Federated Hermes Inc. Has $409,000 Stock Position in BellRing Brands Inc. $BRBR

Federated Hermes Inc. lowered its stake in shares of BellRing Brands Inc. (NYSE:BRBR) by 98.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,255 shares of the company’s stock after selling 663,012 shares during the period. Federated Hermes Inc.’s holdings in BellRing Brands were worth $409,000 at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. Hussman Strategic Advisors Inc. acquired a new position in BellRing Brands during the third quarter worth $2,290,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of BellRing Brands in the 3rd quarter valued at about $35,000. Savoir Faire Capital Management L.P. increased its stake in shares of BellRing Brands by 144.4% during the 3rd quarter. Savoir Faire Capital Management L.P. now owns 97,969 shares of the company’s stock worth $3,561,000 after purchasing an additional 57,879 shares during the last quarter. Retirement Systems of Alabama increased its stake in shares of BellRing Brands by 13.2% during the 3rd quarter. Retirement Systems of Alabama now owns 347,308 shares of the company’s stock worth $12,625,000 after purchasing an additional 40,602 shares during the last quarter. Finally, Y Intercept Hong Kong Ltd raised its holdings in shares of BellRing Brands by 54.6% in the 3rd quarter. Y Intercept Hong Kong Ltd now owns 55,400 shares of the company’s stock valued at $2,014,000 after purchasing an additional 19,556 shares during the period. Institutional investors and hedge funds own 94.97% of the company’s stock.

More BellRing Brands News

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

• Positive Sentiment: DA Davidson reaffirmed a buy rating with a $32 price target (bullish analyst view that could support the stock). DA Davidson reaffirms buy on BellRing
• Neutral Sentiment: Numerous law firms have issued investor alerts and reminders about the March 23, 2026 lead‑plaintiff deadline, increasing publicity and potential class‑action activity (procedural developments that raise headline risk but do not itself determine outcomes). Shareholder opportunity to lead securities fraud lawsuit
• Negative Sentiment: Hagens Berman is publicly scrutinizing BellRing, alleging the company misled investors about the drivers of 2025 sales growth and citing a $2.9 billion value wipeout — an accusation that amplifies legal and reputational risk. Hagens Berman scrutiny of BellRing
• Negative Sentiment: BellRing’s CEO has stepped down — management turnover during an active litigation/earnings story typically increases uncertainty for investors. BellRing CEO to step down
• Negative Sentiment: Stifel cut its price target on BRBR to $34 from $50 — a notable reduction in analyst valuation that can weigh on investor sentiment. Stifel cuts price target on BellRing
• Negative Sentiment: Independent coverage highlights a “murky and uncertain earnings path,” reinforcing concerns about sustainability of past sales growth and margin visibility. Seeking Alpha: Murky earnings path

Insider Transactions at BellRing Brands

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

BellRing Brands Price Performance

BRBR opened at $19.57 on Monday. The business has a fifty day simple moving average of $27.07 and a 200 day simple moving average of $33.24. BellRing Brands Inc. has a 1 year low of $19.35 and a 1 year high of $79.57. The company has a market capitalization of $2.34 billion, a PE ratio of 13.50, a price-to-earnings-growth ratio of 3.84 and a beta of 0.64.

BellRing Brands (NYSE:BRBR) last posted its earnings results on Tuesday, February 3rd. The company reported $0.37 earnings per share for the quarter, topping analysts’ consensus estimates of $0.31 by $0.06. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The company had revenue of $537.30 million during the quarter, compared to the consensus estimate of $505.44 million. During the same quarter last year, the firm earned $0.58 earnings per share. The company’s revenue was up .8% on a year-over-year basis. Equities analysts anticipate that BellRing Brands Inc. will post 2.23 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Stifel Nicolaus lowered their price target on BellRing Brands from $50.00 to $34.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Weiss Ratings downgraded BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, February 2nd. Morgan Stanley set a $32.00 price target on BellRing Brands in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $31.00 price objective on shares of BellRing Brands in a research report on Monday, January 26th. Finally, DA Davidson reiterated a “buy” rating and issued a $32.00 price objective on shares of BellRing Brands in a report on Wednesday, February 4th. Twelve analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $38.88.

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.