Bunge Global (NYSE:BG) Announces Quarterly Earnings Results, Beats Estimates By $0.03 EPS

Bunge Global (NYSE:BG) released its quarterly earnings data on Wednesday. The basic materials company reported $2.00 EPS for the quarter, topping the consensus estimate of $1.97 by $0.03, Zacks reports. The company had revenue of $24.04 billion for the quarter, compared to the consensus estimate of $22.81 billion. Bunge Global had a return on equity of 8.60% and a net margin of 0.85%.Bunge Global’s quarterly revenue was up 88.3% on a year-over-year basis. During the same period last year, the business posted $1.31 EPS. Bunge Global updated its FY 2026 guidance to 9.250-9.750 EPS.

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

• Bunge raised its 2026 adjusted EPS outlook to $9.25–$9.75 from $9.00–$9.50, citing stronger soybean processing and refining results and slightly improved softseed expectations.
• Second-quarter adjusted EPS increased to $2.00 from $1.31 year over year, while adjusted segment EBIT rose to $796 million from $373 million, led by improved soy and softseed processing across the Americas and Europe.
• Viterra integration synergies are running ahead of plan; Bunge raised its cost-synergy target from $250 million to $350 million and said the expanded origination, processing, logistics, and customer network is creating additional commercial upside.
• The company expects second-half earnings to be weighted toward the fourth quarter, with Q3 contributing in the low 40% range and Q4 in the high 50% range; visibility remains limited because of geopolitical tensions, volatile trade flows, energy costs, and regional crop uncertainty.
• Grain merchandising and milling is expected to underperform the prior outlook, while higher working-capital needs may limit additional share repurchases in the second half despite the completed $2 billion Viterra-related buyback program.

Bunge Global Stock Performance

Bunge Global stock traded down $9.41 during trading hours on Wednesday, hitting $107.96. 483,687 shares of the stock traded hands, compared to its average volume of 1,690,605. The firm’s 50 day moving average price is $118.27 and its 200-day moving average price is $119.58. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.60 and a quick ratio of 0.69. The stock has a market capitalization of $20.95 billion, a price-to-earnings ratio of 25.31 and a beta of 0.65. Bunge Global has a 1 year low of $76.01 and a 1 year high of $134.87.

Analysts Set New Price Targets

BG has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Bunge Global in a research report on Friday, May 22nd. Barclays boosted their target price on shares of Bunge Global from $145.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. BMO Capital Markets increased their price target on shares of Bunge Global from $135.00 to $150.00 and gave the company an “outperform” rating in a research report on Tuesday, March 31st. Finally, Zacks Research cut shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a report on Monday, June 29th. Eight research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, Bunge Global presently has a consensus rating of “Moderate Buy” and an average price target of $132.67.

Trending Headlines about Bunge Global

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

• Positive Sentiment: Bunge reported second-quarter adjusted EPS of $2.00, up from $1.31 a year earlier, while net sales surged 88.3% to $24.04 billion. Net income attributable to Bunge rose to $678 million from $354 million, and GAAP diluted EPS increased to $3.47 from $2.61. Results were supported by stronger soybean and softseed processing and refining performance. Bunge Q2 GAAP Diluted EPS Rises to $3.47
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50, citing outperformance in its soybean and softseed businesses. The new range is broadly in line with analyst expectations of roughly $9.32-$9.42. Bunge Raises Outlook on Soybean, Softsead Outperformance
• Positive Sentiment: Bunge repurchased approximately $250 million of stock and completed the $2 billion buyback program associated with the Viterra transaction, providing ongoing support for per-share value. Bunge Q2 GAAP Diluted EPS Rises to $3.47
• Negative Sentiment: Adjusted quarterly EPS of $2.00 fell short of the Zacks consensus estimate of $2.03, despite exceeding another analyst consensus estimate of $1.97. The conflicting estimates may have led investors to focus on the modest earnings miss rather than the year-over-year growth. Bunge Global Q2 Earnings Miss Estimates

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the business. CYBER HORNET ETFs LLC purchased a new position in shares of Bunge Global during the 2nd quarter valued at about $31,000. MUFG Securities EMEA plc purchased a new stake in shares of Bunge Global in the second quarter worth about $32,000. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in Bunge Global by 152.9% during the third quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 430 shares of the basic materials company’s stock worth $35,000 after acquiring an additional 260 shares during the period. Rakuten Securities Inc. grew its holdings in 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 acquiring an additional 176 shares during the period. Finally, Atlas Capital Advisors Inc. purchased a new position in Bunge Global during the fourth quarter valued at approximately $70,000. Hedge funds and other institutional investors own 86.23% of the company’s stock.

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.