US Stock IR Daily – October 23, 2026 (4 reports)

• S&P Global Inc. filed a Form 8-K dated October 23, 2026.
• The company previously disclosed the completion of the separation of its S&P Global Mobility segment (“Mobility”) into a separate, independent public company, Mobility Global Inc., on July 1, 2026.
• The Registrant is providing unaudited pro forma condensed consolidated financial statements giving effect to this Separation.
• These financial statements include unaudited pro forma condensed consolidated statements of income for the six months ended June 30, 2026, and each of the years ended December 31, 2025, 2024, and 2023.
• An unaudited pro forma condensed consolidated balance sheet as of June 30, 2026, is also included.

S&P Global’s disclosure of unaudited pro forma financial statements following the separation of its S&P Global Mobility business provides investors with crucial data to assess the company’s financial standing post-restructuring. This information may allow for a clearer understanding of S&P Global’s performance metrics, adjusted for the spin-off, enabling more accurate comparisons and evaluations. Such disclosures are typically a key step in providing transparency on the financial impact of significant corporate actions like divestitures.

• American Express Company reported its financial results for the third quarter of 2026 on October 23, 2026.
• This announcement was made under Item 2.02 “Results of Operations and Financial Condition” and Item 7.01 “Regulation FD Disclosure” of Form 8-K.
• A copy of the Company’s earnings release is attached as Exhibit 99.1, and additional information related to the financial results is attached as Exhibit 99.2 to the Form 8-K.
• The company’s Common Shares (AXP), 3.433% Fixed-to-Floating Rate Notes due May 20, 2032 (AXP32), and 3.835% Fixed-to-Floating Rate Notes due June 16, 2034 (AXP34) are registered on the New York Stock Exchange.

American Express’s announcement of its Q3 2026 financial results provides key insights into the company’s recent performance. The accompanying earnings release and supplemental information would contain detailed figures on revenue, profitability, and customer metrics, which are crucial for assessing the company’s operational health. Investors typically review these documents to understand current trends and potential implications for future growth.

• Walmart Inc. has agreed to sell an aggregate principal amount of $3.0 billion in U.S. Notes. This includes $750 million of 5.050% Notes Due 2029, $500 million of 5.150% Notes Due 2031, $1.0 billion of 5.350% Notes Due 2033, and $750 million of 5.550% Notes Due 2036.
• The sale and purchase of the U.S. Notes are expected to be consummated on October 23, 2026.
• The company has also agreed to sell an aggregate principal amount of C$1.5 billion in Canadian Notes. This comprises C$750 million of 5.100% Notes Due 2029 and C$750 million of 5.300% Notes Due 2033.
• The sale and purchase of the Canadian Notes are expected to be consummated on October 23, 2026.
• Underwriters for the U.S. offering include BNP Paribas Securities Corp., BofA Securities, Inc., Morgan Stanley & Co. LLC, Citigroup Global Markets Inc., Goldman Sachs & Co. LLC, and Wells Fargo Securities, LLC. Underwriters for the Canadian offering include Merrill Lynch Canada Inc., Scotia Capital Inc., and TD Securities Inc.

This announcement indicates Walmart’s intention to raise substantial capital through debt offerings in both the U.S. and Canadian markets. The varied maturities and interest rates across the issued notes may suggest a strategic approach to managing its long-term financing needs. Investors might monitor how these funds are utilized to support the company’s operational activities and future growth initiatives.

• The PNC Financial Services Group, Inc. completed the public offer and sale of senior notes on October 23, 2026.
• The offering included $1,200,000,000 aggregate principal amount of its 5.463% Fixed Rate/Floating Rate Senior Notes due October 23, 2029, and $300,000,000 aggregate principal amount of its Senior Floating Rate Notes due October 23, 2029.
• The notes were sold pursuant to an Underwriting Agreement dated October 20, 2026, entered into with PNC Capital Markets LLC, Citigroup Global Markets Inc., and Morgan Stanley & Co. LLC.
• The notes were issued under an Indenture dated September 6, 2012, as amended and supplemented by a First Supplemental Indenture dated April 23, 2021.
• This underwritten offering is described in a prospectus supplement dated October 20, 2026, and filed with the SEC on October 21, 2026, as part of the company’s Registration Statement on Form S-3ASR.

PNC Financial Services’ completion of a $1.5 billion senior note offering indicates a strategic move in its capital management. The combination of fixed and floating-rate notes due in 2029 may suggest a balanced approach to managing interest rate exposure and funding costs in the current market environment. Investors may consider how these newly raised funds will contribute to the company’s future operational activities and growth initiatives.