Dropbox Q4 2025 revenue hit by FormSwift as focus shifts to AI search tool Dash
Dropbox's Q4 2025 revenue was impacted by its document service FormSwift, which will be sunset by the end of 2026 as the company pivots to its AI search tool, Dash. Although FormSwift acted as a "modest headwind," Dropbox exceeded its overall revenue guidance. The company is actively integrating Dash into its core offerings and scaling its rollout to drive adoption, expecting full-year 2026 revenue between $2.485 billion and $2.5 billion.
S&P Global (SPGI) Enters a Strategic Data Sharing Agreement with Verisk
S&P Global (SPGI) has announced a strategic data-sharing agreement with Verisk to provide climate catastrophe risk analytics for the insurance and finance sectors. This partnership combines S&P's climate projections with Verisk's insurance modeling to help quantify insured and uninsured losses from future climate events. The agreement includes integrating Verisk's risk data into S&P Global's platform, utilizing Verisk's Touchstone for flood projections, and offering "decision-grade" metrics for portfolio stress testing.
S&P Global (SPGI) Enters a Strategic Data Sharing Agreement with Verisk
S&P Global Inc. (SPGI) has entered a strategic data-sharing agreement with Verisk to provide climate catastrophe risk analytics for the insurance and finance sectors. This partnership combines S&P's climate projections with Verisk's insurance modeling to help companies quantify potential losses from future climate events. S&P Global recently reported its Q4 2025 earnings, showing a 9.02% year-over-year revenue increase to $3.92 billion, driven by strong divisional performance.
US economic slowdown confirmed as GDP growth falters in line with weakened PMI
The US economy experienced an unexpected slowdown in Q4 of last year, with GDP growth falling to 1.4% from 4.4%, a trend predicted by S&P Global PMI data. This weakened growth continued into Q1 2026, driven by factors like reduced government spending, a dip in goods consumption, and falling exports, with the PMI indicating sustained slow GDP growth around 1.5% due to weakened demand, high prices, and subdued business confidence.
Piper Sandler reiterates SEI Investments stock rating on AI concerns By Investing.com
Piper Sandler has reiterated an Overweight rating and a $106.00 price target for SEI Investments (NASDAQ:SEIC), citing concerns about AI displacement as an overreaction to the stock's recent decline. The firm believes SEI is less susceptible to software disruption due to its focus on highly regulated industries and revenue model based on assets under management rather than licenses. This outlook comes after the company reported strong fourth-quarter 2025 earnings and received a "Buy" rating from UBS.
S&P Revises Energizer Outlook To Negative On Leverage Concerns
S&P Global Ratings has revised its outlook on Energizer Holdings Inc. to negative from stable, citing concerns about the company's expected leverage of approximately 6.3x in 2026, which exceeds S&P's downgrade threshold. The negative outlook is driven by weak consumer spending, input cost volatility, and a downward revision of S&P's base-case forecasts due to continued softness in Energizer's battery, lights, and auto care segments. Despite initiatives like Project Momentum and production tax credits, the company's Q1 fiscal 2026 performance was weak, and its full-year guidance relies heavily on a second-half recovery.
S&P Global CEO, CFO to join March 3 investor webcast from Orlando
S&P Global's President and CEO, Martina Cheung, and CFO, Eric Aboaf, will participate in Raymond James' 47th Annual Institutional Investors Conference on March 3, 2026, in Orlando, Florida. They are scheduled to speak from 11:00 a.m. to 11:30 a.m. ET in an audio-only webcast fireside chat, with Senior Vice President of Investor Relations, Mark Grant, joining for investor meetings. The webcast replay will be available for 90 days following the event, and additional presentation materials will be posted online.
US business activity growth slows in February, S&P Global says
U.S. business activity experienced its slowest growth in 10 months in February, according to S&P Global's flash U.S. Composite PMI Output Index, which fell to 52.3 from 53.0 in January. This deceleration was attributed to receding orders in manufacturing, slackened new business growth in services, and stalled employment across both sectors. S&P Global's chief business economist, Chris Williamson, noted that these figures suggest the economy is cooling significantly in the first quarter, with GDP growth at an annualized rate of merely 1.5%.
