S&P Global IncNYSE: SPGI

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On May 18, 2026, S&P Global announced that Mobility Global Inc. commenced a $2 billion private offering of senior notes and entered into a $500 million senior unsecured revolving credit facility, a key financing step toward the planned mid-2026 separation. SPGI shares rose 3.49% on the news. Mobility Global hosted its inaugural Investor Day on May 12, 2026 in New York. The company declared a Q2 dividend of $0.97 per share payable June 10. The 2026 Annual Meeting of Shareholders was held virtually on May 20, 2026. Consensus rating from 24 analysts is Strong Buy with a 12-month price target near $534.

S&P Global Announces Commencement of $2 Billion Private Offering of Senior Notes by Mobility Globalinvestor.spglobal.comS&P Global 2026 Annual Meeting of Shareholdersinvestor.spglobal.com

S&P Global announced pricing of a $2.0B private senior notes offering by Mobility Global Inc., the holding entity for the company's Mobility division being spun off. The offering is expected to close May 29, 2026, alongside a $500M senior unsecured revolving credit facility. SPGI also declared a Q2 cash dividend of $0.97 per share, payable June 10. The annual shareholder meeting is set for May 20. Shares gained 3.49% on May 18 on the financing news. Consensus 24-analyst rating is Strong Buy with a 12-month PT of ~$534, implying ~28% upside. The Mobility separation, expected to complete mid-2026, is the dominant catalyst.

S&P Global prices $2B Mobility Global senior notesstocktitan.netS&P Global Declares Second Quarter Dividendprnewswire.comS&P Global Inc Stock (SPGI) Moved Up by 3.49% on May 18tradingkey.com

On May 18, S&P Global announced Mobility Global Inc. commenced a $2B private senior notes offering and entered a $500M senior unsecured revolving credit facility, financing the cash payment associated with the mid-2026 separation. Shares rose 3.4% on the news as the financing milestone signaled the spin-off remains on track. S&P Global filed a Form 10 with the SEC on May 7 for Mobility Global, and Mobility hosted its inaugural Investor Day on May 12 (shares fell 4.61% on May 13 following the event). The 2026 Annual Shareholders Meeting was held virtually on May 20, and SPGI is scheduled to present at Bernstein's Strategic Decisions Conference on May 27. The 24-analyst consensus is Strong Buy with an average $534 PT (27.9% upside). Risk: post-Investor Day pressure shows the market is still calibrating Mobility's standalone valuation.

S&P Global shares rise as Mobility Global financing step signals progressquiverquant.comS&P Global Announces Public Filing of Form 10 Registration Statementinvestor.spglobal.comS&P Global Inc Stock (SPGI) Moved Up by 3.49% on May 18tradingkey.com

On May 7, 2026, S&P Global filed a Form 10 registration statement with the SEC for the planned separation of its Mobility division into an independent public company, Mobility Global Inc. Mobility Global hosted its inaugural Investor Day on May 12 in New York, leading SPGI shares to fall 4.61% on May 13 to $406.55. JPMorgan raised its price target on S&P Global to $550 from $530 (Overweight), while Goldman Sachs raised its target to $539 from $522 (Buy). On May 13, S&P Global Energy news and insights became available within S&P Capital IQ Pro with AI-powered access. The company will hold its Annual Meeting of Shareholders virtually on May 20 at 8:30 a.m. EDT. On May 15, S&P Global and its Foundation announced a three-year $10 million StepForward initiative supporting AI workforce skills.

SPGI Form 10 Mobility Globalinvestor.spglobal.comAd-Hoc News SPGI 4.61% dropad-hoc-news.deStockTitan SPGI Annual Meetingstocktitan.net

S&P Global and its Foundation launched the next phase of the $10M StepForward initiative on May 15 to boost AI workforce skills globally ($6M from the Foundation, $4M from the company). Separately, S&P Global filed a Form 10 registration statement with the SEC for the planned separation of its Mobility division into an independent public company, Mobility Global Inc, with the spin-off targeted for mid-2026 and aimed at the $8 trillion automotive market. Analyst sentiment is firmly positive: JPMorgan raised its PT to $550 from $530 (Overweight), Goldman Sachs to $539 from $522 (Buy), and Clear Street to $507 from $498 (Buy). 2025 full-year revenue was $15.34B (up 7.94%) with earnings up 16.07%. Consensus is Strong Buy with average PT of $556.36 across 14 analysts. The Sustainability Yearbook Awards ceremony was held in Taipei on May 13.

S&P Global Announces Public Filing of Form 10 Registration Statement for Planned Separation of Mobility Globalinvestor.spglobal.comS&P Global Inc stock: Announces $10M StepForward AI initiativead-hoc-news.deS&P Global (SPGI) Stock Price, News & Analysismarketbeat.com

On May 13, 2026, S&P Global shares fell 4.2% to $406.55, contributing to a 20.5% year-over-year decline, even as the company announced that S&P Global Energy news and AI-powered intelligence are now integrated into S&P Capital IQ Pro. The drop came one day after Mobility Global hosted its inaugural Investor Day on May 12 in New York City, ahead of its planned separation from S&P Global into a standalone public company in mid-2026. Multiple analysts raised price targets in May, with JPMorgan moving to $550 and Goldman Sachs to $539. The Annual Shareholder Meeting is scheduled for May 20. This matters because the Mobility spin-off is the most material structural event for SPGI in years, and analyst PTs imply meaningful upside from current levels. The risk is execution slippage on the spin-off and continued multiple compression on the remaining business.

