Bunge Global (NYSE:BG) Sets New 12-Month High After Strong Earnings

Bunge Global SA (NYSE:BG) reached a new 52-week high during trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $121.64 and last traded at $120.8520, with a volume of 386530 shares changing hands. The stock had previously closed at $116.88.

The basic materials company reported $1.99 earnings per share for the quarter, beating the consensus estimate of $1.82 by $0.17. Bunge Global had a net margin of 2.20% and a return on equity of 9.06%. The company had revenue of $23.76 billion during the quarter, compared to the consensus estimate of $23 billion. During the same period last year, the firm earned $2.13 earnings per share. Bunge Global’s revenue was up 75.5% compared to the same quarter last year. Bunge Global has set its FY 2026 guidance at 7.500-8.000 EPS.

Bunge Global News Summary

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

• Positive Sentiment: Q4 revenue and adjusted EPS topped expectations — revenue ~$23.8B (+75.5% YoY) and adjusted EPS $1.99 vs. consensus ~$1.82 — showing strong top‑line growth from the Viterra deal. Read More.
• Positive Sentiment: Analyst support: JPMorgan raised its price target and kept an overweight stance, which can help near‑term sentiment. Read More.
• Neutral Sentiment: Management emphasized integration work and potential long‑term synergies on the earnings call; investors should expect near‑term volatility as synergies are realized. Read More.
• Neutral Sentiment: Operating cash flow improved (cash from ops up year‑over‑year) and capex increased, signaling continued investment to integrate Viterra and support growth — important for long‑term leverage/ROI but neutral near term. Read More.
• Negative Sentiment: FY‑2026 EPS guidance of $7.50–8.00 came in below consensus (~$8.94), a primary reason for the cautious market reaction; management cited macro uncertainty and limited market visibility. Read More.
• Negative Sentiment: Profitability pressured in Q4 as integration and higher costs compressed margins — gross profit and operating profit declined, net income dropped sharply and liabilities rose substantially vs. prior year. These metrics raise near‑term execution and balance‑sheet concerns. Read More.
• Negative Sentiment: Noted commentators signaled reduced conviction (Jim Cramer: “not as close to as I used to be”), which can weigh on retail sentiment. Read More.

Analyst Ratings Changes

A number of analysts recently commented on the stock. JPMorgan Chase & Co. lifted their target price on shares of Bunge Global from $109.00 to $117.00 and gave the stock an “overweight” rating in a research note on Tuesday. BMO Capital Markets lifted their price objective on shares of Bunge Global from $95.00 to $110.00 and gave the stock an “outperform” rating in a research note on Thursday, October 16th. CICC Research upped their target price on Bunge Global from $90.00 to $110.00 in a research report on Friday, November 7th. UBS Group raised their target price on shares of Bunge Global from $100.00 to $108.00 in a report on Wednesday, December 24th. Finally, Stephens boosted their target price on shares of Bunge Global from $85.00 to $115.00 and gave the company an “overweight” rating in a research report on Friday, October 17th. Seven investment analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $110.67.

Insiders Place Their Bets

In other Bunge Global news, VP Christos Dimopoulos sold 25,300 shares of Bunge Global stock in a transaction on Friday, November 21st. The shares were sold at an average price of $94.37, for a total value of $2,387,561.00. Following the completion of the transaction, the vice president owned 104,537 shares of the company’s stock, valued at approximately $9,865,156.69. The trade was a 19.49% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Bunge Global

Several institutional investors and hedge funds have recently modified their holdings of BG. Park Avenue Securities LLC grew its holdings in Bunge Global by 3.9% in the third quarter. Park Avenue Securities LLC now owns 2,898 shares of the basic materials company’s stock valued at $235,000 after purchasing an additional 109 shares during the period. Spire Wealth Management raised its position in Bunge Global by 20.5% during the third quarter. Spire Wealth Management now owns 681 shares of the basic materials company’s stock worth $55,000 after acquiring an additional 116 shares during the period. Meiji Yasuda Asset Management Co Ltd. boosted its holdings in Bunge Global by 4.5% in the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 2,786 shares of the basic materials company’s stock worth $226,000 after buying an additional 120 shares during the last quarter. SBI Securities Co. Ltd. raised its stake in Bunge Global by 9.8% in the 2nd quarter. SBI Securities Co. Ltd. now owns 1,360 shares of the basic materials company’s stock valued at $109,000 after purchasing an additional 121 shares during the last quarter. Finally, Czech National Bank lifted its stake in shares of Bunge Global by 0.3% in the fourth quarter. Czech National Bank now owns 35,691 shares of the basic materials company’s stock worth $3,179,000 after buying an additional 123 shares in the last quarter. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Bunge Global Price Performance

The firm has a market capitalization of $22.63 billion, a PE ratio of 12.60, a price-to-earnings-growth ratio of 1.77 and a beta of 0.78. The stock’s 50 day simple moving average is $99.29 and its two-hundred day simple moving average is $90.73. The company has a debt-to-equity ratio of 0.57, a quick ratio of 0.83 and a current ratio of 1.66.

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.