SPGI Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $386.27
Market Cap (MRQ) $113.87B
P/E (TTM) 23.5
EPS (TTM) $16.43
Revenue (TTM) $16.12B
Div Yield 1.0%
ROE (TTM) 15.2%
Debt/Equity (MRQ) 0.4
52W Range $372–$552

SPGI Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 5
Ex-date Split Type
July 1, 2026 1057-for-1000 Forward
May 18, 2005 2-for-1 Forward
March 9, 1999 2-for-1 Forward
April 29, 1996 2-for-1 Forward
June 2, 1983 2-for-1 Forward

About S&P Global Inc. Common Stock Company overview from Wikipedia

05 · wikidata

S&P Global Inc. (prior to 2016, McGraw Hill Financial, Inc., and prior to 2013, The McGraw–Hill Companies, Inc.) is an American publicly traded corporation headquartered in Manhattan, New York. Its primary areas of business are financial information, analytics, and energy and commodities intelligence. It is the parent company of S&P Global Ratings, S&P Global Energy, S&P Global Market Intelligence, and the Indian credit rating agency CRISIL. It is also the majority owner of the S&P Dow Jones Indices joint venture. "S&P" is a shortening of "Standard and Poor's."

History

19th century

The predecessor companies of S&P Global have histories dating to 1888, when James H. McGraw purchased the American Journal of Railway Appliances. He continued to add further publications, eventually establishing The McGraw Publishing Company in 1899.

20th century

John A. Hill had also produced several technical and trade publications and in 1902 formed his own business, The Hill Publishing Company. In 1909, both men, having known each other's interests, agreed upon an alliance and combined the book departments of their publishing companies into The McGraw–Hill Book Company. John Hill served as president, with James McGraw as vice-president. In 1917, the remaining parts of each business were merged into The McGraw–Hill Publishing Company.

In 1964, after Hill died, both McGraw–Hill Publishing Company and McGraw–Hill Book Company merged into McGraw–Hill, Inc. McGraw–Hill purchased credit rating agency Standard & Poor's from Paul Talbot Babson in 1966. In 1979, McGraw–Hill acquired Byte magazine from its owner/publisher Virginia Williamson, who then became a vice-president of McGraw–Hill. In 1986, McGraw–Hill bought out competitor The Economy Company, then the United States' largest publisher of educational material. The buyout made McGraw–Hill the largest educational publisher in the United States.

In 1994, McGraw–Hill's broadcasting division signed a deal with ABC, due partly to the fact that its stations in San Diego (KGTV) and Indianapolis (WRTV) had already been aligned with the network, and that Denver (KMGH-TV) and Bakersfield (KERO-TV) joined the ABC family (Bakersfield sister station KERO-TV was also involved in the deal between McGraw–Hill and ABC; however, that station had to wait for its affiliation contract with CBS to expire in March 1996, before it could finally switch to ABC).

21st century

In 2009, McGraw Hill sold Business Week to Bloomberg.

In October 2011, McGraw–Hill announced it was selling its entire television station group to the E. W. Scripps Company for $212 million. The sale was completed in December 2011. It had been involved in broadcasting since 1972, when it purchased four television stations from a division of Time Inc. The sale included McGraw–Hill Broadcasting's stations KERO-TV and KZKC-LP Bakersfield; KGTV and KZSD-LP San Diego; KZCS-LP Colorado Springs; flagship station KMGH-TV and KZCO-LD Denver; KZFC-LP Fort Collins; and WRTV Indianapolis.

In November 2012, McGraw–Hill announced it was selling its entire education division, known as McGraw–Hill Education to Apollo Global Management for $2.5 billion. In March 2013, McGraw–Hill announced it had completed the sale for $2.4 billion cash. In May 2013, shareholders of McGraw–Hill voted to change the company's name to McGraw Hill Financial.

In September 2014, McGraw–Hill divested the subsidiary McGraw–Hill Construction to Symphony Technology Group for US$320 million. The sale included Engineering News-Record, Architectural Record, Dodge and Sweet's. McGraw–Hill Construction has been renamed Dodge Data & Analytics.

In February 2016, McGraw–Hill announced that McGraw–Hill Financial would change its name to S&P Global Inc. by the end of April 2016. McGraw Hill Financial officially changed its name following a shareholder vote on April 27, 2016. In April 2016, McGraw–Hill announced that it was selling J.D. Power and Associates to investment firm XIO Group for $1.1 billion.

In November 2020, S&P Global agreed to acquire IHS Markit analytics company in a $44 billion transaction. In 2023, S&P sold the former IHS engineering operations to KKR & Co., which rebranded as Accuris.

In October 2025, S&P Global announced a deal to buy markets data and analytics firm With Intelligence for $1.8 billion.

On July 1, 2026, S&P Global completed the spin-off of its Mobility division into an independent publicly traded company, Mobility Global Inc.

Corporate organization

S&P Global organizes its businesses into divisions, based on the market in which they are involved:

S&P Global Ratings

S&P Global Ratings provides independent investment research including ratings on various investment instruments.

S&P Global Energy

Headquartered in London, S&P Global Energy, formerly Platts, is a provider of information and a source of benchmark price assessments for the commodities, energy, petrochemicals, metals, and agriculture markets. It has offices in more than 15 cities, including major energy centres such as London, Tokyo, Dubai, Singapore, and Houston, and international business centres such as São Paulo, Shanghai, and New York City.

S&P Dow Jones Indices

Launched in July 2012, S&P Dow Jones Indices is the world's largest global resource for index-based concepts, data, and research. It produces the S&P 500 and the Dow Jones Industrial Average.

S&P Dow Jones Indices calculates over 830,000 indices, publishes benchmarks that provide the basis for 575 ETFs globally with $387 billion in assets invested, and $1.5 trillion of the world's indexed assets.

S&P Global Market Intelligence

S&P Global Market Intelligence is a provider of multi-asset class and real-time data, research, news and analytics to institutional investors, investment and commercial banks, insurance companies, investment advisors and wealth managers, corporations, and universities. Subsidiaries and brands include Capital IQ, EViews, Journal of Commerce, Panjiva, and Global Insight.

