Stifel Nicolaus Cuts BellRing Brands (NYSE:BRBR) Price Target to $34.00

BellRing Brands (NYSE:BRBR) had its price target decreased by Stifel Nicolaus from $50.00 to $34.00 in a research report sent to investors on Wednesday, MarketBeat Ratings reports. Stifel Nicolaus currently has a buy rating on the stock.

Other analysts also recently issued research reports about the stock. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $31.00 target price on shares of BellRing Brands in a report on Monday, January 26th. Barclays set a $30.00 price objective on shares of BellRing Brands in a research report on Friday, January 16th. UBS Group dropped their price target on shares of BellRing Brands from $34.00 to $26.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. DA Davidson decreased their price target on BellRing Brands from $38.00 to $32.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Mizuho dropped their price target on BellRing Brands from $45.00 to $40.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Twelve equities research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $38.88.

BellRing Brands Price Performance

Shares of BellRing Brands stock opened at $19.57 on Wednesday. The stock has a market cap of $2.34 billion, a PE ratio of 13.50, a price-to-earnings-growth ratio of 3.83 and a beta of 0.64. BellRing Brands has a 1 year low of $19.35 and a 1 year high of $79.57. The firm has a fifty day moving average price of $27.07 and a 200 day moving average price of $33.54.

BellRing Brands (NYSE:BRBR) last issued 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. The business 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 company’s revenue was up .8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.58 earnings per share. As a group, equities analysts expect that BellRing Brands will post 2.23 EPS for the current year.

Insider Transactions at BellRing Brands

In related news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $30.93, for a total value of $122,792.10. Following the sale, the insider directly owned 54,812 shares in the company, valued at $1,695,335.16. This trade represents a 6.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 1.50% of the company’s stock.

Institutional Investors Weigh In On BellRing Brands

Institutional investors have recently added to or reduced their stakes in the company. Larson Financial Group LLC lifted its position in shares of BellRing Brands by 128.7% during the 4th quarter. Larson Financial Group LLC now owns 931 shares of the company’s stock valued at $25,000 after acquiring an additional 524 shares during the last quarter. Farther Finance Advisors LLC lifted its position in shares of BellRing Brands by 132.6% in the third quarter. Farther Finance Advisors LLC now owns 735 shares of the company’s stock worth $27,000 after purchasing an additional 419 shares in the last quarter. Danske Bank A S purchased a new position in shares of BellRing Brands during the 3rd quarter valued at $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in BellRing Brands in the third quarter valued at about $35,000. Finally, IFP Advisors Inc grew its stake in shares of BellRing Brands by 124.3% in the 3rd quarter. IFP Advisors Inc now owns 1,034 shares of the company’s stock valued at $38,000 after buying an additional 573 shares in the last quarter. 94.97% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines 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

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.