- S&P Global maintains its quarterly dividend ahead of its November 2025 ex-dividend date
- Institutional investors increased positions, signaling confidence despite one major seller
- The company’s long dividend growth streak remains supported by strong earnings and cash flow
Dividend update for SPGI
S&P Global will trade ex dividend on 25 November 2025 for its upcoming quarterly payout of 0.96 dollars per share. The dividend will be paid on 10 December, and shareholders must own shares before the ex date to qualify.
With shares recently near 491.68 dollars, the forward yield stands around 0.78 percent. This yield is modest but aligns with the company’s long history of emphasizing growth and consistency over high payouts.
Long term dividend growth record
S&P Global is one of the longest running Dividend Aristocrats, marking 51 consecutive years of increases. Its payout ratio remains between 22 and 28 percent depending on the metric used.
This low payout ratio allows the dividend to be well protected and positioned for long term expansion. Historical growth rates illustrate this stability.
- 5 year dividend CAGR about 8 percent
- 10 year dividend CAGR about 11 percent
With analysts projecting annual EPS growth near 11 percent, the company could potentially double its dividend within 6 to 7 years without straining its payout ratio.
For long term income investors, the steady compounding from a dominant financial data franchise continues to be the core draw.
Institutional buying trends in focus
Institutions hold more than 87 percent of SPGI shares, making ownership changes important. Several firms reported increased positions this week.
- Vanguard Group added more than 315,000 shares
- Greenland Capital increased its stake by more than 200 percent
- Mediolanum International Funds raised its position
- Franklin Resources initiated or expanded its holdings
The primary seller was Kingsview Wealth Management, which reduced its position by nearly half. This appears more like profit taking than a broad shift in sentiment.
Overall institutional activity leaned positive, matching the consensus Buy rating and an average price target near 613 dollars, suggesting roughly 25 percent upside.
Market expectations near the ex dividend date
SPGI is expected to decline about 0.20 percent on the ex dividend date due to the dividend adjustment. This typical short term move is usually minor for long term investors.
While traders might attempt timing strategies, SPGI is not a common target for dividend capture because the yield is low and the stock shows higher than average volatility.
Attractiveness for dividend focused investors
Strengths of the stock include a strong dividend growth record, low payout ratio, and a high barrier to entry business model. Recurring revenue and recent institutional accumulation support its long term outlook.
The company also shows a strong return history, with a 10 year CAGR above 13 percent excluding reinvested dividends.
However, valuation remains elevated at about 36 times earnings and a PEG ratio above 3. The yield remains under 1 percent, offering limited current income, and shares still trade above some fair value estimates.
For investors focused on long term growth rather than immediate yield, SPGI continues to represent a high quality option. The steady dividend, supported by reliable earnings and consistent institutional confidence, reinforces its position as a leading dividend compounding stock.
