Verition Fund Management 13F: Cuts BG Stake by $1.6M
Verition Fund Management reduced its holdings in agribusiness company Bunge Global SA by 4.7% during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Verition Fund Management sold 14,552 shares from its stake in Bunge Global SA ($BG), a 4.71% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 294,502 shares worth $31.43 million at the end of the quarter.
Since the filing, $BG is down 0.8% after 1 week, up 1.1% after 1 month and down 12.2% to date (from the $120.96 close on May 15, 2026).
Find the original: Verition Fund Management 13F filings on SEC EDGAR
BG
Bunge Global SA
Key Points
- Verition Fund Management reduced its Bunge Global SA holdings by 4.7% during the reporting period, shedding 14,552 shares.
- The fund's remaining stake in Bunge Global SA stands at 294,502 shares valued at roughly $31.43 million.
- Bunge Global SA trades around $106.73, with analysts maintaining a consensus buy rating and a mean price target of $141.78.
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Verition Fund Management Trims Bunge Global Holdings
Verition Fund Management scaled back its investment in Bunge Global SA NYSE:BG during the reporting period, according to a recent Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the period ended May 15, 2026, and may not represent the fund's current position today.
Position Reduction Details
The fund cut its position by a 4.7% decrease, selling 14,552 shares during the quarter. That left Verition Fund Management with a total of 294,502 shares, down from its previous count of 309,054 shares. The remaining block of stock carried an estimated value of about $31.43 million at the close of the period.
Bunge Global Stock Performance
Bunge Global shares traded near $106.73 as of the latest market check. The agribusiness company's stock has traded within a 52-week range of $77.60 to $134.87. It currently sits below its 50-day moving average of $115.66 and its 200-day moving average of $115.44. The company has a trailing P/E ratio of 24.32 and a forward P/E ratio of 10.00.
Recent Earnings Performance
Bunge Global reported earnings featuring an annual revenue of $91.82 billion with a revenue growth rate of 0.88%. The firm generated earnings per share of $4.63, alongside a net margin of 1.10% and a return on equity of 7.18%. The company's next quarterly earnings report is scheduled for November 4, 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 Payout Details
Bunge Global pays an annual dividend of $2.88 per share, which gives investors a dividend yield of 2.49%. The payout ratio sits at 60.78%, meaning the company distributes a little over half of its earnings to shareholders in dividends.
Analysts Set New Price Targets
Wall Street firms maintain a positive outlook on the agribusiness operator. On October 12, 2026, JP Morgan maintained its Overweight rating while lowering its price target from $140.00 to $139.00. Earlier, on September 10, 2026, UBS maintained a Buy rating on the stock and raised its price target from $145.00 to $155.00. Overall, the stock carries a consensus buy recommendation from nine analysts, with a mean price target of $141.78.
Inside Bunge Global's Agribusiness Operations
Headquartered in Chesterfield, Missouri, Bunge Global operates as a major agribusiness and food enterprise across the globe. The company processes and refines oilseeds like soybeans and softseeds, and handles grain merchandising and milling through its various operating segments. With 34,000 employees, the company plays a key role in global agricultural supply chains.
What to Watch at Bunge Global SA
Institutional investors and market participants will watch for subsequent 13F filings to see whether Verition Fund Management continues trimming its position or shifts direction. The company's next earnings announcement on November 4, 2026, will also provide fresh data on operational results. Remember that 13F filings look backward and do not guarantee current positioning.
Related Filing Alerts
Source: Verition Fund Management's 13F filing on $BG (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Verition Fund Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts