S&P Global Inc.

The stock remains in a strong multi-month uptrend, holding well above its 200-day moving average of 436.33 and its 50-day average of 403.31. It is still below the 52-week high of 543.27, so the setup is constructive but not yet back at peak momentum.

Street sentiment stays constructive: 24 Buy ratings, 4 Holds, and no Sells, with a consensus Buy and a target around 537.67. Recent target cuts clustered after the Mobility spin, but the latest moves still leave upside from current levels and no broad rating downgrades.

The earnings pattern is favorable, with 6 beats in the last 7 quarters and the most recent quarter topping estimates by 3.1%. Next-year EPS is still trending higher, with estimates at 20.33 versus 15.82 TTM, so shareholders should watch whether margins and recurring demand keep that pace.

Recent insider activity leans mildly positive, led by several discretionary purchases from a director and the CEO, while the rest is mostly award, vesting, or return-related noise. The only notable selling was tied to return transactions, not open-market distribution, so the pattern does not signal broad insider caution.

Profitability remains elite, with a 44.3% operating margin, 30.4% net margin, and 70.5% gross margin. Growth is still healthy too, with revenue up 10.4% year over year and earnings up 32.5%, while free cash flow reached $5.85 billion in fiscal 2025.

SPGI wins on scale, recurring data and index franchises, and high-margin workflow products versus most financial data peers. The valuation is premium but supported by quality, with a 25.19 P/E and a market multiple that reflects durable cash generation and brand strength.