S&P Global Inc. — Wall Street Analyst Estimates & Price Targets

SPGI

NYSEFinancial ServicesFinancial - Data & Stock ExchangesCIK 0000064040spglobal.comAbout SPGI

Last close · Oct 16, 2026429.64+4.83 (+1.14%)

Market cap$126.7B

4 firms' latest targets, last 90 days: median $501.50 ($477.00–$531.00), 17% above the last close.

Price and published targets

daily close, 12 months · each dot a target, a firm's latest darker

Each firm's latest target

last 90 days · 4 firms

Date	Firm	Target	Previous	Change	Vs price then	Vs price now
2026-10-16	Jefferies	$490.00	—	—	+15%	+14%
2026-10-07	Morgan Stanley	$477.00	$627.00	▼ 24%	+20%	+11%
2026-10-05	Mizuho Securities	$531.00	$551.00	▼ 4%	+37%	+24%
2026-09-02	Baird	$513.00	$546.00	▼ 6%	+17%	+19%

Consensus estimates

revenue and EPS by fiscal year · reported years marked

FY	Revenue	YoY	EPS	YoY	Revenue range	EPS range	Analysts
2023reported	$12.5B	+12%	$8.23	-19%	est. $12.5B+0%	est. $11.93	15
2024reported	$14.2B	+14%	$12.35	+50%	est. $14.1B+1%	est. $14.56	15
2025reported	$15.3B	+8%	$14.66	+19%	est. $15.3B+0%	est. $16.89	15
2026	$14.8B	-3%	$17.85	+6%	$14.8B–$14.9B	$17.68–$18.09	15
2027	$15.6B	+5%	$20.22	+13%	$15.5B–$15.7B	$19.90–$20.93	16
2028	$16.8B	+7%	$23.17	+15%	$16.5B–$17.3B	$21.73–$24.13	15
2029	$17.7B	+6%	$25.11	+8%	$17.2B–$18.2B	$24.22–$25.94	10
2030	$18.7B	+5%	$27.05	+8%	$18.2B–$19.1B	$26.09–$27.95	7

A reported year shows the company's figures, with the consensus beside it (revenue against it in %). Reported EPS is GAAP diluted; the analysts' EPS usually leaves items such as stock compensation out, so the two are not like for like. Faded: a year the valuation models do not read — they read the first 3, and a later one only while 10 or more analysts cover every year up to it — or one under 5 analysts.

The analysts at a glance

$501.50median target, 17% above the last close

Firms with a target · last 90 days: 4
Lowest – highest target: $477.00 – $531.00
Current grades of 14 firms: positive / neutral / negative: 14 / 0 / 0
Upgrades / downgrades · 12 months: 0 / 0
Consensus revenue growth · next 3 FY: +3% a year

Current grades

each firm's latest · 14 firms

As of	Firm	Grade
2026-10-14	J.P. Morgan	“Overweight”
2026-10-13	BMO Capital	“Outperform”
2026-10-07	Morgan Stanley	“Overweight”
2026-10-06	Mizuho	“Outperform”
2026-08-26	RBC Capital	“Outperform”
2026-07-29	Barclays	“Overweight”
2026-07-29	Citigroup	“Buy”
2026-07-29	Baird	“Outperform”
2026-07-17	Stifel	“Buy”
2026-07-10	Bank of America	“Buy”

4 more

2026-07-07	UBS	“Buy”
2026-04-13	Wells Fargo	“Overweight”
2026-02-11	Evercore ISI	“Outperform”
2026-02-11	Goldman Sachs	“Buy”

Grade changes

last 24 months · 0

Date	Firm	Grade
None in the last 24 months.

15 older than 24 months

2024-09-23	Raymond James	“Outperform” → “Market Perform” downgrade
2024-04-03	Erste Group	“Buy” → “Hold” downgrade
2022-11-07	Atlantic Equities	“Neutral” → “Overweight” upgrade
2021-04-01	Raymond James	“Market Perform” → “Outperform” upgrade
2020-12-02	Wells Fargo	“Equal Weight” → “Overweight” upgrade
2020-01-27	BMO Capital	“Market Perform” → “Outperform” upgrade
2020-01-17	Raymond James	“Outperform” → “Market Perform” downgrade
2020-01-07	Morgan Stanley	“Equal Weight” → “Overweight” upgrade
2019-08-06	Atlantic Equities	“Overweight” → “Neutral” downgrade
2019-05-21	UBS	“Neutral” → “Buy” upgrade
2019-02-08	UBS	“Buy” → “Neutral” downgrade
2019-01-11	Atlantic Equities	“Neutral” → “Overweight” upgrade
2018-08-01	Atlantic Equities	“Overweight” → “Neutral” downgrade
2017-10-27	BMO Capital	“Outperform” → “Market Perform” downgrade
2017-04-17	Raymond James	“Market Perform” → “Outperform” upgrade

Targets, grades and estimates are quoted from third parties (via Financial Modeling Prep) and are theirs, not ours; each target links to the report it was published in. A firm counts once, at its latest target or grade.