S&P Global Stock Price, News & Analysis

S&P Global (NYSE: SPGI) reported third quarter results on October 30, 2025. The company's earnings release and supplemental materials are posted on its Investor Relations website.

Senior management will review the Q3 2025 results on a conference call and webcast scheduled for October 30, 2025 at 8:30 a.m. EDT. The live webcast and replay, plus supplemental slide content, are available at the company's investor site: http://investor.spglobal.com/Quarterly-Earnings.

S&P Global Commodity Insights (SPGI) reports that absolute greenhouse gas emissions from Canadian oil sands rose by less than 1 MMtCO2e in 2024 while production increased by 150,000 barrels per day. The analysis shows the average GHG intensity fell 3% to 57 kgCO2e/bbl in 2024 and has declined 28% since 2009 (about 22 kgCO2e/bbl). Since 2019, absolute emissions rose ~5 MMtCO2e (avg 1% annually) as production grew ~400,000 b/d. S&P GI expects modest continued emissions growth unless future production slows.

S&P Cotality Case-Shiller (SPGI) reported that the U.S. National Home Price NSA Index rose 1.5% year-over-year in August 2025, down from 1.6% in July. The 10-City Composite increased 2.1% and the 20-City Composite increased 1.6%. Nineteen of 20 metros declined month-to-month before seasonal adjustment, with only Chicago posting a monthly gain.

Housing wealth fell in real terms for a fourth consecutive month as the 1.5% nominal gain lagged the ~3% inflation rate. Major declines were reported in Tampa (-3.3% YoY), Phoenix (-1.7% YoY) and several Western markets; New York led metros with a 6.1% annual gain. S&P DJI noted mortgage rates above 6.5% as a primary drag on demand.

Carbon Measures and the International Chamber of Commerce announced formation of a Technical Expert Panel on Carbon Accounting on October 27, 2025 to develop global carbon emissions accounting guidelines based on financial accounting principles.

The panel, co-chaired by Amy Brachio and Karthik Ramanna, includes academics, accountants, industry and civil society experts. S&P Global Commodity Insights (SPGI) will serve as independent knowledge partner. The panel will inventory existing methods, define guiding principles, create product-level implementation roadmaps, recommend data and governance improvements, and propose adoption pathways for standard-setters and policymakers.

S&P Global (NYSE: SPGI) announced a strategic collaboration with Eightfold AI on Oct. 23, 2025 to adopt Eightfold's Talent Design talent‑intelligence platform.

The partnership aims to deliver skills-based career pathing, curated learning and upskilling recommendations, and talent intelligence at scale to drive internal mobility and align workforce development with S&P Global's long‑term business needs.

S&P Global (NYSE: SPGI) announced the launch of the S&P 500 3AI Sector Rotator Index on October 23, 2025, its first AI-enhanced index that uses machine learning predictive scores from 3AI to identify the three highest-ranked S&P 500 sectors at each rebalance.

The index combines 3AI's explainable forecasting with S&P Dow Jones Indices' rules-based governance to offer systematic, adaptive sector allocations and represents an extension of S&P DJI's factor-based and AI-themed index offerings.

S&P Global (NYSE:SPGI) on Oct 22, 2025 introduced AI enhancements to S&P Capital IQ Pro, centered on Document Intelligence 2.0 and Multi-Document ChatIQ to analyze multiple documents simultaneously with generative AI and precise citations for auditability.

Additional upgrades include Visible Alpha Estimates with new Estimates Summary and NAV Estimates, Earnings IQ Alerts for instant earnings metric notifications, Natural Language Screening for company screens, Fixed Income coverage adding ~3,600 CDS issuers and live pricing analytics, and expanded Private Markets contact and topic-tag coverage.

S&P Dow Jones Indices (NYSE:SPGI) launched SPICE® IndexBuilder™ on October 16, 2025, a self-service platform that lets S&P DJI customers prototype, backtest, analyze, and order custom indices within one interface.

Key features include comprehensive customization of attributes, flexible parameters (return types, currencies, weighting, screens, caps), fast historical backtesting, advanced comparative analytics, and one-click index ordering (subject to approval and licensing). The tool integrates with SPICE index data for cross-asset, multi-region index design.

S&P Global (NYSE: SPGI) agreed to acquire With Intelligence from a group led by Motive Partners for $1.8 billion to build a comprehensive private markets intelligence franchise.

The deal adds proprietary data covering ~30K investors, ~30K managers, ~70K funds and ~350K deals, and is expected to contribute ≈$130M revenue in 2025 with organic annual contract value growth in the high teens. The transaction is expected to close in 2025 or early 2026, is subject to regulatory approvals, and is slightly dilutive to GAAP diluted EPS while accretive to adjusted diluted EPS in 2027.