Dayah Capital LLC Invests $4.20 Million in Bunge Global SA $BG

Dayah Capital LLC purchased a new stake in Bunge Global SA (NYSE:BG) in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 33,000 shares of the basic materials company’s stock, valued at approximately $4,198,000. Bunge Global makes up 1.6% of Dayah Capital LLC’s holdings, making the stock its 16th biggest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. Quest 10 Wealth Builders Inc. bought a new position in Bunge Global during the fourth quarter valued at approximately $27,000. CYBER HORNET ETFs LLC bought a new stake in Bunge Global in the second quarter worth approximately $31,000. MUFG Securities EMEA plc bought a new stake in Bunge Global in the second quarter worth approximately $32,000. Towarzystwo Funduszy Inwestycyjnych PZU SA increased its stake in shares of Bunge Global by 152.9% during the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 430 shares of the basic materials company’s stock worth $35,000 after purchasing an additional 260 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich acquired a new position in shares of Bunge Global during the 4th quarter worth $35,000. Institutional investors and hedge funds own 86.23% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on BG. Zacks Research raised shares of Bunge Global from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of Bunge Global in a research report on Friday, May 22nd. Finally, Barclays raised their target price on Bunge Global from $145.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, Bunge Global currently has a consensus rating of “Moderate Buy” and an average price target of $132.67.

Bunge Global Stock Down 2.4%

Shares of Bunge Global stock opened at $105.23 on Friday. The stock has a market capitalization of $20.42 billion, a P/E ratio of 20.43 and a beta of 0.65. The company has a quick ratio of 0.69, a current ratio of 1.57 and a debt-to-equity ratio of 0.54. The stock has a 50 day moving average price of $117.72 and a two-hundred day moving average price of $119.69. Bunge Global SA has a 12-month low of $76.01 and a 12-month high of $134.87.

Bunge Global (NYSE:BG) last announced its quarterly earnings results on Wednesday, July 29th. The basic materials company reported $2.00 EPS for the quarter, beating the consensus estimate of $1.97 by $0.03. Bunge Global had a return on equity of 9.15% and a net margin of 1.10%.The company had revenue of $24.04 billion for the quarter, compared to the consensus estimate of $22.81 billion. During the same quarter last year, the company posted $1.31 earnings per share. The company’s revenue for the quarter was up 88.3% compared to the same quarter last year. Bunge Global has set its FY 2026 guidance at 9.250-9.750 EPS. Equities analysts expect that Bunge Global SA will post 9.74 earnings per share for the current year.

Trending Headlines about Bunge Global

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

• Positive Sentiment: Second-quarter adjusted EPS rose to $2.00 from $1.31 a year earlier, while revenue nearly doubled to $24.04 billion. Strong soybean and softseed processing and refining margins drove the improvement. Bunge Raises Outlook on Soybean, Softsead Outperformance
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $9.25-$9.75 from $9.00-$9.50, citing stronger processing trends and Viterra-related synergies running ahead of plan. Bunge forecasts 2026 adjusted EPS
• Positive Sentiment: Bunge completed the $2 billion share-repurchase program associated with the Viterra transaction, including approximately $250 million of repurchases during the quarter. Zacks Research also upgraded BG from “hold” to “strong-buy.” BG Q2 Earnings Call Highlights Viterra Growth
• Neutral Sentiment: Analysts’ consensus price target implies substantial potential upside, but the target itself may be a weak near-term catalyst. More important for sentiment is whether earnings-estimate revisions continue improving. Wall Street Analysts See a 28.32% Upside in Bunge Global
• Negative Sentiment: The earnings beat was not decisive across all benchmarks: $2.00 EPS exceeded the $1.97 consensus cited by some data providers but fell short of Zacks’ $2.03 estimate. The raised guidance midpoint also remains close to analyst expectations, limiting the upside surprise.
• Negative Sentiment: Investors may be concerned about a $1.67-per-share negative mark-to-market timing impact and weaker results in grain merchandising, milling, sugar and parts of the European soybean chain. These issues may have overshadowed the headline growth and contributed to the stock’s decline after earnings. Bunge Global Slides After Earnings as Strong Quarter Meets Tempered Outlook

Bunge Global 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.