D.A. Davidson & CO. Increases Position in Bunge Global SA $BG

D.A. Davidson & CO. raised its position in Bunge Global SA (NYSE:BG) by 33.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 17,585 shares of the basic materials company’s stock after purchasing an additional 4,454 shares during the period. D.A. Davidson & CO.’s holdings in Bunge Global were worth $1,566,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of BG. Glencore plc purchased a new stake in shares of Bunge Global during the 3rd quarter worth approximately $2,665,496,000. Merewether Investment Management LP purchased a new stake in shares of Bunge Global during the 3rd quarter worth approximately $74,888,000. Vanguard Group Inc. lifted its position in shares of Bunge Global by 4.6% during the 4th quarter. Vanguard Group Inc. now owns 17,570,009 shares of the basic materials company’s stock worth $1,565,136,000 after buying an additional 777,805 shares during the last quarter. Capital World Investors lifted its position in shares of Bunge Global by 4.5% during the 3rd quarter. Capital World Investors now owns 16,200,000 shares of the basic materials company’s stock worth $1,316,299,000 after buying an additional 694,709 shares during the last quarter. Finally, Marshall Wace LLP purchased a new stake in shares of Bunge Global during the 3rd quarter worth approximately $36,362,000. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Bunge Global Stock Down 1.9%

BG stock opened at $124.65 on Friday. The company has a fifty day moving average price of $123.32 and a 200 day moving average price of $108.35. Bunge Global SA has a 12 month low of $71.60 and a 12 month high of $131.93. The company has a market cap of $24.18 billion, a price-to-earnings ratio of 29.06, a price-to-earnings-growth ratio of 0.67 and a beta of 0.64. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.60 and a quick ratio of 0.74.

Bunge Global (NYSE:BG) last released its quarterly earnings results on Wednesday, April 29th. The basic materials company reported $1.83 EPS for the quarter, beating the consensus estimate of $0.97 by $0.86. Bunge Global had a net margin of 0.85% and a return on equity of 8.60%. The firm had revenue of $21.86 billion during the quarter, compared to the consensus estimate of $23.38 billion. During the same quarter in the prior year, the firm earned $1.81 EPS. Bunge Global’s revenue for the quarter was up 87.8% on a year-over-year basis. Bunge Global has set its FY 2026 guidance at 9.000-9.500 EPS. Sell-side analysts expect that Bunge Global SA will post 9.5 earnings per share for the current year.

Bunge Global Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 2nd. Shareholders of record on Tuesday, February 16th will be paid a $0.72 dividend. This represents a $2.88 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 16th. Bunge Global’s payout ratio is currently 65.27%.

Analysts Set New Price Targets

Several analysts have recently weighed in on BG shares. Weiss Ratings downgraded shares of Bunge Global from a “buy (b-)” rating to a “hold (c)” rating in a research report on Monday, February 23rd. UBS Group restated a “buy” rating on shares of Bunge Global in a research report on Wednesday, March 11th. Bank of America boosted their price objective on shares of Bunge Global from $112.00 to $119.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. JPMorgan Chase & Co. boosted their price objective on shares of Bunge Global from $130.00 to $134.00 and gave the stock an “overweight” rating in a research report on Tuesday, March 24th. Finally, HSBC boosted their price objective on shares of Bunge Global from $80.00 to $116.00 and gave the stock a “hold” rating in a research report on Tuesday, March 3rd. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $132.67.

More Bunge Global News

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

• Positive Sentiment: Q1 profit beat and raised guidance — Bunge reported stronger-than-expected Q1 profit and lifted its 2026 outlook, citing strong crush margins and higher biofuel demand, a direct fundamental catalyst supporting higher earnings expectations. Bunge lifts 2026 outlook on strong crush margins, biofuel demand
• Positive Sentiment: Buyback and Viterra synergies lift investor sentiment — Coverage notes investors reacting positively to an EPS upgrade tied to realized Viterra synergies and a new share buyback program, both of which support near-term EPS and capital return expectations. How Investors Are Reacting To Bunge (BG) EPS Upgrade After Viterra Synergies And New Buyback
• Positive Sentiment: Broker upgrade — Zacks upgraded BG to a “Strong Buy” (Rank #1), reflecting growing optimism on earnings prospects; upgrades can draw buying interest and validate management’s guidance. Bunge Global (BG) Upgraded to Strong Buy
• Neutral Sentiment: Analysts conflicted — Coverage summarizes mixed analyst views on Bunge and peers, indicating no clear consensus; that keeps trading volatile as investors parse guidance vs. topline weakness. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Earnings snapshots and market coverage — Several outlets run Q1 snapshots and explain intraday moves; useful for context but largely reiterate the beats, guidance and mixed metrics. Bunge Global: Q1 Earnings Snapshot
• Negative Sentiment: Revenue miss — Bunge missed Q1 revenue estimates, which may be the main reason the stock is retreating as investors focus on topline weakness despite margin-driven EPS strength. Bunge Global (NYSE:BG) misses Q1 CY2026 revenue estimates

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.