S&P Global Stock Price, News & Analysis

S&P Global and CME Group have announced the sale of OSTTRA to KKR for $3.1 billion. The transaction, expected to close in the second half of 2025, will split proceeds evenly between S&P Global and CME Group from their 50/50 joint venture.

OSTTRA, established in 2021, provides post-trade solutions for the global OTC market across interest rates, FX, credit, and equity asset classes. The current management team, led by co-CEOs Guy Rowcliffe and John Stewart, will remain in their positions.

KKR plans to implement a broad-based equity ownership program for OSTTRA's 1,500 employees and will focus on increasing investments in technology and innovation. The deal aims to enhance OSTTRA's market-leading post-trade solutions, drive innovation, and expand its global footprint.

The GEP Global Supply Chain Volatility Index revealed significant disruptions in global manufacturing for March 2025, with spare capacity reaching its highest level since May 2020. The index dropped to -0.51, marking its third consecutive monthly decline.

Key findings include:

• North American manufacturers faced severe retrenchment due to tariffs, with Canada experiencing the steepest decline in purchasing activity
• UK suppliers showed significant weakness, with spare capacity rising to levels only exceeded during COVID-19 or the global financial crisis
• European supply chains showed signs of recovery despite significant slack
• Asian supply chains operated at full capacity, with China and India driving regional procurement activity

Notable trends include manufacturers' stockpiling reaching a nine-year low and transportation costs falling to their lowest in 2025. The data indicates robust global material supply levels, contained labor shortages, and significant geographical differences in factory input demand.

Enact Holdings (NASDAQ: ACT) is set to join the S&P SmallCap 600 index, replacing SolarWinds Corp (NYSE: SWI) effective prior to market opening on Wednesday, April 16, 2025. The change comes as Turn/River Capital's acquisition of SolarWinds approaches completion, pending final closing conditions.

The modification will see Enact Holdings, classified under the Financials sector, added to the index, while SolarWinds, from the Information Technology sector, will be removed.

S&P Global Commodity Insights has opened nominations for the 2025 Platts Global Energy Awards, marking its 27th year of recognizing excellence in the energy industry. Often dubbed the 'Oscars of the energy industry,' the program features 20 categories covering excellence across upstream, midstream, downstream, LNG, power, and chemicals sectors.

Nominations will be accepted through July 10, 2025, with finalists announced on September 9, 2025. Winners will be selected by an independent panel of international energy experts and celebrated at a black-tie gala in downtown Manhattan on December 11, 2025. The awards recognize corporate and individual innovation, leadership, and performance, including categories for rising star, lifetime achievement, and CEO of the year.

S&P Dow Jones Indices reports Q1 2025 U.S. common dividend net changes increased by $15.3 billion, up from Q4 2024's $11.7 billion but down from Q1 2024's $16.0 billion. Dividend increases were $19.5 billion while decreases totaled $4.2 billion.

For the 12-months ending March 2025, the net dividend rate increased to $52.7 billion, compared to $42.8 billion in the previous period. The S&P 500 Q1 2025 dividend payments decreased 2.2% to $19.37 per share from Q4 2024, but rose 7.3% year-over-year.

Looking ahead, 2025 S&P 500 dividend payments are expected to post a 6-7% increase, down from the previous 8% expectation, as companies adopt a cautious stance amid economic uncertainties.

CARFAX announced the enhancement of its Total Loss Valuation Report to include automated calculation of taxes and fees, effective April 3, 2025. This upgrade, enabled through a partnership with Claim Toolkit, aims to help claims professionals more efficiently and accurately incorporate taxes and fees into final settlement amounts. Since its 2020 launch, the Total Loss Valuation Report has been widely adopted by insurance companies across the U.S., offering more accurate valuations for total loss claims and reducing cycle time.

The report uses CARFAX's VIN-specific History-Based Value, which derives pre-accident values from millions of used car listings, considering each vehicle's unique trim, options, mileage, condition, and location. Currently, the report is available in 48 states and the District of Columbia.

S&P Global (NYSE: SPGI) has announced it will release its first quarter 2025 financial results on Tuesday, April 29, 2025, at approximately 7:15 a.m. Eastern Daylight Time. The company will host a conference call and webcast at 8:30 a.m. EDT on the same day.

The presentation will be led by Martina Cheung (President and CEO), Eric Aboaf (CFO), and Mark Grant (SVP, Investor Relations). The event will be accessible to all interested parties and may include forward-looking information. Presentation materials will be available on the company's Investor Relations website.

The webcast will be available live and as an archived replay through the company's IR website, with the replay accessible for one year. Telephone access is available for both domestic and international callers, with a recorded replay available until May 29, 2025.

S&P Global Market Intelligence's 2025 Private Equity and Venture Capital Outlook reveals a positive industry sentiment despite macroeconomic challenges. The survey shows 71% of private equity GPs and 67% of venture capital GPs are more optimistic about the deal environment compared to last year.

Key findings include: improved fundraising conditions with 44% of PE and 73% of VC GPs showing increased optimism; expanding retail investor access with over two-thirds of GPs offering or planning to offer opportunities to non-institutional investors; and significant GenAI adoption in investment workflows, particularly in due diligence (31%), valuation analysis (23%), and deal sourcing (22%).

Notable concerns include: 56% of LPs believing portfolio company valuations are too high, 73% of LPs worried about higher interest rates impacting PE returns, and 75% of LPs expressing skepticism about GP-led secondaries due to potential conflicts of interest.

S&P Global Mobility forecasts US auto sales to reach 1.45 million units in March 2025, representing a 16.3 million SAAR (seasonally adjusted annual rate). The first quarter SAAR average is expected to hit 16.0 million units, up from 15.5 million units a year ago.

Consumers and automakers are rushing to complete purchases before auto tariffs take effect in April, with dealers offering incentives to boost sales. The outlook for 2025 indicates sustained but moderate growth, though potential tariffs on imported vehicles and parts pose significant risks to demand and production.

Battery-electric vehicle (BEV) sales are projected to capture 8.5% market share in March, showing an increase from February. This uptick reflects market uncertainty as stakeholders adapt to potential changes in BEV incentives.