$SPGI — X 투자자들은 지금 무슨 이야기를 하나

$SPGIS&P 글로벌 · Financial - Data & Stock Exchanges · 1139억 달러

$386.24

-0.5%

이벤트 흐름

주요 이벤트 · 시간순

15건

2026-09-02 → 09-04M&A·자금조달
SPGI Weighs Spinout of Capital IQ Pro, Valued at High Single-Digit Billions영어 원문
Bloomberg reports early-stage discussions; market attention grows today with stock up 4%
첫날 -1.9% · 5일 후 -4.9%
전개 과정 3회
- 2026-09-02 Multiple outlets cite sources saying spin-off could be valued in high single-digit billions, still early stage
- 2026-09-02 Bloomberg says talks early; a spin-off would reshape data business valuation, with market eyeing further divestitures
- 2026-09-04 Bloomberg reports early-stage discussions; market attention grows today with stock up 4%
2026-08-15 → 08-16M&A·자금조달호재
SPGI Among Top Q2 Buys Across Major Funds in 13F Season영어 원문
Multiple large funds' 13F filings show SPGI bought in Q2, reinforcing institutional accumulation
첫날 -2.0% · 5일 후 +6.1%
전개 과정 2회
- 2026-08-15 Dorsey Asset Management added to S&P Global in Q2, publicly noting 20x forward earnings is attractive
- 2026-08-16 Multiple large funds' 13F filings show SPGI bought in Q2, reinforcing institutional accumulation

이전 이벤트 13건

2026-08-14 → 08-15M&A·자금조달호재
Pershing Square Discloses New SPGI Stake at 5.4% of Portfolio영어 원문
Q2 filing confirms new buy, reinforcing AI-driven ratings growth thesis
첫날 -0.9% · 5일 후 +3.0%
전개 과정 3회
- 2026-08-14 Pershing Square deploys 85% of $5B raise into six stocks incl. SPGI, targeting AI sell-off names
- 2026-08-14 Pershing Square deployed 85% of new capital into S&P Global; other funds' Q2 filings add to institutional interest
- 2026-08-15 Q2 filing confirms new buy, reinforcing AI-driven ratings growth thesis
2026-08-03M&A·자금조달악재
Mount Dora Trust Cuts S&P Global Stake by 15.5%영어 원문
Institutional investor reduced holdings by 2,298 shares in Q1
첫날 +1.0% · 5일 후 -1.3%
2026-07-28 → 07-30실적호재
S&P Global Q2 Aftermath: AI Growth, Higher Buybacks, Ratings Revenue +17%영어 원문
Earnings call highlights AI growth, benchmark strength, higher buybacks post-spin-off; ratings revenue up 17% YoY
첫날 -3.5% · 5일 후 -2.8%
전개 과정 4회
- 2026-07-28 Multiple independent sources confirm SPGI's earnings timing, market watches results
- 2026-07-28 Q2 revenue and EPS beat, but FY26 EPS guidance below estimates, stock fell
- 2026-07-28 Q2 revenue and adj. EPS beat, but FY26 adj. EPS guide misses, pressuring shares.
- 2026-07-30 Earnings call highlights AI growth, benchmark strength, higher buybacks post-spin-off; ratings revenue up 17% YoY
2026-07-28실적
S&P Global Reports Tomorrow Pre-Market; Multiple Institutional Moves영어 원문
Cetera trimmed, Egerton initiated; institutional activity ahead of earnings
첫날 -3.5% · 5일 후 -2.8%
2026-07-28실적
실적 발표
첫날 -3.5% · 5일 후 -2.8%
2026-07-288-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -3.5% · 5일 후 -2.8%
2026-07-01 → 07-21M&A·자금조달악재
Baader Bank Cuts S&P Global Stake by 47.2%영어 원문
Baader Bank reduced its SPGI stake by 47.2% in Q1, adding a new institution to the ongoing divestment line
첫날 +7.7% · 5일 후 +4.3%
전개 과정 6회
- 2026-07-01 Spun-off unit trades as MBGL, ~2/3 of revenue but margins half of rest
- 2026-07-03 Post-spinoff re-rating; investor sold allocated MBGL shares
- 2026-07-07 Multiple investors confirm selling MBGL spinoff shares, noting tax cost basis adjustments are finalized; company seen as leaner with higher margins
- 2026-07-18 Post-spinoff institutional rebalancing; leaner focus
- 2026-07-21 Baader Bank cuts 47.2%, Cantillon Capital trims 11.9%, extending recent institutional selling
- 2026-07-21 Baader Bank reduced its SPGI stake by 47.2% in Q1, adding a new institution to the ongoing divestment line
2026-07-17애널리스트
SPGI trades at ~21x NTM EPS with 5% FCF yield영어 원문
Multiple analysts independently flag valuation near 52-week low despite high business quality
첫날 -1.4% · 5일 후 -5.4%
2026-07-14 → 07-17기업호재
SPGI valuation low; management and analysts highlight buyback value영어 원문
CFO earlier noted buyback value; analysts add 5% FCF yield and 21x forward P/E
첫날 +0.2% · 5일 후 -1.7%
전개 과정 2회
- 2026-07-14 CFO publicly states undervaluation while stock trades near 52-week low, drawing attention to buyback plans
- 2026-07-17 CFO earlier noted buyback value; analysts add 5% FCF yield and 21x forward P/E
2026-07-15애널리스트
S&P Global Downgrades Oracle to BBB- on AI Investment Risks영어 원문
Downgrade tied to risks in Oracle's AI infrastructure deal, drawing market attention
첫날 +1.3% · 5일 후 -3.5%
2026-07-068-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +1.7% · 5일 후 -2.1%
2026-07-028-K 공시
8-K: 중요 계약 체결, 자산 인수·처분 완료, 기타 주요 사항
첫날 +6.0% · 5일 후 -2.1%
2026-06-15M&A·자금조달
S&P Global to spin off Mobility Global on Jun 26; record date Jun 15영어 원문
Holders get 1 Mobility Global share per SPGI share; two independent public companies post-spin
첫날 +1.2% · 5일 후 -5.6%

