Bunge Global SA $BG Holdings Cut by Oppenheimer & Co. Inc.

Oppenheimer & Co. Inc. decreased its stake in Bunge Global SA (NYSE:BG) by 11.2% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 58,589 shares of the basic materials company’s stock after selling 7,400 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Bunge Global were worth $5,219,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Glencore plc raised its holdings in shares of Bunge Global by 100.0% during the 4th quarter. Glencore plc now owns 65,612,206 shares of the basic materials company’s stock valued at $5,844,735,000 after purchasing an additional 32,806,103 shares in the last quarter. Vanguard Group Inc. raised its holdings 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 valued at $1,565,136,000 after purchasing an additional 777,805 shares in the last quarter. Capital World Investors raised its holdings 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 valued at $1,316,299,000 after purchasing an additional 694,709 shares in the last quarter. State Street Corp raised its holdings in shares of Bunge Global by 1.3% during 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. Finally, Northern Trust Corp raised its holdings in shares of Bunge Global by 2.9% during the 3rd quarter. Northern Trust Corp now owns 2,299,447 shares of the basic materials company’s stock valued at $186,830,000 after purchasing an additional 65,774 shares in the last quarter. Hedge funds and other institutional investors own 86.23% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the stock. BMO Capital Markets raised their price target on shares of Bunge Global from $135.00 to $150.00 and gave the company an “outperform” rating in a report on Tuesday, March 31st. Weiss Ratings downgraded shares of Bunge Global from a “buy (b-)” rating to a “hold (c)” rating in a report on Monday, February 23rd. Bank of America raised their price target 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. Zacks Research upgraded shares of Bunge Global from a “hold” rating to a “strong-buy” rating in a report on Wednesday. Finally, HSBC raised their price target on shares of Bunge Global from $80.00 to $116.00 and gave the company a “hold” rating in a report on Tuesday, March 3rd. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $132.67.

Bunge Global Stock Performance

Shares of BG opened at $124.65 on Friday. The company has a market capitalization of $24.18 billion, a PE ratio of 29.06, a price-to-earnings-growth ratio of 0.67 and a beta of 0.64. Bunge Global SA has a one year low of $71.60 and a one year high of $131.93. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.60 and a quick ratio of 0.74. The company’s fifty day moving average price is $123.32 and its 200 day moving average price is $108.35.

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

Bunge Global Dividend Announcement

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

Bunge Global News Summary

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 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.