Hussman Strategic Advisors Inc. Purchases New Position in BellRing Brands Inc. $BRBR

Hussman Strategic Advisors Inc. acquired a new position in BellRing Brands Inc. (NYSE:BRBR) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 63,000 shares of the company’s stock, valued at approximately $2,290,000. Hussman Strategic Advisors Inc. owned 0.05% of BellRing Brands at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of BRBR. Harbor Capital Advisors Inc. bought a new position in BellRing Brands in the 3rd quarter worth about $1,287,000. Savoir Faire Capital Management L.P. increased its position in shares of BellRing Brands by 144.4% during the third quarter. Savoir Faire Capital Management L.P. now owns 97,969 shares of the company’s stock valued at $3,561,000 after buying an additional 57,879 shares during the period. Vontobel Holding Ltd. boosted its position in shares of BellRing Brands by 216.1% in the second quarter. Vontobel Holding Ltd. now owns 18,006 shares of the company’s stock valued at $1,043,000 after acquiring an additional 12,310 shares during the period. E. Ohman J or Asset Management AB boosted its position in shares of BellRing Brands by 18.6% in the third quarter. E. Ohman J or Asset Management AB now owns 559,635 shares of the company’s stock valued at $20,343,000 after acquiring an additional 87,948 shares during the period. Finally, CWM LLC grew its stake in BellRing Brands by 2,681.6% during the third quarter. CWM LLC now owns 88,287 shares of the company’s stock valued at $3,209,000 after acquiring an additional 85,113 shares in the last quarter. Institutional investors own 94.97% of the company’s stock.

Key BellRing Brands News

Here are the key news stories impacting BellRing Brands this week:

• Neutral Sentiment: Upcoming earnings event — BellRing is expected to report soon and previews suggest results may weaken, making the print and management commentary the key near‑term catalyst for the stock. Earnings timing
• Negative Sentiment: Multiple plaintiff law firms have filed or announced investigations and class actions alleging securities law violations tied to BellRing’s prior earnings shocks (Q2 and Q3 2025), increasing legal risk, potential costs, and management distraction. Representative filing/notice. Hagens Berman class action
• Negative Sentiment: Many additional firms (Bernstein Liebhard, Schall, Berger Montague, Rosen, Robbins, etc.) are soliciting lead‑plaintiff roles and deadlines (commonly March 23, 2026) — momentum of filings heightens reputational and financial downside risk. Representative notice. Bernstein Liebhard notice
• Negative Sentiment: Analyst caution — Deutsche Bank warned of a potential guidance cut, signaling upside risk to consensus estimates and making management’s forward outlook a sensitive driver of share moves. Deutsche Bank warning
• Negative Sentiment: Earnings expectations show downside — previews (e.g., Zacks) flag that BellRing may lack the setup for an earnings beat, increasing the chance of another negative market reaction if results or guidance disappoint. Zacks earnings preview

BellRing Brands Trading Up 1.9%

BRBR opened at $26.06 on Wednesday. The stock has a 50-day moving average price of $28.31 and a 200-day moving average price of $35.17. BellRing Brands Inc. has a 12-month low of $21.67 and a 12-month high of $80.67. The stock has a market capitalization of $3.12 billion, a P/E ratio of 15.51, a PEG ratio of 3.58 and a beta of 0.65.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings data on Tuesday, November 18th. The company reported $0.51 earnings per share for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.03). The firm had revenue of $648.20 million for the quarter, compared to analysts’ expectations of $633.21 million. BellRing Brands had a net margin of 9.33% and a negative return on equity of 95.87%. The business’s quarterly revenue was up 16.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.51 earnings per share. On average, equities research analysts predict that BellRing Brands Inc. will post 2.23 EPS for the current year.

Insider Buying and Selling at BellRing Brands

In other news, insider Douglas J. Cornille sold 3,970 shares of the company’s stock in a transaction on Monday, December 1st. The shares were sold at an average price of $30.93, for a total value of $122,792.10. Following the completion of the sale, the insider owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. This represents a 6.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.50% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the stock. Morgan Stanley set a $32.00 price target on shares of BellRing Brands in a report on Friday, January 16th. Barclays set a $30.00 price objective on BellRing Brands in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $31.00 target price on shares of BellRing Brands in a research note on Monday. Stifel Nicolaus dropped their price target on BellRing Brands from $56.00 to $50.00 and set a “buy” rating for the company in a research report on Wednesday, November 19th. Finally, UBS Group decreased their price objective on shares of BellRing Brands from $34.00 to $26.00 and set a “neutral” rating on the stock in a research report on Wednesday, January 14th. Eleven equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $40.63.

About BellRing Brands

BellRing Brands, Inc is a consumer packaged goods company specializing in high‐protein, better‐for‐you nutrition products. Formed in March 2020 as a spin‐off from Post Holdings, the company focuses on delivering convenient protein solutions to health‐conscious consumers through a portfolio of well‐known and emerging brands.

The company’s product offerings include ready‐to‐drink protein shakes, protein powders, nutrition bars and other performance nutrition items. BellRing Brands’ flagship brands include Premier Protein, a line of shakes and bars designed for everyday protein supplementation, as well as Dymatize and PowerBar, which cater to athletes and active individuals seeking advanced sports nutrition formulas.

BellRing Brands markets its products primarily across North America, leveraging relationships with major retailers, wholesale clubs and e-commerce platforms to reach consumers in the United States and Canada.