Bunge Global (NYSE:BG) Issues Quarterly Earnings Results

Key Points

• Adjusted EPS beat and guidance raise: Bunge reported adjusted EPS of $1.83 (vs. $0.97 estimate) and raised FY‑2026 guidance to $9.00–$9.50, although revenue missed at $21.86B and GAAP EPS was only $0.35 due to a $1.28 mark‑to‑market timing hit and $0.20 of Viterra transaction/integration costs.
• Operational and balance‑sheet mix: Adjusted EBIT of $661M and early Viterra synergies underpinned results while adjusted leverage improved to 1.6x and readily marketable inventories exceeded net debt by about $400M, but management flagged weaker prospects for some segments and guided to higher net interest ($620–$660M) and increased 2026 CapEx ($1.5–$1.7B).

Bunge Global (NYSE:BG - Get Free Report) released its earnings results on Wednesday. The basic materials company reported $1.83 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.97 by $0.86, FiscalAI reports. Bunge Global had a net margin of 1.16% and a return on equity of 8.69%. The company had revenue of $21.86 billion during the quarter, compared to the consensus estimate of $23.26 billion. During the same quarter in the prior year, the firm earned $1.81 EPS. The company's revenue was up 87.8% compared to the same quarter last year. Bunge Global updated its FY 2026 guidance to 9.000-9.500 EPS.

Here are the key takeaways from Bunge Global's conference call:

• Raised full-year adjusted EPS guidance to $9.00–$9.50 (from $7.50–$8.00), reflecting stronger Q1 results and supportive forward curves.
• Operational performance was strong: adjusted EPS of $1.83 (flat YoY) and adjusted EBIT of $661 million, driven by soybean and softseed processing/refining and early Viterra synergy capture.
• Reported GAAP EPS was only $0.35 due to a $1.28 per-share unfavorable mark‑to‑market timing effect and $0.20 per-share Viterra transaction/integration costs.
• Company lowered expectations for Tropical Oils & Specialty Ingredients and Grain Merchandising & Milling while forecasting higher net interest expense ($620–$660M) and increased 2026 CapEx ($1.5–$1.7B), reflecting working capital and investment needs.
• Balance sheet and liquidity remain strong: readily marketable inventories exceeded net debt by about $400M, adjusted leverage improved to 1.6x, and ~$9.7B of committed credit facilities were unused.

Bunge Global Stock Performance

Shares of NYSE BG opened at $126.34 on Thursday. The business's 50-day simple moving average is $123.25 and its 200-day simple moving average is $108.02. The company has a debt-to-equity ratio of 0.51, a quick ratio of 0.74 and a current ratio of 1.61. Bunge Global has a 52 week low of $71.60 and a 52 week high of $131.93. The firm has a market cap of $24.49 billion, a price-to-earnings ratio of 23.31, a P/E/G ratio of 0.74 and a beta of 0.71.

Bunge Global Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 2nd. Stockholders of record on Tuesday, February 16th will be issued a dividend of $0.72 per share. The ex-dividend date of this dividend is Tuesday, February 16th. This represents a $2.88 dividend on an annualized basis and a dividend yield of 2.3%. Bunge Global's dividend payout ratio is currently 51.66%.

Trending Headlines about Bunge Global

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

• Positive Sentiment: Q1 earnings beat — Bunge reported $1.83 EPS, well above consensus, signaling stronger-than-expected profitability in the quarter. Bunge Global (BG) Q1 Earnings Beat Estimates
• Positive Sentiment: Upgraded FY‑2026 guidance — management raised EPS guidance to $9.00–$9.50, above street estimates, supporting a more constructive forward earnings outlook. Bunge Reports First Quarter 2026 Results
• Positive Sentiment: Biofuels tailwind — higher crude oil and soybean oil prices have expanded crush margins for oilseed processors, benefiting Bunge’s North American oilseed processing profit potential. Iran war's boost to biofuels lifts US agriculture giants' earnings
• Neutral Sentiment: Company materials and call available — Bunge published its press release, slide deck and conference call transcript/slides for investors to review underlying segment details and management commentary. View Press Release / Slide Deck
• Neutral Sentiment: Deeper metric review underway — analyst writeups note the beat but urge watching key margins, ROI and segment comparisons to prior-year numbers for a full read on sustainability of results. Bunge Global (BG) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
• Negative Sentiment: Revenue shortfall — total revenue of $21.86B missed the consensus near $23.26B, which tempers the beat and raises questions about volume/price mix in some businesses. Bunge Q1 Results / Conference Call
• Negative Sentiment: Mixed segment performance — commentary and analyst notes flagged uneven results across segments (some businesses underperformed), which could lead to near‑term volatility until management demonstrates consistent margin recovery. What's Going On With Bunge Stock Today?

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently bought and sold shares of BG. Compound Planning Inc. bought a new position in shares of Bunge Global in the fourth quarter worth about $203,000. Corient Private Wealth LLC grew its holdings in Bunge Global by 13.5% in the 4th quarter. Corient Private Wealth LLC now owns 19,068 shares of the basic materials company's stock valued at $1,699,000 after buying an additional 2,263 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its position in Bunge Global by 56.5% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 5,520 shares of the basic materials company's stock worth $492,000 after buying an additional 1,993 shares during the period. Vident Advisory LLC acquired a new position in shares of Bunge Global during the fourth quarter worth approximately $2,960,000. Finally, State of Tennessee Department of Treasury lifted its holdings in shares of Bunge Global by 669.2% during the fourth quarter. State of Tennessee Department of Treasury now owns 129,131 shares of the basic materials company's stock worth $11,503,000 after buying an additional 112,344 shares during the last quarter. Institutional investors and hedge funds own 86.23% of the company's stock.

Wall Street Analyst Weigh In

Several analysts recently issued reports on BG shares. Bank of America increased their price objective on Bunge Global from $112.00 to $119.00 and gave the stock a "buy" rating in a report on Thursday, January 8th. HSBC raised their price target on Bunge Global from $80.00 to $116.00 and gave the stock a "hold" rating in a research note on Tuesday, March 3rd. Stephens reiterated an "overweight" rating and set a $130.00 price target on shares of Bunge Global in a report on Thursday, February 5th. Barclays increased their price objective on Bunge Global from $135.00 to $145.00 and gave the stock an "overweight" rating in a report on Wednesday, April 1st. Finally, UBS Group reaffirmed a "buy" rating on shares of Bunge Global in a research report on Wednesday, March 11th. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $132.11.

About Bunge Global

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.