US business activity growth slows in February, S&P Global says
U.S. business activity expanded at the slowest rate in 10 months in February, according to S&P Global's flash Composite PMI Output Index, which fell to 52.3 from 53.0 in January. This deceleration was attributed to receding orders at factories, slackened growth for services firms, and stagnating employment across sectors. S&P Global's chief business economist, Chris Williamson, suggested this data indicates a significant cooling of the economy in the first quarter, with GDP rising at an annualized rate of merely 1.5%.
Eurozone upturn buoyed in February as flash manufacturing PMI hits 44-month high
The Eurozone experienced an improved economic growth in February, driven by a strong manufacturing sector which saw its PMI reach a 44-month high. While the service sector's momentum slowed slightly, the overall combined data suggests a quarterly GDP growth of 0.2% for the first quarter of 2026. Price pressures remained largely contained, though rising wage costs contributed to a stall in hiring across the eurozone.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. Acquires 3,596 Shares of S&P Global Inc. $SPGI
BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its stake in S&P Global Inc. ($SPGI) by 1.6% in the third quarter, acquiring an additional 3,596 shares. The fund now owns 227,455 shares of S&P Global, valued at approximately $110.24 million, representing 0.08% of the company. S&P Global recently reported quarterly earnings of $4.30 per share, missing analyst estimates slightly, but increased its quarterly dividend to $0.97 per share.
Fiera Capital Corp Purchases 23,872 Shares of S&P Global Inc. $SPGI
Fiera Capital Corp increased its stake in S&P Global Inc. by 3.3% in the third quarter, adding 23,872 shares to own a total of 745,746 shares, valued at approximately $363 million. This makes S&P Global the 27th largest holding in Fiera's portfolio, representing about 1.2% of its investments. The company maintains a "Buy" consensus rating from Wall Street analysts with an average price target of $566.33, and recently reported quarterly earnings that missed estimates slightly while raising its dividend.
Invesco sees stronger demand growth for Shariah-compliant investment funds
Invesco predicts a significant rise in demand for Shariah-compliant investment products, particularly ETFs, due to their ethical alignment and cost-efficiency. While the European ETF market has expanded, the choices for Shariah investors, especially for global exposure, remain limited. Invesco highlights the evolution of Shariah-compliant indices and calls for the ETF market to offer more comprehensive, cost-effective options for global equity exposure.
ZAWYA-PRESSR: Invesco sees stronger demand growth for Shariah-compliant investment funds
Invesco predicts a significant rise in demand for Shariah-compliant investment funds, driven by investors seeking ethically aligned and diversified portfolios, particularly through cost-efficient UCITS ETFs. The firm highlights that while Islamic finance has grown substantially, there is still a need for more comprehensive "all-world" Shariah-compliant ETFs that combine exposure to both developed and emerging markets, which are currently limited. Invesco, managing $2.2 trillion in assets, emphasizes its commitment to meeting client demand for sustainable and Shariah-compliant investment solutions.
Richard W. Allen makes significant trades in American Water Works, Paychex, and S&P Global
Richard W. Allen, representative for Georgia’s 12th congressional district, recently executed notable stock transactions. He sold shares in American Water Works Company (NYSE:AWK) and Paychex, Inc. (NASDAQ:PAYX), while simultaneously purchasing stock in S&P Global Inc. (NYSE:SPGI) and a US Treasury Note. These moves, conducted through various investment vehicles, indicate a diversified investment approach across different sectors and asset types.
How Larger Transactions Are Shaping M&A and Equity Trends
The article highlights that larger transactions were key to the M&A and equity market recovery in 2025, particularly in the fourth quarter. While the number of global equity transactions and M&A announcements decreased quarter over quarter, their total value increased, driven by significant deals, especially in the healthcare sector in the US. Although 2025's total transaction values for equity issuance and M&A grew year over year, equity issuance remained less than half of its 2021 peak, whereas M&A values were much closer to 2021 levels.
