Bunge Global (NYSE:BG) Reaches New 1-Year High Following Better-Than-Expected Earnings

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

The basic materials company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $0.17. The business had revenue of $23.76 billion during the quarter, compared to analyst estimates of $23 billion. Bunge Global had a return on equity of 9.06% and a net margin of 2.20%.The company’s revenue was up 75.5% on a year-over-year basis. During the same quarter last year, the business posted $2.13 EPS.

Trending Headlines about Bunge Global

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

• Positive Sentiment: Q4 results beat expectations — EPS $1.99 vs. $1.82 consensus and revenue $23.76B vs. $23.0B; revenue was up ~75.5% year-over-year largely from the Viterra acquisition, signaling stronger top-line scale. Bunge Global (NYSE:BG) Exceeds Q4 CY2025 Expectations
• Positive Sentiment: An analyst (JPMorgan) raised its price target to $117 and maintained an overweight rating, reflecting continued confidence from some buy-side firms despite conservative guidance. MarketScreener: JPMorgan adjusts price target on Bunge Global SA
• Neutral Sentiment: Company filed full Q4 and FY2025 results and investor materials (press release and slide deck) for review — useful for digging into segment margins, cash flow and integration details. Bunge Reports Fourth Quarter and Full-Year 2025 Results
• Negative Sentiment: Management guided 2026 profit below analysts’ estimates and flagged macroeconomic uncertainty as a headwind — this cautious outlook is likely why gains were muted despite the beat. Bunge forecasts 2026 profit below estimates on macroeconomic uncertainty
• Negative Sentiment: Coverage noting the company “beat but struck a cautious tone” underscores investor focus shifting from one-quarter beats to forward growth visibility and commodity/FX exposure. Bunge beats Q4 estimates but strikes cautious tone with 2026 guidance

Analysts Set New Price Targets

Several analysts recently commented on BG shares. Zacks Research lowered shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. UBS Group lifted their price target on Bunge Global from $100.00 to $108.00 in a research note on Wednesday, December 24th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Bunge Global in a research report on Wednesday, December 24th. Barclays upgraded Bunge Global from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $105.00 to $120.00 in a research report on Thursday, November 6th. Finally, Morgan Stanley raised shares of Bunge Global from an “equal weight” rating to an “overweight” rating and lifted their price target for the company from $95.00 to $120.00 in a research note on Tuesday, December 16th. Seven investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Bunge Global has a consensus rating of “Moderate Buy” and a consensus price target of $110.67.

Insider Buying and Selling at Bunge Global

In related news, VP Christos Dimopoulos sold 25,300 shares of the business’s stock in a transaction dated 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 in the company, 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 legal filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.80% of the company’s stock.

Institutional Trading of Bunge Global

Several institutional investors have recently made changes to their positions in BG. Glencore plc increased its stake in Bunge Global by 100.0% during the fourth quarter. Glencore plc now owns 65,612,206 shares of the basic materials company’s stock worth $5,844,735,000 after acquiring an additional 32,806,103 shares during the last quarter. Vanguard Group Inc. raised its holdings in Bunge Global by 4.6% in the 4th quarter. Vanguard Group Inc. now owns 17,570,009 shares of the basic materials company’s stock valued at $1,565,136,000 after buying an additional 777,805 shares during the period. Capital World Investors lifted its position in Bunge Global by 4.5% in the third quarter. Capital World Investors now owns 16,200,000 shares of the basic materials company’s stock valued at $1,316,299,000 after buying an additional 694,709 shares during the last quarter. State Street Corp boosted its stake in Bunge Global by 1.3% during the third quarter. State Street Corp now owns 6,921,322 shares of the basic materials company’s stock worth $562,390,000 after buying an additional 85,873 shares during the period. Finally, Geode Capital Management LLC raised its stake in shares of Bunge Global by 2.3% in the 2nd quarter. Geode Capital Management LLC now owns 3,535,869 shares of the basic materials company’s stock valued at $282,683,000 after acquiring an additional 80,082 shares during the period. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Bunge Global Stock Performance

The company has a current ratio of 1.66, a quick ratio of 0.83 and a debt-to-equity ratio of 0.57. The stock has a market capitalization of $23.34 billion, a price-to-earnings ratio of 13.05, a price-to-earnings-growth ratio of 1.73 and a beta of 0.78. The firm’s fifty day moving average price is $98.89 and its 200 day moving average price is $90.54.

About Bunge Global

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.