S&P Global Brings AI-Powered Energy Insights to S&P Capital IQ Pro - May 13, 2026press.spglobal.comIs S&P Global Inc (SPGI) a Bargain After 4.2% Drop? GF Value Says Undervaluedgurufocus.comS&P Global Announces: Mobility Global to Host Investor Day on May 12, 2026investor.spglobal.com

S&P Global hosted its Mobility Global Investor Day on May 12, 2026, tied to a planned spin-off into Mobility Global Inc. anticipated to be finalized by mid-2026. On May 8, 2026, S&P Global announced the board of directors for the spin-off. Q1 2026 results showed 10% revenue growth and 14% adjusted EPS growth with margin expansion across all divisions. The 2026 Annual Meeting of Shareholders is set for May 20, 2026 at 8:30 a.m. EDT in virtual-only format. The 14-analyst consensus is Strong Buy with a 12-month price target of $556.36, implying 31.35% upside. SPGI trades near the bottom of its 52-week range and below its 200-day SMA.

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S&P Global is advancing its planned separation of the Mobility division into an independent public company, Mobility Global Inc. On May 7, the company filed a Form 10 registration statement with the SEC detailing the spin-off's business, strategy, and historicals. On May 8, S&P Global named the eight-person Mobility Global board, chaired by Joseph Hinrichs. The inaugural Mobility Global Investor Day is being held May 12 in New York, where CEO-designate Bill Eager and CFO-designate Matt Calderone will present standalone financial framework and strategy. The separation is targeted for completion by mid-2026 and is intended to refocus S&P Global on its core data and ratings franchise.

S&P Global Announces Public Filing of Form 10 Registration Statement for Planned Separation of Mobility Globalinvestor.spglobal.comS&P Global Announces Board of Directors for Mobility Globalpress.spglobal.comMobility Global to Host Investor Day on May 12, 2026prnewswire.com

S&P Global announced that its Mobility division, Mobility Global, will host its inaugural Investor Day on May 12, 2026 in New York City as it prepares for a planned separation into a standalone publicly traded company in mid-2026. Bill Eager (President/CEO of Mobility Global) and CFO-designate Matt Calderone will present strategy and the financial framework. The company's 2026 Annual Meeting of Shareholders is scheduled for May 20 in virtual-only format, with the latest proxy highlighting 2025 revenue of $15.336B, GAAP diluted EPS of $14.66, and $6.2B returned via dividends and buybacks. CEO Martina Cheung also presented at the Barclays 18th Annual Americas Select Franchise Conference on May 5 in London.

S&P Global Mobility Global to Host Investor Day May 12, 2026investor.spglobal.comS&P Global annual meeting set for May 20stocktitan.netS&P Global May 5 Barclays conference webcaststocktitan.net

S&P Global advanced its Mobility division spinoff plan on May 7, 2026, with Mobility Global Inc. filing a Form 10 registration statement targeting mid-2026 separation completion. Joseph Hinrichs named Mobility Global Chairman. Q1 2026 delivered strong results: EPS of $4.97 (vs. $4.82 forecast) and revenue of $4.17 billion (vs. $4.08B forecast), with 10% revenue growth and 14% adjusted EPS growth across all divisions despite macro volatility. The company completed a $13.85 billion share buyback (29.4M shares). Mizuho raised price target to $554 from $551 on May 5. Among 14 analysts, consensus is Strong Buy with $556.36 PT (31.35% upside). Risk: spinoff execution complexity, standalone Mobility Global profitability unproven, integration timing.

S&P Global Announces Public Filing of Form 10 Registration Statement for Planned Separation of Mobility Globalprnewswire.comS&P Global names board for Mobility Global spinoffinvesting.comS&P Global Inc. (SPGI) Stock Price, News, Quote & Historyfinance.yahoo.com

S&P Global reported Q1 2026 earnings with 10% revenue growth to $4.17B and 14% adjusted EPS growth to $4.97 (vs $4.82 estimate). Ratings segment up 13% and Indices surged 17%. AI integration is driving client-facing innovation with $100M in run-rate benefits expected by 2027. Morgan Stanley, JPMorgan, and Jefferies all raised price targets ($557, $550, $535 respectively), maintaining bullish ratings. Consensus is "Strong Buy" with $556.36 target (31.26% upside).

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S&P Global reported strong Q1 2026 double-digit revenue and EPS growth led by Ratings and Indices businesses, with EPS up 18.66% YoY and 24.88% sequentially. Growth driven by increased investment-grade debt issuance (hyperscaler AI infrastructure investments) and large M&A transactions. JPMorgan raised price target to $550 from $530 on April 29; Goldman Sachs raised to $539 from $522 on April 28. Company sold Energy software portfolio to SLB and launched AI-powered Titan platform. Barclays conference presentation May 5, 2026 Annual Meeting May 20.

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