①

강세 vs 약세

방향별 정리 · 원문 링크

호재 요인0

아직 항목이 없어요

리스크 요인0

아직 항목이 없어요

최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님

⑩

토론

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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님

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사실과 의견을 구분해 표시 · 모든 항목 원문 확인 가능 · 본 정보는 투자 권유를 목적으로 하지 않으며, 투자 판단과 그 결과에 대한 책임은 투자자 본인에게 있습니다.

이벤트 흐름

주요 이벤트 · 시간순

15건

2026-09-02 → 09-04M&A·자금조달
SPGI Weighs Spinout of Capital IQ Pro, Valued at High Single-Digit Billions영어 원문
Bloomberg reports early-stage discussions; market attention grows today with stock up 4%
첫날 -1.9% · 5일 후 -4.9%
전개 과정 3회
- 2026-09-02 Multiple outlets cite sources saying spin-off could be valued in high single-digit billions, still early stage
- 2026-09-02 Bloomberg says talks early; a spin-off would reshape data business valuation, with market eyeing further divestitures
- 2026-09-04 Bloomberg reports early-stage discussions; market attention grows today with stock up 4%
2026-08-15 → 08-16M&A·자금조달호재
SPGI Among Top Q2 Buys Across Major Funds in 13F Season영어 원문
Multiple large funds' 13F filings show SPGI bought in Q2, reinforcing institutional accumulation
첫날 -2.0% · 5일 후 +6.1%
전개 과정 2회
- 2026-08-15 Dorsey Asset Management added to S&P Global in Q2, publicly noting 20x forward earnings is attractive
- 2026-08-16 Multiple large funds' 13F filings show SPGI bought in Q2, reinforcing institutional accumulation
2026-08-14 → 08-15M&A·자금조달호재
Pershing Square Discloses New SPGI Stake at 5.4% of Portfolio영어 원문
Q2 filing confirms new buy, reinforcing AI-driven ratings growth thesis
첫날 -0.9% · 5일 후 +3.0%
전개 과정 3회
- 2026-08-14 Pershing Square deploys 85% of $5B raise into six stocks incl. SPGI, targeting AI sell-off names
- 2026-08-14 Pershing Square deployed 85% of new capital into S&P Global; other funds' Q2 filings add to institutional interest
- 2026-08-15 Q2 filing confirms new buy, reinforcing AI-driven ratings growth thesis
2026-08-03M&A·자금조달악재
Mount Dora Trust Cuts S&P Global Stake by 15.5%영어 원문
Institutional investor reduced holdings by 2,298 shares in Q1
첫날 +1.0% · 5일 후 -1.3%
2026-07-28 → 07-30실적호재
S&P Global Q2 Aftermath: AI Growth, Higher Buybacks, Ratings Revenue +17%영어 원문
Earnings call highlights AI growth, benchmark strength, higher buybacks post-spin-off; ratings revenue up 17% YoY
첫날 -3.5% · 5일 후 -2.8%
전개 과정 4회
- 2026-07-28 Multiple independent sources confirm SPGI's earnings timing, market watches results
- 2026-07-28 Q2 revenue and EPS beat, but FY26 EPS guidance below estimates, stock fell
- 2026-07-28 Q2 revenue and adj. EPS beat, but FY26 adj. EPS guide misses, pressuring shares.
- 2026-07-30 Earnings call highlights AI growth, benchmark strength, higher buybacks post-spin-off; ratings revenue up 17% YoY

