S&P Global Completes Sale of EDM and thinkFolio Businesses
Rhea-AI Summary
S&P Global (NYSE: SPGI) completed the sale of its EDM and thinkFolio businesses to private equity firm STG on Jan. 12, 2026.
The transaction was announced in October 2025, financial terms were not disclosed, and S&P Global said the deal does not have a material impact on its financials. Local closings in certain jurisdictions are expected over the following few months.
Advisors: Barclays (financial) and Skadden, Arps, Slate, Meagher & Flom LLP (legal).
Positive
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Negative
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News Market Reaction
On the day this news was published, SPGI gained 0.47%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Market Reality Check
Peers on Argus
SPGI’s modest 0.07% gain came alongside mixed peers: MCO +0.06%, ICE +2.12%, CME -1.62%, MSCI -0.04%, NDAQ -1.41%, suggesting a stock-specific, neutral reaction to the divestiture.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Jan 08 | Commodities AI study | Neutral | +0.8% | Copper demand/supply outlook linked to AI, data centers and defense. |
| Jan 07 | Dividend statistics | Neutral | -0.4% | Reported U.S. indicated dividend changes and S&P 500 payout levels. |
| Dec 30 | Housing index data | Neutral | -0.5% | Case-Shiller home price results showing modest national YoY gains. |
| Dec 18 | Buyback statistics | Neutral | -0.8% | S&P 500 Q3 2025 buyback levels and sector repurchase trends. |
| Dec 17 | CSR AI initiative | Positive | +2.1% | Launch of StepForward $10M AI-focused youth and workforce program. |
Recent SPGI headlines have mostly driven modest, aligned price moves, with informational studies and index data producing small reactions and CSR initiatives drawing somewhat stronger positive responses.
Over the past month, SPGI has issued a series of informational and strategic updates. An AI- and defense-driven copper demand study on Jan 8, 2026 coincided with a 0.76% gain, while dividend and buyback statistics in December 2025 saw small negative moves. Housing data via the Case‑Shiller index on Dec 30, 2025 also produced a modest decline. A philanthropic AI initiative, StepForward, announced on Dec 17, 2025, aligned with a stronger 2.15% rise. Against this backdrop, today’s non-material business sale fits the pattern of modest reactions to non-earnings news.
Market Pulse Summary
This announcement details SPGI’s completion of the EDM and thinkFolio divestiture to STG, with the company stating the transaction has no material impact on its financials and that some local closings will follow over the next few months. Recent news flow has centered on research studies, index statistics and an AI-focused philanthropic initiative, all drawing modest price reactions. Investors may watch future disclosures for how SPGI reallocates focus and resources after exiting these businesses.
AI-generated analysis. Not financial advice.
The transaction, which was announced in October 2025, does not have material impact to S&P Global financials. Financial terms were not disclosed. Local closings in certain jurisdictions are expected to occur over the following few months.
Barclays acted as financial advisor and Skadden, Arps, Slate, Meagher & Flom LLP acted as legal advisor to S&P Global on the transaction.
Media Contacts:
Orla O'Brien
S&P Global
+1 857 407 8559
orla.obrien@spglobal.com
Erina Aoyama
S&P Global Market Intelligence
+1 917 755 7943
erina.aoyama@spglobal.com
About S&P Global:
S&P Global (NYSE: SPGI) provides essential intelligence. We enable governments, businesses and individuals with the right data, expertise, and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges, and accelerate progress for the world.
We are widely sought after by many of the world's leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help the world's leading organizations plan for tomorrow and today. For more information, visit www.spglobal.com.
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SOURCE S&P Global
FAQ
What did S&P Global (SPGI) sell on January 12, 2026?
Does the sale of EDM and thinkFolio materially affect S&P Global (SPGI) financials?
Were financial terms disclosed for the SPGI sale of EDM and thinkFolio?
When was the EDM and thinkFolio sale to STG first announced for SPGI?
Are there any remaining steps after the Jan. 12, 2026 completion for SPGI's sale?
Who advised S&P Global (SPGI) on the sale of EDM and thinkFolio?
