HORAN Capital Advisors Winter 2025 Quarterly Investor Letter [Seeking Alpha]
S&P Global Inc. (SPGI)
Last s&p global inc. earnings: 4/28 07:10 am
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US:NYSE Investor Relations:
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Company Research
Source: Seeking Alpha
In reviewing the performance of the equity and bond markets for 2025, the area that rose to the top of performance was international stocks and emerging market bonds. In the U.S., large company stocks, specifically the S&P 500 Index, have generated strong returns in the three calendar years beginning in 2023. Liubomyr Vorona/iStock via Getty Images “The desire to perform all the time is usually a barrier to performing over time.” - Robert Olstein Artificial Intelligence Figure 1: Top 10 S&P 500 Performers for the 2025 Calendar Year The investment theme of 2025 centered around Artificial Intelligence (A.I.) and the stocks participating in this economic segment. Just as we wrote in our Investor Letter a year ago, the group of stocks with much of the focus were the so-called Magnificent 7 stocks. In 2024, we wrote these seven stocks accounted for over 50% of the return for the S&P 500 Index. In 2025, this same group of seven companies accounted for 42% of the S&P 500 Index r
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SPGI
News
- StandardAero Set to Join S&P MidCap 400PR Newswire
- At Detroit Auto Show, spotlight dims for electric vehicles [CBS News]CBS News
- At Detroit auto show, spotlight dims for EVs [Los Angeles Times (CA)]Los Angeles Times
- Americans are paying more than ever for cars. Cheap models are disappearing [CNN]CNN
- Americans are paying more than ever for cars. Cheap models are disappearing [CNN]CNN
SPGI
Earnings
- 10/31/25 - Beat
SPGI
Sec Filings
- 1/15/26 - Form 4
- 1/14/26 - Form 8-K/A
- 1/9/26 - Form 3
- SPGI's page on the SEC website