Presidents

James H. McGraw (1917–1928)

Malcolm Muir (1928–1937)

James H. McGraw Jr. (1937–1950)

Curtis W. McGraw (1950–1953)

Donald C. McGraw (1953–1968)

Shelton Fisher (1968–1974)

Harold McGraw Jr. (1974–1983)

Joseph Dionne (1983–1998)

Harold W. McGraw III (1998–2013)

Douglas L. Peterson (2013–2024)

Martina Cheung (2024–present)

Acquisitions

During the course of its history, McGraw Hill and from 2016, S&P Global has expanded significantly through acquisition, not just within the publishing industry but also into other areas such as financial services (the purchase of Standard & Poor's in 1966) and broadcasting (the 1972 acquisition of Time-Life Broadcasting). The publishing and education assets are a part of McGraw–Hill Education from the company separation in 2013:

This list only includes acquisitions made by McGraw–Hill, not its subsidiaries. McGraw–Hill typically does not release financial information regarding its acquisitions or divestitures.

Divestitures

After acquiring a portfolio of diverse companies, McGraw Hill later divested itself of many units to form McGraw Hill Financial which is now S&P Global:

This list only includes divestitures made by S&P Global, not its subsidiaries.

McGraw–Hill Building

The company was based at 1221 Avenue of the Americas until July 2015.

The predecessor company McGraw Hill Inc. had been based at 330 West 42nd Street and both have been known as The McGraw–Hill Building, a name originally used for a prior headquarters at 469 Tenth Avenue.

Connection to the family of George W. Bush

The McGraws and the George W. Bush family have close ties dating back several generations. Harold McGraw Jr. (deceased) was a member of the national grant advisory and founding board of the Barbara Bush Foundation for Family Literacy.

McGraw–Hill Federal Credit Union

Established in 1935, the McGraw–Hill Federal Credit Union originally served employees of the McGraw–Hill companies in New York City only. The credit union moved from its location inside the McGraw–Hill building to East Windsor, New Jersey, in 2005. Its accounts are insured by the National Credit Union Administration. It provides savings, checking accounts, CDs, money-market accounts, IRAs, credit cards, auto loans, and home mortgages. In February 2019, the credit union announced plans to merge with Pentagon Federal Credit Union, completing to convert customers to those of PenFed on May 1, 2019.

Awards

In 1999, the National Building Museum presented the McGraw–Hill Companies with its annual Honor Award for the corporation's contributions to the built environment.

