BUNGE GLOBAL SA
In the published model solve dated 2026-Q2, anchored at $115.63, BUNGE GLOBAL SA (BG) is priced for +10.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Two years of dealmaking left Bunge running an oilseed and grain network roughly the size of ADM's by revenue, with the FY2025 10-K attributing 15.3 billion dollars of 2025 net sales to Viterra alone from a July 2 closing date. • The whole business turns on processing spreads it does not set, and the trailing evidence is thin: return on equity of about 4.3% sits under the roughly 9% return equity investors require, with interest coverage of about 1.9. • Second-quarter results land July 29, 2026
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685 institutional managers reported holding BG in 13F filings for the quarter ended 2026-03-31. Together they hold about 93% of the company; the top 10 hold 68%. 131 opened new positions that quarter. Held by CPP Investment Board, Capital Group (American Funds), Vanguard Group, among others. On the short side, 7.5M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (4.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
It pays a dividend, and has paid one every year in our records (3 and counting), raised 2 years straight; the current rate is $2.80 a share annually. Cash returned over the past three years: $1.17B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BG over the trailing three years: 2025: 1 buy totaling $409k. 22 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2024-02-23 | -3.9% | +9.7% |
| 2024-04-25 | -5.1% | +3.4% |
| 2024-08-02 | -10.0% | -0.3% |
| 2024-10-31 | -4.3% | -7.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BG's latest 8-K filings: 2026-08-19 (items 8.01, 9.01); 2026-07-29 (items 2.02, 9.01); 2026-05-22 (items 5.07, 9.01); 2026-04-29 (items 2.02, 9.01); 2026-04-02 (items 1.01, 2.03, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.