On July 28, S&P Global fell 4.49% in regular trading, trading at $419.185/share, with turnover of $105 million. The decline was triggered by the company's full-year earnings guidance falling significantly short of market expectations despite a Q2 earnings beat.

S&P Global reported Q2 adjusted EPS of $4.83, up from $3.92 a year earlier, slightly beating the FactSet estimate of $4.81. Revenue rose to $4.15 billion from $3.76 billion year-over-year, also above the $4.12 billion consensus. However, the company issued fiscal 2026 adjusted EPS guidance of $17.50 to $17.75, materially below the analyst consensus of $18.50, representing a shortfall of approximately 4-5%.

Notably, multiple investment banks had raised price targets ahead of the report — JPMorgan to $555, Jefferies to $550, and Goldman Sachs to $512 — significantly elevating market expectations. The wide gap between actual guidance and consensus triggered concentrated profit-taking pressure. Within the Financial Exchanges & Data sector, Coinbase fell 4.44% and Moody's declined 0.81%, while FactSet Research gained 4.34%.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)