Sei Investments Co. Has $14.39 Million Stock Position in Bunge Global SA $BG

Sei Investments Co. increased its stake in Bunge Global SA (NYSE:BG) by 33.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 113,131 shares of the basic materials company’s stock after purchasing an additional 28,216 shares during the period. Sei Investments Co.’s holdings in Bunge Global were worth $14,390,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Glencore plc lifted its position in Bunge Global by 100.0% during the fourth quarter. Glencore plc now owns 65,612,206 shares of the basic materials company’s stock worth $5,844,735,000 after purchasing an additional 32,806,103 shares during the period. Norges Bank bought a new position in Bunge Global in the 4th quarter valued at about $152,610,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in Bunge Global by 168,119.9% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 1,165,764 shares of the basic materials company’s stock valued at $103,846,000 after buying an additional 1,165,071 shares during the period. Merewether Investment Management LP acquired a new position in shares of Bunge Global in the 3rd quarter valued at approximately $74,888,000. Finally, Vanguard Group Inc. raised its position in shares of Bunge Global by 4.6% in the 4th quarter. Vanguard Group Inc. now owns 17,570,009 shares of the basic materials company’s stock valued at $1,565,136,000 after buying an additional 777,805 shares in the last quarter. Institutional investors and hedge funds own 86.23% of the company’s stock.

Analyst Ratings Changes

BG has been the topic of several analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Bunge Global in a research report on Friday, May 22nd. Barclays boosted their price objective on shares of Bunge Global from $145.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, April 30th. Finally, Zacks Research raised Bunge Global from a “hold” rating to a “strong-buy” rating in a report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat.com, Bunge Global currently has a consensus rating of “Moderate Buy” and a consensus price target of $132.67.

Bunge Global Stock Down 2.4%

BG stock opened at $105.23 on Friday. The firm has a 50-day moving average price of $117.72 and a 200-day moving average price of $119.69. Bunge Global SA has a 12 month low of $76.01 and a 12 month high of $134.87. The company has a current ratio of 1.57, a quick ratio of 0.69 and a debt-to-equity ratio of 0.54. The stock has a market capitalization of $20.42 billion, a P/E ratio of 20.43 and a beta of 0.65.

Bunge Global (NYSE:BG) last announced its quarterly earnings results on Wednesday, July 29th. The basic materials company reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.97 by $0.03. The company had revenue of $24.04 billion for the quarter, compared to analyst estimates of $22.81 billion. Bunge Global had a net margin of 1.10% and a return on equity of 9.15%. The firm’s revenue was up 88.3% on a year-over-year basis. During the same period in the previous year, the firm posted $1.31 EPS. Bunge Global has set its FY 2026 guidance at 9.250-9.750 EPS. As a group, equities research analysts anticipate that Bunge Global SA will post 9.74 EPS for the current fiscal year.

Key Headlines Impacting Bunge Global

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

• Positive Sentiment: Second-quarter adjusted EPS rose to $2.00 from $1.31 a year earlier, while revenue nearly doubled to $24.04 billion. Strong soybean and softseed processing and refining margins drove the improvement. Bunge Raises Outlook on Soybean, Softsead Outperformance
• Positive Sentiment: Management raised fiscal 2026 adjusted EPS guidance to $9.25-$9.75 from $9.00-$9.50, citing stronger processing trends and Viterra-related synergies running ahead of plan. Bunge forecasts 2026 adjusted EPS
• Positive Sentiment: Bunge completed the $2 billion share-repurchase program associated with the Viterra transaction, including approximately $250 million of repurchases during the quarter. Zacks Research also upgraded BG from “hold” to “strong-buy.” BG Q2 Earnings Call Highlights Viterra Growth
• Neutral Sentiment: Analysts’ consensus price target implies substantial potential upside, but the target itself may be a weak near-term catalyst. More important for sentiment is whether earnings-estimate revisions continue improving. Wall Street Analysts See a 28.32% Upside in Bunge Global
• Negative Sentiment: The earnings beat was not decisive across all benchmarks: $2.00 EPS exceeded the $1.97 consensus cited by some data providers but fell short of Zacks’ $2.03 estimate. The raised guidance midpoint also remains close to analyst expectations, limiting the upside surprise.
• Negative Sentiment: Investors may be concerned about a $1.67-per-share negative mark-to-market timing impact and weaker results in grain merchandising, milling, sugar and parts of the European soybean chain. These issues may have overshadowed the headline growth and contributed to the stock’s decline after earnings. Bunge Global Slides After Earnings as Strong Quarter Meets Tempered Outlook

Bunge Global Profile

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.