S&P Global Stock Price, News & Analysis

S&P Global (NYSE:SPGI) has announced that Brazil's National Agency of Petroleum (ANP) has selected Platts benchmarks as the pricing reference for calculating the nation's oil and gas royalty payments through 2035. This marks the second consecutive commitment following the 2020 award.

The agreement includes ten Platts pricing references, with Platts Dated Brent as the key oil reference, along with nine other benchmarks for various energy products. Brazil, producing 3.6 million barrels per day of crude oil, is Latin America's largest oil producer and among the world's top ten producers. The country recently joined OPEC+ and will host COP30 in November.

S&P Dow Jones Indices (NYSE: SPGI), the world's leading index provider, has announced a definitive agreement to acquire ARC Research, a subsidiary of ARC Group specializing in investment performance data and benchmarking for the private wealth market.

ARC Research brings significant value with its proprietary dataset of over 500,000 private client portfolios spanning two decades and partnerships with more than 190 investment managers and wealth advisers globally. The acquisition will enhance S&P DJI's ability to deliver specialized benchmarks and data solutions for wealth managers, private banks, and financial advisers.

The transaction is expected to close in Q3 2025, subject to regulatory approvals. Financial terms were not disclosed.

S&P Global (NYSE: SPGI) has launched AI-ready Metadata on its S&P Global Marketplace, marking a significant advancement in data accessibility and usability. The new offering provides machine-readable metadata that enhances data discovery and search capabilities for both human users and AI systems.

The initiative includes datasets covering economic, fundamental, cross reference, OTC derivatives, loan pricing, insurance, and other data types. Available under a complimentary license, the service is currently accessible through Snowflake®, with additional distribution channels planned. The metadata is designed to be vendor-neutral and supports traditional, agentic, and AI-centric tools.

S&P Global (NYSE: SPGI) has announced a strategic collaboration with Anthropic to integrate S&P Global's financial data into Claude, Anthropic's AI platform. The integration leverages a new Model Context Protocol (MCP) server developed by Kensho, S&P Global's AI Innovation Hub.

The partnership enables financial professionals to access S&P Global's datasets, including Capital IQ Financials and earnings call transcripts, directly through Claude using natural language queries. This integration is part of Anthropic's Financial Analysis Solution, designed to streamline research workflows for hedge fund managers, private equity analysts, and investment banking professionals.

CARFAX Canada, a subsidiary of S&P Global (NYSE:SPGI), has launched two major initiatives to combat VIN fraud in Canada. The company introduced Vehicle Monitoring, a consumer subscription service priced at $84.95 annually, offering real-time VIN activity alerts and monthly vehicle history reports.

The company has also integrated Canada Border Services Agency (CBSA) export data into their Vehicle History Reports at no additional cost. This enhancement aims to improve fraud detection by identifying suspicious vehicle activity after exported vehicles leave North America. With over 372,000 potentially cloned VINs in Canada and approximately 69,000 vehicles reported stolen in 2024, these new tools represent significant steps in protecting Canadian vehicle owners from fraud.

The GEP Global Supply Chain Volatility Index showed significant improvement in June 2025, rising to -0.17 from -0.46 in May, marking its highest level this year despite U.S. imposed 10% tariffs.

Key regional developments include: Europe operating at full capacity (index 0.01) for the first time in two years, driven by U.S. orders and German demand; North America approaching full capacity (-0.06) as U.S. manufacturers accelerate purchasing before tariff pause ends; and Asia showing recovery (-0.27) led by India, Japan, and South Korea, though Southeast Asian capacity remains underutilized.

Notable findings include increased global stockpiling activity, stable material availability, sufficient workforce capacity, and normal transportation costs, with no significant cost inflation despite tariffs.

CARFAX has expanded its partnership with General Motors (NYSE:SPGI) by including CARFAX Lifetime new car ad placements in GM's In-Market Retail (iMR) Turnkey Program. The program enables GM dealers with CARFAX Lifetime status to receive advertising support and funding for placements on CARFAX Reports, Car Listings, and Car Care platforms.

The initiative is available to dealers selling Chevrolet, Buick, GMC, and Cadillac models, with reimbursements starting July 2025. CARFAX, ranked as the #1 automotive website in U.S. traffic according to SEMrush and SimilarWeb, aims to streamline the process and help dealers maximize their digital marketing effectiveness.

S&P Dow Jones Indices (NYSE:SPGI) reports a significant slowdown in U.S. dividend growth for Q2 2025. The net dividend rate change increased by $7.4 billion, down from $15.3 billion in Q1 2025 and $16.0 billion in Q2 2024. Dividend increases fell 49.8% to $9.8 billion, while decreases dropped 44.0% to $2.3 billion.

For the 12-month period ending June 2025, the net dividend increase was $44.1 billion, compared to $54.6 billion in the previous period. The S&P 500 Q2 2025 dividend payments increased 0.6% to $19.48 per share, with 80.9% of S&P 500 companies currently paying dividends. Despite slower growth, 2025 is expected to set a new record with a projected 6% increase in dividend payments.

The analysis shows varying yields across market caps, with large-caps at 1.25%, mid-caps at 1.50%, and small-caps at 1.70% for Q2 2025.

S&P Dow Jones Indices (NYSE: SPGI) has announced updated market capitalization eligibility criteria for additions to the S&P Composite 1500 Indices, effective July 1, 2025.

The new thresholds are: $22.7 billion or more for the S&P 500 (up from $20.5B), $8.0 billion to $22.7 billion for the S&P MidCap 400 (up from $7.4B-$20.5B), and $1.2 billion to $8.0 billion for the S&P SmallCap 600 (up from $1.1B-$7.4B).

Companies must also maintain a float-adjusted market capitalization of at least 50% of their respective index's minimum threshold. These criteria apply only to new additions, not existing constituents, and are reviewed quarterly to reflect current market conditions.