BellRing Brands (NYSE:BRBR) Cut to “Strong Sell” at Zacks Research

Zacks Research downgraded shares of BellRing Brands (NYSE:BRBR) from a hold rating to a strong sell rating in a report published on Tuesday,Zacks.com reports.

Several other analysts also recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $31.00 target price on shares of BellRing Brands in a research note on Monday. Barclays set a $30.00 price objective on BellRing Brands in a research report on Friday, January 16th. Stifel Nicolaus dropped their target price on shares of BellRing Brands from $56.00 to $50.00 and set a “buy” rating on the stock in a research report on Wednesday, November 19th. Weiss Ratings restated a “hold (c-)” rating on shares of BellRing Brands in a report on Monday, December 29th. Finally, Sanford C. Bernstein assumed coverage on shares of BellRing Brands in a research report on Thursday, October 23rd. They set an “outperform” rating and a $46.00 price objective for the company. Eleven research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $40.25.

BellRing Brands Stock Performance

BRBR opened at $25.07 on Tuesday. The firm has a market cap of $3.00 billion, a P/E ratio of 14.92, a price-to-earnings-growth ratio of 5.66 and a beta of 0.65. The business has a 50 day moving average price of $28.13 and a 200 day moving average price of $35.03. BellRing Brands has a twelve month low of $21.67 and a twelve month high of $80.67.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings results on Tuesday, November 18th. The company reported $0.51 EPS for the quarter, missing the consensus estimate of $0.54 by ($0.03). BellRing Brands had a net margin of 9.33% and a negative return on equity of 95.87%. The company had revenue of $648.20 million for the quarter, compared to analyst estimates of $633.21 million. During the same quarter last year, the business earned $0.51 EPS. The company’s revenue for the quarter was up 16.6% on a year-over-year basis. As a group, analysts anticipate that BellRing Brands will post 2.23 earnings per share for the current fiscal year.

Insider Transactions at BellRing Brands

In related news, insider Douglas J. Cornille sold 3,970 shares of the stock in a transaction dated 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 sale, the insider owned 54,812 shares in the company, valued at $1,695,335.16. This trade represents a 6.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. 1.50% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On BellRing Brands

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

Key Headlines Impacting BellRing Brands

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

• Neutral Sentiment: A valuation/analyst overview piece examines BRBR after the recent lawsuits and a lowered outlook from Deutsche Bank; it frames the debate over future earnings power and valuation but does not introduce new litigation facts. A Look At BellRing Brands (BRBR) Valuation After Lawsuits And A Lower Deutsche Bank Outlook
• Negative Sentiment: Multiple law firms and plaintiff groups have filed or announced class-action notices against BellRing alleging securities fraud tied to misstated sales trends, inventory/destocking dynamics and previous earnings surprises — several notices cover the class period Nov 19, 2024–Aug 4, 2025 and push the March 23, 2026 lead‑plaintiff deadline. These filings raise legal risk, potential exposure and management distraction. BellRing Brands (BRBR) Hit With Securities Class Action – Hagens Berman
• Negative Sentiment: A widely circulated summary (Yahoo Finance) reports BRBR plunged following lawsuits that allege misstated sales and inventory dynamics — that earlier drawdown (cited as ~11.8% in the article) explains heightened volatility and increased short‑term downside risk. BellRing Brands (BRBR) Is Down 11.8% After Lawsuits Alleging Misstated Sales Trends And Inventory Dynamics
• Negative Sentiment: Zacks Research downgraded BRBR to a “strong sell,” adding analyst pressure and potentially reducing buy-side interest until legal and operational clarity returns. Zacks Downgrade Coverage
• Negative Sentiment: Numerous plaintiff‑lawyer solicitations and press releases (Pomerantz, Rosen, Levi & Korsinsky, Robbins, etc.) increase the likelihood of consolidated litigation and media attention; this raises settlement/legal-cost risk and keeps investor focus on legal outcomes rather than core operations. Pomerantz Investor Alert

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.