BellRing Brands (NYSE:BRBR) Hits New 1-Year Low Following Analyst Downgrade

Shares of BellRing Brands Inc. (NYSE:BRBR) hit 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 trading hands. The stock had previously closed at $24.39.

Several other research firms also recently issued reports on BRBR. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $31.00 price objective on shares of BellRing Brands in a research note on Monday, January 26th. UBS Group cut their price target on shares of BellRing Brands from $34.00 to $26.00 and set a “neutral” rating on the stock in a report on Wednesday, January 14th. William Blair restated an “outperform” rating on shares of BellRing Brands in a report on Tuesday. Weiss Ratings downgraded BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a report on Monday. Finally, DA Davidson decreased their price target on BellRing Brands from $38.00 to $32.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Twelve research analysts have rated the stock with a Buy rating, five have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $38.88.

Insider Transactions at BellRing Brands

In other BellRing Brands news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction on Monday, December 1st. The shares were sold at an average price of $30.93, for a total value of $122,792.10. Following the completion of the sale, the insider directly owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. The trade was a 6.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

BellRing Brands News Summary

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 Inflows and Outflows

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

BellRing Brands Trading Up 0.5%

The firm has a 50-day moving average price of $27.30 and a 200-day moving average price of $33.80. The stock has a market capitalization of $2.34 billion, a PE ratio of 13.50, a price-to-earnings-growth ratio of 4.87 and a beta of 0.64.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings results on Tuesday, February 3rd. The company reported $0.37 EPS for the quarter, topping analysts’ consensus estimates of $0.31 by $0.06. BellRing Brands had a net margin of 7.88% and a negative return on equity of 64.79%. The company had revenue of $537.30 million for the quarter, compared to analysts’ expectations of $505.44 million. During the same quarter in the previous year, the firm posted $0.58 EPS. BellRing Brands’s revenue was up .8% on a year-over-year basis. Sell-side analysts expect that BellRing Brands Inc. will post 2.23 earnings per share for the current fiscal year.

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.