S&P Global (SPGI) AGM 2026 summary

Opening remarks and agenda

• Meeting opened with logistics for virtual participation and Q&A submission guidelines.

• Agenda included director elections, executive compensation, auditor ratification, and shareholder proposals.

Financial performance review

• Revenue increased 8% year-over-year, adjusted operating margin expanded by 140 basis points, and adjusted diluted EPS grew 14%.

• 113% of adjusted free cash flow was returned to shareholders via dividends and share buybacks.

Strategic initiatives and plans

• Launched a medium-term strategy focused on market leadership, high-growth adjacencies, and AI capabilities.

• Expanded private markets presence through the acquisition of With Intelligence and partnerships with Cambridge Associates and Mercer.

• Enhanced iLEVEL platform with new AI features and launched new private equity benchmarks.

• Unified data operations and established a Chief Client Office to improve customer engagement and solution co-development.