Barings 13F: Adds $3.1M to Bunge Global (BG) Stake
Key Points
- Barings boosted its Bunge Global SA stake by 68.0% during the period, picking up 28,731 shares to bring its total holding to 70,981 shares valued at roughly $7.6 million in an October 22, 2026 SEC filing.
- Bunge Global SA shares trade around $102.23, sitting below their 50-day moving average of $112.51 and well off their 52-week high of $134.87 ahead of its October 29, 2026 earnings release.
- Other major institutional investors adjusted their positions around the same time, with FIL LTD boosting its stake by 16.9% to 3,399,411 shares while Waverly Advisors trimmed its position slightly.
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Barings raised its holdings in Bunge Global SA by 68.0% during the quarter, purchasing an additional 28,731 shares to bring its total investment to 70,981 shares. According to a Form 13F filing with the SEC on October 22, 2026, the value of the firm's stake reached approximately $7.6 million.
BG
Bunge Global SA
What Changed in Barings's Bunge Global SA Position
Barings expanded its position significantly from its previous holding of 42,250 shares. The added 28,731 shares bumped the portfolio weight of the agribusiness company up by 68.0%, reflecting a larger commitment as the firm prepared its late October financial reports.
Other Institutional Activity in Bunge Global SA
Other large funds made notable adjustments to their Bunge portfolios during recent reporting periods. Waverly Advisors cut its holdings by 2.5%, ending with 79,538 shares worth about $9.2 million. Verition Fund Management reduced its stake by 4.7%, finishing with 294,502 shares valued at roughly $31.4 million. Glencore Plc kept its massive position steady at 32,806,103 shares worth about $3.4 billion, and Canada Pension Plan Investment Board held its ground with 26,473,58 shares valued around $2.7 billion. Meanwhile, FIL LTD grew its holdings by 490,202 shares, ending with 3,399,411 shares worth about $350.6 million.
Bunge Global SA Stock Holds Steady
Bunge shares recently traded around $102.23 as of October 22, 2026. The stock sits below its 50-day moving average of $112.51 and its 200-day moving average of $117.12. Over the past year, the shares have ranged from a low of $88.24 to a high of $134.87. The current price is down about 24.2% from that 52-week peak but remains roughly 15.9% above its 52-week low.
Recent Earnings
Bunge Global SA reported trailing twelve-month revenues of $91.8 billion with earnings of $5.02 per share. The company achieved a net profit margin of 1.1% and a return on equity of 7.2%. The company's next financial update is scheduled for October 29, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
1 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 103.4%. Revenue missed estimates by 8.2%.
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Profit surprise
EBITDA missed by 24 percent. Operating income missed by 42 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
1 target raise.
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Earnings quality
Gross margin up 2.3 points. Operating margin up 3.1 points. Positive free cash flow.
Earnings Call Summary
The first quarter was exceptionally strong, with adjusted earnings of $1.83 per share beating consensus by 86 cents. Soybean and softseed processing delivered excellent results across South America and North America, with the combined Viterra footprint driving higher volumes and margins. Grain merchandising and tropical oils underperformed due to higher logistics costs and softer food demand. Management credited global disruption from the Middle East conflict but said Bunge's diversified footprint and operational discipline allowed it to capitalize on biofuels demand and farmer selling rallies.
Guidance Bunge raised its full year adjusted earnings guidance to $9 to $9.50 per share from the prior range of $7.50 to $8. The company expects about $5.50 per share in the first half and $3.50 to $4 in the second half, reflecting strong processing margins offset by uncertainty in grain merchandising and tropical oils. Management sees stronger soybean and softseed processing driving results, with biofuels policy support benefiting oil demand.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Bunge pays an annual dividend rate of $2.88 per share, which translates to a dividend yield of 2.82%. The company currently maintains a dividend payout ratio of 56.2%.
Insider Buying and Selling at Bunge Global SA
Director Christopher Mahoney purchased 6,500 shares on August 4, 2026, in a transaction valued at roughly $689,050.
Analysts Set New Price Targets
UBS maintained its buy rating on September 10, 2026, while raising its price target from $145.00 to $155.00. JP Morgan kept an overweight rating on October 12, 2026, while adjusting its price target from $140.00 to $139.00. Overall, the stock holds a consensus buy rating across nine analyst opinions, with a mean price target of $140.56.
About Bunge Global SA
Headquartered in Chesterfield, Missouri, Bunge Global SA operates as a worldwide agribusiness and food enterprise. The company processes oilseeds like soybeans and softseeds, refines vegetable oils, and handles grain merchandising and milling across international markets.
Bottom Line
Investors will look toward Bunge's upcoming earnings report on October 29, 2026, for fresh details on operational margins and grain processing volumes. Institutional filings continue to show steady interest from large asset managers ahead of the release.
Related Filing Alerts
Source: Barings's 13F filing on $BG (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts