BellRing Brands Inc. (NYSE:BRBR) Given Average Recommendation of “Moderate Buy” by Brokerages

BellRing Brands Inc. (NYSE:BRBR) has been given a consensus rating of “Moderate Buy” by the nineteen brokerages that are presently covering the stock, MarketBeat Ratings reports. Two analysts have rated the stock with a sell rating, five have assigned a hold rating and twelve have issued a buy rating on the company. The average 1-year target price among brokers that have updated their coverage on the stock in the last year is $38.8750.

Several research firms have weighed in on BRBR. Evercore cut their target price on BellRing Brands from $40.00 to $35.00 and set an “outperform” rating on the stock in a report on Wednesday, November 19th. Barclays reissued an “overweight” rating on shares of BellRing Brands in a research note on Thursday. Zacks Research cut BellRing Brands from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Bank of America lifted their price target on shares of BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a research report on Friday, December 19th. Finally, Weiss Ratings cut shares of BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday, February 2nd.

Insider Transactions at BellRing Brands

In other BellRing Brands news, insider Douglas J. Cornille sold 3,970 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $30.93, for a total transaction of $122,792.10. Following the completion of the sale, the insider directly owned 54,812 shares in the company, valued at $1,695,335.16. This represents a 6.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 1.50% of the stock is owned by company insiders.

Institutional Trading of BellRing Brands

Several hedge funds have recently added to or reduced their stakes in the business. Sumitomo Mitsui Trust Group Inc. increased its position in BellRing Brands by 2.3% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 9,083 shares of the company’s stock worth $526,000 after buying an additional 200 shares during the period. Shilanski & Associates Inc. grew its stake in shares of BellRing Brands by 1.2% in the second quarter. Shilanski & Associates Inc. now owns 23,218 shares of the company’s stock worth $1,345,000 after acquiring an additional 264 shares during the last quarter. VestGen Investment Management increased its position in BellRing Brands by 5.0% during the second quarter. VestGen Investment Management now owns 6,080 shares of the company’s stock worth $352,000 after acquiring an additional 292 shares during the period. Parkside Financial Bank & Trust raised its stake in BellRing Brands by 22.9% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,743 shares of the company’s stock valued at $101,000 after purchasing an additional 325 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. raised its stake in 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 purchasing an additional 373 shares during the last quarter. Institutional investors own 94.97% of the company’s stock.

Key Stories Impacting BellRing Brands

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

BellRing Brands Stock Up 0.5%

BRBR stock opened at $19.57 on Monday. The firm has a 50 day moving average of $27.07 and a two-hundred day moving average of $33.24. BellRing Brands has a 12 month low of $19.35 and a 12 month high of $79.57. The company has a market capitalization of $2.34 billion, a price-to-earnings ratio of 13.50, a P/E/G ratio of 3.84 and a beta of 0.64.

BellRing Brands (NYSE:BRBR) last released its quarterly earnings results on Tuesday, February 3rd. The company reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.31 by $0.06. The business had revenue of $537.30 million for 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%. BellRing Brands’s revenue for the quarter was up .8% on a year-over-year basis. During the same quarter last year, the firm earned $0.58 EPS. On average, research analysts expect that BellRing Brands will post 2.23 EPS for the current fiscal year.

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.