Thomas Darren Robert (Co-Head, Market Intelligence) reported special transactions (Non-P/S).
Thomas Darren Robert (Co-Head, Market Intelligence) reported special transactions (Non-P/S).
"High-quality benchmark businesses ... overshadowed by concerns around the impact of AI on Market Intelligence and higher interest rates on Ratings growth"
"We are supportive of a separation (of CapIQ)"
"High-quality benchmark businesses ... overshadowed by concerns around the impact of AI on Market Intelligence and higher interest rates on Ratings growth"
"We are supportive of a separation (of CapIQ)"
S&P Global Inc. reported revenue of $3.678 billion for the third quarter of 2026, up 6.8% from the same period last year. The company's operating income for the period was $1.956 billion, an increase of 25.7%.
#stocks #investing
S&P Global Inc. reported revenue of $3.678 billion for the third quarter of 2026, up 6.8% from the same period last year. The company's operating income for the period was $1.956 billion, an increase of 25.7%.
#stocks #investing
intickers.com/reports/spgi/
intickers.com/reports/spgi/
NVDAはBuyPriceまで0.87%に近づき、Pre Trigger圏へ。ただVは8のままです。
決算は明暗が分かれ、SPGIは予想を上回り+3.6%。保有するSYKは見通しを下げ、-17.57%に広がりました。
note.com/investor_mem...
#米国株 #FCF #長期投資 #QRV #株式投資
STEVEN KEMPS, a Officer, filed a notice of intent to sell 2,794 shares of common stock, valued at approximately $1,272,664.20, on 10/29/2026.
STEVEN KEMPS, a Officer, filed a notice of intent to sell 2,794 shares of common stock, valued at approximately $1,272,664.20, on 10/29/2026.
STEVEN KEMPS, a Officer, filed a notice of intent to sell 4,455 shares of common stock, valued at approximately $2,000,205.15, on 10/28/2026.
STEVEN KEMPS, a Officer, filed a notice of intent to sell 4,455 shares of common stock, valued at approximately $2,000,205.15, on 10/28/2026.
📈 Expected ±6.7% → Actual -2.7% · ✅ Within range
🏢 SPGI S&P Global (Q3) · 💵 EPS ✅ +3.4% · 💰 Rev ❌ -1.0%
📈 Expected ±4.4% → Actual -0.4% · ✅ Within range
🏢 UPS (Q3) · 💵 EPS ✅ +3.7% · 💰 Rev ✅ +1.5%
📈 Expected ±6.7% → Actual -2.7% · ✅ Within range
🏢 SPGI S&P Global (Q3) · 💵 EPS ✅ +3.4% · 💰 Rev ❌ -1.0%
📈 Expected ±4.4% → Actual -0.4% · ✅ Within range
🏢 UPS (Q3) · 💵 EPS ✅ +3.7% · 💰 Rev ✅ +1.5%
https://fundfollower.xyz/stock/spgi
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.
https://fundfollower.xyz/stock/spgi
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.
https://financialreportinsights.com/companies/spgi/2026/q3
https://financialreportinsights.com/companies/spgi/2026/q3
• Total Portfolio Value: $1.8B (123 stocks)
• New Position: $SPGI ($32M)
• Biggest Add: $INTU (+107% shares)
• Sold Out: $NKE
• Filed: Oct 30 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
• Total Portfolio Value: $1.8B (123 stocks)
• New Position: $SPGI ($32M)
• Biggest Add: $INTU (+107% shares)
• Sold Out: $NKE
• Filed: Oct 30 · Form 13F-HR
📊 More at www.elixstocks.com
Educational only. Not investment advice.
#13F #Investing
Q3 revenue +7%, incl:
Market Intel +7%
Energy +6%
Indices +20%
Ratnigs +2%
Adjusted EBIT +8% (cont. ops)
Adjusted EPS +9%
Places Capital IQ & data biz. on strategic review
Q3 revenue +7%, incl:
Market Intel +7%
Energy +6%
Indices +20%
Ratnigs +2%
Adjusted EBIT +8% (cont. ops)
Adjusted EPS +9%
Places Capital IQ & data biz. on strategic review
· Revenue of 3.7B exceeds estimates by 36.0M, with -5.40% YoY decline.
· EPS of 18.16 exceeds estimates by 0.16, with 283.93% YoY growth.
Follow up here stocknear.com/stocks/SPGI
· Revenue of 3.7B exceeds estimates by 36.0M, with -5.40% YoY decline.
· EPS of 18.16 exceeds estimates by 0.16, with 283.93% YoY growth.
Follow up here stocknear.com/stocks/SPGI
"The NAIC ... earlier this year said it would require credit rating firms to “confidentially” share assessments of their work issued by the SEC"
#$MCO #$SPGI
https://fundspec.ai/s/SPGI/earnings
50+ fundamentals like ROIC and free cash flow yield, ranked against the whole market.
https://fundspec.ai/s/SPGI/earnings
50+ fundamentals like ROIC and free cash flow yield, ranked against the whole market.
SOFI +10.0%
RCL +4.5%
SPGI +4.0%
JCI +4.0%
UPS +1.5%
PYPL -1.5%
SHW -4.7%
WHR -6.0%
Which one surprised you?
SOFI +10.0%
RCL +4.5%
SPGI +4.0%
JCI +4.0%
UPS +1.5%
PYPL -1.5%
SHW -4.7%
WHR -6.0%
Which one surprised you?
🔹 Revenue: $3.68B
🔹 Adj. EPS: $4.58
🔹 GAAP EPS: $4.45
FY26 Guide:
🔹 Revenue growth: 7.4% to 8.4%
🔹 Organic, Constant Curren: 7.5% to 8.5%
🔹 Diluted EPS (GAAP): $16.25 to $16.50
Other Q Metrics:
🔹 Net Income: $1.30B
Comments:
🔸 “S&P
https://financier.news/
🔹 Revenue: $3.68B
🔹 Adj. EPS: $4.58
🔹 GAAP EPS: $4.45
FY26 Guide:
🔹 Revenue growth: 7.4% to 8.4%
🔹 Organic, Constant Curren: 7.5% to 8.5%
🔹 Diluted EPS (GAAP): $16.25 to $16.50
Other Q Metrics:
🔹 Net Income: $1.30B
Comments:
🔸 “S&P
https://financier.news/