Form 424B2 BARCLAYS BANK PLC
Barclays Bank PLC has filed a Form 424B2 with the SEC for $878,000 AutoCallable Notes due February 23, 2029, linked to the S&P 500 Index, Russell 2000 Index, and Nasdaq-100 Technology Sector Index. The notes offer a potential positive return limited to a Call Premium if automatically redeemed, but investors risk losing up to 100% of the principal if the least performing reference asset falls below its Barrier Value and the notes are not redeemed. The offering highlights significant risks including issuer creditworthiness and the potential exercise of a U.K. Bail-in Power.
Stifel Nicolaus Remains a Buy on Republic Services (RSG)
Stifel Nicolaus analyst Shlomo Rosenbaum maintained a Buy rating and set a price target of $251.00 for Republic Services (RSG). The company reported solid Q3 earnings, with $4.21 billion in revenue and $550 million in net profit. Insider sentiment for RSG is positive, with an increase in insider buying over the last quarter, including a recent stock purchase by director Katharine Weymouth.
Global Economic Outlook: February 2026
This February 2026 report from S&P Global analyzes the global economic outlook, highlighting the impact of geopolitical uncertainty on markets despite resilient economic conditions suggested by PMI data. It details key changes in their forecast, including higher real GDP growth projections for the US, India, and the eurozone, leading to an increased global growth forecast of 2.9% for 2026. The report also addresses consumer price inflation expectations, noting projected moderations driven by oil prices and easing underlying pressures, and discusses factors influencing US dollar depreciation and Federal Reserve policy.
Expedia Group Inc. stock outperforms competitors despite losses on the day
Expedia Group Inc. (EXPE) saw its stock slip by 1.98% to $199.76 on Thursday, despite outperforming the general market decline, with the S&P 500 Index falling 0.28% and the Dow Jones Industrial Average falling 0.54%. The company's stock is currently 34.25% short of its 52-week high of $303.80, achieved on January 9th.
This Marketing Stock Is the S&P 500’s Top Performer Today. A Big Merger Helped.
Omnicom Group (OMC) was the top performer in the S&P 500 today, seeing a jump in revenue following its merger with Interpublic Group. The marketing conglomerate also authorized a significant stock buyback, contributing to its strong performance.
UBS lowers Moody’s stock price target to $490 on valuation concerns By Investing.com
UBS has lowered its price target for Moody's Corp (NYSE:MCO) shares to $490 from $515, while maintaining a Neutral rating, citing valuation concerns despite a solid performance and positive outlook. The firm acknowledges Moody's as a high-quality franchise with a good growth trajectory, particularly in its core ratings business, and notes its resilience against AI disruption. However, UBS believes the stock trades at a significant premium, suggesting better risk/reward opportunities exist elsewhere in the sector.
S&P Global Appoints Chief Strategy Officer for Mobility Global Completing New Executive Leadership Team
S&P Global has appointed Martin Metzker as Chief Strategy Officer for Mobility Global, completing the executive leadership team for the upcoming standalone public company. Metzker will lead strategy, communications, and enterprise marketing for Mobility Global, which S&P Global expects to separate in mid-2026. He brings over 20 years of global strategy and transformation experience, previously serving as a Managing Director and Partner at Boston Consulting Group.
Orbia Honored as a Top Company in its Industry in the S&P Global Sustainability Yearbook for Fifth Consecutive Year
Orbia has been recognized for the fifth consecutive year in the S&P Global Sustainability Yearbook, acknowledging its strong sustainability performance. The company scored within the top 15% of companies in the chemicals category and highlights its commitment to environmental, social, and governance (ESG) goals as a driver of long-term value. Orbia's consistent inclusion in this and other leading sustainability indices demonstrates its dedication to responsible business practices and capital allocation.
PRYSMIAN HITS THE SUMMIT OF THE ELECTRIFICATION SECTOR IN S&P GLOBAL’S SUSTAINABILITY YEARBOOK
Prysmian has been recognized as a top performer in S&P Global's Sustainability Yearbook, achieving a "Top 1%" distinction in the Electrical Components & Equipment industry. The company scored 86/100 in the 2025 CSA and was ranked No1 among 150 assessed companies in the electrification sector. This recognition highlights Prysmian's strong commitment to sustainability, evidenced by its targets for Net Zero by 2035, biodiversity net gain, and increased sustainability-linked revenues.
