Bunge Global (NYSE:BG) Issues FY 2026 Earnings Guidance

Bunge Global (NYSE:BG) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 9.250-9.750 for the period, compared to the consensus EPS estimate of 9.320. The company issued revenue guidance of -.

Analyst Upgrades and Downgrades

A number of brokerages have commented on BG. Zacks Research upgraded Bunge Global from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Weiss Ratings reiterated a “hold (c)” rating on shares of Bunge Global in a research note on Friday, May 22nd. Finally, Barclays lifted their price target on shares of Bunge Global from $145.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, April 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $132.67.

Bunge Global Price Performance

BG stock traded down $1.24 during midday trading on Thursday, hitting $106.54. The company’s stock had a trading volume of 707,507 shares, compared to its average volume of 1,701,834. Bunge Global has a 12 month low of $76.01 and a 12 month high of $134.87. The company has a quick ratio of 0.69, a current ratio of 1.60 and a debt-to-equity ratio of 0.57. The firm has a market capitalization of $20.67 billion, a price-to-earnings ratio of 24.87 and a beta of 0.65. The company has a 50 day moving average of $118.03 and a two-hundred day moving average of $119.65.

Bunge Global (NYSE:BG) last released its quarterly earnings data on Wednesday, July 29th. The basic materials company reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.97 by $0.03. Bunge Global had a net margin of 0.85% and a return on equity of 8.60%. The firm had revenue of $24.04 billion for the quarter, compared to analysts’ expectations of $22.81 billion. During the same quarter last year, the business 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. On average, analysts expect that Bunge Global will post 9.74 EPS for the current year.

Key Headlines Impacting 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 and exceeded the roughly $1.97 consensus estimate. Revenue nearly doubled to $24.04 billion, supported by stronger soybean and softseed processing and refining results. Bunge Raises Outlook on Soybean, Softseed Outperformance
• Positive Sentiment: Management raised its full-year 2026 adjusted EPS outlook to $9.25-$9.75 from $9.00-$9.50, citing improving processing trends and Viterra-related synergies that are running ahead of plan. The company also repurchased approximately $250 million of shares. Bunge forecasts 2026 adjusted EPS
• Positive Sentiment: Zacks Research upgraded BG from “hold” to “strong-buy.” Analysts’ median price target is reported at $140, while the broader consensus implies substantial upside, although price targets are not always reliable indicators. Zacks Research rating
• Neutral Sentiment: The earnings call highlighted the expanded Viterra platform’s potential to improve scale and resilience amid volatile agricultural markets. However, the guidance increase was relatively modest compared with the strong quarter and was near existing analyst expectations.
• Negative Sentiment: Investor reaction has likely been pressured by weaker grain merchandising, sugar, milling and portions of the European soybean chain. A negative $1.67-per-share mark-to-market timing effect also introduced substantial earnings volatility, while elevated expectations may have encouraged profit-taking after the report. Bunge Global Slides After Earnings

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. CYBER HORNET ETFs LLC bought a new stake in shares of Bunge Global in the second quarter worth about $31,000. MUFG Securities EMEA plc purchased a new position in shares of Bunge Global in the 2nd quarter worth $32,000. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its holdings in shares of Bunge Global by 152.9% in the 3rd quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 430 shares of the basic materials company’s stock valued at $35,000 after acquiring an additional 260 shares during the last quarter. Rakuten Securities Inc. lifted its holdings in shares of Bunge Global by 57.7% in the 2nd quarter. Rakuten Securities Inc. now owns 481 shares of the basic materials company’s stock valued at $39,000 after acquiring an additional 176 shares during the last quarter. Finally, Atlas Capital Advisors Inc. purchased a new position in Bunge Global in the fourth quarter worth about $70,000. Institutional investors own 86.23% of the company’s stock.

Bunge Global Company 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.