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BG
LONGBUNGE GLOBAL SA
Funds
3
Score
4.50
vs SPY
-18.8%
Stock return (since Q-end)
-2.5%
SPY return (since Q-end)
+16.3%
Current price
$123.30
News Summary
PositiveBunge delivered a significant earnings beat with adjusted EPS of $1.83 (flat YoY) and raised full-year 2026 guidance to $9.00–$9.50 from $7.50–$8.00, driven by strong Viterra integration synergies and robust execution across soybean, softseed, and tropical oils segments. The company announced ambitious long-term targets ($13 mid-cycle EPS; $15+ by 2030), a $3 billion share repurchase program, and 83% analyst buy consensus with an average price target of $141.99, reflecting substantial confidence in execution.
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Soros Fund Management | Soros Family Office | 69K | +69K | $8.7B | — | NEW |
| Maverick Capital | Lee Ainslie | 24K | +24K | $3.0B | — | NEW |
| Point72 | Steve Cohen | 5K | +5K | $660M | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.