $405.26 | $410.94 | 1.73M |
| Aug 7, 2026 | $405.00 | $413.20 | $404.20 | $408.19 | 1.58M |
| Aug 6, 2026 | $408.11 | $411.32 | $403.45 | $405.24 | 1.63M |
| Aug 5, 2026 | $418.64 | $421.175 | $408.605 | $410.03 | 1.65M |
| Aug 4, 2026 | $411.93 | $418.81 | $411.845 | $412.53 | 3.33M |
| Aug 3, 2026 | $415.23 | $421.99 | $409.6501 | $416.25 | 1.96M |
| Jul 31, 2026 | $415.74 | $417.29 | $409.39 | $411.93 | 2.17M |
| Jul 30, 2026 | $415.34 | $418.95 | $404.54 | $415.00 | 3.58M |
| Jul 29, 2026 | $420.91 | $424.2999 | $414.98 | $419.64 | 2.96M |
| Jul 28, 2026 | $418.72 | $435.96 | $406.00 | $424.36 | 4.22M |
| Jul 27, 2026 | $433.00 | $442.99 | $431.80 | $439.83 | 2.63M |
| Jul 24, 2026 | $424.51 | $427.67 | $420.01 | $426.40 | 1.51M |
| Jul 23, 2026 | $424.69 | $425.48 | $418.69 | $420.00 | 1.65M |
| Jul 22, 2026 | $435.59 | $435.72 | $428.55 | $429.06 | 1.18M |
| Jul 21, 2026 | $433.54 | $441.23 | $427.63 | $431.26 | 1.63M |
| Jul 20, 2026 | $452.94 | $453.07 | $442.8142 | $448.35 | 1.29M |
| Jul 17, 2026 | $456.25 | $462.02 | $448.485 | $450.84 | 1.76M |
Latest SPGI news
The latest Smart Investors Daily articles mentioning SPGI.
Stock researchCompany · Overview
SPGI research
Overview
Company profile and research snapshot.
Company profile
S&P Global provides data and benchmarks to capital and commodity market participants. Its ratings business is the largest credit rating agency in the world and S&P's largest segment by profitability. S&P's largest segment by revenue is market intelligence, which provides desktop, data and advisory solutions, enterprise solutions, and credit/risk solutions mostly in the financial-services industry. S&P's other segments include commodity insights (Platts and other data), mobility (Carfax), and indexes.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $595.60
- Implied upside
- —
- Analysts
- 15
| Date | Firm | Rating | Target |
|---|---|---|---|
| Jul 29, 2026 | JP Morgan | Overweight | — |
| Jul 29, 2026 | Citigroup | Buy | — |
| Jul 29, 2026 | Barclays | Overweight | — |
| Jul 29, 2026 | Baird | Outperform | — |
| Jul 21, 2026 | Baird | Outperform | — |
News briefing
No generated briefing is available yet.
Yahoo · Aug 13, 2026
S&P Global (SPGI) Stock Looks Fairly Valued Following a 20% Fall
S&P Global stock has fallen 20.1% over the past year, yet the current Excess Returns intrinsic value estimate sits close to the market price while earnings multiples still point to an expensive stock. That combination leaves S&P Global looking roughly fairly valued on one framework, but priced at a premium on another. The 20.1% share price decline over the last year raises the question of whether recent weakness has already reset expectations or if investors are still paying up for S&P...
Yahoo · Aug 13, 2026
Reddit Set to Join S&P 500 and Sun Communities to Join S&P MidCap 400
S&P Dow Jones Indices will make the following changes to the S&P 500 and S&P MidCap 400:
Yahoo · Aug 13, 2026
S&P Global Stock Jumps 1.7% as Ackman Targets AI Fears
Pershing Square argues investors have exaggerated AI disruption while overlooking S&P Global's dominant ratings, indices and commodity benchmarks.
AI research layers
Interpretive context generated from the platform’s current data sources.
No results
AI research layers have not been published yet.
