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

Bunge Global (NYSE:BG) issued 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 net margin of 2.20% and a return on equity of 9.06%. The company had revenue of $23.76 billion for the quarter, compared to the consensus estimate of $23 billion. During the same period in the previous year, the firm earned $2.13 earnings per share. Bunge Global’s quarterly revenue was up 75.5% compared to the same quarter last year. 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 Trading Up 3.5%

NYSE BG traded up $4.12 during trading on Wednesday, hitting $121.00. The stock had a trading volume of 761,400 shares, compared to its average volume of 1,761,054. The company has a market capitalization of $23.40 billion, a PE ratio of 13.02, a PEG ratio of 1.73 and a beta of 0.78. The company has a quick ratio of 0.83, a current ratio of 1.66 and a debt-to-equity ratio of 0.57. The firm has a 50 day moving average price of $98.89 and a 200 day moving average price of $90.54. Bunge Global has a twelve month low of $67.40 and a twelve month high of $121.64.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the company. Weiss Ratings reissued a “hold (c+)” rating on shares of Bunge Global in a research note on Wednesday, December 24th. JPMorgan Chase & Co. raised their price objective on Bunge Global from $109.00 to $117.00 and gave the stock an “overweight” rating in a research report on Tuesday. Bank of America boosted their price objective on shares of Bunge Global from $112.00 to $119.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Barclays raised shares of Bunge Global from an “equal weight” rating to an “overweight” rating and upped their target price for the company from $105.00 to $120.00 in a research report on Thursday, November 6th. Finally, UBS Group lifted their price target on shares of Bunge Global from $100.00 to $108.00 in a research report on Wednesday, December 24th. Seven equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $110.67.

Insider Activity

In other news, VP Christos Dimopoulos sold 25,300 shares of the firm’s stock in a transaction that occurred 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. This trade represents a 19.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.80% of the company’s stock.

Hedge Funds Weigh In On Bunge Global

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. CIBC Bancorp USA Inc. purchased a new stake in shares of Bunge Global during the third quarter worth approximately $4,204,000. Danske Bank A S acquired a new position in Bunge Global during the 3rd quarter worth approximately $373,000. Advisory Services Network LLC acquired a new position in Bunge Global during the 3rd quarter worth approximately $191,000. XTX Topco Ltd purchased a new stake in shares of Bunge Global in the 3rd quarter valued at approximately $584,000. Finally, State Street Corp raised its holdings in shares of Bunge Global by 1.3% in the 3rd quarter. State Street Corp now owns 6,921,322 shares of the basic materials company’s stock valued at $562,390,000 after purchasing an additional 85,873 shares in the last quarter. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Bunge Global News Summary

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

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.