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S&P Dow Jones Indices Consultation on Treatment of MegaCap Companies - Results

2026-06-04 18:00 ET - News Release

S&P Dow Jones Indices Consultation on Treatment of MegaCap Companies - Results

PR Newswire

NEW YORK, June 4, 2026 /PRNewswire/ -- S&P Dow Jones Indices ("S&P DJI") conducted a consultation with market participants on potential changes to the S&P U.S. Indices Methodology and Dow Jones U.S. Total Stock Market Indices Methodology (collectively, the "Relevant Index Families") related to MegaCap companies.

The Index Committee appreciates the market engagement received in connection with this consultation and thanks all respondents for their feedback.

S&P DJI's Index Committee continually monitors market developments to ensure indices meet their stated objectives and considers methodology changes as needed to help ensure its indices continue to do so.

Market consultations are the primary mechanism through which the Index Committee engages with market participants and other stakeholders to seek feedback on whether methodology changes are necessary or appropriate, and to assess potential methodology developments. Consultations also provide an opportunity for any member of the public to submit input. This process is designed to preserve the independence of the Index Committee, effectively mitigate potential conflicts of interest, and help ensure transparency and fairness.

The Index Committee carefully reviews all consultation responses received. However, while all responses are reviewed and considered, the Index Committee is not bound by any comments or information submitted as part of the consultation.

S&P 500, S&P MidCap 400, and S&P SmallCap 600 Results:

Based on S&P DJI's Index Committee review of the markets and after consideration of responses received from a wide range of market participants, no changes will be made to the eligibility criteria including financial viability screens, seasoning period, or minimum IWF, for the S&P 500, S&P MidCap 400, or S&P SmallCap 600 as a result of the S&P Dow Jones Indices consultation on the treatment of MegaCap companies. Accordingly, there will be no changes to existing methodology for this index family.

S&P DJI determined that exceptions to the financial viability, seasoning, and IWF requirements should not be granted solely based on market capitalization. The decision not to adopt the proposed exceptions preserves core index principles by maintaining consistent application of these key requirements. Although there may be trade-offs between strict adherence to these eligibility requirements and broad representativeness, the current methodology provides substantial market coverage and sector balance. As a result, the indices can continue to meet their stated objectives while preserving their role as representative and investable benchmarks for the U.S. equity market.

The table below summarizes the consultation results.

                    Proposed                        
        
          Methodology


                    Changes              
        
          Current                       Result


         IPO                          Initial public offerings should be traded
          Seasoning                    on an                                        No Change
 Period                       eligible exchange for at least 12 months
 to                           before
 be
 reduced                      being considered for addition to an
 to                           index.
 six
 months
 from
 12
months

                                      Spin-offs or in-specie distributions
                                       from existing
                              constituents are not required to have 12
                              months of
                              trading prior to their inclusion in the
                              S&P
                             Composite 1500.



                                      Companies that migrate from an ineligible
                              exchange, emerge from bankruptcy, are
                              newly
                              designated to be domiciled in the U.S.
                              for index
                              purposes by S&P Dow Jones Indices, or
                              convert
                              from an ineligible share or
                              organizational type to an
                              eligible type do not need to trade on an
                              eligible
                             U.S. exchange for 12 months before being
                             considered for addition.


         Investable                   To be eligible for addition, a stock must
                                       have an                                      No Change
 Weight
 Factor                      IWF of at least 0.10.
 (IWF)
 minimum
is
 waived
 for
MegaCap
companies                             Companies passing the total company level
                                       market
                              capitalization criteria are also required
                              to
                              have a security level float-adjusted
                              market
                              capitalization (FMC) that is at least 50%
                              of the
                              respective index's total company level
                              minimum
                             market capitalization threshold.


         Financial                    S&P Composite 1500. Generally Accepted        No Change
Viability                     Accounting Principles (GAAP) net income
                              from
 exception                    continuing operations must be positive
 for                          for:
MegaCap
companies                    
        o  the most recent quarter, and

                                      o  the sum of the most recent four
                                       consecutive
                                 quarters



                                      Rule Exceptions. Exceptions to the above
                                       criteria
                             include:

                                      •  Migrations from one S&P Composite 1500
                                       index
                                to another do not need to meet the
                                 financial
                                viability, liquidity, or 50% of the
                                 respective
                                index's total company level minimum
                                 market
                                capitalization threshold criteria.