S&P Global Inc. $SPGI is Rothschild & Co Wealth Management UK Ltd's 7th Largest Position
Rothschild & Co Wealth Management UK Ltd significantly increased its stake in S&P Global Inc. (SPGI) during Q3, making it their 7th largest holding. Despite missing EPS estimates, S&P Global's revenue beat expectations and increased its quarterly dividend. The company maintains a "Buy" consensus rating from Wall Street analysts with an average target price of $566.33.
BDCs remain resilient despite rise in redemptions
Business development companies (BDCs) are facing challenges such as increased redemptions and credit quality concerns, but analysts still see a positive outlook for these vehicles. While some BDCs have seen negative returns and outflows, non-traded BDCs are growing significantly, attracting more investor capital. Despite these headwinds, some BDCs are performing well, and underlying credit performance remains resilient, supported by declining payment-in-kind usage and regulatory reforms.
S&P Global Inc. $SPGI Shares Acquired by King Luther Capital Management Corp
King Luther Capital Management Corp increased its stake in S&P Global Inc. by 5.3%, acquiring an additional 7,858 shares to a total of 156,173 shares valued at approximately $76 million. S&P Global recently reported Q3 earnings with an EPS of $4.30 and revenue of $3.92 billion, provided FY2026 guidance, and increased its quarterly dividend to $0.97. The company maintains a "Buy" consensus analyst rating with an average price target of $566.33.
Levin Capital Strategies L.P. Raises Holdings in S&P Global Inc. $SPGI
Levin Capital Strategies L.P. significantly increased its stake in S&P Global Inc. by 2,088.8% in Q3, now holding 18,627 shares worth over $9 million. Other institutional investors also adjusted their positions in the company. S&P Global Inc. announced a quarterly dividend increase to $0.97 per share and shared its FY 2026 guidance, while analysts have set a consensus "Buy" rating and a price target of $566.33.
Peering Into S&P Global Inc's Recent Short Interest
S&P Global Inc.'s (NYSE: SPGI) short interest has decreased by 24.82% since its last report, now standing at 3.12 million shares, or 1.03% of available shares. This decline suggests a more bullish sentiment among investors towards the company. Compared to its peers, S&P Global Inc. has less short interest, with a peer group average of 6.12%.
Form 424B2 BARCLAYS BANK PLC
Barclays Bank PLC has filed Form 424B2 for Callable Contingent Coupon Notes due August 23, 2027, linked to the performance of the Russell 2000®, S&P 500®, and EURO STOXX 50® Indices. These notes offer contingent coupon payments and potential early redemption by the issuer, but expose investors to significant risks including potential loss of principal and the creditworthiness of Barclays Bank PLC. The document details the terms, hypothetical examples of payments, and various risk considerations for investors.
S&P Global (SPGI) Offers Attractive Entry Point
S&P Global (SPGI) is considered an attractive investment opportunity despite a recent earnings miss and tempered 2026 outlook. Analysts have lowered price targets but maintained "Outperform" or "Buy" ratings, citing upside potential and an attractive entry point, while acknowledging AI-linked skepticism impacting short-term stock performance.
S&P Global (SPGI) Offers Attractive Entry Point
S&P Global (SPGI) is considered an attractive investment despite recent earnings misses and a tempered 2026 outlook, according to BMO Capital and Stifel analysts. Both firms maintained Outperform/Buy ratings, emphasizing the current valuation as an attractive entry point and attributing stock price dips to AI-linked skepticism. The company provides benchmarking, financial intelligence, and ratings across various global markets.
Did ICE’s Digital Assets Push and Capital Returns Just Shift Intercontinental Exchange's (ICE) Investment Narrative?
