Bunge Global SA (BG)

In the past six months, Bunge reported its Q3 2025 EPS and revenue above forecast, leading to a stock increase. Bunge reported its Q4 and full-year 2025 results with adjusted earnings beating estimates, but a cautious outlook muted stock gains. The merger with Viterra was completed in July 2025, enhancing Bunge's global network. Bunge's stock reached a new 52-week high, with JPMorgan Chase & Co. raising its price target. Despite a slide in grain futures, Bunge outperformed the sector by leveraging its global footprint.

Bunge Global SA's business is tied to agricultural cycles and seasonal harvests. Its operations span both hemispheres, allowing it to balance seasonal harvests and mitigate risks. The demand for Bunge's products is generally consistent, but the origination and processing of commodities are influenced by agricultural seasonality. Bunge's integrated supply chain and global network manage these seasonal variations to meet global demand.

Bunge Global SA is an international agribusiness and food company founded in 1818, headquartered in St. Louis, Missouri. It operates in the Food, Beverage & Tobacco sector, connecting farmers to consumers by providing food ingredients, animal nutrition, and agricultural solutions. Its 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 offers packaged and bulk oils and fats. The Milling segment provides wheat and corn milling products. The Sugar and Bioenergy segment produces sugar, ethanol, and electricity.

Bunge Global SA has an extensive global network with a strong market presence in North America, South America, Europe, and Asia. The company operates in over 50 countries with more than 500 facilities and port terminals, balancing seasonal harvests and navigating agricultural risks.

Bunge's brand reputation has been influenced by its strategic growth and commitment to sustainability. The successful merger with Viterra has strengthened its position as an integrated agribusiness solutions company. Bunge emphasizes its role in connecting farmers to consumers and delivering essential food, feed, and fuel, highlighting its commitment to sustainable practices and innovation. The company expanded its Global Volunteer Program for World Food Day, demonstrating its community impact efforts.

Bunge Global SA is largely controlled by institutional shareholders, who collectively own 88% of the company. Major institutional owners include Glencore plc, Canada Pension Plan Investment Board, Vanguard Group Inc, Capital World Investors, BlackRock, Inc., and State Street Corp. Individual ownership accounts for 0.86% of the company, with Paul J. Fribourg being a notable insider owner.