William Blair Forecasts Lower Earnings for BellRing Brands

BellRing Brands Inc. (NYSE:BRBR) – Research analysts at William Blair reduced their Q4 2025 earnings per share (EPS) estimates for shares of BellRing Brands in a report released on Tuesday, August 5th. William Blair analyst J. Andersen now expects that the company will post earnings of $0.51 per share for the quarter, down from their previous estimate of $0.58. The consensus estimate for BellRing Brands’ current full-year earnings is $2.23 per share. William Blair also issued estimates for BellRing Brands’ FY2026 earnings at $2.36 EPS.

Other equities research analysts have also recently issued research reports about the company. Truist Financial lowered their price target on BellRing Brands from $60.00 to $40.00 and set a “hold” rating on the stock in a report on Wednesday. Citigroup lowered their target price on BellRing Brands from $90.00 to $80.00 and set a “buy” rating on the stock in a report on Wednesday, May 7th. UBS Group dropped their price target on BellRing Brands from $63.00 to $40.00 and set a “neutral” rating for the company in a research report on Wednesday. DA Davidson upgraded shares of BellRing Brands from a “neutral” rating to a “buy” rating and set a $85.00 price objective on the stock in a research report on Tuesday, May 27th. Finally, Stephens upgraded shares of BellRing Brands from an “equal weight” rating to an “overweight” rating and dropped their target price for the company from $68.00 to $50.00 in a report on Wednesday. Two equities research analysts have rated the stock with a hold rating and twelve have given a buy rating to the company. According to data from MarketBeat, BellRing Brands currently has an average rating of “Moderate Buy” and a consensus target price of $67.86.

BellRing Brands Trading Up 0.5%

BRBR stock opened at $39.16 on Thursday. BellRing Brands has a 52 week low of $34.02 and a 52 week high of $80.67. The company has a market cap of $4.97 billion, a P/E ratio of 22.38, a P/E/G ratio of 1.37 and a beta of 0.72. The company’s 50-day moving average price is $57.16 and its 200 day moving average price is $66.80.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings data on Monday, August 4th. The company reported $0.55 earnings per share for the quarter, topping analysts’ consensus estimates of $0.49 by $0.06. The firm had revenue of $547.50 million for the quarter, compared to analyst estimates of $530.76 million. BellRing Brands had a negative return on equity of 123.43% and a net margin of 10.26%. BellRing Brands’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.54 earnings per share.

Insider Activity

In other news, CEO Darcy Horn Davenport sold 1,600 shares of the firm’s stock in a transaction on Friday, August 1st. The stock was sold at an average price of $54.18, for a total transaction of $86,688.00. Following the sale, the chief executive officer owned 193,978 shares in the company, valued at $10,509,728.04. This trade represents a 0.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Craig L. Rosenthal bought 2,600 shares of the company’s stock in a transaction that occurred on Wednesday, August 6th. The stock was acquired at an average price of $37.29 per share, with a total value of $96,954.00. Following the completion of the purchase, the insider directly owned 33,475 shares of the company’s stock, valued at approximately $1,248,282.75. The trade was a 8.42% increase in their position. The disclosure for this purchase can be found here. Insiders sold a total of 14,400 shares of company stock valued at $836,224 over the last 90 days. Insiders own 1.07% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in BRBR. LPL Financial LLC raised its holdings in BellRing Brands by 40.9% in the fourth quarter. LPL Financial LLC now owns 37,514 shares of the company’s stock valued at $2,826,000 after buying an additional 10,882 shares during the period. National Bank of Canada FI purchased a new stake in BellRing Brands during the fourth quarter worth approximately $1,846,000. Wells Fargo & Company MN increased its position in shares of BellRing Brands by 3.6% in the fourth quarter. Wells Fargo & Company MN now owns 226,371 shares of the company’s stock worth $17,055,000 after acquiring an additional 7,782 shares in the last quarter. Dynamic Technology Lab Private Ltd purchased a new position in shares of BellRing Brands in the 4th quarter valued at $276,000. Finally, Envestnet Asset Management Inc. raised its stake in shares of BellRing Brands by 21.2% in the 4th quarter. Envestnet Asset Management Inc. now owns 258,302 shares of the company’s stock valued at $19,460,000 after acquiring an additional 45,136 shares during the period. 94.97% of the stock is owned by hedge funds and other institutional investors.

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.