Company facts
- Headquarters
- New York, New York
- Most recent report
- 10-Q, filed Oct 28, 2026
- Incorporated
- New York
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 64040
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 35
News 8 of 148
- 8-K Quarterly results Oct 27, 2026
- 8-K Other events Oct 23, 2026
- 8-K Quarterly results Jul 28, 2026
- 8-K Leadership change Jul 6, 2026
- 8-K/A Current report on a material event, amended Jul 6, 2026
- 8-K Significant contract Jul 2, 2026
- 8-K Leadership change May 26, 2026
- 8-K Shareholder vote results May 21, 2026
Prospectuses and Registrations 8 of 28
- S-3ASR Automatic shelf registration Oct 23, 2026
- 424B3 Prospectus supplement for an offering Jul 17, 2026
- S-4 Registration statement for a merger or exchange Jul 9, 2026
- 424B3 Prospectus supplement for an offering Jul 24, 2024
- S-4 Registration statement for a merger or exchange Jul 12, 2024
- 424B3 Prospectus supplement for an offering Jan 31, 2023
- 424B3 Prospectus supplement for an offering Jan 31, 2023
- S-4/A Registration statement for a merger or exchange, amended Jan 26, 2023
Proxies 8 of 22
- DEFA14A Extra proxy material Mar 31, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 31, 2026
- DEFA14A Extra proxy material Mar 25, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 25, 2025
- DEFA14A Extra proxy material Mar 22, 2024
- DEFA14A Extra proxy material Mar 19, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 19, 2024
- DEFA14A Extra proxy material Mar 29, 2023
Ownership 8 of 665
- 4 Insider reported a trade Nov 3, 2026
- 4 Insider reported a trade Nov 3, 2026
- 144 Notice of a proposed sale of restricted stock Oct 29, 2026
- 144 Notice of a proposed sale of restricted stock Oct 28, 2026
- 3 Insider reported their initial holding Oct 19, 2026
- 4 Insider reported a trade Oct 5, 2026
- 4 Insider reported a trade Aug 4, 2026
- 3 Insider reported their initial holding Jul 9, 2026
Other 8 of 102
- IRANNOTICE Notice of Iran-related activity Oct 28, 2026
- IRANNOTICE Notice of Iran-related activity Jul 28, 2026
- EFFECT Notice that a registration became effective Jul 17, 2026
- 11-K Employee stock plan report Jun 26, 2026
- IRANNOTICE Notice of Iran-related activity Apr 29, 2026
- ARS Annual report sent to shareholders Mar 31, 2026
- IRANNOTICE Notice of Iran-related activity Feb 11, 2026
- IRANNOTICE Notice of Iran-related activity Oct 30, 2025
What to read: Sep 2026 10-Q
SECSift found 4 of 11 sections worth reading, with 1 positive, 12 notable, and 0 negative flags.
Financial Statements (Item 1)
Separation of Mobility Global, large dispositions, restructuring, and debt changes are all company-specific.Notable- Unearned revenue fell to $3.8B from $4.0B, with $3.6B recognized as revenue in the period.
- Remaining performance obligations of $6.0B as of September 30, 2026, with half expected in 12 months.
- Effective tax rate rose to 24.9% in Q3 2026 from 21.1% in Q3 2025, due to tax charges on divestitures.
- Restructuring charge of $42M in 2026 for 450 job cuts, compared to $142M for 1,230 cuts in 2025.
- Class action lawsuit in Australia from 2020 remains unresolved; no accrual recorded.
Management's Discussion (Item 2)
Major spin-off, large asset sales, and strong operating results with one-time gains distorting comparability.Notable- Spin-off of Mobility Global completed July 1, 2026; Mobility results now in discontinued operations for all periods.
- Excluding one-time items, operating profit grew 12% in 9M 2026, driven by revenue growth offset by higher costs.
- Pre-tax gain of $386 million from asset sales in 9M 2026, including $200M from Energy software sale to Schlumberger.
- Indices revenue up 20% in Q3 2026; ETF AUM ended at $6.5 trillion, up 26% year-over-year.
- Share repurchases surged: 8.5M shares for $4.1B in 9M 2026 vs 4.3M shares for $2.5B in 9M 2025.
Unregistered Sales and Repurchases (Item 2)
New 30M-share buyback authorized (~10% of shares), plus 5M ASR shares received in Q3 2026.PositiveOther Information (Item 5)
Iran-related disclosure with specific revenue and profit amounts, plus 10b5-1 plan elections.
What changed: Sep 2026 vs. Jun 2026
About 9% of SPGI's Sep 2026 10-Q is new information. 46 paragraphs were added, 212 changed, and 103 removed. Below are the most important lines SECSift identified.
Changed
- Interest expense for nine months rose to $267M from $182M; three-month figure rose to $87M from $87M.
- Gain on dispositions for three months rose to $200M from $11M; nine-month period replaced six-month period.
- Cash and cash equivalents fell to $2,441 million from $4,134 million.
- Redeemable noncontrolling interests rose to $5,348 million from $5,024 million.
- Short-term debt rose to $2,448 million from $718 million, while long-term debt fell to $10,614 million from $12,598 million.
- Total assets fell to $48,032 million from $62,906 million, mainly due to Mobility separation.
- Total equity dropped to $19,830 million from $31,616 million, driven by Mobility separation.
- Table footnote 1 now references ASR agreement entered July 29, 2026, instead of May 7, 2026.
Removed
- Prior table had a second footnote for ASR conclusion; current table has only one footnote.
- Removed Exhibit (10.1) Transition Services Agreement with Mobility Global Inc., dated June 30, 2026.
- Removed Exhibit (10.2) Tax Matters Agreement with Mobility Global Inc., dated June 30, 2026.
- Removed Exhibit (10.3) Employee Matters Agreement with Mobility Global Inc., dated June 30, 2026.
- Removed Exhibit (2.1) Separation and Distribution Agreement with Mobility Global Inc., dated June 30, 2026.
Everything here comes from S&P Global Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Oct 29, 2026, from the 10-Q for Sep 2026.