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S&P Global’s Future Vision Unfolded at Investor Day 2025

On November 13, 2025, S&P Global (NYSE: SPGI) held its highly anticipated Investor Day in New York, where the company presented its ambitious growth strategy and medium-term financial objectives. Key leaders, including President and CEO Martina Cheung, shared insights into the firm's commitment to advancing essential intelligence, aimed at empowering clients to make informed decisions in a rapidly evolving market landscape.

Engaging Clients in a Transformative Era

"This is a very exciting time at S&P Global," stated Ms. Cheung, during her opening remarks. With the market dynamics shifting swiftly, the firm emphasizes its role in providing trusted benchmarks, unique data, and innovative workflows that meet the diverse needs of its clients. S&P Global aims to solidify its leadership position by enhancing service offerings, particularly through the integration of advanced technologies such as artificial intelligence (AI).

The growth strategy revolves around three pivotal objectives:
1. Advance Market Leadership: By continuing to reinforce its reputation as the leading provider of benchmarks and solutions tailored to various sectors, S&P Global is set to deliver unparalleled data and top-tier products through diverse channels.
2. Expand into High-Growth Areas: The company plans to speed up growth in emerging markets, focusing on sectors such as private markets and energy, while also advancing its AI and technology capabilities.
3. Amplify Enterprise Capabilities and AI Integration: S&P Global aims to enhance value for its clients by expanding access to advanced resources across its enterprise, thereby facilitating greater customer engagement.

Structural Changes and Operational Focus

A significant highlight from the Investor Day was the rebranding of the SP Global Commodity Insights Division to SP Global Energy. This change signifies the division's strategic pivot towards providing crucial data and insights in an ever-evolving energy context, asserting the importance of integrated information across various energy sectors.

The event also laid out non-GAAP medium-term financial targets that exclude the impact of the anticipated separation of SP Global Mobility—a restructuring aimed at creating a standalone public entity. These financial targets present a clear trajectory for sustained growth, setting average annual goals as follows:

• - Organic revenue growth: 7%-9%
• - Adjusted operating margin expansion: 50-75 basis points
• - Double-digit growth in adjusted diluted EPS

Division-Specific Financial Goals

In addition to overarching corporate goals, specific divisions within S&P Global outlined their respective financial trajectories for organic revenue growth, with projections varying from 6% to 12%, depending on the unit. Notably, the SP Dow Jones Indices is expected to see the highest growth at 10-12%.

Focus on Shareholder Value

Reiterating its commitment to shareholder returns, S&P Global's Board has authorized a new share repurchase program for up to 30 million shares, building on a prior agreement established in April 2025. Chief Financial Officer Eric Aboaf expressed confidence in the company's solid track record of driving profitable growth while effectively returning significant capital to shareholders.

Live Webcast and Future Engagements

Attendance at the exclusive in-person event was invitation-only, but S&P Global opened the doors for broader engagement via a live video webcast. The event was available for streaming and replay, ensuring that stakeholders could access critical discussions about S&P’s future strategies and growth initiatives.

As S&P Global steps into this new phase, its unwavering focus on advancing essential intelligence continues to set it apart in the financial services sector. The strategic roadmap they shared indicates not just a responsive approach to current market demands, but also a forward-thinking framework designed to navigate the complexities of tomorrow's economic landscape. The company invites clients and interested parties to remain engaged as they embark on these transformative initiatives.