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Barchart
Barchart
Sohini Mondal

Bunge Stock: Is BG Outperforming the Consumer Defensive Sector?

With a market cap of $24 billion, Chesterfield, Missouri-based Bunge Global SA (BG) is a global agribusiness and food company. It operates across four main segments: soybean processing, softseed processing, other oilseeds processing, and grain merchandising and milling. 

Companies valued at more than $10 billion are generally considered “large-cap” stocks, and Bunge fits this criterion perfectly. The company is involved in the end-to-end supply chain—from purchasing and processing crops to refining, marketing, and distributing products for food, animal feed, and biofuel industries.

 

Shares of the agribusiness giant have pulled back 4.7% from its 52-week high of $128.46, recorded on Mar. 17. Shares of Bunge have soared 33.4% over the past three months, surpassing the State Street Consumer Staples Select Sector SPDR ETF’s (XLP) 4% rise over the same time frame.

www.barchart.com

BG stock is up nearly 37% on a YTD basis, outperforming XLP’s 5.5% gain. Moreover, shares of Bunge have climbed 62.2% over the past 52 weeks, compared to XLP’s 2.8% return over the same time frame.

BG stock has been trading above its 50-day and 200-day moving averages since August.

www.barchart.com

Shares of Bunge rose marginally on Feb. 4 because its Q4 2025 adjusted EPS of $1.99 beat analyst expectations, despite being lower than $2.13 a year earlier. Investors were also encouraged that full-year 2025 profit of $7.57 per share exceeded the consensus estimate, even though it declined from $9.19 in the prior year. 

In comparison, rival Ingredion Incorporated (INGR) has lagged behind BG stock. Shares of Ingredion have fallen marginally on a YTD basis and 17.1% over the past year.

Due to BG’s strong performance, analysts are bullish about its prospects. The stock has a consensus rating of “Strong Buy” from the 10 analysts covering the stock, and the mean price target of $129.64 suggests a premium of 5.9% to current levels. 

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