Stifel Nicolaus Lowers BellRing Brands (NYSE:BRBR) Price Target to $34.00

BellRing Brands (NYSE:BRBR) had its price target lowered by equities research analysts at Stifel Nicolaus from $50.00 to $34.00 in a research note issued to investors on Wednesday, MarketBeat reports. The brokerage currently has a “buy” rating on the stock. Stifel Nicolaus’ price objective would suggest a potential upside of 74.39% from the stock’s previous close.

BRBR has been the topic of a number of other reports. Barclays set a $30.00 price target on BellRing Brands in a report on Friday, January 16th. JPMorgan Chase & Co. cut their target price on shares of BellRing Brands from $52.00 to $45.00 and set an “overweight” rating on the stock in a research note on Thursday, October 9th. Zacks Research cut shares of BellRing Brands from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. Evercore ISI dropped their price objective on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating on the stock in a report on Wednesday, November 19th. Finally, Morgan Stanley set a $32.00 price objective on shares of BellRing Brands in a research report on Friday, January 16th. Twelve investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $38.88.

BellRing Brands Trading Down 7.6%

Shares of BellRing Brands stock opened at $19.50 on Wednesday. The business has a 50-day moving average price of $27.30 and a two-hundred day moving average price of $33.80. BellRing Brands has a 1-year low of $19.45 and a 1-year high of $79.57. The company has a market cap of $2.33 billion, a P/E ratio of 13.45, a PEG ratio of 4.87 and a beta of 0.64.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings data on Tuesday, February 3rd. The company reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.31 by $0.06. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The company had revenue of $537.30 million for the quarter, compared to the consensus estimate of $505.44 million. During the same period in the previous year, the business earned $0.58 EPS. The firm’s revenue was up .8% compared to the same quarter last year. Equities research analysts forecast that BellRing Brands will post 2.23 EPS for the current fiscal year.

Insider Buying and Selling at BellRing Brands

In related news, insider Douglas J. Cornille sold 3,970 shares of the firm’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $30.93, for a total value of $122,792.10. Following the transaction, the insider owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. This trade represents a 6.75% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.50% of the stock is owned by corporate insiders.

Institutional Trading of BellRing Brands

Several institutional investors and hedge funds have recently modified their holdings of BRBR. Farther Finance Advisors LLC grew its holdings in BellRing Brands by 132.6% during the third quarter. Farther Finance Advisors LLC now owns 735 shares of the company’s stock worth $27,000 after buying an additional 419 shares in the last quarter. Danske Bank A S purchased a new position in BellRing Brands during the 3rd quarter worth $29,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of BellRing Brands in the 3rd quarter worth $35,000. IFP Advisors Inc grew its stake in shares of BellRing Brands by 124.3% in the 3rd quarter. IFP Advisors Inc now owns 1,034 shares of the company’s stock worth $38,000 after acquiring an additional 573 shares in the last quarter. Finally, CI Investments Inc. raised its holdings in shares of BellRing Brands by 439.1% in the third quarter. CI Investments Inc. now owns 1,159 shares of the company’s stock valued at $42,000 after purchasing an additional 944 shares during the last quarter. 94.97% of the stock is owned by hedge funds and other institutional investors.

BellRing Brands News Roundup

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

• Positive Sentiment: Company reported Q1 results and hosted an earnings call/ presentation this week; the quarter beat consensus on EPS and revenue, which would normally support the share price. Earnings Presentation
• Positive Sentiment: DA Davidson reaffirmed a buy rating with a $32 price target, highlighting some analyst conviction in recovery upside from current levels. DA Davidson note
• Neutral Sentiment: Numerous law firms and claims services are issuing reminders about the March 23, 2026 lead-plaintiff deadline for a securities class action; these notices are informational but increase visibility of the litigation. Investor Reminder
• Negative Sentiment: CEO departure reported this week, an event that typically raises near-term execution and governance concerns and has coincided with additional selling pressure. CEO Step-Down
• Negative Sentiment: Multiple securities class actions and firm filings allege BellRing misled investors about sales drivers and inventory effects (some firms cite large market-value impairment), increasing legal and financial uncertainty. These suits are the primary driver of investor concern. Litigation Notices
• Negative Sentiment: Hagens Berman and others specifically allege artificial growth and cite a multi‑billion dollar value wipeout, which amplifies downside risk and investor liability concerns. Hagens Berman notice
• Negative Sentiment: Stifel cut its price target (while keeping a buy rating), signaling reduced near‑term confidence in the stock’s recovery path and reinforcing downward pressure from analysts. Stifel PT cut

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.