Bunge Global SA $BG Shares Acquired by National Pension Service

Key Points

• National Pension Service increased its Bunge Global stake by 267.7% in the second quarter, purchasing 22,904 additional shares for a total holding valued at $3.36 million. Institutional investors collectively own 86.23% of the company.
• Analyst sentiment remains positive, with eight Buy ratings and three Holds producing a consensus “Moderate Buy” rating and an average price target of $129.33. UBS raised its target to $155, while Zacks Research downgraded the stock to Hold.
• Bunge exceeded quarterly expectations with adjusted EPS of $2.00 versus $1.97 forecast and revenue of $24.04 billion, up 88.3% year over year. The company set fiscal 2026 EPS guidance at $9.25–$9.75.

National Pension Service grew its stake in Bunge Global SA (NYSE:BG - Free Report) by 267.7% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 31,461 shares of the basic materials company's stock after buying an additional 22,904 shares during the period. National Pension Service's holdings in Bunge Global were worth $3,358,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in BG. Root Financial Partners LLC increased its stake in shares of Bunge Global by 23.5% during the first quarter. Root Financial Partners LLC now owns 446 shares of the basic materials company's stock worth $57,000 after acquiring an additional 85 shares during the period. Allworth Financial LP grew its stake in shares of Bunge Global by 10.4% during the 4th quarter. Allworth Financial LP now owns 1,039 shares of the basic materials company's stock worth $93,000 after purchasing an additional 98 shares during the period. Gould Asset Management LLC CA increased its holdings in shares of Bunge Global by 2.3% in the 1st quarter. Gould Asset Management LLC CA now owns 4,379 shares of the basic materials company's stock valued at $557,000 after purchasing an additional 99 shares in the last quarter. Optimize Financial Inc increased its holdings in shares of Bunge Global by 1.4% in the 4th quarter. Optimize Financial Inc now owns 7,194 shares of the basic materials company's stock valued at $641,000 after purchasing an additional 100 shares in the last quarter. Finally, CoreCap Advisors LLC lifted its stake in shares of Bunge Global by 19.3% in the second quarter. CoreCap Advisors LLC now owns 747 shares of the basic materials company's stock valued at $80,000 after purchasing an additional 121 shares during the period. Hedge funds and other institutional investors own 86.23% of the company's stock.

Analysts Set New Price Targets

Several brokerages have weighed in on BG. Zacks Research lowered shares of Bunge Global from a "strong-buy" rating to a "hold" rating in a research report on Monday, September 7th. UBS Group lifted their price target on shares of Bunge Global from $145.00 to $155.00 and gave the company a "buy" rating in a research report on Thursday. BMO Capital Markets reissued an "outperform" rating and set a $150.00 price target on shares of Bunge Global in a research note on Thursday, August 13th. Finally, Weiss Ratings reaffirmed a "hold (c)" rating on shares of Bunge Global in a report on Wednesday, August 19th. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $129.33.

Insider Activity at Bunge Global

In other Bunge Global news, Director Christopher Mahoney bought 1,500 shares of the company's stock in a transaction that occurred on Tuesday, August 4th. The stock was purchased at an average cost of $107.60 per share, for a total transaction of $161,400.00. Following the completion of the purchase, the director owned 14,820 shares of the company's stock, valued at $1,594,632. This trade represents a 11.26% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. 0.60% of the stock is currently owned by corporate insiders.

Bunge Global Stock Performance

Shares of NYSE BG opened at $122.54 on Monday. The company has a 50-day simple moving average of $115.19 and a 200-day simple moving average of $119.57. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.57 and a quick ratio of 0.64. The company has a market cap of $23.54 billion, a PE ratio of 23.79 and a beta of 0.67. Bunge Global SA has a 12 month low of $76.01 and a 12 month high of $134.87.

Bunge Global (NYSE:BG - Get Free Report) last released its earnings results on Wednesday, July 29th. The basic materials company reported $2.00 EPS for the quarter, topping the consensus estimate of $1.97 by $0.03. The firm had revenue of $24.04 billion during the quarter, compared to analysts' expectations of $22.81 billion. Bunge Global had a net margin of 1.10% and a return on equity of 9.15%. Bunge Global's revenue for the quarter was up 88.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.31 EPS. Bunge Global has set its FY 2026 guidance at 9.250-9.750 EPS. On average, equities analysts anticipate that Bunge Global SA will post 9.72 earnings per share for the current year.

Bunge Global Company Profile

Bunge Global SA NYSE: BG is a global agribusiness and food company that sources, handles, processes and distributes agricultural commodities. Its activities include the origination, storage and transportation of oilseeds, grains and other agricultural products, as well as the production of vegetable oils, protein meals, specialty fats, ingredients and other food-related products.

The company serves food manufacturers, animal-feed producers, farmers, commercial customers and consumers through operations spanning North and South America, Europe, Asia and other international markets.

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