Bunge Global (NYSE:BG) Posts Earnings Results, Beats Expectations By $0.86 EPS

Bunge Global (NYSE:BG) posted its quarterly earnings results on Wednesday. The basic materials company reported $1.83 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.97 by $0.86, FiscalAI reports. The business had revenue of $21.86 billion during the quarter, compared to analyst estimates of $23.26 billion. Bunge Global had a net margin of 1.16% and a return on equity of 8.69%. The firm’s revenue was up 87.8% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.81 earnings per share. Bunge Global updated its FY 2026 guidance to 9.000-9.500 EPS.

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

• Raised full-year adjusted EPS guidance to $9.00–$9.50 (from $7.50–$8.00), reflecting stronger Q1 results and supportive forward curves.
• Operational performance was strong: adjusted EPS of $1.83 (flat YoY) and adjusted EBIT of $661 million, driven by soybean and softseed processing/refining and early Viterra synergy capture.
• Reported GAAP EPS was only $0.35 due to a $1.28 per-share unfavorable mark?to?market timing effect and $0.20 per-share Viterra transaction/integration costs.
• Company lowered expectations for Tropical Oils & Specialty Ingredients and Grain Merchandising & Milling while forecasting higher net interest expense ($620–$660M) and increased 2026 CapEx ($1.5–$1.7B), reflecting working capital and investment needs.
• Balance sheet and liquidity remain strong: readily marketable inventories exceeded net debt by about $400M, adjusted leverage improved to 1.6x, and ~$9.7B of committed credit facilities were unused.

Bunge Global Stock Performance

BG stock traded up $1.47 during midday trading on Thursday, hitting $127.78. 928,031 shares of the company traded hands, compared to its average volume of 1,753,255. Bunge Global has a twelve month low of $71.60 and a twelve month high of $131.93. The company has a quick ratio of 0.74, a current ratio of 1.61 and a debt-to-equity ratio of 0.51. The business has a 50 day simple moving average of $123.25 and a 200-day simple moving average of $108.02. The stock has a market capitalization of $24.76 billion, a price-to-earnings ratio of 23.57, a price-to-earnings-growth ratio of 0.74 and a beta of 0.71.

Bunge Global Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 2nd. Shareholders of record on Tuesday, February 16th will be issued a dividend of $0.72 per share. 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 51.66%.

Analysts Set New Price Targets

A number of research firms have recently issued reports on BG. Zacks Research lowered shares of Bunge Global from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Morgan Stanley increased their price objective on Bunge Global from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, March 11th. Bank of America increased their price objective on Bunge Global from $112.00 to $119.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. UBS Group restated a “buy” rating on shares of Bunge Global in a report on Wednesday, March 11th. Finally, Stephens restated an “overweight” rating and issued a $130.00 price objective on shares of Bunge Global in a report on Thursday, February 5th. Eight investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, Bunge Global presently has an average rating of “Moderate Buy” and an average price target of $132.67.

Hedge Funds Weigh In On Bunge Global

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Compound Planning Inc. acquired a new position in Bunge Global during the fourth quarter valued at approximately $203,000. Corient Private Wealth LLC grew its holdings in Bunge Global by 13.5% during the fourth quarter. Corient Private Wealth LLC now owns 19,068 shares of the basic materials company’s stock valued at $1,699,000 after purchasing an additional 2,263 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in Bunge Global by 56.5% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 5,520 shares of the basic materials company’s stock valued at $492,000 after purchasing an additional 1,993 shares during the last quarter. Vident Advisory LLC acquired a new position in Bunge Global during the fourth quarter valued at approximately $2,960,000. Finally, State of Tennessee Department of Treasury grew its holdings in Bunge Global by 669.2% during the fourth quarter. State of Tennessee Department of Treasury now owns 129,131 shares of the basic materials company’s stock valued at $11,503,000 after purchasing an additional 112,344 shares during the last quarter. Institutional investors and hedge funds own 86.23% of the company’s stock.

More Bunge Global News

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

• Positive Sentiment: Q1 earnings beat — Bunge reported $1.83 EPS vs. consensus ~$0.97, a clear upside that highlights better-than-expected profitability for the quarter. Bunge Global (BG) Q1 Earnings Beat
• Positive Sentiment: Raised FY?2026 guidance — management set EPS guidance of $9.00–$9.50 vs. the street at about $8.46, signaling confidence in full?year profitability and providing a clear catalyst for multiple expansion. Bunge Reports First Quarter 2026 Results
• Positive Sentiment: Analyst upgrade — Zacks moved BG to a Rank #1 (Strong Buy), which can attract momentum investors and support further upside. Bunge Global (BG) Upgraded to Strong Buy
• Neutral Sentiment: Sector context — comparisons with peers (e.g., Braskem) and ETF flows matter for relative performance; BG’s moves should be viewed in the context of basic?materials trends. Is Braskem (BAK) Stock Outpacing Its Basic Materials Peers?
• Neutral Sentiment: Investor materials available — the company published the press release, slide deck and conference?call transcript for Q1, useful for parsing segment details and guidance assumptions. Bunge Q1 Materials
• Negative Sentiment: Revenue miss and mixed segment performance — revenue of $21.86B trailed the ~$23.26B estimate and some business segments were uneven, which could pressure near?term sentiment if margin/growth drivers underperform. What’s Going On With Bunge Stock Today?

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.