Financial Sector Underperforms with Notable Losses
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SPGI?
Source: NASDAQ.COM
- Financial Companies Underperform: As of midday Tuesday, financial companies are down 0.6%, with Standard and Poor's Global Inc (SPGI) and Raymond James Financial Inc (RJF) showing losses of 9.1% and 8.7%, respectively, indicating significant weakness in the sector that may affect investor confidence.
- ETF Performance Analysis: The Financial Select Sector SPDR ETF (XLF), which tracks the financial sector, is down 1.4% on the day and 2.85% year-to-date, reflecting the overall malaise in the financial market and potentially leading to capital outflows from the sector.
- Energy Sector Stability: In contrast to the financial sector, the energy sector is only down 0.5%, with Halliburton Company (HAL) up 19.83% year-to-date, demonstrating resilience in the energy industry that may attract investors to shift focus.
- Impact of Holdings Proportions: SPGI and RJF together account for approximately 2.0% of XLF's underlying holdings, while HAL and EQT make up 3.9% of XLE's underlying holdings, indicating that the performance of these companies directly influences the overall performance of their respective ETFs.
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Analyst Views on SPGI
Wall Street analysts forecast SPGI stock price to rise
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 397.200
Low
546.00
Averages
617.77
High
675.00
Current: 397.200
Low
546.00
Averages
617.77
High
675.00
About SPGI
S&P Global Inc. provides essential intelligence. Its operations consist of five businesses: S&P Global Market Intelligence (Market Intelligence), S&P Global Ratings (Ratings), S&P Global Commodity Insights (Commodity Insights), S&P Global Mobility (Mobility) and S&P Dow Jones Indices (Indices). Market Intelligence is a global provider of multi-asset-class data and analytics integrated with purpose-built workflow solutions. Ratings is an independent provider of credit ratings, research, and analytics, offering investors and other market participants information, ratings and benchmarks. Commodity Insights is an independent provider of information and benchmark prices for the commodity and energy markets. Mobility is a provider of solutions serving the full automotive value chain, including vehicle manufacturers and retailers. Indices is a global index provider that maintains a variety of valuation and index benchmarks for investment advisors, wealth managers and institutional investors.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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