S&P Global is recommended as a 'buy' because it trades below its historical valuation despite strong revenue growth, robust margins, and a 53-year streak of dividend increases. The company’s upcoming spin-off of its Mobility segment, expected to complete by July 2026, along with ongoing investments in AI, are anticipated to improve growth and business focus. Its Q1 2026 results beat expectations with revenue up 10.3% and non-GAAP EPS up 14%, although shares have fallen 18.8% year-to-date amid concerns about AI disruption. The dividend remains very safe with a conservative 20% payout ratio, strong free cash flow, and expected annual dividend growth of 2–6%.
In 2025, over 137,000 catalytic converters were stolen in the U.S., with thefts continuing into 2026, driven by rising prices of precious metals like rhodium. Thieves target mainly pickup trucks and SUVs, which are easier to access, to sell the metal...
Moody's and S&P Global, leaders in credit ratings, are now viewed as two-part companies: a stable ratings franchise and a data analytics business exposed to AI competition. Ratings remain essential and protected by financial rules, driving steady rev...
S&P Global has partnered with Cohere to embed its trusted financial data into Cohere's secure enterprise AI platform, North. This collaboration allows customers to access S&P Global's data directly within AI workflows, enhancing research, analysis, a...
