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BG

BUNGE GLOBAL SA

At today's price, BUNGE GLOBAL SA (BG) is priced for +6.8% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+6.8% growth
Priced In
within-range

Key Takeaways

• Bunge is a global agribusiness that just doubled in size: the Viterra merger pushed first-quarter net sales to $21.9 billion from $11.6 billion a year earlier, reshaping it into one of the largest grain and oilseed processors and traders in the world [Source: Bunge Q1 2026 results]. • The earnings are cyclically thin, with a trailing operating margin near 1.4% and GAAP diluted EPS that fell to $0.35 as crush margins compress against record global oilseed supply [Source: Bunge Q1 2026 results].

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Institutional ownership

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.

Capital returns

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.

Insider activity

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.

Earnings reactions

BG's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext 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.

Recent filings

BG's latest 8-K filings: 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); 2026-04-01 (items 5.02, 9.01); 2026-03-19 (items 8.01, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: June 27, 2026

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.