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

BellRing Brands Inc. (NYSE:BRBR) has received a consensus rating of “Moderate Buy” from the nineteen research firms that are currently covering the firm, MarketBeat Ratings reports. Two research analysts have rated the stock with a sell rating, five have assigned a hold rating and twelve have assigned a buy rating to the company. The average 12-month price target among brokers that have updated their coverage on the stock in the last year is $38.8750.

Several research firms have recently weighed in on BRBR. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $31.00 price objective on shares of BellRing Brands in a report on Monday, January 26th. Barclays reiterated an “overweight” rating on shares of BellRing Brands in a research note on Thursday, February 5th. Morgan Stanley set a $32.00 price target on BellRing Brands in a report on Friday, January 16th. Zacks Research lowered BellRing Brands from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 27th. Finally, Mizuho reduced their price objective 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.

Key BellRing Brands News

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

• Neutral Sentiment: Multiple plaintiff firms have issued lead-plaintiff reminders and filed or publicized class actions covering purchases between Nov. 19, 2024 and Aug. 4, 2025; the key procedural date is the March 23, 2026 lead-plaintiff deadline. Article Title
• Negative Sentiment: Hagens Berman and others allege BellRing misled investors about the true drivers of 2025 sales growth; the firm claims the disclosures produced a material overstatement of value (citing an alleged ~$2.9B value wipeout). This is the central substantive allegation that could lead to material damages if plaintiffs prevail. Article Title
• Negative Sentiment: Several firms (Kahn Swick & Foti, KSF; others) point to inventory and destocking issues and a large prior stock decline as the basis for securities fraud claims—allegations that, if substantiated, could force reserve increases, restatements or other financial impacts. Article Title
• Negative Sentiment: Levi & Korsinsky and others challenge BellRing’s competitive-disclosure statements, specifically around the ready‑to‑drink market—an area core to BellRing’s strategy; such disclosure challenges can prolong litigation and increase potential settlement exposure. Article Title
• Negative Sentiment: At least a dozen plaintiff firms (Rosen, Pomerantz, Bernstein Liebhard, Faruqi, Glancy, Bronstein, Berger Montague, ClaimsFiler, etc.) are soliciting clients and lead-plaintiff applicants—this widespread legal attention raises the chance of coordinated large claims and higher litigation costs. Article Title

BellRing Brands Price Performance

Shares of NYSE:BRBR opened at $18.85 on Friday. BellRing Brands has a 1 year low of $17.09 and a 1 year high of $79.57. The company has a market cap of $2.21 billion, a P/E ratio of 13.00, a PEG ratio of 3.55 and a beta of 0.64. The stock’s fifty day moving average price is $23.45 and its 200-day moving average price is $30.45.

BellRing Brands (NYSE:BRBR) last issued its earnings results 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 analyst estimates of $505.44 million. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.BellRing Brands’s revenue was up .8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.58 EPS. On average, sell-side analysts anticipate that BellRing Brands will post 2.23 earnings per share for the current year.

Insider Activity at BellRing Brands

In other 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 owned 54,812 shares of the company’s stock, valued at $1,695,335.16. This represents a 6.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.50% of the stock is owned by insiders.

Institutional Trading of BellRing Brands

Several large investors have recently added to or reduced their stakes in the business. Wealth Enhancement Advisory Services LLC raised its position in BellRing Brands by 820.1% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 47,808 shares of the company’s stock worth $1,662,000 after acquiring an additional 42,612 shares during the period. Harbor Capital Advisors Inc. purchased a new stake in shares of BellRing Brands in the 3rd quarter worth $1,287,000. Savoir Faire Capital Management L.P. increased its stake in shares of BellRing Brands by 144.4% in the 3rd quarter. Savoir Faire Capital Management L.P. now owns 97,969 shares of the company’s stock worth $3,561,000 after purchasing an additional 57,879 shares in the last quarter. Hunter Associates Investment Management LLC raised its holdings in BellRing Brands by 96.2% in the 3rd quarter. Hunter Associates Investment Management LLC now owns 138,929 shares of the company’s stock worth $5,069,000 after purchasing an additional 68,136 shares during the period. Finally, CWM LLC lifted its position in BellRing Brands by 2,681.6% during the third quarter. CWM LLC now owns 88,287 shares of the company’s stock valued at $3,209,000 after purchasing an additional 85,113 shares in the last quarter. 94.97% of the stock is currently owned by institutional investors.

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.