S&P Global Stock Price, News & Analysis

S&P Global (NYSE: SPGI) announced executive appointments for its S&P Global Mobility business as it advances a planned separation into a standalone public company. Key hires: Larissa Cerqueira named Chief People Officer, effective January 1, 2026; Tasha Matharu named Chief Legal Officer, effective January 1, 2026; and Joseph "Joedy" Lenz named Chief Information Officer, effective immediately.

The company said these leaders will remain with Mobility after separation. S&P Global expects to complete the separation within 12 to 18 months, subject to customary legal and regulatory approvals and the effectiveness of a Form 10 registration statement.

S&P Global (NYSE: SPGI) priced a private placement of senior notes totaling $1.0 billion: $600,000,000 of 4.250% notes due January 15, 2031 and $400,000,000 of 4.800% notes due December 4, 2035. Closing is expected on or about December 4, 2025. Interest is payable semi-annually beginning July 15, 2026 (2031 Notes) and June 4, 2026 (2035 Notes).

The Notes are unsecured, unsubordinated obligations guaranteed by Standard & Poor's Financial Services LLC. Net proceeds are intended for general corporate purposes, including possible acquisitions, refinancing, capital expenditures, working capital, or share repurchases.

S&P Global Energy (NYSE: SPGI) marks the 10-year anniversary of its Platts steel scrap and rebar price benchmarks serving as the settlement reference for two London Metals Exchange futures contracts launched on November 23, 2015.

The benchmarks are the Platts HMS 1/2 80:20 CFR Turkey scrap assessment and the Platts Steel Rebar FOB Turkey assessment. Platts notes record futures volumes in 2024 and cites growing use by exchanges, buyers, sellers, risk managers and governments. Platts launched the rebar assessment on June 5, 2006 and has published the scrap assessment since 2011. The release also highlights the potential market influence of the Carbon Border Adjustment Mechanism in 2026.

S&P Global (NYSE: SPGI) announced on Dec 1, 2025 new integrations with Amazon Web Services to expose S&P Global data inside Amazon Quick Suite via two Model Context Protocol (MCP) server integrations. The move makes Market Intelligence datasets (including Capital IQ Financials and earnings call transcripts) and S&P Global Energy content available to AI agents and LLM-ready APIs such as Kensho.

The integration lets customers combine S&P Global data with enterprise information inside AWS environments to power agentic AI workflows, deliver real-time insights, and support AI-driven decision-making across financial and energy use cases.

S&P Global (NYSE: SPGI) announced a proposed private placement offering of senior notes: a tranche due 2031 and a tranche due 2035. The Notes will be unsecured obligations of the company and will be guaranteed by Standard & Poor's Financial Services LLC.

The company said it intends to use net proceeds for general corporate purposes, including possible acquisitions, repayment, redemption or refinancing of indebtedness, capital expenditures, working capital, satisfaction of other obligations, or repurchase of common stock. The Notes will be offered in the U.S. to qualified institutional buyers under Rule 144A and outside the U.S. under Regulation S. The Notes are not registered under the Securities Act.

CARFAX Canada (NYSE: SPGI) released its 2025 Year in Rear View covering data from Sept 30, 2024 to Oct 1, 2025. Key findings: total accident claim damage on reports reached $9.2 billion (+21% vs 2024) and CARFAX found more than 600,000 vehicles with prior accidents. The service identified over 50,000 weather-damaged vehicles and flagged roughly 372,000 vehicles with potentially cloned VINs. 40% of lien checks revealed outstanding money owing. The report highlights provincial losses (Alberta hail claims ~$414.8M) and urges buyers to run Vehicle History Reports and VIN fraud checks before purchasing used vehicles.

S&P Global (NYSE: SPGI) completed its acquisition of With Intelligence for $1.8 billion on Nov 25, 2025. The transaction combines With Intelligence's private‑markets data, insights and workflow solutions with S&P Global's analytics to expand private markets capabilities. The deal, first announced in October 2025, is positioned to broaden product coverage across alternative investments and private markets workflows.

S&P Cotality Case-Shiller (SPGI) reported the U.S. National Home Price NSA Index rose 1.3% year‑over‑year for September 2025, down from 1.4% in August. The 10‑City and 20‑City composites rose 2.0% and 1.4% YoY, respectively. All 20 tracked metros posted month‑over‑month declines before seasonal adjustment, while the seasonally adjusted National index gained 0.2% in September.

Regional divergence persists: Chicago (+5.5%), New York (+5.2%) and Boston (+4.1%) led annual gains; Tampa (-4.1%), Phoenix (-2.0%) and Dallas (-1.3%) showed the largest annual declines. Elevated mortgage rates and affordability pressures were cited as drivers.

S&P Global (NYSE: SPGI) announced that Martina Cheung, President and CEO, will participate in the Goldman Sachs 2025 Financial Services Conference on December 9, 2025 in New York. Ms. Cheung will speak from 12:20 PM to 12:55 PM ET in a webcasted "fireside chat."

Eric Aboaf, CFO, and Mark Grant, SVP Investor Relations and Treasurer, will join for investor meetings. The audio-only webcast will be available live and in replay on the company Investor Presentations page and remain accessible for 90 days through March 8, 2026.