Mangrove Partners IM LLC Purchases Shares of 35,020 BellRing Brands Inc. $BRBR

Mangrove Partners IM LLC acquired a new position in shares of BellRing Brands Inc. (NYSE:BRBR) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 35,020 shares of the company’s stock, valued at approximately $1,273,000.

Other large investors have also recently bought and sold shares of the company. Farther Finance Advisors LLC boosted its position in shares of BellRing Brands by 132.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 735 shares of the company’s stock worth $27,000 after acquiring an additional 419 shares in the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of BellRing Brands during the third quarter worth about $35,000. CI Investments Inc. increased its position in shares of BellRing Brands by 439.1% during the third quarter. CI Investments Inc. now owns 1,159 shares of the company’s stock worth $42,000 after purchasing an additional 944 shares in the last quarter. True Wealth Design LLC increased its position in shares of BellRing Brands by 4,110.3% during the third quarter. True Wealth Design LLC now owns 1,221 shares of the company’s stock worth $44,000 after purchasing an additional 1,192 shares in the last quarter. Finally, Clearstead Advisors LLC lifted its holdings in shares of BellRing Brands by 161.1% in the 3rd quarter. Clearstead Advisors LLC now owns 1,389 shares of the company’s stock valued at $50,000 after purchasing an additional 857 shares during the last quarter. Hedge funds and other institutional investors own 94.97% of the company’s stock.

Insider Buying and Selling at BellRing Brands

In related news, Director David Isaiah Finkelstein purchased 2,000 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The stock was purchased at an average cost of $17.75 per share, with a total value of $35,500.00. Following the completion of the acquisition, the director directly owned 7,391 shares in the company, valued at $131,190.25. This trade represents a 37.10% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 1.50% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on BRBR. Barclays restated an “overweight” rating on shares of BellRing Brands in a research note on Thursday, February 5th. Evercore decreased their price objective on BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a report on Wednesday, November 19th. UBS Group set a $23.00 target price on shares of BellRing Brands in a research report on Wednesday, February 4th. TD Cowen reaffirmed a “hold” rating on shares of BellRing Brands in a report on Thursday, January 8th. Finally, Mizuho decreased their price target on shares of BellRing Brands from $40.00 to $34.00 and set an “outperform” rating for the company in a research note on Thursday, March 5th. Twelve investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $38.50.

BellRing Brands Stock Up 0.6%

BRBR opened at $16.83 on Friday. BellRing Brands Inc. has a 52 week low of $15.97 and a 52 week high of $79.57. The business has a 50 day moving average price of $21.02 and a two-hundred day moving average price of $28.78. The company has a market cap of $1.97 billion, a PE ratio of 11.61, a P/E/G ratio of 3.29 and a beta of 0.69.

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

Trending Headlines about BellRing Brands

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

• Positive Sentiment: Director David Isaiah Finkelstein purchased 2,000 shares (avg $17.75), increasing his stake by ~37% — a small but positive insider signal that management/insiders see value at current levels. SEC Form 4
• Neutral Sentiment: Multiple plaintiff firms are actively soliciting lead‑plaintiff applicants and reminding investors of the March 23 deadline — this is largely procedural (many firms seek clients after a complaint is filed) but increases the visibility of the legal matter. Berger Montague Deadline Notice
• Negative Sentiment: Several firms (Hagens Berman, Glancy Prongay, Faruqi & Faruqi, Rosen, Pomerantz, et al.) are publicizing a securities class action alleging BellRing misled investors about the drivers of 2025 sales growth and pointing to inventory/destocking and competitive concerns — Hagens Berman’s notice highlights an alleged ~$2.9B value wipeout. These allegations raise potential financial exposure, higher legal costs, and prolonged headline pressure. Hagens Berman Notice

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.