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What smart money is saying about Bayer AGGermany flag

BMW3.DE · Consumer Cyclical · Auto - Manufacturers · Market cap $56.65B

2 funds in our archive have pitched Bayer AG — most recently Ariel Global in March 2026.

Company profile

Bayerische Motoren Werke Aktiengesellschaft, together with its subsidiaries, develops, manufactures, and sells automobiles and motorcycles, and spare parts and accessories worldwide. It operates through Automotive, Motorcycles, and Financial Services segments. The Automotive segment is involved in the development, manufacture, assembling, and sale of automobiles, spare parts, accessories, and mobility services under the BMW, MINI, and Rolls-Royce brands. This segment sells its products through independent and authorized dealerships. The Motorcycles segment develops, manufactures, assembles, and sells motorcycles and scooters under the BMW Motorrad brand name, as well as spare parts and accessories. The Financial Services segment engages in automobile leasing, retail and dealership financing, multi-brand fleet, customer deposit, and insurance activities; and the provision of fleet management services under the Alphabet brand. The company was founded in 1916 and is based in Munich, Germany.

Fund coverage · 2 theses

  • Ariel Global
    March 2026

    Bayer AG is a life sciences leader with potential upside from litigation resolution and a strengthening pharma pipeline, marking the early stages of a turnaround.

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  • Harris Oakmark Global Concentrated Strategy
    June 2025

    BMW is a strong investment opportunity due to its excellent brand equity, strategic management, leading position in the electric vehicle market, and robust financials, making it well-positioned for long-term growth.

    Read the full thesis

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