S&P Global Stock Price, News & Analysis

S&P 500 companies set a new quarterly record for stock buybacks in Q1 2025, reaching $293.5 billion, up 20.6% from Q4 2024 and 23.9% from Q1 2024. The 12-month buyback expenditure through March 2025 totaled $999.2 billion, showing a 22.4% increase year-over-year.

Information Technology led buybacks with 27.3% of total expenditure ($80.2 billion), followed by Financials at 20.2% ($59.4 billion). Apple remained the top buyback spender with $26.2 billion in Q1. The 1% buyback tax reduced Q1 2025 operating earnings by 0.50%.

However, buyback activity is expected to decline in Q2 2025 due to market turmoil and volatility, with expenditures likely limited to companies with secure cash flows primarily for employee options rather than discretionary share count reduction.

S&P Global (NYSE: SPGI) has announced its third quarter dividend of $0.96 per share, payable on September 10, 2025, to shareholders of record on August 26, 2025. The annualized dividend rate stands at $3.84 per share. This announcement highlights S&P Global's remarkable dividend history, as the company has consistently paid dividends since 1937 and is among the select few S&P 500 companies that have increased their dividend annually for over 50 years.

The S&P CoreLogic Case-Shiller U.S. National Home Price Index recorded a 2.7% annual gain in April 2025, down from 3.4% in March, marking its slowest appreciation since mid-2023. The 10-City and 20-City Composites posted gains of 4.1% and 3.4% respectively.

A significant regional shift emerged with New York leading at 7.9% growth, followed by Chicago (6.0%) and Detroit (5.5%). Former market leaders struggled, with Tampa declining 2.2% and Dallas falling 0.2%. After seasonal adjustment, the National Index posted a 0.4% monthly decrease, suggesting weakening market conditions despite typical spring patterns.

The market faces challenges from mid-6% mortgage rates and affordability constraints, though limited housing supply continues to provide price support.

S&P Global (NYSE:SPGI) has expanded its private markets offering by extending LoanX IDs (LXIDs) to private credit instruments, building upon its existing base of over 70,000 LXIDs for broadly syndicated loans. This strategic expansion aims to enhance market interoperability and operational efficiency in the growing private credit space.

The initiative provides standardized identification for private credit loans, enabling market participants to better manage data, track performance, and facilitate trading. The system connects various counterparties including investors, custodians, agents, and trustees, while supporting loan issuance, trading, settlement, and performance tracking.

The enhanced LXID system is integrated with S&P Global's Enterprise Data Organization, enabling AI-ready data consumption and seamless linking across datasets, including S&P Capital IQ Pro and credit risk capabilities.

S&P Global (NYSE:SPGI) has raised its 10-year Canadian oil sands production forecast for the fourth consecutive year. Production is expected to reach a record 3.5 million b/d in 2025, representing a 5% increase from 2024, and exceed 3.9 million b/d by 2030—500,000 barrels higher than 2024 levels.

The analysis reveals favorable economics with 2025 half-cycle break-even prices ranging from US$18/b to US$45/b, averaging US$27/b on a WTI basis. Despite lower oil prices, producers are focusing on maximizing existing assets through optimization and efficiency improvements. However, potential export capacity constraints could emerge as early as next year, presenting a downside risk to the outlook.

Anomali has appointed George Moser as Chief Growth Officer, bringing over 20 years of experience in security and IT transformations from major financial institutions. Moser, former CISO at S&P Global and Head of Global Operations at Visa, will report directly to CEO Ahmed Rubaie. In his new role, Moser will serve as Anomali's ambassador to customers and partners, providing strategic advice on operations modernization. His track record includes elevating security teams to C-suite level and implementing transformations that increased EPS while reducing risk. Moser praised Anomali's cloud-native operations platform, highlighting its ability to increase visibility by 20x and reduce critical incidents by 90% compared to traditional enterprise SIEMs.

The GEP Global Supply Chain Volatility Index fell to -0.46 in May from -0.39 in April, indicating increasing spare capacity in global supply chains due to trade tensions. Asian manufacturing hit a 17-month low, with China experiencing significant decline. North American supply chains remain underutilized, though U.S. manufacturers are stockpiling inventory as a precaution. Europe shows signs of recovery, supported by fiscal stimulus especially in Germany, while the U.K. continues to struggle with severe underutilization. The index reveals subdued global demand for raw materials, low safety stockpiling in Europe, robust material supply levels, and stable transportation costs. Labor capacity remains sufficient to meet current demand levels.

S&P Global (NYSE: SPGI) has completed the acquisition of TeraHelix, a private fintech firm specializing in enterprise-scale data modeling and interoperability solutions. The acquisition, which closed on June 6, 2025, builds upon their successful partnership since 2021 that produced Gearbox, an LLM-powered data linking tool. TeraHelix's technology enhances S&P Global's ability to link datasets across various classes and platforms, improving data interoperability and integration capabilities. The integration into S&P Global's Enterprise Data Organization will strengthen their AI and generative AI capabilities, helping customers structure enterprise data models across diverse technology environments. While financial terms were not disclosed, the acquisition was noted as non-material to S&P Global.

CARFAX reveals nearly 17 million vehicles in the U.S. are operating with expired registration tags as of early 2025, with an average delay of four months per vehicle. The company warns that expired tags can result in severe consequences including hefty fines, vehicle impoundment, and potential jail time in states like New York, Florida, Washington, and Georgia. In California, vehicles with registrations expired for over six months may be towed or impounded. CARFAX Car Care app offers free registration renewal reminders and maintenance alerts to help drivers avoid these issues. The report highlights particular concerns as summer travel season begins, with expired tags potentially complicating insurance claims in case of accidents.