New York, Feb 16, 2026, 19:05 EST — Market closed.
- SPGI last closed at $409.54 on Friday, up 3.11%.
- U.S. stock markets are shut on Monday for Presidents Day and reopen Tuesday.
- Focus shifts to whether the post-earnings selloff has finished, with Fed minutes and inflation data due this week.
S&P Global Inc shares rose 3.11% to close at $409.54 on Friday, while rival Moody’s gained 2.73% and MSCI climbed 1.13%, in the last session before a Presidents Day shutdown. U.S. stock markets are closed Monday and resume trading on Tuesday. (MarketWatch)
That holiday gap matters because SPGI is still being used as a read-through on how investors value financial data, benchmarks and credit ratings when markets are jittery. Tuesday’s open will show whether Friday’s bid was real or just position-squaring into a long weekend.
The stock was hit on Feb. 10 after S&P Global forecast 2026 adjusted profit — a non-GAAP measure that strips out certain items — of $19.40 to $19.65 a share, short of Wall Street expectations. The shares slid 9.7% that day as traders weighed worries that generative AI could weaken demand for high-priced data and analytics tools and pressure parts of the information-services sector. (Reuters)
S&P Global reported fourth-quarter revenue of $3.916 billion, up 9%, and adjusted diluted earnings per share of $4.30, up 14%. Chief executive Martina Cheung called it a “strong quarter” with “performance in all divisions,” and the company reiterated its 2026 outlook for organic, constant-currency revenue growth of 6% to 8% — a metric that strips out currency swings — alongside its adjusted EPS range, with GAAP guidance expected after the planned spin-off of its Mobility unit, which it has said is expected in mid-2026. (Q4 Capital)
But the bounce does not settle the main argument around this stock. If debt issuance slows again, ratings fees can cool quickly, and the market’s view of “data moats” could shift fast if AI tools start to look less like helpers and more like substitutes.
Investors come back Tuesday to a thick calendar. Minutes from the Federal Reserve’s January meeting are due Wednesday, and Friday brings the Personal Consumption Expenditures (PCE) price index — the Fed’s preferred inflation gauge — alongside a first reading on fourth-quarter GDP. (Investopedia)
S&P Global’s board has also approved a quarterly dividend of $0.97 a share, payable March 11 to shareholders of record on Feb. 25, and said the decision considered the expected Mobility separation. (PR Newswire)
For SPGI, the next session is the first test: can it hold the post-Friday levels when New York reopens on Tuesday. After that, traders will be watching Wednesday’s Fed minutes for any push in rates — and what that means for issuance and risk appetite into Friday’s PCE and GDP prints.
