PFA Pension Forsikringsaktieselskab Invests $25.21 Million in Bunge Global SA $BG

Key Points

• PFA Pension Forsikringsaktieselskab opened a new position in Bunge Global, buying 281,097 shares valued at approximately $25.21 million, giving it about 0.15% ownership of the company.
• Bunge beat Q1 EPS ($1.83 vs. $0.97 est.) and set FY2026 guidance of 9.00–9.50 EPS, but missed revenue estimates despite 87.8% YoY revenue growth; the results, Viterra synergies and a new buyback have spurred analyst upgrades and a consensus "Moderate Buy" price target of $132.67.
• Bunge also announced a quarterly dividend of $0.72 per share (annualized $2.88, yield ~2.3%, payout ratio 67.1%), while the stock trades near $124.65 with a market cap of about $24.2 billion and a P/E of 29.06.

PFA Pension Forsikringsaktieselskab acquired a new position in shares of Bunge Global SA (NYSE:BG - Free Report) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm acquired 281,097 shares of the basic materials company's stock, valued at approximately $25,209,000. PFA Pension Forsikringsaktieselskab owned approximately 0.15% of Bunge Global as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of BG. United Services Automobile Association bought a new position in shares of Bunge Global during the first quarter worth about $223,000. Woodline Partners LP grew its stake in Bunge Global by 34.5% in the first quarter. Woodline Partners LP now owns 11,278 shares of the basic materials company's stock valued at $862,000 after purchasing an additional 2,893 shares in the last quarter. Focus Partners Wealth grew its stake in Bunge Global by 16.7% in the first quarter. Focus Partners Wealth now owns 4,046 shares of the basic materials company's stock valued at $309,000 after purchasing an additional 580 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in Bunge Global by 118.8% in the second quarter. EverSource Wealth Advisors LLC now owns 910 shares of the basic materials company's stock valued at $73,000 after purchasing an additional 494 shares in the last quarter. Finally, Baird Financial Group Inc. grew its stake in Bunge Global by 1.1% in the second quarter. Baird Financial Group Inc. now owns 23,760 shares of the basic materials company's stock valued at $1,907,000 after purchasing an additional 263 shares in the last quarter. 86.23% of the stock is currently owned by institutional investors.

Bunge Global Stock Performance

Shares of NYSE BG opened at $124.65 on Monday. The company has a current ratio of 1.60, a quick ratio of 0.69 and a debt-to-equity ratio of 0.57. Bunge Global SA has a 12 month low of $71.60 and a 12 month high of $131.93. The stock has a 50 day moving average of $123.32 and a 200-day moving average of $108.53. The company has a market capitalization of $24.18 billion, a P/E ratio of 29.06 and a beta of 0.64.

Bunge Global (NYSE:BG - Get Free Report) last issued its earnings results on Wednesday, April 29th. The basic materials company reported $1.83 EPS for the quarter, topping the consensus estimate of $0.97 by $0.86. Bunge Global had a return on equity of 8.60% and a net margin of 0.85%.The company had revenue of $21.86 billion during the quarter, compared to the consensus estimate of $23.38 billion. During the same period in the previous year, the company posted $1.81 EPS. The firm's revenue for the quarter was up 87.8% compared to the same quarter last year. Bunge Global has set its FY 2026 guidance at 9.000-9.500 EPS. As a group, equities research analysts predict that Bunge Global SA will post 9.5 EPS for the current year.

Bunge Global Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 2nd. Stockholders of record on Tuesday, February 16th will be paid a dividend of $0.72 per share. This represents a $2.88 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 16th. Bunge Global's payout ratio is currently 67.13%.

Bunge Global News Summary

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

• Positive Sentiment: Q1 profit beat and raised guidance — Bunge reported stronger-than-expected Q1 profit and lifted its 2026 outlook, citing strong crush margins and higher biofuel demand, a direct fundamental catalyst supporting higher earnings expectations. Bunge lifts 2026 outlook on strong crush margins, biofuel demand
• Positive Sentiment: Buyback and Viterra synergies lift investor sentiment — Coverage notes investors reacting positively to an EPS upgrade tied to realized Viterra synergies and a new share buyback program, both of which support near-term EPS and capital return expectations. How Investors Are Reacting To Bunge (BG) EPS Upgrade After Viterra Synergies And New Buyback
• Positive Sentiment: Broker upgrade — Zacks upgraded BG to a “Strong Buy” (Rank #1), reflecting growing optimism on earnings prospects; upgrades can draw buying interest and validate management’s guidance. Bunge Global (BG) Upgraded to Strong Buy
• Neutral Sentiment: Analysts conflicted — Coverage summarizes mixed analyst views on Bunge and peers, indicating no clear consensus; that keeps trading volatile as investors parse guidance vs. topline weakness. Analysts Have Conflicting Sentiments on These Consumer Goods Companies
• Neutral Sentiment: Earnings snapshots and market coverage — Several outlets run Q1 snapshots and explain intraday moves; useful for context but largely reiterate the beats, guidance and mixed metrics. Bunge Global: Q1 Earnings Snapshot
• Negative Sentiment: Revenue miss — Bunge missed Q1 revenue estimates, which may be the main reason the stock is retreating as investors focus on topline weakness despite margin-driven EPS strength. Bunge Global NYSE: BG misses Q1 CY2026 revenue estimates

Analyst Ratings Changes

BG has been the subject of a number of analyst reports. Stephens restated an "overweight" rating and issued a $130.00 price target on shares of Bunge Global in a research note on Thursday, February 5th. Bank of America raised their price target on Bunge Global from $112.00 to $119.00 and gave the company a "buy" rating in a research note on Thursday, January 8th. UBS Group restated a "buy" rating on shares of Bunge Global in a research note on Wednesday, March 11th. BMO Capital Markets raised their price target on Bunge Global from $135.00 to $150.00 and gave the company an "outperform" rating in a research note on Tuesday, March 31st. Finally, JPMorgan Chase & Co. raised their price target on Bunge Global from $130.00 to $134.00 and gave the company an "overweight" rating in a research note on Tuesday, March 24th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus price target of $132.67.

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.

Want to see what other hedge funds are holding BG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bunge Global SA (NYSE:BG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.