In 2023, S&P Global was recognized in Newsweek's ranking of America's Greenest Companies 2024 for its commitment to sustainability.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancial Services industryFinancial Services employees44,500 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$15.34B
2016-12-31 → 2025-12-31
EPS$14.66
2016-12-31 → 2025-12-31
Free Cash Flow$5.46B
2016-12-31 → 2025-12-31
Net margin30.5%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SPGI 5Y avg Peer Median Verdict
P/E (TTM) 23.55Y avg ≈40.0 ≈40.0 23.0 Overvalued
P/S (TTM) 7.15Y avg ≈11.1 ≈11.1 5.6 Overvalued
P/B (MRQ) 3.65Y avg ≈14.5 ≈14.5 3.6 Fair value
EV / EBITDA 16.55Y avg ≈23.9 ≈23.9 22.7 Fair value
Price / FCF (TTM) 20.45Y avg ≈34.0 ≈34.0 · ·
Price / Cash Flow (TTM) 19.95Y avg ≈33.0 ≈33.0 23.1 Overvalued
EV / Revenue 8.25Y avg ≈11.6 ≈11.6 · ·
EV / FCF 23.15Y avg ≈35.9 ≈35.9 · ·
Price / Tangible Book (MRQ) 7.2 · · ·
PEG Ratio ≈2.7 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield1.0%
Payout Ratio26.2%
Annualized Payout≈$3.88Paid quarterly
5Y Div CAGR≈7.5%Per share, split-adjusted
Growth Streak≈39Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 26, 2026$0.97USD≈0.85%
May 29, 2026$0.92USD≈0.86%
Feb 25, 2026$0.92USD≈0.86%
Nov 25, 2025$0.91USD≈0.74%
Aug 26, 2025$0.91USD≈0.65%
May 28, 2025$0.91USD≈0.69%
Feb 26, 2025$0.91USD≈0.66%
Nov 26, 2024$0.86USD≈0.66%
Aug 27, 2024$0.86USD≈0.68%
May 29, 2024$0.86USD≈0.81%
Feb 26, 2024$0.86USD≈0.79%
Nov 27, 2023$0.85USD≈0.83%
Aug 25, 2023$0.85USD≈0.87%
May 25, 2023$0.85USD≈0.92%
Feb 23, 2023$0.85USD≈0.94%
Nov 25, 2022$0.80USD≈0.88%
Aug 25, 2022$0.80USD≈0.81%
May 26, 2022$0.80USD≈0.85%
Feb 9, 2022$0.73USD≈0.72%
Nov 24, 2021$0.73USD≈0.63%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 1.4%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $4.83 $4.85 -0.48%
March 31, 2026 $4.97 $4.91 1.3%
Dec. 31, 2025 $4.30 $4.42 -2.6%
Sept. 30, 2025 $4.73 $4.50 5.2%
June 30, 2025 $4.43 $4.31 2.9%
March 31, 2025 $4.37 $4.27 2.4%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $15.34B$14.21B$12.50B$11.18B$8.30B$7.44B$6.70B$6.26B$6.06B$5.66B$5.31B$5.05B
Cost of Revenue $4.56B$4.36B$4.14B$3.75B$2.18B$2.09B$1.98B$1.84B$1.69B$1.77B$1.72B$1.65B
SG&A Expense $3.42B$3.20B$3.16B$3.40B$1.73B$1.54B$1.34B$1.42B$1.61B$1.47B$1.53B$3.14B
Operating Expenses $9.16B$8.73B$8.44B$8.16B$4.09B$3.84B$3.52B$3.47B$3.48B$3.42B$3.41B$4.93B
Operating Income $6.48B$5.58B$4.02B$4.94B$4.22B$3.62B$3.23B$2.79B$2.58B$3.34B$1.92B$113M
Interest Expense ··$334M$304M$119M$141M$141M$134M$149M$181M$102M$59M
Other Non-op $36M$25M$-15M$70M$62M$31M$-98M$25M$27M$28M··
Pretax Income $6.23B$5.31B$3.67B$4.70B$4.16B$3.23B$2.93B$2.68B$2.46B$3.19B$1.81B$54M
Income Tax $1.41B$1.14B$778M$1.18B$901M$694M$627M$560M$823M$960M$547M$245M
Net Income $4.47B$3.85B$2.63B$3.25B$3.02B$2.34B$2.12B$1.96B$1.50B$2.11B$1.16B$-115M
EPS (Basic) $14.67$12.36$8.25$10.25$12.56$9.71$8.65$7.80$5.84$8.02$4.26$-0.42
EPS (Diluted) $14.66$12.35$8.23$10.20$12.51$9.66$8.60$7.73$5.78$7.94$4.21$-0.42
Shares (Basic) 304,800,000311,600,000318,400,000316,900,000240,800,000241,000,000245,400,000250,900,000256,300,000262,800,000271,600,000271,500,000
Shares (Diluted) 305,100,000311,900,000318,900,000318,500,000241,800,000242,100,000246,900,000253,200,000258,900,000265,200,000274,600,000271,500,000
EBITDA $7.66B$6.75B$5.16B$5.96B$4.40B$3.82B$3.43B$3.00B$2.79B$3.55B$2.07B$247M
Balance Sheet 29
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $1.75B$1.67B$1.29B$1.29B$6.50B$4.11B$2.87B$1.92B$2.80B$2.39B$1.48B$2.50B
Short-term Investments $56M$20M$26M$14M$11M$9M$28M$18M$12M$8M$6M$3M
Receivables $3.44B$2.87B$2.83B$2.49B$1.65B$1.59B$1.58B$1.45B$1.32B$1.12B$991M$932M
Prepaid Expense $914M$906M$1.00B$574M$323M$264M$221M$162M$214M$149M$206M$170M
Other Current Assets ······$221M$162M$226M···
Current Assets $6.30B$5.46B$5.14B$5.67B$8.81B$5.99B$4.71B$3.59B$4.32B$3.67B$3.30B$3.96B
PP&E (Net) $278M$265M$258M$297M$241M$284M$320M$270M$275M$271M$270M$206M
PP&E (Gross) $1.14B$1.09B$1.05B$1.16B$861M$871M$942M$866M$829M$808M$855M$769M
Accum. Depreciation $861M$823M$794M$859M$620M$587M$622M$596M$554M$537M$585M$563M
Goodwill $36.48B$34.92B$34.85B$34.55B$3.51B$3.73B$3.58B$3.54B$2.99B$2.95B$2.88B$1.39B
Intangibles $16.27B$16.56B$17.40B$18.31B$1.28B$1.35B$1.42B$1.52B$1.39B$1.51B$1.52B$1.00B
Other Non-current Assets $864M$591M$536M$562M$234M$387M$641M$525M$449M$272M$213M$186M
Total Assets $61.20B$60.22B$60.59B$61.78B$15.03B$12.54B$11.35B$9.44B$9.43B$8.67B$8.18B$6.77B
Accounts Payable $610M$553M$557M$450M$205M$233M$190M$211M$195M$183M$206M$191M
Short-term Debt ···········$0
Current Liabilities $7.64B$6.39B$6.12B$6.00B$3.81B$3.59B$3.09B$2.63B$3.21B$2.61B$2.91B$3.92B
Capital Leases $494M$535M$541M$577M$492M$544M$620M$0····
Deferred Tax $3.26B$3.40B$3.69B$4.07B$147M$177M$200M$144M$67M$48M$23M$40M
Other Non-current Liabilities $1.11B$815M$522M$489M$660M$653M$624M$616M$679M$439M$368M$336M
Total Liabilities $25.05B$22.71B$22.49B$22.04B$9.49B$9.19B$8.54B$7.14B$7.31B$6.89B$7.02B$5.42B
Long-term Debt $13.09B$11.40B$11.46B$10.96B$4.11B$4.11B$3.95B$3.66B···$799M
Total Debt $12.37B$11.39B$11.41B$10.73B$4.11B$4.11B$3.95B$3.66B$3.17B$3.56B$3.47B$799M
Common Stock $415M$415M$415M$415M$294M$294M$294M$294M$412M$412M$412M$412M
Retained Earnings $23.67B$20.98B$18.73B$17.78B$15.02B$13.37B$12.21B$11.28B$10.02B$9.21B$7.64B$6.95B