이전 이벤트 10건

2026-07-28실적
S&P Global Reports Tomorrow Pre-Market; Multiple Institutional Moves영어 원문
Cetera trimmed, Egerton initiated; institutional activity ahead of earnings
첫날 -3.5% · 5일 후 -2.8%
2026-07-28실적
실적 발표
첫날 -3.5% · 5일 후 -2.8%
2026-07-288-K 공시
8-K: 실적 공시, Reg FD 공시
첫날 -3.5% · 5일 후 -2.8%
2026-07-01 → 07-21M&A·자금조달악재
Baader Bank Cuts S&P Global Stake by 47.2%영어 원문
Baader Bank reduced its SPGI stake by 47.2% in Q1, adding a new institution to the ongoing divestment line
첫날 +7.7% · 5일 후 +4.3%
전개 과정 6회
- 2026-07-01 Spun-off unit trades as MBGL, ~2/3 of revenue but margins half of rest
- 2026-07-03 Post-spinoff re-rating; investor sold allocated MBGL shares
- 2026-07-07 Multiple investors confirm selling MBGL spinoff shares, noting tax cost basis adjustments are finalized; company seen as leaner with higher margins
- 2026-07-18 Post-spinoff institutional rebalancing; leaner focus
- 2026-07-21 Baader Bank cuts 47.2%, Cantillon Capital trims 11.9%, extending recent institutional selling
- 2026-07-21 Baader Bank reduced its SPGI stake by 47.2% in Q1, adding a new institution to the ongoing divestment line
2026-07-17애널리스트
SPGI trades at ~21x NTM EPS with 5% FCF yield영어 원문
Multiple analysts independently flag valuation near 52-week low despite high business quality
첫날 -1.4% · 5일 후 -5.4%
2026-07-14 → 07-17기업호재
SPGI valuation low; management and analysts highlight buyback value영어 원문
CFO earlier noted buyback value; analysts add 5% FCF yield and 21x forward P/E
첫날 +0.2% · 5일 후 -1.7%
전개 과정 2회
- 2026-07-14 CFO publicly states undervaluation while stock trades near 52-week low, drawing attention to buyback plans
- 2026-07-17 CFO earlier noted buyback value; analysts add 5% FCF yield and 21x forward P/E
2026-07-15애널리스트
S&P Global Downgrades Oracle to BBB- on AI Investment Risks영어 원문
Downgrade tied to risks in Oracle's AI infrastructure deal, drawing market attention
첫날 +1.3% · 5일 후 -3.5%
2026-07-068-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 +1.7% · 5일 후 -2.1%
2026-07-028-K 공시
8-K: 중요 계약 체결, 자산 인수·처분 완료, 기타 주요 사항
첫날 +6.0% · 5일 후 -2.1%
2026-06-15M&A·자금조달
S&P Global to spin off Mobility Global on Jun 26; record date Jun 15영어 원문
Holders get 1 Mobility Global share per SPGI share; two independent public companies post-spin
첫날 +1.2% · 5일 후 -5.6%

$SPGI (S&P 글로벌) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 23.6)

$SPGI 종목을 가장 많이 언급한 신뢰 작성자

$SPGI 종목이 등장한 최근 헤드라인

$SPGI (S&P 글로벌) — X 투자자 토론

5팩터 평가: 하위 등급 (섹터 내 백분위 23.6)

$SPGI 종목을 가장 많이 언급한 신뢰 작성자

$SPGI 종목이 등장한 최근 헤드라인

SPGI Weighs Spinout of Capital IQ Pro, Valued at High Single-Digit Billions영어 원문

SPGI Among Top Q2 Buys Across Major Funds in 13F Season영어 원문

Pershing Square Discloses New SPGI Stake at 5.4% of Portfolio영어 원문

Mount Dora Trust Cuts S&P Global Stake by 15.5%영어 원문

S&P Global Q2 Aftermath: AI Growth, Higher Buybacks, Ratings Revenue +17%영어 원문

S&P Global Reports Tomorrow Pre-Market; Multiple Institutional Moves영어 원문

실적 발표

8-K: 실적 공시, Reg FD 공시

Baader Bank Cuts S&P Global Stake by 47.2%영어 원문

SPGI trades at ~21x NTM EPS with 5% FCF yield영어 원문

SPGI valuation low; management and analysts highlight buyback value영어 원문

S&P Global Downgrades Oracle to BBB- on AI Investment Risks영어 원문

8-K: 이사·임원 변동, Reg FD 공시

8-K: 중요 계약 체결, 자산 인수·처분 완료, 기타 주요 사항

S&P Global to spin off Mobility Global on Jun 26; record date Jun 15영어 원문