Bunge Global SA SEC Filings

Capital World Investors filed Amendment No. 7 to Schedule 13G/A reporting beneficial ownership of 20,695,292 shares of Bunge Global common stock, representing 10.7% of 193,810,410 shares believed outstanding. The filing shows sole voting power for 20,540,169 shares and sole dispositive power for 20,695,292 shares. The filing lists the reporting person as Capital World Investors, a division of Capital Research and Management Company, and is signed by Jae Won Chung as Senior Vice President and Associate General Counsel.

Bunge Global SA reported much higher first‑quarter 2026 net sales of $21.9 billion, up from $11.6 billion a year earlier, largely reflecting the inclusion of Viterra and stronger trading volumes. Despite this, profitability declined.

Net income attributable to Bunge shareholders fell to $68 million from $201 million, with diluted EPS down to $0.35 from $1.48, as higher selling, general and administrative expenses, increased interest expense, and a $94 million net foreign exchange loss weighed on results.

Operating cash flow was a use of $541 million, compared with $285 million used in the prior‑year quarter, driven mainly by a $2.2 billion inventory build and higher margin deposits, partly offset by higher trade payables and unrealized derivative gains.

Total assets rose to $47.6 billion from $44.5 billion as of December 31, 2025, supported by larger inventories and property, plant and equipment. Total debt increased to $14.6 billion, including new $1.2 billion senior notes issued in March 2026.

The company continued integrating the July 2025 acquisition of Viterra Limited, which carried total preliminary consideration of $10.6 billion and generated $2.8 billion of goodwill. In March 2026 Bunge also closed a $105 million acquisition of certain lecithin and soy protein businesses from International Flavors and Fragrances.

Bunge expanded its trade receivables securitization program from $1.5 billion to $2.0 billion, with $1.29 billion of receivables sold and derecognized as of March 31, 2026. Readily marketable inventories increased to $13.4 billion, reflecting larger positions across soybean, softseed, tropical oils, and grain segments.

The Board authorized a new $3.0 billion share repurchase program, bringing total remaining authorization to $3.2 billion, although no shares were repurchased in the quarter. Bunge paid a quarterly cash dividend of $0.70 per share, the final installment of a $2.80 annual dividend approved in 2025, and plans to seek approval for a $2.88 per‑share distribution for the next year.

Bunge Global SA reported first quarter 2026 results showing mixed performance. Net sales rose to $21.9 billion from $11.6 billion a year earlier, but GAAP diluted EPS fell to $0.35 from $1.48 as net income attributable to Bunge declined to $68 million from $201 million.

On a non-GAAP basis, adjusted diluted EPS was $1.83, slightly above $1.81 in the prior-year quarter, and adjusted total EBIT increased to $561 million from $362 million, helped by stronger Soybean and Softseed Processing and Refining results and the company’s expanded footprint. Cash used in operating activities widened to $541 million, though adjusted funds from operations improved to $530 million from $392 million.

Bunge raised its full-year 2026 adjusted EPS outlook to a range of $9.00–$9.50, up from $7.50–$8.00, and now expects higher full-year results in Soybean and Softseed Processing and Refining, partly offset by lower expectations in Tropical Oils and Specialty Ingredients and Grain Merchandising and Milling.

Bunge Global SA: Vanguard Capital Management reports beneficial ownership of 10,599,104 common shares, representing 5.47% of the class as of 03/31/2026. The filing shows sole dispositive power over 10,599,104 shares and sole voting power for 1,161,363 shares; holdings reflect assets managed across Vanguard affiliates.

Bunge Global (BG) completed its business combination with Viterra and described 2025 as a transformational year driven by integration and strategic growth.

The company reported $70 million in cost synergies realized by year-end 2025, returned approximately $1.0 billion to shareholders through $459 million of dividends and $551 million of share repurchases, and employed about 34,000 people as of December 31, 2025. Shares issued and outstanding were 193,509,080 as of February 17, 2026, and aggregate market value held by non-affiliates was approximately $10,701 million as of June 30, 2025.

Bunge Global is holding a virtual Annual General Meeting on May 20, 2026, for shareholders of record as of April 28, 2026. Shareholders will vote on 12 management proposals, including approval of 2025 Swiss statutory and consolidated financial statements, board and auditor elections, and multiple advisory votes on compensation and non‑financial reporting.

The Board proposes a cash dividend of $2.88 per share for 2026, paid in four quarterly installments of $0.72 from the Swiss reserve from capital contributions, which is exempt from Swiss withholding tax. Available earnings of $128.2 million as of December 31, 2025 are proposed to be carried forward.

The proxy highlights completion of the July 2025 combination with Viterra, early synergy realization, and credit rating upgrades. The refreshed 12‑member board is 92% independent, with 42% female nominees and strong expertise in agribusiness, risk management, sustainability, technology and cybersecurity. Executive pay is heavily performance‑based, with 77% of CEO target compensation and 60% for other named executives in long‑term equity incentives.

Bunge Global SA amended its trade receivables securitization program with existing financing counterparties. The changes increased the program’s aggregate size by $500 million to a total of $2 billion and reduced the accordion feature by $500 million from $1 billion to $500 million.

The amendments also revised the applicable margin, removed sustainability provisions, added a U.S. subsidiary as a seller, and removed a German subsidiary as a seller. A Canadian subsidiary may become a seller once certain conditions are met. Other key terms, including representations, covenants, and Bunge’s first loss position as subordinated lender, remain substantially unchanged.

Bunge Global SA approved a special, one-time performance-based incentive program for its Chief Executive Officer and other senior officers tied to the integration of Viterra Limited.

The plan awards performance-based restricted stock units that may vest based on cumulative run-rate cost synergy targets over a three-year period from January 1, 2026 to December 31, 2028, subject to continued employment and other award terms. Named executives received specific PBRSU grants, with CEO Gregory Heckman granted 63,281 units and other listed executives receiving smaller awards.

Bunge Global SA reported governance and capital-allocation actions following its combination with Viterra. The Board highlights completion of the Viterra combination on July 2, 2025, credit rating upgrades, realized integration synergies, and board refreshment with five new directors. The Board proposes an aggregate cash dividend of $2.88 per share paid in four quarterly installments, subject to a $697,375,319 cap. The Notice schedules a virtual Annual General Meeting for May 20, 2026, with record and registration dates for attendance and dividend record dates specified. The proxy seeks shareholder approval of audited Swiss statutory consolidated and standalone financial statements, appropriation of available earnings of $128,197,000, director elections, discharge of directors and officers for 2025, advisory votes on compensation, and appointment of auditors.