Treasury Stock $36.37B$31.67B$28.41B$25.35B$13.47B$13.46B$12.30B$11.04B$9.60B$8.70B$7.73B$6.85B
AOCI $-697M$-883M$-763M$-886M$-841M$-637M$-624M$-742M$-649M$-773M$-600M$-514M
Stockholders' Equity $31.13B$33.16B$34.20B$36.39B$2.03B$509M$479M$628M$709M$650M$194M$488M
Liabilities + Equity $61.20B$60.22B$60.59B$61.78B$15.03B$12.54B$11.35B$9.44B$9.43B$8.67B$8.18B$6.77B
Shares Outstanding 298,800,000307,800,000314,100,000321,900,000241,000,000240,600,000244,000,000248,400,000253,700,000258,300,000265,200,000272,000,000
Cash Flow 16
Metric Trend 202520242023202220212020201920182017201620152014
D&A $1.18B$1.17B$1.14B$1.01B$178M$206M$204M$206M$180M$181M$157M$134M
Stock-based Comp $236M$247M$171M$214M$122M$90M$78M$94M$99M$76M$78M$100M
Deferred Tax $-242M$-323M$-381M$-353M$13M$-31M$46M$81M$0$79M$280M$-245M
Amort. of Intangibles $1.07B$1.08B$1.04B$905M$96M$123M$122M$122M$98M$96M$67M$48M
Other Non-cash $7M$740M$151M$-1.52B$261M$963M$325M$-275M$241M$-978M$-1.48B$1.33B
Operating Cash Flow $5.65B$5.69B$3.71B$2.60B$3.60B$3.57B$2.78B$2.06B$2.02B$1.56B$356M$1.21B
CapEx $195M$124M$143M$89M$35M$76M$115M$113M$123M$115M$139M$92M
Investing Cash Flow $-704M$-255M$562M$3.63B$-120M$-240M$-131M$-513M$-209M$1.17B$-2.52B$-65M
Stock Repurchased $5.00B$3.30B$3.30B$12.00B$0$1.16B$1.24B$1.66B$1.00B$1.12B$974M$362M
Net Stock Activity $-5.00B$-3.30B$-3.30B$-12.00B$0$-1.16B$-1.24B$-1.66B$-1.00B$-1.12B$-974M$-362M
Dividends Paid $1.17B$1.13B$1.15B$1.02B$743M$645M$560M$503M$421M$380M$363M$326M
Financing Cash Flow $-4.93B$-5.00B$-4.28B$-11.33B$-1.01B$-2.17B$-1.75B$-2.29B$-1.51B$-1.66B$1.35B$-462M
Net Change in Cash $79M$375M$4M$-5.22B$2.38B$1.24B$928M$-821M$387M$911M$-1.02B$955M
Taxes Paid $1.50B$1.16B$1.28B$1.55B$883M$683M$659M$558M$709M$683M$260M$419M
Free Cash Flow $5.46B$5.57B$3.57B$2.51B$3.56B$3.49B$2.66B$1.95B$1.89B$1.35B$56M$1.12B
Levered FCF ··$3.30B$2.29B$3.47B$3.38B$2.51B$1.84B$1.79B$1.22B$-15M$1.33B
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 42.2%39.3%32.2%44.2%50.9%48.6%48.2%44.6%43.0%59.5%36.1%2.2%
Net Margin 29.1%27.1%21.0%29.0%36.4%31.4%31.7%31.3%24.7%37.2%21.8%-2.3%
Pretax Margin 40.6%37.4%29.4%42.0%50.2%43.4%43.7%42.8%40.6%56.3%34.2%1.1%
EBITDA Margin 49.9%47.5%41.3%53.3%53.0%51.4%51.2%47.9%46.0%62.7%39.0%4.9%
ROA 7.4%6.4%4.3%8.5%21.9%19.6%20.4%20.7%16.5%25.0%15.5%-1.8%
ROE 13.9%11.4%7.4%16.9%238.0%473.5%383.6%292.9%219.8%499.1%271.4%-12.9%
ROIC 11.5%9.8%7.0%7.9%53.8%61.5%57.3%51.4%44.8%55.9%36.6%-31.1%
Liquidity & Solvency 5
Metric Trend 202520242023202220212020201920182017201620152014
Current Ratio 0.80.90.80.92.31.71.51.41.31.41.11.0
Quick Ratio 0.70.70.70.62.11.61.41.31.31.30.90.9
Debt / Equity 0.40.30.30.32.08.18.25.84.55.517.91.6
LT Debt / Equity 0.40.30.30.32.08.18.25.84.55.517.91.6
Interest Coverage ··12.016.335.525.716.320.817.518.618.81.9
Efficiency 2
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.30.20.20.30.60.60.60.70.70.70.70.8
Receivables Turnover 4.95.04.75.45.14.74.44.55.05.45.55.4
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $104.17$107.73$108.88$113.04$8.43$2.12$1.96$2.53$2.80$2.52$0.73·
Revenue / Share $50.27$45.55$39.19$35.11$34.31$30.74$27.13$24.72$23.42$21.35$19.35$18.60
Cash Flow / Share $18.52$18.24$11.63$8.17$14.88$14.73$11.24$8.15$7.79$5.52$0.71$4.45
Cash / Share $5.84$5.41$4.11$4.00$26.96$17.07$11.75$7.65$10.95$9.26$5.58·
Dividend / Share $3.84$3.64$3.60$3.32$3.08$2.68$2.28$2.00$1.64$1.44$1.32$1.20
Dividend Paid / Share ··$0.90·$0.77$0.67······
EPS (TTM) $14.66$12.35$8.23$10.20$12.51$9.66$8.60$7.73$5.78$7.94$4.21$-0.42
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 7.9%13.7%11.8%34.8%11.5%·······
Revenue CAGR 3Y 11.1%19.6%18.9%·········
Revenue CAGR 5Y 15.6%···········
EPS YoY 18.7%50.1%-19.3%-18.5%29.5%·······
EPS CAGR 3Y 12.8%-0.43%-5.2%·········
EPS CAGR 5Y 8.7%···········
Net Income YoY 16.1%46.7%-19.1%7.4%29.3%·······
Net Income CAGR 3Y 11.2%8.4%3.9%·········
Net Income CAGR 5Y 13.8%···········
Dividends Paid CAGR 5Y 12.7%···········
Valuation (TTM) 16
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $15.34B$14.21B$12.50B$11.18B$8.30B$7.44B$6.70B$6.26B$6.06B$5.66B$5.31B$5.05B
Net Income TTM $4.47B$3.85B$2.63B$3.25B$3.02B$2.34B$2.12B$1.96B$1.50B$2.11B$1.16B$-115M
Market Cap $156.15B$153.29B$138.37B$107.82B$113.74B$79.09B$66.62B$42.21B$42.98B$27.78B$26.14B·
Enterprise Value $166.72B$163.00B$148.46B$117.25B$111.34B$79.09B$67.68B$43.96B$43.36B$28.94B$28.12B·
P/E 35.640.353.532.837.734.031.822.029.313.523.4-211.9
P/S 10.210.811.19.613.710.69.96.77.14.94.9·
P/B 5.04.64.03.056.0155.4139.167.260.442.7134.8·
P / Cash Flow 27.626.937.341.431.622.224.020.521.319.0134.1·
P / FCF 28.627.538.842.931.922.725.021.622.720.6466.8·
EV / EBITDA 21.824.128.819.725.320.719.714.715.58.213.6·
EV / FCF 30.629.341.646.631.222.725.422.522.921.5502.2·
EV / Revenue 10.911.511.910.513.410.610.17.07.25.15.3·
Dividend Yield 0.75%0.74%0.83%0.95%0.65%0.82%0.84%1.2%0.98%1.4%1.4%·
Earnings Yield 2.8%2.5%1.9%3.0%2.6%2.9%3.1%4.5%3.4%7.4%4.3%-0.47%
Payout Ratio 26.2%29.4%43.7%31.5%24.6%27.6%26.4%25.7%28.1%18.0%31.4%-283.5%
Annual Payout $1.17B$1.13B$1.15B$1.02B$743M$645M$560M$503M$421M$380M$363M$326M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $15.34B $14.21B $12.50B $11.18B $8.30B
Operating Margin % 42.2% 39.3% 32.2% 44.2% 50.9%
Net Income $4.47B $3.85B $2.63B $3.25B $3.02B
Diluted EPS $14.66 $12.35 $8.23 $10.20 $12.51

