Clarkston Capital Partners LLC Buys Shares of 945,940 BellRing Brands Inc. $BRBR

Clarkston Capital Partners LLC purchased a new position in BellRing Brands Inc. (NYSE:BRBR) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 945,940 shares of the company’s stock, valued at approximately $34,385,000. Clarkston Capital Partners LLC owned approximately 0.75% of BellRing Brands at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the business. Farther Finance Advisors LLC grew its position 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 purchasing an additional 419 shares during the period. Pilgrim Partners Asia Pte Ltd bought a new stake in BellRing Brands during the 3rd quarter worth approximately $35,000. CI Investments Inc. raised 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 buying an additional 944 shares during the period. True Wealth Design LLC lifted its stake in BellRing Brands by 4,110.3% in the third quarter. True Wealth Design LLC now owns 1,221 shares of the company’s stock valued at $44,000 after buying an additional 1,192 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its stake in BellRing Brands by 161.1% in the third quarter. Clearstead Advisors LLC now owns 1,389 shares of the company’s stock valued at $50,000 after buying an additional 857 shares in the last quarter. Institutional investors own 94.97% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. Weiss Ratings downgraded shares of BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, February 2nd. Morgan Stanley set a $32.00 price objective on shares of BellRing Brands in a research report on Friday, January 16th. Evercore lowered their target price on BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a report on Wednesday, November 19th. Jefferies Financial Group reissued a “buy” rating and issued a $48.00 price target on shares of BellRing Brands in a research note on Wednesday, November 19th. Finally, William Blair restated an “outperform” rating on shares of BellRing Brands in a report on Tuesday, February 3rd. Twelve equities research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $38.50.

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

BellRing Brands Stock Up 2.5%

NYSE BRBR opened at $17.40 on Monday. The firm’s 50 day moving average is $22.00 and its 200-day moving average is $29.42. The company has a market capitalization of $2.04 billion, a PE ratio of 12.00, a price-to-earnings-growth ratio of 3.42 and a beta of 0.69. BellRing Brands Inc. has a 12-month low of $16.65 and a 12-month high of $79.57.

BellRing Brands (NYSE:BRBR) last announced its earnings results on Tuesday, February 3rd. The company reported $0.37 EPS for the quarter, topping the consensus estimate of $0.31 by $0.06. The business had revenue of $537.30 million during 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 firm’s revenue was up .8% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.58 earnings per share. As a group, sell-side analysts expect that BellRing Brands Inc. will post 2.23 EPS for the current year.

BellRing Brands 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.