BellRing Brands Inc. $BRBR Holdings Lowered by Truist Financial Corp

Truist Financial Corp decreased its position in BellRing Brands Inc. (NYSE:BRBR) by 79.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 56,527 shares of the company’s stock after selling 223,831 shares during the quarter. Truist Financial Corp’s holdings in BellRing Brands were worth $2,055,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also modified their holdings of BRBR. Pilgrim Partners Asia Pte Ltd bought a new position in BellRing Brands in the 3rd quarter worth approximately $35,000. Savoir Faire Capital Management L.P. raised its holdings in shares of BellRing Brands by 144.4% in 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 last quarter. Retirement Systems of Alabama lifted its position in shares of BellRing Brands by 13.2% during the third quarter. Retirement Systems of Alabama now owns 347,308 shares of the company’s stock worth $12,625,000 after purchasing an additional 40,602 shares in the last quarter. Y Intercept Hong Kong Ltd lifted its holdings in BellRing Brands by 54.6% during the 3rd quarter. Y Intercept Hong Kong Ltd now owns 55,400 shares of the company’s stock worth $2,014,000 after buying an additional 19,556 shares in the last quarter. Finally, Hunter Associates Investment Management LLC increased its holdings in BellRing Brands by 96.2% in the third quarter. Hunter Associates Investment Management LLC now owns 138,929 shares of the company’s stock valued at $5,069,000 after purchasing an additional 68,136 shares during the last quarter. 94.97% of the stock is currently owned by institutional investors and hedge funds.

BellRing Brands Stock Up 0.5%

BRBR opened at $19.57 on Friday. The stock has a market capitalization of $2.34 billion, a price-to-earnings ratio of 13.50, a PEG ratio of 3.84 and a beta of 0.64. The firm has a 50 day moving average price of $27.07 and a 200-day moving average price of $33.39. BellRing Brands Inc. has a twelve month low of $19.35 and a twelve month high of $79.57.

BellRing Brands (NYSE:BRBR) last issued its quarterly earnings results 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 business had revenue of $537.30 million for the quarter, compared to analysts’ expectations of $505.44 million. BellRing Brands had a net margin of 7.88% and a negative return on equity of 64.79%. The company’s revenue was up .8% compared to the same quarter last year. During the same quarter last year, the company posted $0.58 EPS. As a group, analysts expect that BellRing Brands Inc. will post 2.23 earnings per share for the current year.

BellRing Brands News Summary

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

• Positive Sentiment: DA Davidson reaffirmed a buy rating with a $32 price target (bullish analyst view that could support the stock). DA Davidson reaffirms buy on BellRing
• Neutral Sentiment: Numerous law firms have issued investor alerts and reminders about the March 23, 2026 lead‑plaintiff deadline, increasing publicity and potential class‑action activity (procedural developments that raise headline risk but do not itself determine outcomes). Shareholder opportunity to lead securities fraud lawsuit
• Negative Sentiment: Hagens Berman is publicly scrutinizing BellRing, alleging the company misled investors about the drivers of 2025 sales growth and citing a $2.9 billion value wipeout — an accusation that amplifies legal and reputational risk. Hagens Berman scrutiny of BellRing
• Negative Sentiment: BellRing’s CEO has stepped down — management turnover during an active litigation/earnings story typically increases uncertainty for investors. BellRing CEO to step down
• Negative Sentiment: Stifel cut its price target on BRBR to $34 from $50 — a notable reduction in analyst valuation that can weigh on investor sentiment. Stifel cuts price target on BellRing
• Negative Sentiment: Independent coverage highlights a “murky and uncertain earnings path,” reinforcing concerns about sustainability of past sales growth and margin visibility. Seeking Alpha: Murky earnings path

Insiders Place Their Bets

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 $1,695,335.16. This trade represents a 6.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. 1.50% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms have issued reports on BRBR. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $31.00 price target on shares of BellRing Brands in a research note on Monday, January 26th. DA Davidson reiterated a “buy” rating and issued a $32.00 price target on shares of BellRing Brands in a research note on Wednesday. Barclays reaffirmed an “overweight” rating on shares of BellRing Brands in a research note on Thursday. Evercore decreased their target price 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. Finally, William Blair reaffirmed an “outperform” rating on shares of BellRing Brands in a research report on Tuesday. Twelve analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $38.88.

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.