Bunge Global SA (BG)

Bunge Global SA's stock experienced several notable events in the past six months. In February 2025, the company reported fourth-quarter 2024 earnings that missed analyst expectations, and its 2025 outlook was disappointing, leading to a stock price drop. In July 2025, Bunge completed its business combination with Viterra, which is expected to create new opportunities across its supply chains. In October 2025, Bunge announced changes to its reporting segments and provided a recast outlook for its full-year 2025 adjusted earnings per share (EPS), which included the impact of the Viterra merger, causing the stock to surge. The stock continued its positive momentum, hitting a new 52-week high in late October 2025, and analyst price targets were subsequently raised. There was also market speculation regarding a potential de-escalation of US-China trade tensions, which could benefit Bunge's merchandising and processing segments.

Demand for Bunge Global SA's products and services is subject to seasonality, as agricultural commodity markets are inherently seasonal and cyclical. Prices for agricultural products typically advance before harvest and tend to fall as supplies increase after harvest. Weather events and agricultural cycles are significant factors that influence demand and, consequently, trading volumes and prices for certain commodities.

Bunge Global SA is a global agribusiness and food company operating in the packaged foods and agricultural production industries. The company's operations are divided into four segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. The Agribusiness segment handles agricultural commodities, the Refined and Specialty Oils segment produces products from vegetable oils and fats, the Milling segment provides wheat and corn milling products, and the Sugar and Bioenergy segment focuses on producing sugar and ethanol.

Bunge Global SA has a significant worldwide presence, operating in over 40 to 50 countries across North America, South America, Europe, and Asia-Pacific.

Bunge has actively promoted its commitment to sustainability and improving global food security. In October 2025, the company expanded its Global Volunteer Program for World Food Day. In July 2024, Bunge launched a strategic alliance with Nutrien Ag Solutions to support U.S. farmers in implementing sustainable farming practices. Bunge also highlights its progress towards industry-leading sustainability targets, including achieving deforestation-free supply chains by 2025. However, according to The Upright Project, Bunge Global has an overall negative sustainability impact, with a net impact ratio of -5.0%.

Institutional investors hold a substantial majority of Bunge Global SA's stock, owning approximately 86.23% to 88% of the company. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, State Street Corp, Fmr LLC, Dimensional Fund Advisors LP, Geode Capital Management LLC, Invesco Ltd., LSV Asset Management, Norges Bank, AQR Capital Management LLC, Charles Schwab Investment Management Inc., and AustralianSuper Pty Ltd. Notable individual or insider owners include Glencore PLC, Pension Plan Investment Board Canada, and Paul J. Fribourg. Director Christopher Mahoney also purchased shares in August 2025.