Top 12 Dividend Stocks to Buy According to Billionaire Cliff Asness

9. S&P Global Inc. (NYSE:SPGI)

AQR Capital Management’s Stake Value: $528,451,073

Dividend Yield as of June 19: 0.94%

On June 18, Rothschild & Co Redburn lowered its price recommendation on S&P Global Inc. (NYSE:SPGI) to $520 from $540. It reiterated a Buy rating on the shares. The firm said artificial intelligence is driving a “redistribution of value rather than wholesale disruption” across the information services industry. According to the analyst, proprietary and difficult-to-replicate datasets, such as ratings, risk data, and certain private-market datasets, are likely to maintain their pricing power and could see stronger demand. At the same time, the firm believes that workflow, aggregation, and interface-led business models may face gradual erosion. In a research note, Rothschild & Co Redburn said it adjusted ratings and price targets across the sector.

During S&P Global’s Q1 2026 earnings call, CFO and Executive Vice President Eric Aboaf said the company was reaffirming its guidance for organic constant-currency revenue growth of 6% to 8%. He also noted that adjusted earnings-per-share guidance remained unchanged.

Aboaf said the Energy segment is now expected to generate organic constant-currency revenue growth of 4.5% to 6%, reflecting a one-percentage-point reduction from the previous forecast. He also stated that Ratings revenue growth is not expected to accelerate in the second quarter. According to Aboaf, the company still expects Ratings growth to moderate in the third quarter and turn negative in the fourth quarter as it laps strong comparisons from the prior year.

S&P Global Inc. (NYSE:SPGI) provides essential intelligence through five business segments: S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights, S&P Global Mobility, and S&P Dow Jones Indices.