                                      •  Companies that are spun-off from
                                       current S&P
                                Composite 1500 constituents do not need
                                 to
                                meet the outside addition criteria



                                      •  Non-S&P Composite 1500 companies that
                                acquire S&P Composite 1500 index
                                constituents, but do not fully meet all
                                 of the
                                eligibility criteria, may still be added
                                 to an S&P
                                Composite 1500 index at the discretion of
                                 the
                                Index Committee if the merger
                                 consideration
                                includes the acquiring company issuing
                                 stock to
                                target company shareholders, and the
                                Committee determines that the addition
                                 could
                                mitigate turnover and enhance the
                                representativeness of the index as a
                                 market
                                benchmark.

S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM)

The S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM) are broad market indices intended to represent the investment universe. The following changes will be applied.

                            Proposed                                
          
          Methodology


                             Changes          
          
            Current                 
          
            Result



          MegaCap
Classification


           Investable Weight                    To be eligible for addition, a stock            To be eligible for addition, a stock
                                                 must have an                                    must have
Factor (IWF) -                        IWF of at least 0.10. Current
                                      constituents have no                           either:
                                     minimum requirement.
                                                                                                •  IWF of at least 0.10, or
S&P Total Market
Index                                                                                           •  Float-adjusted market
                                                                                                 capitalization
                                                                                        greater than or equal to?10% of the
                                                                                        total company level market
                                                                                        capitalization of the 100th largest
                                                                                        company in the S&P Total Market
                                                                                        Index, ranked by total market
                                                                                        capitalization as of the reference
                                                                                        date.



                                                                                                Current constituents have no minimum
                                                                                     requirement.


           Investable Weight                    To be eligible for addition, a stock            To be eligible for addition, a stock
                                                 must have an                                    must have
Factor (IWF) -                        IWF of at least 0.10. Current
                                      constituents have no                           either:
                                     minimum requirement.
                                                                                                •  IWF of at least 0.10, or
Dow Jones U.S.
Total Stock Market                                                                              •  Float-adjusted market
                                                                                                 capitalization
Index                                                                                   greater than or equal to?10% of the
                                                                                        total company level market
                                                                                        capitalization of the 100th largest
                                                                                        company in the Dow Jones U.S. Total
                                                                                        Stock Market Index, ranked by total
                                                                                        market capitalization as of the
                                                                                        reference date.



                                                                                                Current constituents have no minimum
                                                                                     requirement.

An IPO that meets the requirements of the updated Investable Weight Factor (IWF) eligibility rule is eligible for fast-track entry, provided the company meets all other applicable fast-track criteria as well. Fast-track assessment is made using the closing price on the first day of trading on an eligible exchange. Once S&P Dow Jones Indices announces that an IPO is eligible for fast-track addition, it is added to the index with five business days' lead time. For more information on IPO fast track entry, see the relevant index methodology.

Float Release after the end of IPO Lock-Up Period

Consultation respondents generally supported implementing float increases following the release of lock-up shares gradually, or in tranches where appropriate, depending on company-specific circumstances.

S&P DJI applies the published methodology as the default approach. In accordance with the Index Committee's governance framework, the Index Committee may, in certain circumstances, exercise discretion in the implementation of float increases after the end of the IPO lock-up period to reduce market impact, support replicability, and promote orderly implementation, taking into account company-specific facts, such as size of the index event and timelines.

Any such decision will be communicated in advance where possible.

IMPACTED INDICES

                 
          
            Index Name       Index Code



 S&P Total Market Index (TMI)                      SPTMI



 S&P Completion Index (CI)                         SPCMI



 Dow Jones U.S. Total Stock Market Index           DWCF

Please note that if a company is included within the above indices, such company may become eligible for derived indices that use the above index as a starting universe. For example, the derived indices include, but are not limited to, size, sector, style, factor, and sustainability indices derived from the impacted indices. Please refer to the individual index methodologies for more information on eligibility and timing.

IMPLEMENTATION TIMING

S&P DJI is implementing the above described methodology changes to the S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM) effective prior to the market open on Monday, June 8, 2026.

For more information about S&P Dow Jones Indices, please visit www.spglobal.com/spdji.

ABOUT S&P DOW JONES INDICES

S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/spdji.

FOR MORE INFORMATION:

S&P Dow Jones Indices
index_services@spglobal.com

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