The Motley Fool
15 Aug 2026, 19:47 UTC · 4h ago
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Bill Ackman's Pershing Square has disclosed new stakes of approximately $1.1 billion each in S&P Global, Visa, and Mastercard. — Significant backing from a high-profile activist/value investor often signals an undervalued entry point and can attract follow-on institutional buying.
+0.60S&P Global's non-GAAP earnings per share rose 23% to $4.83, supported by expanding margins and $1.5 billion in year-to-date buybacks. — Strong bottom-line growth and aggressive capital return programs typically support share price recovery and investor confidence.
+0.40Visa reported a 14% year-over-year increase in net revenue to $11.6 billion and a 10% increase in payments volume. — Steady, double-digit growth in a dominant payment network confirms the resilience of consumer spending and the company's pricing power.
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S&P Global's Market Intelligence and Energy divisions showed lagging growth of 6% and 2% respectively, contributing to a market rerating of the stock. — Disparity in growth across business segments explains the stock's discount relative to its peers and suggests a drag on overall valuation.
-0.20Which stocks this story touches
Reported steady growth across net revenue, payments volume, and processed transactions.
Reported strong record results in benchmark businesses and impressive EPS growth, though offset by slower growth in some divisions.
Mentioned as a similar business model to Visa and S&P Global with a new prominent shareholder.
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