18,400 Shares in Bunge Global SA $BG Purchased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. bought a new stake in shares of Bunge Global SA (NYSE:BG) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 18,400 shares of the basic materials company’s stock, valued at approximately $1,495,000.

Other institutional investors also recently bought and sold shares of the company. United Services Automobile Association purchased a new position in shares of Bunge Global in the first quarter valued at approximately $223,000. Woodline Partners LP increased its stake in Bunge Global by 34.5% during the 1st quarter. Woodline Partners LP now owns 11,278 shares of the basic materials company’s stock worth $862,000 after buying an additional 2,893 shares during the period. Focus Partners Wealth lifted its holdings in Bunge Global by 16.7% during the 1st quarter. Focus Partners Wealth now owns 4,046 shares of the basic materials company’s stock worth $309,000 after buying an additional 580 shares in the last quarter. Savant Capital LLC lifted its holdings in Bunge Global by 16.0% during the 2nd quarter. Savant Capital LLC now owns 14,013 shares of the basic materials company’s stock worth $1,125,000 after buying an additional 1,928 shares in the last quarter. Finally, AGF Management Ltd. purchased a new position in Bunge Global in the 2nd quarter valued at approximately $823,000. 86.23% of the stock is owned by institutional investors and hedge funds.

More Bunge Global News

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

• Positive Sentiment: Morgan Stanley raised its price target to $140 and kept an overweight rating, signaling ~14% upside vs. the recent trade — a clear analyst endorsement that likely supported buying interest. Morgan Stanley Raises PT to $140
• Positive Sentiment: BMO Capital Markets raised its target to $135 and maintained an outperform rating, reinforcing analyst optimism and adding buying pressure. BMO Raises PT to $135
• Positive Sentiment: Bunge’s 2026 Investor Day reiterated strategic growth and value‑creation steps, including share buybacks and capital return plans that improve shareholder returns and reduce float. Bunge Outlines Strategic Growth and Value Creation Plan at 2026 Investor Day
• Positive Sentiment: Management set a long‑range goal of a $15 mid‑cycle EPS by 2030, a bullish operational target that frames higher long‑term earnings expectations if execution holds. Bunge Eyes $15 Mid-Cycle EPS By 2030
• Positive Sentiment: Higher crop prices tied to the Middle East conflict are boosting U.S. farmer sales, which Bunge says is lifting volumes/revenues in its origination and merchandising businesses. That commodity tailwind supports near‑term top‑line strength. Bunge Says Crop Rally From Iran War Is Spurring Farm Sales
• Neutral Sentiment: Jim Cramer advised holders to keep their positions rather than buy more — a lukewarm endorsement that supports holding but does not push fresh conviction for new buyers. Jim Cramer on Bunge Global
• Neutral Sentiment: Analysts and outlets are re‑examining BG’s valuation after the investor day (buybacks/capital returns). This is analysis‑driven coverage that may sustain interest but shifts fundamentals only if guidance execution changes. Assessing Bunge Global (BG) Valuation After 2026 Investor Day
• Negative Sentiment: Implied volatility on BG options is surging, indicating traders expect bigger price swings and greater uncertainty — a risk signal that can increase hedging costs and depress sentiment if realized volatility confirms the move. Implied Volatility Surging for Bunge Global Stock Options

Bunge Global Stock Performance

Shares of BG stock opened at $122.79 on Thursday. The company has a market cap of $23.76 billion, a P/E ratio of 22.66, a PEG ratio of 0.76 and a beta of 0.75. The firm has a fifty day moving average price of $113.14 and a 200 day moving average price of $97.61. The company has a current ratio of 1.61, a quick ratio of 0.74 and a debt-to-equity ratio of 0.51. Bunge Global SA has a 12 month low of $68.33 and a 12 month high of $124.78.

Bunge Global (NYSE:BG) last posted its quarterly earnings results on Wednesday, February 4th. The basic materials company reported $1.99 earnings per share for the quarter, beating analysts’ consensus estimates of $1.82 by $0.17. The company had revenue of $23.76 billion for the quarter, compared to analysts’ expectations of $23 billion. Bunge Global had a return on equity of 8.69% and a net margin of 1.16%.Bunge Global’s quarterly revenue was up 75.5% on a year-over-year basis. During the same period last year, the firm earned $2.13 earnings per share. Bunge Global has set its FY 2026 guidance at 7.500-8.000 EPS. Sell-side analysts predict that Bunge Global SA will post 7.94 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

BG has been the subject of several research reports. Citigroup restated a “buy” rating on shares of Bunge Global in a research note on Tuesday, December 2nd. Stephens restated an “overweight” rating and set a $130.00 price target on shares of Bunge Global in a report on Thursday, February 5th. Morgan Stanley increased their price target on Bunge Global from $130.00 to $140.00 and gave the company an “overweight” rating in a research report on Wednesday. Barclays lifted their price objective on Bunge Global from $120.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, February 5th. Finally, JPMorgan Chase & Co. boosted their price objective on Bunge Global from $109.00 to $117.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 3rd. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $122.40.

Bunge Global Company 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.