Bunge Global SA (BG)

Bunge's stock declined by 32% over the last year as of October 2025, closing at $83.97 on October 3, 2025. On July 2, 2025, Bunge completed its merger with Viterra Limited. The company reported its second-quarter 2025 results on July 30, 2025, with GAAP diluted EPS at $2.61 and adjusted EPS at $1.31. In Q2 2025, processing results improved in South America and Asia but decreased in Europe and North America. On July 31, 2025, Bunge Global SA announced the pricing of a $1.3 billion senior notes offering. Bunge received approximately $570 million in cash proceeds from the sale of its U.S. corn milling business. The U.S. government is considering a $10 billion financial support package for American farmers. China's reduced demand for U.S. soybeans has led to a decline in U.S. soybean futures.

Demand for Bunge's products and services is closely linked to agricultural commodity cycles and regional factors. Demand for edible oils can be seasonal, with increased buying activity during marriage seasons and festive demand. The flour industry generally experiences consistent demand, with a growing demand for healthier and specialty flours. Brazil's ethanol production is seasonal, typically peaking during the fourth quarter. Bunge's financial performance is significantly influenced by global and regional demographic and macroeconomic conditions.

Bunge Global SA is a global agribusiness and food company operating across the farm-to-consumer food chain, headquartered in St. Louis, Missouri, and legally incorporated in Geneva, Switzerland. It operates in the Consumer Defensive sector, focusing on Consumer Packaged Goods and Agriculture and Forestry industries. Its core business segments include Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The company is involved in the origination, processing, and marketing of oilseeds and grains, producing protein meals and vegetable oils. It produces and sells packaged and bulk oils, shortenings, margarines, mayonnaise, and specialty ingredients. Bunge provides wheat flours and bakery mixes, as well as corn milling products. The company is focused on the production of sugar and ethanol, particularly in Brazil, and generates electricity from biomass byproducts.

Bunge has an extensive global presence, operating in over 50 countries with more than 500 facilities and port terminals worldwide. The company has a strong presence in North and South America, Europe, and Asia.

Bunge Global SA promotes its commitment to sustainability, which positively contributes to its brand reputation. The company has established a non-deforestation commitment for 2025 and has a Board-level Sustainability Committee. In April 2024, Bunge agreed to report on deforestation and conversion risks in its supply chain and take corrective action. Bunge also expanded its regenerative agriculture program in Brazil and completed a commercial pilot season in the U.S. to provide lower-carbon solutions. The company has also finalized a partnership with Repsol to develop lower-carbon intensity feedstocks.

Bunge Global SA is largely controlled by institutional shareholders, who collectively own 88% of the company. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Capital World Investors, State Street Corp, Fmr Llc, Dimensional Fund Advisors Lp, and Geode Capital Management, Llc. Significant individual and public company owners include Glencore PLC (16.40%), Pension Plan Investment Board Canada (13.12%), and Paul J. Fribourg (2.54%).