Bridgefront Capital LLC Has $1.71 Million Stock Position in BellRing Brands Inc. $BRBR

Bridgefront Capital LLC lifted its position in shares of BellRing Brands Inc. (NYSE:BRBR) by 242.4% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 46,997 shares of the company’s stock after acquiring an additional 33,271 shares during the quarter. BellRing Brands makes up about 0.5% of Bridgefront Capital LLC’s investment portfolio, making the stock its 21st largest position. Bridgefront Capital LLC’s holdings in BellRing Brands were worth $1,708,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. increased its position in BellRing Brands by 42.6% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock worth $72,000 after purchasing an additional 373 shares during the period. New York State Common Retirement Fund lifted its position in BellRing Brands by 0.6% during the 2nd quarter. New York State Common Retirement Fund now owns 70,210 shares of the company’s stock valued at $4,067,000 after purchasing an additional 397 shares during the period. Dorsey Wright & Associates lifted its position in BellRing Brands by 0.8% during the 2nd quarter. Dorsey Wright & Associates now owns 51,969 shares of the company’s stock valued at $3,011,000 after purchasing an additional 401 shares during the period. Farther Finance Advisors LLC boosted its stake 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 last quarter. Finally, Treasurer of the State of North Carolina boosted its stake in shares of BellRing Brands by 0.8% in the 2nd quarter. Treasurer of the State of North Carolina now owns 59,286 shares of the company’s stock valued at $3,434,000 after purchasing an additional 456 shares during the last quarter. Institutional investors and hedge funds own 94.97% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on BRBR. Jefferies Financial Group reissued a “buy” rating and set a $48.00 price target on shares of BellRing Brands in a research note on Wednesday, November 19th. Morgan Stanley set a $32.00 price objective on shares of BellRing Brands in a research note on Friday, January 16th. Barclays reaffirmed an “overweight” rating on shares of BellRing Brands in a report on Thursday, February 5th. Bank of America increased their price target on BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Friday, December 19th. Finally, UBS Group set a $23.00 price target on BellRing Brands in a research report on Wednesday, February 4th. Twelve investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, BellRing Brands currently has an average rating of “Moderate Buy” and an average price target of $38.50.

BellRing Brands Price Performance

BellRing Brands stock opened at $16.83 on Friday. The firm has a market capitalization of $1.97 billion, a price-to-earnings ratio of 11.61, a PEG ratio of 3.31 and a beta of 0.69. The company’s 50 day simple moving average is $21.02 and its 200 day simple moving average is $28.70. BellRing Brands Inc. has a fifty-two week low of $15.97 and a fifty-two week high of $79.57.

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

BellRing Brands News Roundup

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

Insider Buying and Selling

In other BellRing Brands news, Director David Isaiah Finkelstein acquired 2,000 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were acquired at an average price of $17.75 per share, with a total value of $35,500.00. Following the purchase, the director owned 7,391 shares of the company’s stock, valued at $131,190.25. This represents a 37.10% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 1.50% of the company’s stock.

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.