BellRing Brands (NYSE:BRBR) Downgraded by Zacks Research to “Strong Sell”

BellRing Brands (NYSE:BRBR) was downgraded by equities research analysts at Zacks Research from a “hold” rating to a “strong sell” rating in a research note issued on Tuesday,Zacks.com reports.

Several other analysts have also issued reports on the company. Stifel Nicolaus reduced their target price on BellRing Brands from $56.00 to $50.00 and set a “buy” rating on the stock in a report on Wednesday, November 19th. DA Davidson dropped 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. Barclays set a $30.00 price objective on BellRing Brands in a report on Friday, January 16th. Evercore ISI decreased their target price on BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a research report on Wednesday, November 19th. Finally, Jefferies Financial Group restated a “buy” rating and issued a $48.00 target price on shares of BellRing Brands in a research note on Wednesday, November 19th. Eleven investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $40.25.

BellRing Brands Price Performance

Shares of BellRing Brands stock opened at $24.79 on Tuesday. The business has a 50-day moving average of $28.22 and a two-hundred day moving average of $35.10. The company has a market capitalization of $2.97 billion, a P/E ratio of 14.76, a price-to-earnings-growth ratio of 5.95 and a beta of 0.65. BellRing Brands has a 1 year low of $21.67 and a 1 year high of $80.67.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings data on Tuesday, November 18th. The company reported $0.51 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.54 by ($0.03). The business had revenue of $648.20 million during the quarter, compared to analyst estimates of $633.21 million. BellRing Brands had a net margin of 9.33% and a negative return on equity of 95.87%. BellRing Brands’s revenue for the quarter was up 16.6% on a year-over-year basis. During the same quarter last year, the business earned $0.51 earnings per share. On average, equities analysts anticipate that BellRing Brands will post 2.23 EPS for the current fiscal year.

Insider Buying and Selling

In related news, insider Douglas J. Cornille sold 3,970 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $30.93, for a total transaction of $122,792.10. Following the transaction, 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 ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.50% of the stock is currently owned by corporate insiders.

Institutional Trading of BellRing Brands

Several hedge funds and other institutional investors have recently bought and sold shares of BRBR. Harbor Capital Advisors Inc. bought a new position in shares of BellRing Brands in the third quarter valued at $1,287,000. Hunter Associates Investment Management LLC lifted its stake in shares of BellRing Brands by 96.2% during the 3rd quarter. Hunter Associates Investment Management LLC now owns 138,929 shares of the company’s stock valued at $5,069,000 after buying an additional 68,136 shares in the last quarter. Vontobel Holding Ltd. lifted its holdings in BellRing Brands by 216.1% during the 2nd 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 in the last quarter. CWM LLC lifted its stake in BellRing Brands by 2,681.6% in the 3rd quarter. CWM LLC now owns 88,287 shares of the company’s stock worth $3,209,000 after purchasing an additional 85,113 shares in the last quarter. Finally, Savoir Faire Capital Management L.P. boosted its position in shares of BellRing Brands by 144.4% during the 3rd 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 last quarter. 94.97% of the stock is owned by institutional investors.

BellRing Brands News Roundup

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

• Neutral Sentiment: Multiple law firms are issuing reminders and soliciting lead-plaintiff applications for a class action covering purchasers from Nov. 19, 2024 through Aug. 4, 2025; these notices increase headline volume but are procedural solicitations rather than new allegations. BellRing Brands, Inc. Sued for Securities Law Violations – DJS Law Group
• Neutral Sentiment: Additional investor-advisories and deadline reminders from other firms (Schall, ClaimsFiler, Gross, Faruqi, Rosen, Bernstein Liebhard, Levi & Korsinsky, etc.) amplify media coverage and the pool of potential plaintiffs. BRBR Investors Have Opportunity to Lead BellRing Brands, Inc. Securities Fraud Lawsuit – Schall
• Negative Sentiment: At least one securities class action has been formally filed alleging misstatements tied to inventory/destocking, consumption trends and competitive pressures following weak Q2 and Q3 2025 results — this raises the risk of litigation costs, management distraction and potential settlements. BellRing Brands (BRBR) Hit With Securities Class Action – Hagens Berman
• Negative Sentiment: Firm filings specifically point to alleged inventory issues and a roughly 52% prior stock decline as the basis for claims — allegations like these can pressure valuation and increase downside risk while investigations proceed. Securities Fraud Class Action Result of Inventory Issues and 52% Stock Decline – KSF
• Negative Sentiment: News analysis and coverage ties the spate of lawsuits to falling valuation and a lower Deutsche Bank outlook — analysts are flagging weaker demand/consumption trends and competitive pressures, which compound legal risk. A Look At BellRing Brands (BRBR) Valuation After Lawsuits And A Lower Deutsche Bank Outlook
• Negative Sentiment: Wall-of-firms coverage and multiple filings (Berger Montague, Rosen, Bronstein, Glancy Prongay & Murray, etc.) indicates broad plaintiff interest — increased probability of consolidated litigation and higher defence/settlement exposure. ATTENTION: BRBR INVESTORS: Contact Berger Montague
• Negative Sentiment: On the operational/earnings front, analysts (Zacks) expect Q1 earnings to decline, adding fundamental pressure to the stock alongside legal uncertainty. Earnings Preview: BellRing Brands (BRBR) Q1 Earnings Expected to Decline – Zacks

BellRing Brands Company Profile

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.