S&P Global Reports 11% Revenue Growth in Q2 2026 and Highlights Major Stake Holdings

S&P Global Inc. announced its second‑quarter 2026 results, showing pro forma revenue of $3.678 billion, an 11% increase year‑over‑year, and GAAP revenue of $4.146 billion, up 10%. GAAP operating profit rose 17% to $1.812 billion and net income grew 14% to $1.217 billion. The company repurchased $500 million of its own shares in the quarter, bringing total buybacks to $1.5 billion for the year and targeting over $7 billion in repurchases for 2026. It also completed the spin‑off of its Mobility division, establishing the independent public company Mobility Global (NYSE: MBGL) on July 1, 2026.

Institutional investor activity was notable. Soroban Capital Partners LP increased its holding in S&P Global by 260.3% in the first quarter, owning 1,688,643 shares valued at roughly $718 million, representing about 0.57% of the firm and making it the ninth‑largest position in the fund’s portfolio. The filing also disclosed recent purchases by S&P Global CEOs Catherine R. Clay ($1.08 million of shares) and Martina Cheung ($998 thousand of shares).