Bunge Global SA (BG)

From January 2025 to July 2025, Bunge reported its fourth-quarter and full-year 2024 results and its first-quarter 2025 results, with Q1 2025 EPS exceeding analyst expectations. Shareholders approved quarterly dividends at the 2025 Annual General Meeting. The pending business combination with Viterra Limited has been a significant ongoing event, with regulatory approval received in most jurisdictions. Bunge completed the sale of its 50% share in BP Bunge Bioenergia to bp on October 1, 2024. The stock price of BG has seen fluctuations, with a decline of 19.35% over the period from June 21, 2024, and a 52-week high of $114.92 and a 52-week low of $67.40.

Bunge's business is seasonal, influenced by crop harvest cycles and consumer product sales. Geographical diversification mitigates volume fluctuations between the first and second halves of the year. The first quarter is historically the weakest due to the timing of oilseed harvests. Demand for consumer food products is influenced by holidays and annual events. Quarterly results vary due to commodity prices, production yields, and costs.

Bunge Global SA is a global agribusiness and food company that connects farmers to consumers by delivering essential food, feed, and fuel worldwide. The company operates through four main segments: Agribusiness, Refined and Specialty Oils, Milling, and Sugar and Bioenergy. Bunge is a leading global oilseed processor, a major producer of vegetable oils and protein meals, a global grain processor, and a significant seller of packaged plant-based oils worldwide.

Bunge Global SA has a substantial worldwide presence, operating in approximately 40 countries across North America, South America, Europe, Asia-Pacific, Africa, and the Middle East. Its agribusiness operations and assets are located in these regions, with primary locations for its Refined and Specialty Oils segment also in North and South America, Europe, and Asia-Pacific. The Milling segment's operations are concentrated in North and South America.

Bunge's brand reputation has been negatively impacted by concerns over deforestation and human rights abuses, particularly in Brazil. The company has faced allegations of sourcing soy from suppliers linked to deforestation and land grabbing, leading to criticism from environmental and human rights organizations. Concerns have also been raised about Bunge's partnerships with companies like Chevron and the presence of executives from Syngenta on its board, as well as shareholder concerns regarding the company's actions on climate and deforestation issues.

Bunge Global SA is primarily owned by institutional investors, who hold between 84.11% and 88% of the company's shares. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Capital World Investors, State Street Corp, and Fmr Llc. Individual investors hold a smaller stake, around 1.3% to 11% of the company. Insiders own less than 1% to 9.75% of Bunge Global SA. Paul J. Fribourg is the largest individual shareholder, owning 3.78% of the company's shares.