BellRing Brands’ (BRBR) Buy Rating Reaffirmed at DA Davidson

DA Davidson reissued their buy rating on shares of BellRing Brands (NYSE:BRBR) in a research note published on Wednesday morning,Benzinga reports. They currently have a $32.00 target price on the stock.

Other analysts also recently issued reports about the company. UBS Group set a $23.00 price objective on BellRing Brands in a research note on Wednesday. Zacks Research cut BellRing Brands from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. Weiss Ratings lowered shares of BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Stifel Nicolaus dropped their price target on shares of BellRing Brands from $50.00 to $34.00 and set a “buy” rating on the stock in a research report on Wednesday. Finally, Evercore ISI reduced their price objective on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, November 19th. Twelve analysts have rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $38.88.

BellRing Brands Stock Up 0.7%

Shares of BRBR opened at $21.03 on Wednesday. The stock has a market cap of $2.52 billion, a P/E ratio of 14.50, a P/E/G ratio of 4.77 and a beta of 0.64. The business’s fifty day moving average is $27.52 and its 200 day moving average is $33.90. BellRing Brands has a 12-month low of $20.12 and a 12-month high of $79.57.

BellRing Brands (NYSE:BRBR) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.31 by $0.06. The firm had revenue of $537.30 million for the quarter, compared to the consensus estimate of $505.44 million. BellRing Brands had a net margin of 7.88% and a negative return on equity of 64.79%. The business’s revenue was up .8% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.58 earnings per share. On average, analysts expect that BellRing Brands will post 2.23 EPS for the current year.

Insider Activity

In related news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction that occurred 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 sale, the insider owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. The trade was a 6.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.50% of the stock is currently owned by insiders.

Institutional Trading of BellRing Brands

Several hedge funds have recently made changes to their positions in the company. Capital Research Global Investors bought a new position in BellRing Brands during the third quarter worth about $172,312,000. Alyeska Investment Group L.P. purchased a new stake in shares of BellRing Brands during the 3rd quarter valued at approximately $98,944,000. AQR Capital Management LLC boosted its holdings in BellRing Brands by 253.9% in the 3rd quarter. AQR Capital Management LLC now owns 3,748,812 shares of the company’s stock worth $136,269,000 after buying an additional 2,689,664 shares during the period. William Blair Investment Management LLC purchased a new position in BellRing Brands in the 2nd quarter valued at approximately $124,777,000. Finally, Wasatch Advisors LP raised its holdings in BellRing Brands by 30.5% during the 3rd quarter. Wasatch Advisors LP now owns 6,750,018 shares of the company’s stock valued at $245,363,000 after acquiring an additional 1,575,812 shares during the period. 94.97% of the stock is currently owned by institutional investors.

BellRing Brands News Roundup

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

• Positive Sentiment: Quarterly results beat consensus: BellRing reported Q1 EPS of $0.37 and revenue of $537.3M, both above estimates — this supports near-term fundamentals. Read More.
• Positive Sentiment: Analyst support remains: DA Davidson reaffirmed a “buy” rating with a $32 price target, signaling institutional conviction that shares have upside from current levels. Read More.
• Neutral Sentiment: Mixed analyst moves — Stifel lowered its target from $50 to $34 but kept a “buy” rating, which tempers upside expectations while still providing coverage support. Read More.
• Negative Sentiment: Management change and narrowed guidance: BellRing announced CEO Darcy Davenport will retire (transition through Sept. 30, 2026) and narrowed FY26 outlook — both raise execution and visibility concerns. Read More.
• Negative Sentiment: Multiple securities class‑action notices allege misleading disclosures tied to customer inventory stockpiling/retailer destocking and link to a large prior share-price collapse; numerous law firms are soliciting lead plaintiffs ahead of a March 23, 2026 deadline — this creates legal risk, potential costs, and continued headline risk. Read More.
• Negative Sentiment: Stock volatility and heavy volume: The company has seen a steep multi‑day decline (reports reference a ~52% drop) and continued high trading volume, increasing downside risk for short‑term holders. Read More.

BellRing Brands Company Profile

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.