Institutional owners (13F) 2,187 filers · $120.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 2,187
Value held $120.6B
New positions 164
Exited positions 236
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
164 (-82 vs prior Q) 236 (-12 vs prior Q) 696 (-68 vs prior Q) 884 (+15 vs prior Q) +3.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $15,873,339,928 30,374,366 13.16% Shares
BlackRock, Inc. $9,766,740,650 23,981,586 8.10% Shares
VANGUARD CAPITAL MANAGEMENT LLC $7,861,021,711 19,302,219 6.52% Shares
STATE STREET CORP $5,898,260,648 14,482,789 4.89% Shares
TCI FUND MANAGEMENT LTD $5,735,017,808 14,081,957 4.75% Shares
MORGAN STANLEY $2,976,778,092 7,309,278 2.47% Shares
GEODE CAPITAL MANAGEMENT, LLC $2,801,306,042 6,903,684 2.32% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $2,552,019,854 6,266,316 2.12% Shares
WELLINGTON MANAGEMENT GROUP LLP $2,169,661,767 5,327,461 1.80% Shares
EAGLE CAPITAL MANAGEMENT LLC $1,656,582,354 4,067,628 1.37% Shares
NORGES BANK $1,574,805,593 3,866,831 1.31% Shares
Capital International Investors $1,478,512,433 3,630,191 1.23% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,260,533,796 2,963,591 1.04% Shares
NORTHERN TRUST CORP $1,208,436,126 2,967,235 1.00% Shares
FMR LLC $1,091,325,634 2,679,678 0.90% Shares
GOLDMAN SACHS GROUP INC $1,070,665,009 2,628,947 0.89% Shares
PERSHING SQUARE INC. $1,056,088,305 2,593,155 0.88% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $990,399,304 2,431,860 0.82% Shares
WELLS FARGO & COMPANY/MN $973,048,301 2,389,255 0.81% Shares
Invesco Ltd. $944,062,892 2,318,084 0.78% Shares
BANK OF AMERICA CORP /DE/ $865,892,237 2,126,141 0.72% Shares
EdgePoint Investment Group Inc. $834,824,762 2,049,857 0.69% Shares
Unisphere Establishment $821,884,056 2,133,600 0.68% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $816,969,262 2,006,014 0.68% Shares
Legal & General Group Plc $805,298,408 1,977,357 0.67% Shares
FRANKLIN RESOURCES INC $792,959,379 1,947,059 0.66% Shares
JPMORGAN CHASE & CO $763,171,694 1,867,953 0.63% Shares
Soroban Capital Partners LP $705,228,928 1,731,643 0.58% Shares
Bank of New York Mellon Corp $699,729,736 1,718,140 0.58% Shares
Nuveen, LLC $690,107,949 1,694,515 0.57% Shares
VANGUARD FIDUCIARY TRUST CO $688,143,964 1,689,692 0.57% Shares
AMERIPRISE FINANCIAL INC $686,622,726 1,675,844 0.57% Shares
UBS Group AG $684,027,381 1,679,584 0.57% Shares
ALLIANCEBERNSTEIN L.P. $651,243,603 1,531,113 0.54% Shares
FLOSSBACH VON STORCH SE $642,521,070 1,577,668 0.53% Shares
Fayez Sarofim & Co $624,632,777 1,533,744 0.52% Shares
Valley Forge Capital Management, LP $620,678,901 1,524,036 0.51% Shares
Temasek Holdings (Private) Ltd $613,705,388 1,506,913 0.51% Shares
PARNASSUS INVESTMENTS, LLC $597,951,757 1,468,231 0.50% Shares
Amundi $588,232,439 1,444,366 0.49% Shares
AQR CAPITAL MANAGEMENT LLC $568,471,670 1,395,878 0.47% Shares
Rothschild & Co Wealth Management UK Ltd $543,366,699 1,334,201 0.45% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $536,725,510 1,317,894 0.44% Shares
HSBC HOLDINGS PLC $483,425,720 1,218,370 0.40% Shares
BARCLAYS PLC $471,736,997 1,158,319 0.39% Shares
CITADEL ADVISORS LLC $454,506,233 1,116,010 0.38% Shares
CIBC Private Wealth Group LLC $440,700,593 905,469 0.37% Shares
NEUBERGER BERMAN GROUP LLC $437,710,742 1,097,962 0.36% Shares
FIRST MANHATTAN CO. LLC. $420,976,503 1,033,680 0.35% Shares
BNP PARIBAS FINANCIAL MARKETS $418,150,132 1,026,740 0.35% Shares

