BellRing Brands (NYSE:BRBR) Given New $28.00 Price Target at Jefferies Financial Group

BellRing Brands (NYSE:BRBR) had its target price lowered by Jefferies Financial Group from $38.00 to $28.00 in a research note published on Monday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

BRBR has been the topic of several other research reports. TD Cowen reaffirmed a “hold” rating on shares of BellRing Brands in a report on Thursday, January 8th. 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. Bank of America boosted their target price on BellRing Brands from $28.00 to $32.00 and gave the stock a “neutral” rating in a research report on Friday, December 19th. UBS Group set a $23.00 price target on BellRing Brands in a research note on Wednesday, February 4th. Finally, Mizuho decreased their price target on BellRing Brands from $40.00 to $34.00 and set an “outperform” rating on the stock in a report on Thursday, March 5th. Twelve investment analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $37.25.

BellRing Brands Trading Up 11.0%

BRBR opened at $18.69 on Monday. BellRing Brands has a 1-year low of $15.97 and a 1-year high of $79.57. The stock has a market capitalization of $2.19 billion, a PE ratio of 12.89, a PEG ratio of 3.31 and a beta of 0.69. The firm has a 50-day moving average price of $20.92 and a two-hundred day moving average price of $28.46.

BellRing Brands (NYSE:BRBR) last announced its 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 for the quarter, compared to analyst estimates 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 quarterly revenue was up .8% on a year-over-year basis. During the same period in the prior year, the business earned $0.58 earnings per share. On average, research analysts predict that BellRing Brands will post 2.23 EPS for the current year.

Insider Activity at BellRing Brands

In other BellRing Brands news, Director David Isaiah Finkelstein bought 2,000 shares of the company’s stock in a transaction on Friday, February 13th. The stock was bought at an average price of $17.75 per share, for a total transaction of $35,500.00. Following the transaction, the director owned 7,391 shares of the company’s stock, valued at approximately $131,190.25. The trade was a 37.10% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 1.50% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Northwestern Mutual Wealth Management Co. increased its holdings in BellRing Brands by 42.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock valued at $72,000 after purchasing an additional 373 shares during the last quarter. New York State Common Retirement Fund boosted its holdings in BellRing Brands by 0.6% during the second quarter. New York State Common Retirement Fund now owns 70,210 shares of the company’s stock worth $4,067,000 after buying an additional 397 shares during the last quarter. Dorsey Wright & Associates grew its position in shares of BellRing Brands by 0.8% during the 2nd quarter. Dorsey Wright & Associates now owns 51,969 shares of the company’s stock worth $3,011,000 after buying an additional 401 shares during the period. Farther Finance Advisors LLC increased its stake in shares of BellRing Brands by 132.6% in the 3rd quarter. Farther Finance Advisors LLC now owns 735 shares of the company’s stock valued at $27,000 after acquiring an additional 419 shares during the last quarter. Finally, Treasurer of the State of North Carolina increased its stake in shares of BellRing Brands by 0.8% in the 2nd quarter. Treasurer of the State of North Carolina now owns 59,286 shares of the company’s stock valued at $3,434,000 after acquiring an additional 456 shares during the last quarter. 94.97% of the stock is currently owned by institutional investors.

Key BellRing Brands News

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

• Positive Sentiment: Jefferies lowered its price target on BRBR from $38 to $28 but maintained a “buy” rating, signaling continued analyst support and a still‑meaningful upside from current levels. Jefferies PT Cut / Buy Rating
• Neutral Sentiment: BofA published a mixed note on BellRing, acknowledging robust category/sector growth while expressing reservations about company‑specific drivers—an outlook that adds nuance but not a clear directional catalyst. BofA Mixed on BellRing
• Negative Sentiment: Multiple plaintiff and shareholder‑rights law firms (Hagens Berman, Berger Montague, Rosen, Schall, DJS, Levi & Korsinsky, Faruqi & Faruqi, Bronstein Gewirtz & Grossman, etc.) have issued notices about a securities class action alleging BellRing misled investors on the drivers of 2025 sales growth and seeking recovery tied to an alleged ~$2.9 billion value impact; the lead‑plaintiff deadline is March 23, 2026. This creates clear legal and financial uncertainty that could pressure the stock if claims advance. Hagens Berman 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.