BellRing Brands Inc. (NYSE:BRBR) Receives Average Recommendation of “Moderate Buy” from Brokerages

Shares of BellRing Brands Inc. (NYSE:BRBR) have earned a consensus recommendation of “Moderate Buy” from the nineteen analysts that are presently covering the stock, MarketBeat reports. Two equities research analysts have rated the stock with a sell rating, five have assigned a hold rating and twelve have issued a buy rating on the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $38.8750.

A number of research analysts have recently commented on BRBR shares. Stifel Nicolaus lowered their target price on BellRing Brands from $50.00 to $34.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Morgan Stanley set a $32.00 price objective on BellRing Brands in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $31.00 price objective on shares of BellRing Brands in a research report on Monday, January 26th. Barclays reaffirmed an “overweight” rating on shares of BellRing Brands in a research report on Thursday, February 5th. Finally, Bank of America lifted their price target on shares of BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Friday, December 19th.

BellRing Brands News Roundup

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

• Neutral Sentiment: Multiple plaintiff firms have issued lead-plaintiff reminders and filed or publicized class actions covering purchases between Nov. 19, 2024 and Aug. 4, 2025; the key procedural date is the March 23, 2026 lead-plaintiff deadline. Article Title
• Negative Sentiment: Hagens Berman and others allege BellRing misled investors about the true drivers of 2025 sales growth; the firm claims the disclosures produced a material overstatement of value (citing an alleged ~$2.9B value wipeout). This is the central substantive allegation that could lead to material damages if plaintiffs prevail. Article Title
• Negative Sentiment: Several firms (Kahn Swick & Foti, KSF; others) point to inventory and destocking issues and a large prior stock decline as the basis for securities fraud claims—allegations that, if substantiated, could force reserve increases, restatements or other financial impacts. Article Title
• Negative Sentiment: Levi & Korsinsky and others challenge BellRing’s competitive-disclosure statements, specifically around the ready‑to‑drink market—an area core to BellRing’s strategy; such disclosure challenges can prolong litigation and increase potential settlement exposure. Article Title
• Negative Sentiment: At least a dozen plaintiff firms (Rosen, Pomerantz, Bernstein Liebhard, Faruqi, Glancy, Bronstein, Berger Montague, ClaimsFiler, etc.) are soliciting clients and lead-plaintiff applicants—this widespread legal attention raises the chance of coordinated large claims and higher litigation costs. Article Title

Insider Buying and Selling at BellRing Brands

In other 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 transaction of $122,792.10. Following the completion of the transaction, the insider directly owned 54,812 shares in the company, valued at approximately $1,695,335.16. This trade represents a 6.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 1.50% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in BRBR. Wealth Enhancement Advisory Services LLC increased its stake in BellRing Brands by 820.1% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 47,808 shares of the company’s stock valued at $1,662,000 after purchasing an additional 42,612 shares in the last quarter. Harbor Capital Advisors Inc. purchased a new stake in shares of BellRing Brands during the third quarter valued at approximately $1,287,000. Savoir Faire Capital Management L.P. grew its holdings 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 last quarter. Hunter Associates Investment Management LLC increased its position in shares of BellRing Brands by 96.2% during the third quarter. Hunter Associates Investment Management LLC now owns 138,929 shares of the company’s stock valued at $5,069,000 after acquiring an additional 68,136 shares in the last quarter. Finally, CWM LLC raised its holdings in BellRing Brands by 2,681.6% in the 3rd quarter. CWM LLC now owns 88,287 shares of the company’s stock worth $3,209,000 after acquiring an additional 85,113 shares during the last quarter. Institutional investors own 94.97% of the company’s stock.

BellRing Brands Trading Up 4.4%

Shares of BRBR opened at $18.85 on Friday. BellRing Brands has a 1-year low of $17.09 and a 1-year high of $79.57. The firm’s 50-day moving average price is $23.45 and its 200-day moving average price is $30.45. The firm has a market capitalization of $2.21 billion, a price-to-earnings ratio of 13.00, a PEG ratio of 3.55 and a beta of 0.64.

BellRing Brands (NYSE:BRBR) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $0.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.31 by $0.06. The company had revenue of $537.30 million during 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%. BellRing Brands’s revenue was up .8% on a year-over-year basis. During the same period in the prior year, the firm earned $0.58 earnings per share. On average, research analysts forecast that BellRing Brands will post 2.23 EPS for the current fiscal year.

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.