Show all 2,187 institutional owners →

Activists & 5%+ owners 2 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Ontario Teachers’ Pension Plan Board ×4 filings Feb. 7, 2012 · Initial filing · SEC
JANA PARTNERS LLC ×3 filings Feb. 6, 2012 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 85 insiders · 51 officers · 26 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Catherine R Clay CEO, S&P Dow Jones Indices May 1, 2026 P 2,500 1 0 $1,078,475
Martina Cheung CEO & President April 29, 2026 P 27,518 1 0 $998,297
Daniel E Draper CEO, S&P Dow Jones Indices March 4, 2025 F 8,979 0 0 $0
Alexander Matturri JR CEO, S&P Dow Jones Indices April 1, 2020 A 18,728 0 0 $0
Glenn S Goldberg Asst. to CEO; SVP, Corp. Affrs Sept. 14, 2005 A 53,113 0 0 $0
Eric W. Aboaf EVP, Chief Financial Officer March 1, 2026 M 1,311 0 0 $0
Ewout L Steenbergen EVP & Chief Financial Officer Dec. 31, 2023 M 5,104 0 0 $0
John F Callahan Jr EVP and CFO July 29, 2016 M 90,834 0 0 $0
Robert J Bahash EVP & Chief Financial Officer April 1, 2010 A 464,083 0 0 $0
William W Eager President, S&P Global Mobility July 1, 2026 D 14,867 2 0 $11,908
David P Ernsberger President, S&P Global Energy March 1, 2026 A 4,947 0 0 $0
Yann Le Pallec President, S&P Global Ratings March 1, 2026 A 2,859 0 0 $0
Saugata Saha President, Market Intelligence March 1, 2026 A 8,022 0 0 $0
Edouard Tavernier President, S&P Global Mobility Aug. 6, 2025 S 17,138 0 0 $0
Adam Jason Kansler President, Market Intelligence Aug. 1, 2024 S 26,736 0 0 $0
Martin Fraenkel President, Platts Dec. 31, 2020 M 6,607 0 0 $0
Michael Chinn President, Market Intelligence Dec. 31, 2018 M 35,332 0 0 $0
Finbarr J Oneill President, JDPA Aug. 1, 2016 M 21,380 0 0 $0
Hatcher Imogen Dillon President,Platts May 1, 2016 M 2,384 0 0 $0
Lawrence Neal President, Platts Aug. 5, 2015 S 18,277 0 0 $0
Neeraj Sahai President, S&P Ratings April 1, 2015 A · 0 0 $0
Darren Robert Thomas Co-Head, Market Intelligence Aug. 1, 2026 M 6,505 0 0 $0
Firdaus Bhathena EVP, CTTO May 1, 2026 A · 0 0 $0
Christopher Craig SVP and Controller April 1, 2026 M 11,491 0 0 $0
Girish Ganesan EVP, Chief People Officer March 1, 2026 A 2,286 0 0 $0
Christina Twomey Chief Communications Officer March 1, 2026 A 1,268 0 0 $0
Sally Moore EVP, Chief Client Officer March 1, 2026 A 7,717 0 0 $0
Steven J Kemps EVP, Chief Legal Officer March 1, 2026 A 13,141 0 0 $0
Mark Eramo Co-Pres., Commodity Insights March 4, 2025 F 735 0 0 $0
Sitarama Swamy Kocherlakota EVP, Chief Digital Officer March 4, 2025 F 9,418 0 0 $0
Dimitra Manis EVP, Chief Purpose Officer Aug. 1, 2024 G 1,483 0 0 $0
Nancy Luquette EVP, Chief Risk Officer March 1, 2023 A 3,838 0 0 $0
John L Berisford Executive Advisor Aug. 4, 2022 S 24,430 0 0 $0
Courtney Geduldig EVP, Public Affairs May 1, 2020 A 3,250 0 0 $0
Nicholas Cafferillo Chief Technology Officer Dec. 31, 2019 M 3,741 0 0 $0
Robert Mackay SVP and Controller April 3, 2018 M 9,680 0 0 $0
Krishna Nathan EVP and CIO Dec. 31, 2017 M 675 0 0 $0
Paul James Sheard EVP & Chief Economist Dec. 31, 2017 M 4,980 0 0 $0
Donald R. Howard EMD, Chief Risk Officer May 16, 2016 M 0 0 0 $0
David Mark Goldenberg Acting General Counsel April 1, 2016 A · 0 0 $0
Emmanuel N Korakis SVP, Controller May 1, 2015 M 1,670 0 0 $0
Luciana Fato EVP, General Counsel April 1, 2015 A · 0 0 $0
Edward D I Smyth EVP Corporate Affairs March 2, 2015 S 37,286 0 0 $0
Zouhair Sebati Chief Information Officer Oct. 1, 2014 A · 0 0 $0
Kenneth M Vittor EVP & General Counsel June 9, 2014 S 100,322 0 0 $0
Charles L. Teschner Jr. EVP, Global Strategy Dec. 5, 2013 M 76,783 0 0 $0
David L Murphy EVP, Human Resources Feb. 22, 2011 D 95,540 0 0 $0
Bruce D Marcus EVP, Chief Information Officer April 1, 2010 A 23,590 0 0 $0
Luc D Gregoire SVP & Corporate Controller April 1, 2008 A 3,394 0 0 $0
Talia M Griep Corp Cont/SVP, Global Bus Svcs April 2, 2007 A 34,815 0 0 $0
Deven Sharma EVP, Global Strategy April 3, 2006 A 83,257 0 0 $0
Robert Edward Moritz Jr. Director April 30, 2026 P 1,152 1 0 $500,003
Hubert Joly Director Feb. 11, 2026 P 2,665 2 0 $997,460
Gregory N Washington Director Jan. 2, 2026 A · 0 0 $0
Ian Paul Livingston Director Jan. 2, 2026 A · 0 0 $0
Marco Alvera Director Jan. 2, 2026 A 400 0 0 $0
Stephanie C. Hill Director Jan. 2, 2026 A 400 0 0 $0
Rebecca Jacoby Director Jan. 2, 2026 A 469 0 0 $0
Maria R Morris Director Jan. 2, 2026 A 400 0 0 $0
Douglas L. Peterson Director May 1, 2025 S 48,842 0 0 $0
Richard E Thornburgh Director Feb. 25, 2025 G 0 0 0 $0
Gay Huey Evans Director Jan. 2, 2025 A 490 0 0 $0
Robert P Kelly Director Jan. 2, 2025 A 15,830 0 0 $0
Deborah D Mcwhinney Director Jan. 2, 2024 A 10,736 0 0 $0
Edward B Rust JR Director Jan. 3, 2023 A · 0 0 $0
Monique F. Leroux Director May 5, 2022 A · 0 0 $0
Kurt L Schmoke Director May 5, 2022 A 1,036 0 0 $0
Amelio J. William Director May 5, 2022 A · 0 0 $0
Charles E Haldeman Director May 6, 2021 A 3,000 0 0 $0
Michael Rake Director May 10, 2019 A 400 0 0 $0
Robert P Mcgraw Director April 28, 2016 A 67,575 0 0 $0
Sidney Taurel Director April 28, 2016 A · 0 0 $0
Harold Mcgraw III Director Feb. 27, 2015 M 1,569,889 0 0 $0
Linda Koch Lorimer Director May 6, 2014 A 8,165 0 0 $0
