S&P Global Stock Price, News & Analysis

S&P Global (NYSE: SPGI) presented its next-phase growth strategy at Investor Day on November 13, 2025, outlining medium-term, non-GAAP targets and a new share repurchase program. Company set enterprise targets of 7–9% organic constant-currency revenue growth, 50–75 bps adjusted operating margin expansion, and double-digit adjusted diluted EPS growth. Division targets: Market Intelligence 6–8%, Ratings 6–9%, Energy 6–8%, and S&P Dow Jones Indices 10–12%. Board authorized repurchase of up to 30 million shares; a separate $2.5B ASR is expected in Q4.

Targets exclude any contribution from the announced Mobility separation; 2026 guidance will be provided with Q4 earnings in February 2026.

GEP Global Supply Chain Volatility Index (SPGI) reported global supply chains remained underutilized in October 2025, with the headline index at -0.33, signaling spare capacity and limited price pressure beyond tariffs. North America showed the steepest pullback in input purchases (-0.45 in October vs. -0.25), pointing to weaker factory production into winter. Asia cooled as China reduced buying (index -0.30), while Europe saw only a marginal recovery (-0.25). Inventories remain lean, material shortages are below trend, transportation costs eased slightly, and labor-related backlogs rose modestly.

S&P Global (NYSE: SPGI) said Martina Cheung, President and CEO, will participate in J.P. Morgan's 2025 Ultimate Services Investor Conference on November 18, 2025 in New York.

The scheduled fireside chat runs from 9:00 a.m. to 9:30 a.m. ET and will be audio-only webcast. The company noted the session may include forward-looking information.

Live and replay access are available on the company's Investor Relations presentations page; the replay will be posted within 24 hours and remain available through December 18, 2025. Any additional presentation materials will be posted to the same Investor Presentations page.

S&P Global (NYSE: SPGI) completed its acquisition of ORBCOMM's Automatic Identification System (AIS) business on November 10, 2025.

The AIS business provides satellite vessel-tracking data and will operate within S&P Global Market Intelligence to strengthen maritime analytics, global trade intelligence and the company's supply chain strategy. The two companies also established a strategic alliance framework to develop differentiated supply chain data and insights.

S&P Global announced the agreement in April 2025 and does not expect the transaction to have a material financial impact on Market Intelligence or the company as a whole.

S&P Global (NYSE: SPGI) announced that Robert Moritz will join its Board of Directors effective March 1, 2026. Moritz brings over four decades of global audit and assurance leadership, most recently as global chairman of PricewaterhouseCoopers.

He currently serves on the boards of Walmart and Northern Trust and will join S&P Global's Audit and Nominating and Corporate Governance committees.

S&P Global (SPGI) research dated Nov 6, 2025 finds data center and AI-related investments accounted for 80% of U.S. private domestic demand growth in H1 2025. The study says the U.S. holds >40% of global data center capacity and that AI-related business investment has surged, offsetting weakness in other private investment despite higher borrowing costs and policy uncertainty. The research highlights early productivity gains, distributional consequences, and a broader capital expenditure shift toward more manufacturing-style capex. The full journal, Look Forward: Data Center Frontiers, publishes December 2025.

S&P Global (NYSE: SPGI) released the report Big Picture 2026 AI Outlook: Unleashing Agentic Potential on Nov 5, 2025, finding 58% of organizations are actively pursuing agent capabilities.

Key takeaways: agentic AI shifts systems from chat to autonomous workflows, driving a critical infrastructure overhaul, security rethinking, broader data-provenance needs, and higher sustainability pressures. The report cites GPU shipment projections up >500% versus original 2023 estimates for the 2025–2026 timeframe as a primary indicator of investment demand.

CARFAX (ticker SPGI) reports that average used car prices reached their highest level in 18 months at just under $25,000, about $1,300 higher than 18 months ago. Inventory remains below pre-pandemic levels, tightening supply and narrowing price gaps between new and used models. CARFAX data shows some 2023 models (Honda Civic, Ford Bronco, Kia Seltos, Toyota Corolla Cross) are priced within roughly 10% of their new 2025 counterparts.

Example: average 2023 Civic at $24,300 vs new 2025 Civic at $27,400; estimated 72‑month payments are about $372 (used, 7%) vs $397 (new, 4.99%). Data are based on CARFAX Car Listings from September–October 2025.

Expert.ai and S&P Global Commodity Insights (SPGI) expanded their strategic partnership on November 4, 2025 to accelerate AI-driven content intelligence across energy and commodities markets.

Under the agreement, expert.ai will continue applying its hybrid AI approach across the S&P Global Commodity Insights platform to improve automated extraction and structuring of information from real-time transactions, market reports, commentaries, news, research and fundamental analyses, aiming to deliver consistent, high-quality data to market professionals.