BellRing Brands Q4 EPS Estimate Decreased by William Blair

BellRing Brands Inc. (NYSE:BRBR) – William Blair lowered their Q4 2025 earnings per share estimates for shares of BellRing Brands in a research report issued on Wednesday, July 16th. William Blair analyst J. Andersen now forecasts that the company will earn $0.58 per share for the quarter, down from their prior estimate of $0.61. The consensus estimate for BellRing Brands’ current full-year earnings is $2.23 per share.

A number of other research firms also recently weighed in on BRBR. DA Davidson upgraded BellRing Brands from a “neutral” rating to a “buy” rating and set a $85.00 target price for the company in a research report on Tuesday, May 27th. Citigroup dropped their target price on BellRing Brands from $90.00 to $80.00 and set a “buy” rating for the company in a research report on Wednesday, May 7th. UBS Group dropped their target price on BellRing Brands from $71.00 to $63.00 and set a “neutral” rating for the company in a research report on Thursday. Barclays set a $75.00 target price on BellRing Brands and gave the stock an “overweight” rating in a research report on Wednesday, May 7th. Finally, Morgan Stanley began coverage on BellRing Brands in a research report on Monday, March 24th. They set an “overweight” rating and a $84.00 target price for the company. Three analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $76.19.

BellRing Brands Stock Performance

Shares of BRBR opened at $58.11 on Friday. The stock has a fifty day moving average price of $60.44 and a two-hundred day moving average price of $68.88. BellRing Brands has a 52-week low of $48.06 and a 52-week high of $80.67. The company has a market cap of $7.38 billion, a price-to-earnings ratio of 27.03, a PEG ratio of 1.80 and a beta of 0.70.

BellRing Brands (NYSE:BRBR) last issued its quarterly earnings data on Monday, May 5th. The company reported $0.53 earnings per share (EPS) for the quarter, meeting the consensus estimate of $0.53. BellRing Brands had a negative return on equity of 133.63% and a net margin of 12.82%. The firm had revenue of $588.00 million during the quarter, compared to the consensus estimate of $577.56 million. During the same quarter in the previous year, the company posted $0.45 EPS. The business’s revenue for the quarter was up 18.9% compared to the same quarter last year.

Insider Transactions at BellRing Brands

In other BellRing Brands news, CEO Darcy Horn Davenport sold 1,600 shares of the business’s stock in a transaction dated Friday, July 11th. The stock was sold at an average price of $57.66, for a total value of $92,256.00. Following the completion of the transaction, the chief executive officer directly owned 198,778 shares of the company’s stock, valued at approximately $11,461,539.48. The trade was a 0.80% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold 9,600 shares of company stock valued at $570,128 over the last ninety days. 1.07% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Mirae Asset Global Investments Co. Ltd. acquired a new position in BellRing Brands in the first quarter valued at about $280,000. GAMMA Investing LLC boosted its position in shares of BellRing Brands by 12.2% during the first quarter. GAMMA Investing LLC now owns 2,316 shares of the company’s stock worth $172,000 after buying an additional 252 shares during the period. Robeco Institutional Asset Management B.V. boosted its position in shares of BellRing Brands by 0.6% during the first quarter. Robeco Institutional Asset Management B.V. now owns 72,051 shares of the company’s stock worth $5,365,000 after buying an additional 438 shares during the period. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of BellRing Brands by 71.4% during the first quarter. Sumitomo Mitsui Trust Group Inc. now owns 8,883 shares of the company’s stock worth $661,000 after buying an additional 3,700 shares during the period. Finally, Janney Montgomery Scott LLC boosted its position in shares of BellRing Brands by 31.6% during the first quarter. Janney Montgomery Scott LLC now owns 18,584 shares of the company’s stock worth $1,384,000 after buying an additional 4,461 shares during the period. 94.97% of the stock is owned by institutional investors and hedge funds.

About BellRing Brands

BellRing Brands, Inc, together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands. It distributes its products through club, food, drug, mass, eCommerce, specialty, and convenience channels.