Pedro Aspe Director Nov. 1, 2013 A · 0 0 $0
Douglas N Daft Director Jan. 3, 2012 A · 0 0 $0
Jacques Esculier · Jan. 2, 2026 A 1,273 0 0 $0
William D Green · Jan. 2, 2026 A 1,000 0 0 $0
Brillembourg Hilda Ochoa · April 27, 2017 A · 0 0 $0
Winfried F W Sir Bischoff · April 27, 2017 A · 0 0 $0
France Gingras · April 3, 2017 A 11,728 0 0 $0
James H Ross · Jan. 5, 2009 A 2,193 0 0 $0
Peter C Davis · April 1, 2008 A 15,570 0 0 $0
David B Stafford · April 1, 2008 A 19,221 0 0 $0
Vartan Gregorian · Jan. 5, 2004 A 2,024 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 147 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
EQTY · Valued Advisers Trust 2.89% 100,076 NS July 31, 2026 N-PORT
SEMG · EA Series Trust 2.76% 4,183 NS July 31, 2026 N-PORT
COMT · iShares U.S. ETF Trust 2.00% 27,670,000 SH Sept. 11, 2026 Daily
ESLG · Strategy Shares 1.88% 1,060 NS July 31, 2026 N-PORT
IYF · iShares Trust 1.85% 197,073 SH Sept. 11, 2026 Daily
IYG · iShares Trust 1.72% 91,957 SH Sept. 11, 2026 Daily
VFH · VANGUARD WORLD FUND 1.44% 493,780 SH Aug. 19, 2026 Daily
FNCL · FIDELITY COVINGTON TRUST 1.38% 79,616 NS July 31, 2026 N-PORT
YOKE · EA Series Trust 1.36% 7,717 NS July 31, 2026 N-PORT
BKCG · BNY Mellon ETF Trust II 1.35% 3,941 NS July 31, 2026 N-PORT
RSPF · Invesco Exchange-Traded Fund Trust 1.32% 12,439 SH Oct. 1, 2026 Daily
KNG · First Trust Exchange-Traded Fund IV 1.32% 113,185 NS July 31, 2026 N-PORT
NULV · Nushares ETF Trust 1.26% 67,063 NS July 31, 2026 N-PORT
QIDX · Spinnaker ETF Series 1.20% 1,129 NS July 31, 2026 N-PORT
XT · iShares Trust 1.18% 111,367 SH Sept. 11, 2026 Daily
ESLV · Strategy Shares 1.11% 385 NS July 31, 2026 N-PORT
GRW · TCW ETF Trust 1.07% 1,681 NS July 31, 2026 N-PORT
FAS · Direxion Shares ETF Trust 1.05% 59,743 NS July 31, 2026 N-PORT
NULC · Nushares ETF Trust 0.96% 1,639 NS July 31, 2026 N-PORT
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 0.91% 2,479 NS July 31, 2026 N-PORT
SOVF · Elevation Series Trust 0.87% 1,849 NS July 31, 2026 N-PORT
LCOW · Pacer Funds Trust 0.86% 542 NS July 31, 2026 N-PORT
ESUM · Strategy Shares 0.86% 3,814 NS July 31, 2026 N-PORT
IXG · iShares Trust 0.78% 13,169 SH Sept. 11, 2026 Daily
QUVU · Hartford Funds Exchange-Traded Trust 0.73% 3,215 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.70% 380 SH Sept. 11, 2026 Daily
FQAL · FIDELITY COVINGTON TRUST 0.66% 22,469 NS July 31, 2026 N-PORT
ESMV · iShares Trust 0.63% 120 SH Sept. 11, 2026 Daily
EVUS · iShares Trust 0.63% 5,877 SH Sept. 11, 2026 Daily
SUSA · iShares Trust 0.63% 61,805 SH Sept. 11, 2026 Daily
SAWG · ETF Series Solutions 0.61% 43 NS July 31, 2026 N-PORT
BSCT · Invesco Exchange-Traded Self-Indexe… 0.60% 18,390,000 Oct. 1, 2026 Daily
MGV · VANGUARD WORLD FUND 0.55% 181,040 SH Aug. 19, 2026 Daily
VIG · VANGUARD SPECIALIZED FUNDS 0.54% 1,712,919 SH Aug. 19, 2026 Daily
PABU · iShares Trust 0.54% 32,840 SH Sept. 11, 2026 Daily
HAPI · Harbor ETF Trust 0.54% 6,409 NS July 31, 2026 N-PORT
RCGE · EA Series Trust 0.52% 1,254 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.50% 17,988 SH Sept. 11, 2026 Daily
OEI · Listed Funds Trust 0.48% 537 NS July 31, 2026 N-PORT
IWX · iShares Trust 0.45% 42,713 SH Sept. 11, 2026 Daily
VTV · VANGUARD INDEX FUNDS 0.44% 2,739,084 SH Aug. 19, 2026 Daily
PFM · Invesco Exchange-Traded Fund Trust 0.43% 8,397 SH Oct. 1, 2026 Daily
ACVF · ETF Opportunities Trust 0.43% 1,588 NS July 31, 2026 N-PORT
VEGN · ETF Series Solutions 0.42% 1,792 NS July 31, 2026 N-PORT
BSCR · Invesco Exchange-Traded Self-Indexe… 0.39% 18,076,000 Oct. 1, 2026 Daily
JQUA · J.P. Morgan Exchange-Traded Fund Tr… 0.38% 76,241 NS July 31, 2026 N-PORT
IQSU · New York Life Investments ETF Trust 0.37% 2,954 NS July 31, 2026 N-PORT
SUSL · iShares Trust 0.36% 10,700 SH Sept. 11, 2026 Daily
QUAL · iShares Trust 0.36% 405,744 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.35% 46,334 SH Sept. 11, 2026 Daily
ESGU · iShares Trust 0.35% 152,075 SH Sept. 11, 2026 Daily
ESG · FlexShares Trust 0.35% 1,110 NS July 31, 2026 N-PORT
VONV · VANGUARD SCOTTSDALE FUNDS 0.34% 178,474 SH Aug. 19, 2026 Daily
FXO · First Trust Exchange-Traded AlphaDE… 0.34% 9,294 NS July 31, 2026 N-PORT
IWD · iShares Trust 0.33% 656,936 SH Sept. 11, 2026 Daily
GLBL · Pacer Funds Trust 0.30% 8 NS July 31, 2026 N-PORT
OMFL · Invesco Exchange-Traded Self-Indexe… 0.30% 35,361 SH Oct. 1, 2026 Daily
MPLY · Strategy Shares 0.30% 114 NS July 31, 2026 N-PORT
PEVC · Pacer Funds Trust 0.29% 17 NS July 31, 2026 N-PORT
EGLE · Global X Funds 0.28% 15 NS July 31, 2026 N-PORT
LRGF · iShares Trust 0.27% 24,454 SH Sept. 11, 2026 Daily
FHEQ · Fidelity Greenwood Street Trust 0.25% 5,598 NS July 31, 2026 N-PORT
DGRO · iShares Trust 0.25% 258,428 SH Sept. 11, 2026 Daily
IUS · Invesco Exchange-Traded Self-Indexe… 0.24% 5,927 SH Oct. 1, 2026 Daily
ILCV · iShares Trust 0.24% 7,898 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.24% 39,102 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.23% 281,704 SH Sept. 11, 2026 Daily
USCL · iShares Trust 0.23% 16,051 SH Sept. 11, 2026 Daily
TOPC · iShares Trust 0.23% 184 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.22% 7,002 NS July 31, 2026 N-PORT