Intercontinental Exchange (ICE) recently announced several strategic initiatives in February 2026, including launching digital asset data services, cryptocurrency futures, and upgrading mortgage servicing, alongside raising its dividend and authorizing a $3 billion share repurchase program. These moves suggest a push toward integrating digital assets and enhancing data offerings, potentially strengthening its role in electronic markets. While reinforcing ICE's data and trading franchise, the company still faces near-term challenges in integrating past acquisitions and navigating mortgage-tech revenue headwinds.
Banking Essentials Newsletter: February 11th Edition
S&P Global Market Intelligence has published its "Banking Essentials Newsletter: February 11th Edition" to help banks navigate current challenges. The newsletter includes news, webinars, podcasts, and research to provide essential intelligence. It covers various banking solutions offered by S&P Global Market Intelligence.
Alexandria Real Estate Equities 2026 Performance & Analyst Ratings - News and Statistics
Alexandria Real Estate Equities (ARE) has seen its stock decline by 43.1% over the past 52 weeks but is up 11.4% year-to-date. The company's fourth-quarter 2025 results exceeded expectations, with adjusted funds from operations per share of $2.16 and revenue of $754.4 million. Analysts maintain a consensus "Hold" rating, with a mean price target of $59.86, suggesting a 9.7% premium given the current price.
Form 424B2 JPMORGAN CHASE & CO
JPMorgan Chase Financial Company LLC has filed a Form 424B2 for $699,000 Contingent Interest Notes due February 16, 2029, with payments linked to the lesser performing of the S&P 500® and Russell 2000® Indices. These notes offer contingent interest payments if both indices are at or above 75.00% of their initial value, but investors risk losing a significant portion or all of their principal if the final value of either index falls below its trigger value. Investing in these notes carries risks including potential loss of principal, no guaranteed interest payments, and credit risks of JPMorgan Financial and JPMorgan Chase & Co.
Richard W. Allen makes significant trades in American Water Works, Paychex, and S&P Global
Richard W. Allen, a Georgia congressman, has engaged in notable stock transactions, selling shares in American Water Works Company, Inc. and Paychex, Inc., and purchasing stocks in S&P Global Inc., along with a US Treasury Note. These moves illustrate a diversified investment strategy across different sectors and asset types. The article highlights American Water Works' consistent dividend payments, noting its 19-year streak and 2.48% yield, as identified by InvestingPro.
Form 424B2 JPMORGAN CHASE & CO
JPMorgan Chase Financial Company LLC has filed a Form 424B2 for Auto Callable Accelerated Barrier Notes linked to the Dow Jones Industrial Average and the S&P 500 Index, due February 16, 2029. These notes offer uncapped returns of 1.50 times any appreciation of the lesser performing index if not automatically called, and are designed for investors willing to forgo interest and accept principal loss risk. The notes are structured to be callable early if both indices are at or above their Call Value on the Review Date.
Form 424B2 JPMORGAN CHASE & CO
JPMorgan Chase Financial Company LLC has filed a Form 424B2 for Structured Investments Callable Contingent Interest Notes linked to the Lesser Performing of the Russell 2000® Index and the S&P 500® Index, due January 29, 2029. These notes offer contingent interest payments if both indices are above 85% of their initial value, and may be redeemed early by JPMorgan. Investors risk losing up to 85% of their principal and should be aware of the credit risks of JPMorgan Financial and JPMorgan Chase & Co.
S&P Global Stock (SPGI) Opinions on Q4 Earnings Selloff
S&P Global (SPGI) shares plunged over 13% pre-market following Q4 2025 earnings due to weaker-than-expected 2026 guidance, despite solid revenue growth. Social media discussions highlighted investor sensitivity to guidance miss but also noted the stock's rare discount for dip-buying, supported by recurring revenue and potential AI tailwinds. Insider purchases and congressional trading also revealed activity around the stock.
Earnings Flash (WINA) Winmark Posts Fiscal Q4 EPS $2.69, vs. FactSet Est of $2.78
Winmark Corporation (WINA) reported its fiscal Q4 EPS of $2.69, falling short of FactSet's estimated $2.78. Despite missing profit estimates, the company's total revenue for the quarter reached $21.1 million, exceeding FactSet's estimate of $20.3 million. Winmark also announced a quarterly cash dividend of $0.96 per share, payable on March 2, 2026.
