JPMorgan Chase & Co. Issues Pessimistic Forecast for BellRing Brands (NYSE:BRBR) Stock Price

BellRing Brands (NYSE:BRBR) had its price target cut by equities researchers at JPMorgan Chase & Co. from $21.00 to $13.00 in a note issued to investors on Wednesday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target would suggest a potential upside of 17.28% from the stock’s current price.

A number of other brokerages also recently weighed in on BRBR. Weiss Ratings downgraded BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, February 2nd. UBS Group dropped their price objective on BellRing Brands from $23.00 to $19.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 7th. BTIG Research assumed coverage on BellRing Brands in a research report on Monday, April 13th. They set a “neutral” rating on the stock. William Blair reaffirmed an “outperform” rating on shares of BellRing Brands in a research report on Tuesday, February 3rd. Finally, Morgan Stanley reaffirmed an “equal weight” rating and set a $13.00 price objective (down from $24.00) on shares of BellRing Brands in a research report on Wednesday. Ten analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $27.69.

BellRing Brands Stock Performance

BRBR traded up $0.46 during trading on Wednesday, hitting $11.09. 11,223,872 shares of the stock were exchanged, compared to its average volume of 4,218,506. The firm has a 50 day simple moving average of $16.62 and a 200 day simple moving average of $23.48. The firm has a market cap of $1.30 billion, a price-to-earnings ratio of 7.64, a P/E/G ratio of 5.62 and a beta of 0.74. BellRing Brands has a 1 year low of $9.22 and a 1 year high of $67.00.

BellRing Brands (NYSE:BRBR) last released its quarterly earnings data on Tuesday, May 5th. The company reported $0.14 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.17). The firm had revenue of $598.70 million for the quarter, compared to analysts’ expectations of $608.88 million. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The company’s revenue for the quarter was up 1.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.53 earnings per share. As a group, equities analysts anticipate that BellRing Brands will post 1.86 earnings per share for the current fiscal year.

Insider Buying and Selling at BellRing Brands

In other BellRing Brands news, Director David Isaiah Finkelstein acquired 2,000 shares of the stock in a transaction dated Friday, February 13th. The stock was purchased at an average price of $17.75 per share, with a total value of $35,500.00. Following the transaction, the director directly owned 7,391 shares of the company’s stock, valued at $131,190.25. This trade represents a 37.10% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 1.50% of the stock is owned by insiders.

Institutional Trading of BellRing Brands

Institutional investors have recently made changes to their positions in the business. Goldman Sachs Group Inc. lifted its position in BellRing Brands by 20.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 253,403 shares of the company’s stock worth $18,868,000 after acquiring an additional 42,666 shares during the period. Caxton Associates LLP purchased a new position in shares of BellRing Brands during the 1st quarter valued at about $278,000. Northwestern Mutual Wealth Management Co. raised its stake in shares of BellRing Brands by 42.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock valued at $72,000 after buying an additional 373 shares during the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of BellRing Brands by 89.9% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 1,595 shares of the company’s stock valued at $92,000 after buying an additional 755 shares during the last quarter. Finally, California Public Employees Retirement System raised its stake in shares of BellRing Brands by 4.2% during the 2nd quarter. California Public Employees Retirement System now owns 226,101 shares of the company’s stock valued at $13,098,000 after buying an additional 9,179 shares during the last quarter. Institutional investors and hedge funds own 94.97% of the company’s stock.

BellRing Brands News Roundup

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

• Positive Sentiment: Management reiterated FY2026 net sales guidance of $2.325B–$2.365B and is targeting roughly a 14% adjusted EBITDA margin, indicating the company still expects to generate solid operating profitability despite near-term headwinds. GlobeNewswire: BellRing Reports Q2 Results
• Neutral Sentiment: Intraday trading was briefly halted under an LULD pause, signaling heightened volatility and heavy order flow around the earnings news.
• Negative Sentiment: Q2 results missed expectations: EPS $0.14 vs. $0.31 consensus and revenue $598.7M vs. $608.9M; management said consumers traded down to lower‑priced products and promotions rose, pressuring margins — the miss triggered the large selloff earlier in the week. MarketBeat: Q2 Earnings
• Negative Sentiment: Analyst sentiment has deteriorated: TD Cowen cut its price target to $11 and moved to a “hold” rating, and other firms have trimmed forecasts after the downbeat Q2 and revised FY26 outlook. That analyst pressure adds to selling momentum. Benzinga: Analysts Lower Forecasts
• Negative Sentiment: Legal risk surfaced as Ademi LLP announced an investigation into possible securities fraud over alleged inaccurate statements about BellRing’s financials and prospects — this raises event risk and potential litigation costs. PR Newswire: Shareholder Alert
• Negative Sentiment: Industry headwinds: media coverage highlights growing competition from cheaper protein shakes and heightened consumer price sensitivity, pressuring volumes and forcing promotions that erode margins. MarketWatch: Cheaper Protein Shakes

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.