ING Groep NV Raises Position in BellRing Brands Inc. $BRBR

ING Groep NV boosted its position in shares of BellRing Brands Inc. (NYSE:BRBR) by 389.1% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 639,800 shares of the company’s stock after buying an additional 509,000 shares during the period. ING Groep NV’s holdings in BellRing Brands were worth $23,257,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Krilogy Financial LLC purchased a new stake in shares of BellRing Brands during the third quarter worth approximately $529,000. Wesbanco Bank Inc. purchased a new position in shares of BellRing Brands in the third quarter worth about $1,253,000. Wilson Asset Management International PTY Ltd. grew its stake in BellRing Brands by 22.5% during the 3rd quarter. Wilson Asset Management International PTY Ltd. now owns 114,425 shares of the company’s stock valued at $4,159,000 after acquiring an additional 21,052 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in BellRing Brands by 10.1% in the 3rd quarter. Oppenheimer Asset Management Inc. now owns 50,619 shares of the company’s stock valued at $1,840,000 after acquiring an additional 4,640 shares during the last quarter. Finally, Bessemer Group Inc. boosted its holdings in shares of BellRing Brands by 6,735.5% during the 3rd quarter. Bessemer Group Inc. now owns 22,352 shares of the company’s stock worth $813,000 after purchasing an additional 22,025 shares during the last quarter. Hedge funds and other institutional investors own 94.97% of the company’s stock.

BellRing Brands Price Performance

Shares of BRBR opened at $17.60 on Thursday. The firm has a 50-day simple moving average of $26.31 and a two-hundred day simple moving average of $32.63. The stock has a market cap of $2.11 billion, a PE ratio of 12.14, a P/E/G ratio of 3.57 and a beta of 0.64. BellRing Brands Inc. has a 1-year low of $17.55 and a 1-year high of $79.57.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings data 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 net margin of 7.88% and a negative return on equity of 64.79%. The firm had revenue of $537.30 million during the quarter, compared to analysts’ expectations of $505.44 million. During the same quarter last year, the company posted $0.58 EPS. The firm’s quarterly revenue was up .8% on a year-over-year basis. As a group, sell-side analysts expect that BellRing Brands Inc. will post 2.23 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of brokerages recently commented on BRBR. Jefferies Financial Group reiterated a “buy” rating and set a $48.00 price objective on shares of BellRing Brands in a research report on Wednesday, November 19th. TD Cowen reissued a “hold” rating on shares of BellRing Brands in a report on Thursday, January 8th. Mizuho reduced their target price on shares of BellRing Brands from $45.00 to $40.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Evercore dropped their price target on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a research note on Wednesday, November 19th. Finally, Zacks Research lowered shares of BellRing Brands from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Twelve analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $38.88.

BellRing Brands News Summary

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

• Positive Sentiment: Barclays trimmed its price target to $27 but reiterated an Overweight rating, signaling continued analyst conviction in BellRing’s longer‑term case despite near‑term uncertainty. Barclays reduces PT on BellRing Brands (BRBR) to $27, reiterates an ‘overweight’ rating
• Neutral Sentiment: UBS lowered its price target but kept a Neutral stance, a modestly cautious signal that may restrain buying but doesn’t push the consensus to outright sell. UBS lowers PT on BellRing Brands (BRBR) stock, maintains neutral
• Negative Sentiment: Multiple national plaintiff firms announced a securities‑fraud class action (lead‑plaintiff deadline March 23, 2026) tied to alleged misstatements and inventory issues — these notices increase legal overhang and potential financial exposure. Representative firm notices include Bleichmar Fonti & Auld and several others contacting investors. BellRing Class Action: BellRing Brands, Inc. ($BRBR) Investors Are Notified of BFA Law’s Pending Securities Fraud Lawsuit
• Negative Sentiment: Reports link BellRing’s sharp prior share declines to disclosed inventory problems; at least one notice characterizes the drop as a ~33% plunge tied to those inventory issues, which amplifies investor concern about management disclosures and demand sustainability. BRBR Stock Drop: BellRing Brands, Inc. Stock Plummets 33% after Inventory Issues Revealed
• Negative Sentiment: TD Cowen flagged rising competition in the protein‑shake category and cut its target, highlighting demand and margin risks in BellRing’s core Premier Protein business — a sector‑level concern that can pressure estimates. TD Cowen Worried About Rising Competition in the Protein Shake Category, Leading to TP Cut on BellRing Brands (BRBR)
• Negative Sentiment: Short interest rose ~21% in late January to ~8.38M shares (about 7.1% of float), increasing downward pressure and raising the risk of continued bearish trading dynamics. (Short‑interest ratio ≈ 2.0 days based on average volume.)

Insider Activity at BellRing Brands

In other news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction on Monday, December 1st. The stock was sold at an average price of $30.93, for a total value of $122,792.10. Following the completion of the sale, the insider directly owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. The trade was a 6.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

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.