BG Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for BG. 3 published articles.
Insider Activity
Over the trailing 90-day window, BG recorded no open-market purchases and no open-market sales by insiders, resulting in zero net insider buying activity. The insider sentiment score stands at 50/100, indicating neutral positioning. The stock has appreciated 10.7% over the three-month period, while institutional investors show an accumulating trend in their 13F holdings. The absence of insider transactional activity, combined with neutral sentiment metrics, contrasts with the positive price momentum driven by institutional demand.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | WINSHIP HENRY WARD IVdirector | Grant | 1,654 | — |
| May 22, 2026 | Zenuk Mark Ndirector | Grant | 3,308 | — |
| May 22, 2026 | Walt Markusdirector | Grant | 1,654 | — |
| May 22, 2026 | Lustosa de Andrade Eliane Aleixodirector | Grant | 1,654 | — |
| May 22, 2026 | Mahoney Christopherdirector | Grant | 1,654 | — |
| May 22, 2026 | Simril Kennethdirector | Grant | 1,654 | — |
| May 22, 2026 | Jensen Annedirector | Grant | 1,654 | — |
| May 22, 2026 | Isman Adriandirector | Grant | 1,654 | — |
| May 22, 2026 | McGurk Monica Houledirector | Grant | 1,654 | — |
| May 22, 2026 | Jojo Linda Pdirector | Grant | 1,654 | — |
| May 22, 2026 | Browner Carol M.director | Grant | 1,654 | — |
| May 19, 2026 | Isman Adriandirector | Tax | 553 | $122.68 |
| May 19, 2026 | Jojo Linda Pdirector | Tax | 647 | $122.68 |
| May 19, 2026 | Jensen Annedirector | Tax | 553 | $122.68 |
| May 19, 2026 | Lustosa de Andrade Eliane Aleixodirector | Tax | 939 | $122.68 |
Source: BG SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
Research
BG Q1: Guidance +20%, Grain Merchandising Collapses
Bunge raised FY26 adjusted EPS guidance by ~20% on strong Q1 processing results and Viterra integration gains, but the filing reveals a $122M swing in grain merchandising EBIT that the tape has overlooked. Processing strength is structural (Viterra capacity), but the guidance raise is partially inflated by $336M in mark-to-market timing differences and elevated integration costs that may not normalize as quickly as assumed.
Iran War Oil Shock: USO Up 24%, XLE Up 8% — Which ETFs Have More Room to Run?
War disruptions choke sugar exports from a key hub, spiking prices to benefit producers ADM and BG while pressuring Hershey, Mondelez, and KDP margins. Bunge leads conviction with 32% revenue growth and attractive P/E; Hershey trails as most vulnerable.
ADMHSYMDLZBG Stock: Viterra Merger Drove 32% Revenue Jump — Can New Exec Pay Plan Unlock the Rest?
Bunge Global approved a performance-based executive incentive program on March 26, 2026, linking compensation to Viterra acquisition synergies through 2028. Post-merger revenue surged 32% to $70.3B in FY2025, but margins compressed; this alignment could unlock FCF and EPS growth. Bullish on BG shares amid 33% 3M gains and attractive valuation.
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