Retail Investors Maintain Strong Momentum in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Should l Buy SPGI?
Source: CNBC
- Retail Investor Activity: According to Citadel Securities, February 2026 marked the fifth strongest month for net retail buying in the past five years, indicating sustained influence despite a slowdown from January's surge.
- Dip-Buying Trend: In 2025, average net notional traded on S&P down days was 2.5x that of up days, and this ratio increased to 4.3x in February, highlighting a strong preference for buying dips among investors during market fluctuations.
- Tax Refund Impact: Tax refunds in 2026 are expected to be higher than normal, with only 30% distributed by March 1, projected to rise to 75% by May 1, providing retail investors with additional capital to deploy.
- Liquidity Expectations: Despite typical inflows into money market funds in February and March, Rubner noted that retail investors will have ample cash available to increase their market presence, suggesting that liquidity will remain elevated in the coming months.
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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: 452.360
Low
546.00
Averages
617.77
High
675.00
Current: 452.360
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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