S&P Global Inc. — Form 8-K
Filed October 27, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
S&P Global announced a strategic review of Capital IQ and associated data businesses (majority of Kensho Data & Platforms within Market Intelligence), exploring potential separation or alternative ownership structures. The company reported strong Q3 2026 results: revenue $3.678B (+7% YoY), GAAP diluted EPS $4.45 (+26%), adjusted diluted EPS $4.58 (+9%). Full-year 2026 guidance raised: revenue growth 7.4-8.4%, organic constant currency 7.5-8.5%. The company completed $2.6B in share repurchases in Q3 and expects >$7B total for 2026.
Why this rating
Strategic review is early-stage with no timeframe/certainty of outcome; guidance assumes full Market Intelligence contribution. Capital IQ is portion of one segment. Moderate event relative to $161B market cap, but review adds uncertainty.
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