Bunge Global (BG)

• Market cap: $10.4B
• 1 day: 1.47%
• 5 days: 5.58%
• 1 month: 7.95%
• 3 months: -0.04%
• 6 months: -20.62%
• Year to date: -0.04%
• 1 year: -24.20%
• 5 years: 102.08%
• 10 years: -6.76%
• Sector: Consumer Staples
• Industry: Fats & Oils

About: Bunge Global SA formerly Bunge Ltd is an agribusiness and food company with operations along the farm-to-consumer food chain. The company segments include Agribusiness; Refined and Specialty Oils; Milling; Sugar and Bioenergy and Corporate and Other. It generates maximum revenue from the Agribusiness segment. The company is an oilseed processor and producer of vegetable oils and protein meals, based on processing capacity, a grain processor, the seller of packaged plant-based oils, producer and seller of wheat flour, bakery mixes and corn-based products in North and South America.

Employees: 23,000

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

5% more call options, than puts

Call options by funds: $164M | Put options by funds: $157M

0.94% more ownership

Funds ownership: 82.42% [Q3] → 83.36% (+0.94%) [Q4]

4% less funds holding

Funds holding: 609 [Q3] → 583 (-26) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 239

17% less first-time investments, than exits

New positions opened: 76 | Existing positions closed: 92

20% less capital invested

Capital invested by funds: $11.3B [Q3] → $9.05B (-$2.21B) [Q4]

43% less funds holding in top 10

Funds holding in top 10: 7 [Q3] → 4 (-3) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $74 5% downside
• Avg. target: $82 6% upside
• High target: $87 12% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

Morgan Stanley Vincent Andrews 50% 1-year accuracy 4 / 8 met price target	5% downside $74	Equal-Weight Maintained	11 Feb 2025
B of A Securities Steve Byrne 48% 1-year accuracy 11 / 23 met price target	12% upside $87	Buy Maintained	11 Feb 2025
Barclays Benjamin Theurer 51% 1-year accuracy 18 / 35 met price target	10% upside $85	Equal-Weight Maintained	6 Feb 2025