Newmont's Q4 Earnings Expected to Show Strong Growth
Newmont is projected to report strong Q4 earnings with an EPS of $2.02, marking a 44.3% increase, and revenue of $6.25 billion, a 10.6% year-over-year rise, driven by robust gold prices. Analysts maintain a bullish "Buy" rating, citing record free cash flow and new mine launches. The company's stock has significantly outperformed the S&P 500, surging nearly 157% over the past year.
Top 5 Information & Business Services Stocks According to Bank of America
Bank of America has identified its top five picks in the Information & Business Services sector, highlighting companies with strong growth potential, recurring revenue, and competitive advantages. The list includes S&P Global (SPGI), MSCI (MSCI), Fair Isaac (FICO), Aramark (ARMK), and NIQ Global (NIQ), all with 'Buy' ratings and specific price objectives. These companies are considered resilient against AI disruption due to proprietary data, high switching costs, and strong market positioning.
PIRELLI CONFIRMED AS A “TOP 1%” COMPANIY IN S&P GLOBAL’S 2026 SUSTAINABILITY YEARBOOK, THE ONLY TYRE MANUFACTURER WORLDWIDE
Pirelli has been recognized as a "Top 1%" company in S&P Global’s 2026 Sustainability Yearbook, making it the only tire manufacturer worldwide to achieve this distinction. This highest level of recognition is based on an analysis of the ESG performances of over 9,200 companies globally, reflecting Pirelli's 86-point score in the 2025 Corporate Sustainability Assessment. The company emphasizes its commitment to sustainable development, technological investment, and transparent value chain management.
iShares Preferred and Income Securities ETF declares monthly distribution of $0.1725
The iShares Preferred and Income Securities ETF (PFF) has declared a monthly distribution of $0.1725, with a 30-Day SEC Yield of 6.20% as of April 28. The dividend is payable on April 4 to shareholders of record on April 1. The article also touches on ongoing discussions regarding PFF's performance compared to other funds and general market analysis.
Are U.S. small-caps finally back?
U.S. small-cap stocks are experiencing a resurgence after a prolonged period of underperformance, outperforming large-caps since October 2025. This turnaround is driven by improving fundamentals, including accelerated earnings growth, Federal Reserve rate cuts, fading tariff uncertainty, an improved regional banking environment, broadening AI benefits, and fiscal stimulus. T. Rowe Price's Asset Allocation Committee is maintaining and increasing an overweight position in U.S. small-caps, believing this fundamental backdrop provides a durable foundation for future performance.
CenterBook Partners LP Buys Shares of 17,659 S&P Global Inc. $SPGI
CenterBook Partners LP has acquired 17,659 shares of S&P Global Inc. (NYSE:SPGI) in Q3, valued at approximately $8.595 million, contributing to institutional ownership of 87.17%. S&P Global recently reported Q3 earnings, slightly missing analyst consensus, with revenue up 9% and raised its quarterly dividend to $0.97 per share. Analysts have issued various ratings and price targets for SPGI, with an average rating of "Buy" and an average price target of $566.33.
Cercano Management LLC Sells 43,313 Shares of S&P Global Inc. $SPGI
Cercano Management LLC has significantly reduced its stake in S&P Global Inc., selling 43,313 shares, which represents a 45.4% decrease and leaves them with 52,035 shares valued at approximately $25.33 million. Despite several analysts cutting their price targets for SPGI, the consensus rating remains a "Buy" with an average target price of $566.33. S&P Global recently reported a slight miss on quarterly EPS but saw revenue increase by 9% year-over-year, and has raised its quarterly dividend to $0.97 per share.
Moody’s forecasts upbeat 2026 profit on strong demand for credit ratings By Reuters
Moody's anticipates an annual profit above analyst estimates for 2026, driven by robust demand for credit ratings, particularly from tech companies funding AI investments. This positive outlook comes despite a recent drop in Moody's stock, contrasting with a peer's weak profit projection. The company's CEO emphasized leveraging contextual intelligence and AI to maintain its central role in decision-making.