IUSV · iShares Trust 0.22% 148,318 SH Sept. 11, 2026 Daily
MGC · VANGUARD WORLD FUND 0.22% 57,573 SH Aug. 19, 2026 Daily
IWL · iShares Trust 0.22% 11,508 SH Sept. 11, 2026 Daily
XVV · iShares Trust 0.21% 3,496 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.21% 8,866 SH Oct. 1, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.21% 66,838 SH Aug. 19, 2026 Daily
CHRI · Global X Funds 0.20% 39 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.20% 238 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.20% 305 NS July 31, 2026 N-PORT
EUSA · iShares, Inc. 0.20% 9,144 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 467,603 SH Oct. 1, 2026 Daily
PTLC · Pacer Funds Trust 0.19% 15,342 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.19% 15,024 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 41,208 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.19% 7,874,864 SH Aug. 19, 2026 Daily
VV · VANGUARD INDEX FUNDS 0.19% 336,399 SH Aug. 19, 2026 Daily
IVV · iShares Trust 0.19% 3,821,815 SH Sept. 11, 2026 Daily
TOV · EA Series Trust 0.19% 1,192 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.19% 5,056 NS July 31, 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0.19% 25,100 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.19% 22 NS July 31, 2026 N-PORT
ILCB · iShares Trust 0.19% 5,813 SH Sept. 11, 2026 Daily
XCLR · Global X Funds 0.18% 16 NS July 31, 2026 N-PORT
PBP · Invesco Exchange-Traded Fund Trust 0.18% 1,795 SH Oct. 1, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.18% 52,291 SH Oct. 1, 2026 Daily
SIZE · iShares Trust 0.18% 1,882 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.18% 91,243 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.18% 1,144 NS July 31, 2026 N-PORT
IYY · iShares Trust 0.18% 12,977 SH Sept. 11, 2026 Daily
QDPL · Pacer Funds Trust 0.18% 7,278 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.17% 204,845 SH Sept. 11, 2026 Daily
ACIO · ETF Series Solutions 0.17% 9,853 NS July 31, 2026 N-PORT
ADME · ETF Series Solutions 0.17% 1,226 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.17% 24 NS July 31, 2026 N-PORT
VONE · VANGUARD SCOTTSDALE FUNDS 0.17% 48,769 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.17% 24,892 SH Aug. 19, 2026 Daily
ITOT · iShares Trust 0.17% 394,736 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.17% 81,352 SH Sept. 11, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.17% 41,036 SH Oct. 1, 2026 Daily
BSCS · Invesco Exchange-Traded Self-Indexe… 0.16% 5,688,000 Oct. 1, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.16% 9,145,830 SH Aug. 19, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.15% 2,109 NS July 31, 2026 N-PORT
IVW · iShares Trust 0.15% 284,707 SH Sept. 11, 2026 Daily
PHDG · Invesco Actively Managed Exchange-T… 0.15% 238 SH Oct. 1, 2026 Daily
VOOG · VANGUARD ADMIRAL FUNDS 0.15% 99,066 SH Aug. 19, 2026 Daily
DFSU · Dimensional ETF Trust 0.15% 8,230 NS July 31, 2026 N-PORT
IUSG · iShares Trust 0.15% 117,424 SH Sept. 11, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.15% 23,703 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.14% 837 SH Sept. 11, 2026 Daily
DFAU · Dimensional ETF Trust 0.14% 43,093 NS July 31, 2026 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.14% 4,475,000 Oct. 1, 2026 Daily
URTH · iShares, Inc. 0.14% 27,253 SH Sept. 11, 2026 Daily
TILT · FlexShares Trust 0.13% 6,964 NS July 31, 2026 N-PORT
GLOF · iShares Trust 0.12% 605 SH Sept. 11, 2026 Daily
ILCG · iShares Trust 0.12% 9,246 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.12% 97,222 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.11% 3,023 SH Sept. 11, 2026 Daily
DFAC · Dimensional ETF Trust 0.10% 121,206 NS July 31, 2026 N-PORT
DCOR · Dimensional ETF Trust 0.10% 8,375 NS July 31, 2026 N-PORT
FEUS · FlexShares Trust 0.10% 275 NS July 31, 2026 N-PORT
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.10% 248,083 SH Aug. 19, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.08% 19,093 SH Oct. 1, 2026 Daily
DXUV · Dimensional ETF Trust 0.06% 865 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 1,282 SH Oct. 1, 2026 Daily
LGDX · Tidal Trust III 0.02% 77 NS July 31, 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
IAI · iShares Trust · 138,602 SH Sept. 11, 2026 Daily
VCEB · VANGUARD WORLD FUND · · July 30, 2026 Daily

SPGI Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 34 analysts BUY
Median target $525.00 +35.9%
10 29.4% Strong Buy
19 55.9% Buy
5 14.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

20 analysts · 2026-09-29

Mean target $520.30 +34.7%

← Below all targets Current price $386.27
Low$485.00 Mean$520.30 High$553.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

22

FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
SPGI $156.15B 35.6 7.9% 29.1% 13.9% ·
CME · 24.5 6.4% 62.5% 14.8% ·
ICE $91.83B 28.1 7.5% 26.2% 11.7% ·
MCO · 37.4 8.9% 31.9% 64.5% ·
NDAQ $55.35B 31.4 11.7% 21.6% 15.3% 63.5%
COIN $60.57B 50.8 9.4% 17.5% 9.4% ·
MSCI $42.21B 36.6 9.8% 38.4% -67.9% ·
CBOE · · 15.1% 23.3% 22.4% 51.5%
TW $25.32B 28.4 18.9% 39.6% 13.2% ·
FDS $14.05B 24.0 5.4% 25.7% 28.1% ·

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Jul 28, 2026