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With a market cap of $161.4 billion, S&P Global Inc. (SPGI) is a leading provider of credit ratings, benchmarks, analytics, and workflow solutions across the global capital, commodity, and automotive markets. Operating through five key segments, the company delivers independent insights and data to financial professionals, corporations, and institutions worldwide.
The New York-based company is expected to unveil its fiscal Q2 2025 earnings results before the market opens on Thursday, Jul. 31. Before the event, analysts anticipate S&P Global to report an adjusted EPS of $4.19, up 3.7% from $4.04 in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in the past four quarters.
For fiscal 2025, analysts expect the independent ratings and analytics provider to report adjusted EPS of $17.01, up 8.3% from $15.70 in fiscal 2024. Looking ahead, adjusted EPS is projected to grow 10.8% year-over-year to $18.85 in fiscal 2026.
Shares of S&P Global have increased 15.5% over the past 52 weeks, outperforming both the S&P 500 Index's ($SPX) 11.7% rise. However, the stock has lagged behind the Financial Select Sector SPDR Fund's (XLF) over 26% return over the same period.
Shares of S&P Global rose 2.6% on Apr. 29 after the release of strong Q1 2025 results, with adjusted EPS of $4.37 beating the consensus estimate and rising 9% year-over-year. Revenue grew 8.3% year-over-year to $3.8 billion, surpassing the $3.7 billion consensus estimate, with strong performances across all segments, particularly Indices and Mobility. Additionally, investor sentiment was boosted by a strong adjusted operating profit of $1.9 billion and an updated full-year EPS guidance midpoint of $17, exceeding the consensus estimate.
Analysts' consensus view on S&P Global’s stock is bullish, with a "Strong Buy" rating overall. Among 24 analysts covering the stock, 20 recommend "Strong Buy," three "Moderate Buys," and one suggests "Hold." This configuration is more bullish than three months ago, with 18 analysts suggesting a "Strong Buy."
As of writing, the stock is trading below the average analyst price target of $587.62.
