S&P Global projects 2026 adjusted EPS $17.70-$17.95 as strategic review considers potential Capital IQ separation (NYSE:SPGI)

seekingalpha.com · 2026-10-27

S&P Global Q3 2026 earnings: raised guidance, strong Indices growth, and a Capital IQ strategic review.

TickrTrends take: S&P Global's 2026 adjusted earnings per share guidance suggests the company expects continued profitability growth from its core operations. Given that TickrTrends currently assesses SPGI as undervalued, investors focused on valuation metrics should monitor how a potential Capital IQ separation might affect earnings quality and business segment valuations independently. The strategic review represents a significant corporate development that could reshape how the market prices each business unit separately, potentially unlocking value if the market has been applying a conglomerate discount to the combined entity.

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