Mizuho Cuts BellRing Brands (NYSE:BRBR) Price Target to $34.00

BellRing Brands (NYSE:BRBR) had its target price lowered by Mizuho from $40.00 to $34.00 in a research report released on Thursday morning,Benzinga reports. The brokerage currently has an outperform rating on the stock.

Several other brokerages also recently issued reports on BRBR. DA Davidson reissued a “buy” rating and set a $32.00 target price on shares of BellRing Brands in a research note on Wednesday, February 4th. TD Cowen reaffirmed a “hold” rating on shares of BellRing Brands in a report on Thursday, January 8th. Morgan Stanley set a $32.00 price objective on shares of BellRing Brands in a research report on Friday, January 16th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $31.00 target price on shares of BellRing Brands in a report on Monday, January 26th. Finally, Bank of America upped their target price on shares of BellRing Brands from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Friday, December 19th. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, BellRing Brands has a consensus rating of “Moderate Buy” and a consensus target price of $38.50.

BellRing Brands Stock Performance

Shares of BellRing Brands stock opened at $17.40 on Thursday. BellRing Brands has a fifty-two week low of $16.65 and a fifty-two week high of $79.57. The company has a market capitalization of $2.04 billion, a P/E ratio of 12.00, a P/E/G ratio of 3.42 and a beta of 0.69. The company has a fifty day moving average of $22.00 and a 200 day moving average of $29.50.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings results on Tuesday, February 3rd. The company reported $0.37 EPS for the quarter, beating analysts’ consensus estimates 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 negative return on equity of 64.79% and a net margin of 7.88%.The business’s quarterly revenue was up .8% on a year-over-year basis. During the same period last year, the firm earned $0.58 earnings per share. Analysts forecast that BellRing Brands will post 2.23 EPS for the current year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of BRBR. AQR Capital Management LLC increased its position in BellRing Brands by 86.9% in the fourth quarter. AQR Capital Management LLC now owns 7,006,847 shares of the company’s stock worth $187,013,000 after purchasing an additional 3,258,035 shares during the last quarter. Wasatch Advisors LP lifted its position in BellRing Brands by 30.5% during the third quarter. Wasatch Advisors LP now owns 6,750,018 shares of the company’s stock valued at $245,363,000 after purchasing an additional 1,575,812 shares during the last quarter. Capital Research Global Investors purchased a new position in shares of BellRing Brands in the 3rd quarter worth $172,312,000. Holocene Advisors LP grew its stake in shares of BellRing Brands by 50.7% in the 2nd quarter. Holocene Advisors LP now owns 3,928,395 shares of the company’s stock worth $227,572,000 after buying an additional 1,320,849 shares in the last quarter. Finally, The Manufacturers Life Insurance Company increased its holdings in shares of BellRing Brands by 156.3% in the 4th quarter. The Manufacturers Life Insurance Company now owns 3,830,164 shares of the company’s stock worth $102,380,000 after buying an additional 2,336,029 shares during the last quarter. 94.97% of the stock is currently owned by institutional investors.

Key Stories Impacting BellRing Brands

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

• Positive Sentiment: Zacks upgraded BRBR from “strong sell” to “hold,” which may reduce selling pressure from distressed quantitative funds and short‑term sellers. Zacks Upgrade
• Neutral Sentiment: Mizuho lowered its price target from $40 to $34 but kept an “Outperform” rating — this reduces analyst upside but keeps institutional interest possible if fundamentals improve. Mizuho Price Target Change
• Negative Sentiment: A concentrated wave of class‑action filings and law‑firm notices allege BellRing misstated the drivers of its 2025 sales growth (claims around destocking, consumption trends and competition). Multiple firms (Hagens Berman, Rosen, Pomerantz, Gross, Schall, Glancy, Berger Montague, ClaimsFiler, Bragar, etc.) are soliciting lead‑plaintiff applicants ahead of a March 23, 2026 deadline — increasing litigation risk, potential legal costs, management distraction and investor uncertainty. This is the primary bearish catalyst in today’s headlines. Hagens Berman Class Action Notice

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.