BellRing Brands (NYSE:BRBR) Reaches New 12-Month Low After Analyst Downgrade
by Scott Moore · The Cerbat GemBellRing Brands Inc. (NYSE:BRBR – Get Free Report)’s stock price reached a new 52-week low during mid-day trading on Wednesday after Barclays lowered their price target on the stock from $30.00 to $27.00. Barclays currently has an overweight rating on the stock. BellRing Brands traded as low as $20.12 and last traded at $20.8940, with a volume of 9834171 shares traded. The stock had previously closed at $24.39.
Several other research analysts have also issued reports on BRBR. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $31.00 price target on shares of BellRing Brands in a research report on Monday, January 26th. UBS Group decreased their price target on BellRing Brands from $34.00 to $26.00 and set a “neutral” rating on the stock in a research note on Wednesday, January 14th. Evercore lowered their target price on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating on the stock in a report on Wednesday, November 19th. Weiss Ratings cut shares of BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Monday. Finally, Sanford C. Bernstein started coverage on BellRing Brands in a research report on Thursday, October 23rd. They issued an “outperform” rating and a $46.00 price objective for the company. Twelve equities research analysts have rated the stock with a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $38.88.
Check Out Our Latest Stock Analysis on BellRing Brands
Insiders Place Their Bets
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 transaction, the insider directly owned 54,812 shares in the company, valued at approximately $1,695,335.16. This represents a 6.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.50% of the company’s stock.
Key BellRing Brands News
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
Institutional Trading of BellRing Brands
Institutional investors and hedge funds have recently made changes to their positions in the business. Wealth Enhancement Advisory Services LLC increased its position in shares of BellRing Brands by 820.1% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 47,808 shares of the company’s stock valued at $1,662,000 after buying an additional 42,612 shares in the last quarter. Harbor Capital Advisors Inc. acquired a new position in BellRing Brands in the third quarter valued at about $1,287,000. Savoir Faire Capital Management L.P. grew its stake in BellRing Brands by 144.4% in the third quarter. Savoir Faire Capital Management L.P. now owns 97,969 shares of the company’s stock valued at $3,561,000 after acquiring an additional 57,879 shares during the period. Hunter Associates Investment Management LLC increased its holdings in shares of BellRing Brands by 96.2% in the third quarter. Hunter Associates Investment Management LLC now owns 138,929 shares of the company’s stock worth $5,069,000 after acquiring an additional 68,136 shares in the last quarter. Finally, Vontobel Holding Ltd. raised its position in shares of BellRing Brands by 216.1% during the second quarter. Vontobel Holding Ltd. now owns 18,006 shares of the company’s stock worth $1,043,000 after purchasing an additional 12,310 shares during the period. Institutional investors own 94.97% of the company’s stock.
BellRing Brands Trading Up 0.5%
The firm has a market cap of $2.34 billion, a P/E ratio of 13.50, a PEG ratio of 4.87 and a beta of 0.64. The company has a fifty day moving average price of $27.30 and a two-hundred day moving average price of $33.80.
BellRing Brands (NYSE:BRBR – Get Free Report) last posted its earnings results on Tuesday, February 3rd. The company reported $0.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.31 by $0.06. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The business had revenue of $537.30 million during the quarter, compared to analysts’ expectations of $505.44 million. During the same period in the prior year, the business earned $0.58 EPS. BellRing Brands’s revenue for the quarter was up .8% compared to the same quarter last year. As a group, sell-side analysts expect that BellRing Brands Inc. will post 2.23 EPS for the current 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.