Bunge Global (NYSE:BG) Releases Quarterly Earnings Results, Beats Expectations By $0.17 EPS

Bunge Global (NYSE:BG) announced its earnings results on Wednesday. The basic materials company reported $1.99 EPS for the quarter, topping analysts’ consensus estimates of $1.82 by $0.17, Briefing.com reports. Bunge Global had a return on equity of 9.06% and a net margin of 2.20%.The firm had revenue of $23.76 billion during the quarter, compared to analysts’ expectations of $23 billion. During the same quarter in the previous year, the business earned $2.13 EPS. The company’s quarterly revenue was up 75.5% on a year-over-year basis. Bunge Global updated its FY 2026 guidance to 7.500-8.000 EPS.

Here are the key takeaways from Bunge Global’s conference call:

• The company completed the Viterra acquisition and is already realizing integration benefits, forecasting about $190 million of synergies in 2026 and a roughly $220 million run-rate by year-end.
• Management set full‑year 2026 guidance of Adjusted EPS $7.50–$8.00 using current forward curves but emphasized significant uncertainty from U.S. biofuel (RVO) policy and limited forward visibility.
• Financial position and capital allocation remain strong — roughly $1.25 billion of discretionary cash flow, ~$551 million of buybacks completed, $459 million of dividends paid, and adjusted net leverage of about 1.9x.
• Near‑term earnings are back‑loaded (management expects a ~30/70 first/second half split and a light Q1) and remain exposed to timing of RVO outcomes, heavy U.S. vegetable oil stocks, and a spotty transactional market that could pressure near‑term margins.

Bunge Global Stock Up 0.1%

Shares of Bunge Global stock opened at $117.01 on Thursday. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.66 and a quick ratio of 0.83. The stock has a market cap of $22.63 billion, a price-to-earnings ratio of 12.60, a PEG ratio of 1.77 and a beta of 0.78. The firm’s 50-day moving average is $99.29 and its two-hundred day moving average is $90.73. Bunge Global has a 1 year low of $67.40 and a 1 year high of $121.64.

Key Headlines Impacting Bunge Global

Here are the key news stories impacting Bunge Global this week:

• Positive Sentiment: Q4 results beat consensus: Adjusted EPS of $1.99 (vs. $1.82 est.) and revenue of about $23.8B (up ~75% YoY), showing material top-line scale from the Viterra deal. Bunge Reports Fourth Quarter and Full-Year 2025 Results
• Positive Sentiment: Cash generation improved — cash from operations rose (~+28% YoY), supporting operations and integration spend even as balance-sheet items shifted. Bunge Limited (BG) Stock Rises on Q4 2025 Earnings
• Positive Sentiment: Analyst support: JPMorgan raised its price target and maintained an overweight view, which can lend support to sentiment. MarketScreener
• Neutral Sentiment: Earnings call/transcript focuses on integration and synergies — management highlights progress but emphasizes near-term execution and integration costs, useful for monitoring future margin recovery. Bunge Global SA (BG) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Analyst/press coverage frames the quarter as a scale story with mixed unit economics — revenue and volumes surged but key metrics vs. estimates and year-ago comps warrant close reading. BG Q4 Earnings Top, Sales Surge Y/Y on Higher Volumes
• Negative Sentiment: FY2026 guidance below street expectations: company set EPS guide of $7.50–$8.00 vs. consensus near $8.94, prompting caution about near-term profit visibility. Bunge Global SA (BG) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Margin and profitability pressure: gross and operating profit fell YoY and net income declined sharply in the period, reflecting integration costs and higher cost of sales. Bunge Limited (BG) Stock Rises on Q4 2025 Earnings
• Negative Sentiment: Management tone is cautious: CEO flagged limited market visibility and macro uncertainty, reinforcing the conservative guide and raising near‑term execution risk. Bunge CEO Flags Limited Market Visibility, Issues Soft Outlook

Insider Activity

In related news, VP Christos Dimopoulos sold 25,300 shares of Bunge Global stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $94.37, for a total transaction of $2,387,561.00. Following the transaction, the vice president directly owned 104,537 shares of the company’s stock, valued at $9,865,156.69. This trade represents a 19.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.80% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the company. Norinchukin Bank The lifted its position in Bunge Global by 2.5% during the third quarter. Norinchukin Bank The now owns 6,475 shares of the basic materials company’s stock valued at $526,000 after acquiring an additional 160 shares during the last quarter. Rakuten Securities Inc. increased its position in shares of Bunge Global by 57.7% during the second quarter. Rakuten Securities Inc. now owns 481 shares of the basic materials company’s stock worth $39,000 after purchasing an additional 176 shares in the last quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its holdings in shares of Bunge Global by 152.9% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 430 shares of the basic materials company’s stock valued at $35,000 after purchasing an additional 260 shares during the last quarter. Baird Financial Group Inc. boosted its position in shares of Bunge Global by 1.1% in the 2nd quarter. Baird Financial Group Inc. now owns 23,760 shares of the basic materials company’s stock worth $1,907,000 after purchasing an additional 263 shares in the last quarter. Finally, Siemens Fonds Invest GmbH grew its stake in Bunge Global by 16.1% during the 3rd quarter. Siemens Fonds Invest GmbH now owns 1,952 shares of the basic materials company’s stock worth $159,000 after buying an additional 271 shares during the last quarter. Institutional investors own 86.23% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on BG. Bank of America increased their target price on shares of Bunge Global from $112.00 to $119.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. Barclays reiterated an “overweight” rating on shares of Bunge Global in a research report on Thursday. Weiss Ratings reissued a “hold (c+)” rating on shares of Bunge Global in a research note on Wednesday, December 24th. Zacks Research downgraded shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 27th. Finally, Stephens lifted their price objective on shares of Bunge Global from $85.00 to $115.00 and gave the company an “overweight” rating in a report on Friday, October 17th. Eight investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Bunge Global currently has a consensus rating of “Moderate Buy” and a consensus target price of $110.67.

Bunge Global Company Profile

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.