Bunge Limited (BG) Stock Rises on Q4 2025 Earnings

Bunge Limited (BG) reported Q4 2025 revenue of $23.8 billion, up 75.5% year-over-year and above the consensus estimate of $23.4 billion. Gross profit was $1.0 billion, down 6.5% year-over-year, while operating profit declined to $374 million (down 51.2%). Net income attributable to common shareholders fell to $95 million, a drop of 84.2%, and diluted earnings per share were $0.49 versus an estimate of $1.87.

Revenue: $23.8 billion (+75.5% YoY)

Gross profit: $1.0 billion (-6.5% YoY)

Operating profit: $374 million (-51.2% YoY)

Net income attributable to common shareholders: $95 million (-84.2% YoY)

Diluted EPS: $0.49 (-88.5% YoY; estimate $1.87)

On the cash flow and balance sheet side, cash from operating activities increased to $1.3 billion (up 27.9% year-over-year). Capital spending amounted to $538 million (up 10.0%). Cash and cash equivalents stood at $1.3 billion, down 60.3% from a year earlier, while total liabilities rose sharply to $29.0 billion (up 107.9%). Cost of sales totaled $22.8 billion, an increase of 82.6% year-over-year.

Cash from operations: $1.3 billion (+27.9% YoY)

Capital expenditures: $538 million (+10.0% YoY)

Cash and equivalents: $1.3 billion (-60.3% YoY)

Total liabilities: $29.0 billion (+107.9% YoY)

Cost of sales: $22.8 billion (+82.6% YoY)

Shares of Bunge (BG) were up 1.49% since market open this morning.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Bunge Limited Insider Trading Activity

Bunge Limited insiders have traded $BG stock on the open market 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $BG stock by insiders over the last 6 months:

CHRISTOS DIMOPOULOS (Executive VP, Global Markets) has made 0 purchases and 2 sales selling 25,300 shares for an estimated $2,387,644.
CHRISTOPHER MAHONEY purchased 5,000 shares for an estimated $408,650

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Bunge Limited Hedge Fund Activity

We have seen 294 institutional investors add shares of Bunge Limited stock to their portfolio, and 313 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

GLENCORE PLC added 32,806,103 shares (+100.0%) to their portfolio in Q4 2025, for an estimated $2,922,367,655
CANADA PENSION PLAN INVESTMENT BOARD added 26,244,732 shares (+999418.6%) to their portfolio in Q3 2025, for an estimated $2,132,384,475
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 1,487,244 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $120,838,575
MILLENNIUM MANAGEMENT LLC added 1,478,325 shares (+14910.0%) to their portfolio in Q3 2025, for an estimated $120,113,906
POINT72 ASSET MANAGEMENT, L.P. removed 1,153,385 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $93,712,531
MEREWETHER INVESTMENT MANAGEMENT, LP added 921,700 shares (+inf%) to their portfolio in Q3 2025, for an estimated $74,888,125
ILEX CAPITAL PARTNERS (UK) LLP removed 891,673 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $72,448,431

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Bunge Limited Government Contracts

We have seen $785,319 of award payments to $BG over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Bunge Limited Analyst Ratings

Wall Street analysts have issued reports on $BG in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Barclays issued a "Overweight" rating on 11/06/2025
Stephens & Co. issued a "Overweight" rating on 10/17/2025

To track analyst ratings and price targets for Bunge Limited, check out Quiver Quantitative's $BG forecast page.

Bunge Limited Price Targets

Multiple analysts have issued price targets for $BG recently. We have seen 6 analysts offer price targets for $BG in the last 6 months, with a median target of $116.0.

Here are some recent targets:

Thomas Palmer from JP Morgan set a target price of $117.0 on 01/21/2026
Vincent Andrews from Morgan Stanley set a target price of $120.0 on 12/16/2025
Steve Byrne from B of A Securities set a target price of $112.0 on 12/02/2025
Benjamin Theurer from Barclays set a target price of $120.0 on 11/06/2025
Pooran Sharma from Stephens & Co. set a target price of $115.0 on 10/17/2025
Andrew Strelzik from BMO Capital set a target price of $110.0 on 10/16/2025