1 Dividend King Stock Down 25% to Buy Right Now

S&P Global (SPGI) has dropped 25% from its 52-week high, driven by concerns over AI disruption and weak 2026 earnings guidance. The selloff has pushed the stock to its lowest valuation since late 2022, creating a potential entry point for income-focused investors.

The company maintains a commanding 50% market share in credit ratings, a business with entrenched competitive moats that have supported 53 consecutive years of dividend increases—earning SPGI its Dividend King status. Despite near-term headwinds from AI-related uncertainty and management's cautious outlook for 2026, the core ratings franchise remains intact.

The valuation compression represents a stark shift from the stock's 52-week high, with the current price reflecting investor fears about technology-driven margin pressure and revenue growth deceleration two years out. The company's track record of uninterrupted dividend growth through multiple economic cycles underscores the stability of its cash generation, even as market participants price in execution risks.