New York, February 13, 2026, 15:57 (EST) — Regular session
S&P Global Inc (SPGI) climbed $12.23, up 3.1% to $409.43, in late New York trading Friday. The session saw shares fluctuating from $397.23 to $409.85.
Investors are searching for a bottom in financial data and analytics stocks, battered by concerns that rapid advances in AI might eat into pricing power and subscriptions. S&P Global dropped over 25% in February—headed for its sharpest monthly loss since 2009, according to Reuters—even as the broader market barely moved. 1
Director Hubert Joly picked up 2,500 shares on Feb. 11, paying weighted averages of $398.94 and $399.49, according to a regulatory filing. That’s nearly $997,000 out of pocket. With this move, Joly’s direct stake increased to 2,665 shares, the filing shows. 2
S&P Global on Tuesday put out a 2026 adjusted diluted EPS range of $19.40 to $19.65—that’s excluding certain items—and projected organic constant-currency revenue growth between 6% and 8%, a figure that backs out both currency impacts and select deal noise. Full GAAP guidance is on hold until the planned Mobility division spin wraps up, currently targeted for mid-2026. The company also plans to release monthly data on billed issuance and exchange-traded derivatives every 15th, or the next business day. 3
January’s consumer prices edged up 2.4% from a year earlier, coming in just shy of expectations and rattling markets with sharp swings, Reuters reported. Treasury yields dropped as investors renewed hopes for rate cuts. For credit ratings agencies, that’s good news—cheaper borrowing often fuels new corporate bond deals, which helps pump up transaction fees. 4
Moody’s picked up 3.1%, with Intercontinental Exchange adding 1.5%. MSCI, on the other hand, barely budged in late trading.
S&P Global jumped 1.65% Thursday in a session that saw the broader market slip, with roughly 5.4 million shares changing hands, according to MarketWatch. Still, the stock remains down over 30% from its 52-week peak of $579.05 set back in August, the report noted. 5
But the rebound doesn’t address the core concern: if AI ends up reshaping how clients pay for data and analytics, margins and growth could take a hit. ClearStreet analysts flagged that “AI anxiety will likely linger” in light of the company’s weaker 2026 forecast, according to Reuters. 6
S&P Global announced back in January it will pay its $0.97 quarterly dividend on March 11. Shareholders recorded by Feb. 25 are set to receive the payout. 7
