Stocks / Finance Services
SPGIFinance Services
S&P Global Inc.
$405.741d -0.3%5d -1.5%settled close · 2026-09-17
Mkt cap $123B (3/25)β 0.4152w $391–546Shares 298.8MInd. Services-Consumer Credit Reporting, Collection AgenciesNYSE since 1929Emp. 44,500HQ New York, NYspglobal.com
The tape, with the calls on it
Who said what, and what SPGI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about SPGI
5 longlatest 2026-09-04
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-09-04 | Dan SkellyHead of Market Research & Strategy, Morgan Stanley Wealth Management | Bullish | The Compound | Market priced SPGI's data business for AI obsolescence, but the issuance business is a direct beneficiary of… |
| 2026-02-18 | Karen Firestone (Aureus)CEO, Aureus Asset Management | Bullish | CNBC Halftime Final Trades | S&P Global sold off 25% in the software wave despite being the dominant fixed-income ratings franchise at a… |
| 2026-01-31 | Unknown | Bullish | Barron's Roundtable | S&P Global trades at just 26.5x forward earnings versus a historical average near 40x despite solid financial… |
| 2026-01-22 | Unknown Panelist | Bullish | CNBC Halftime Final Trades | S&P Global is a direct beneficiary of the strong debt issuance and capital markets cycle pickup expected this… |
| 2024-12-05 | Dev KantesariaManaging partner, Valley Forge Capital | Bullish | The Investor’s Podcast | S&P Global's ratings business is a toll collector on all debt issuance — cyclical volume troughs are… |
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Earnings
Next report: 28 Oct 2026 before the open
Confirmed date · consensus EPS 4.52. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where SPGI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 16 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-09-01 | ||||||
| 2026-07-06 | ||||||
| 2026-06-30 | ||||||
| 2026-06-22 | ||||||
| 2026-06-17 | ||||||
| 2026-05-05 | ||||||
| 2026-04-28 | ||||||
| 2026-04-24 | ||||||
| 2026-04-23 | ||||||
| 2026-04-21 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-15 | ||||||
| 2026-04-14 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
SPGI is in this morning’s Brief.
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