BellRing Brands (NYSE:BRBR) Stock Price Down 9.8% – Here’s What Happened

BellRing Brands Inc. (NYSE:BRBR) shares traded down 9.8% on Monday . The company traded as low as $25.67 and last traded at $24.9470. 494,338 shares traded hands during mid-day trading, a decline of 87% from the average session volume of 3,946,569 shares. The stock had previously closed at $27.66.

More BellRing Brands News

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

• Neutral Sentiment: Recent analysis/valuation discussion highlights BellRing’s one‑year slump and possible DCF upside potential, which could attract value‑oriented investors if the legal overhang clears. Is BellRing Brands (BRBR) Pricing Reflect A 1 Year Slump And DCF Upside Potential
• Negative Sentiment: Multiple plaintiff law firms announced class actions or investor solicitations against BellRing covering purchases between Nov 19, 2024 and Aug 4, 2025; allegations center on alleged misrepresentations about growth drivers, destocking/consumption trends and competitive pressures — this legal wave is the primary reason investors are selling. See representative filings/solicitations from Johnson Fistel, Hagens Berman, Bronstein Gewirtz & Grossman, Frank R. Cruz, Berger Montague, Portnoy Law, Faruqi & Faruqi, BFA Law, DJS Law Group and Schall Law Firm. Johnson Fistel announcement Hagens Berman Bronstein, Gewirtz & Grossman Frank R. Cruz Berger Montague Portnoy Law Faruqi & Faruqi BFA Law DJS Law Group Schall Law Firm
• Negative Sentiment: Practical investor effects: class actions can increase volatility, raise potential cash or reputational costs, and keep management distracted. Investors who bought in the identified Class Period have until March 23, 2026 to seek lead‑plaintiff roles, which could accelerate filings and publicity in coming weeks. Lead plaintiff deadline notice (example)

Wall Street Analysts Forecast Growth

A number of research analysts recently weighed in on the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of BellRing Brands in a research report on Monday, December 29th. Barclays set a $30.00 price target on BellRing Brands in a report on Friday, January 16th. DA Davidson set a $38.00 price target on shares of BellRing Brands in a research note on Thursday, November 20th. Evercore ISI reduced their price objective on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating for the company in a research note on Wednesday, November 19th. Finally, TD Cowen reiterated a “hold” rating on shares of BellRing Brands in a research note on Thursday, January 8th. Eleven equities research analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $40.63.

BellRing Brands Trading Down 7.7%

The company’s 50 day simple moving average is $28.32 and its 200-day simple moving average is $35.63. The firm has a market cap of $3.05 billion, a P/E ratio of 15.19, a PEG ratio of 3.83 and a beta of 0.65.

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

Insider Activity at BellRing Brands

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 completion of the sale, the insider owned 54,812 shares in the company, valued at approximately $1,695,335.16. This represents a 6.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.50% of the stock is owned by insiders.

Institutional Investors Weigh In On BellRing Brands

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Farther Finance Advisors LLC lifted 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 purchasing an additional 419 shares during the period. Danske Bank A S purchased a new stake in BellRing Brands during the third quarter valued at approximately $29,000. Pilgrim Partners Asia Pte Ltd bought a new position in BellRing Brands in the third quarter worth approximately $35,000. IFP Advisors Inc boosted its stake 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 worth $38,000 after acquiring an additional 573 shares during the last quarter. Finally, CI Investments Inc. boosted its stake in shares of BellRing Brands by 439.1% during the 3rd quarter. CI Investments Inc. now owns 1,159 shares of the company’s stock worth $42,000 after acquiring an additional 944 shares during the last quarter. Hedge funds and other institutional investors own 94.97% of the company’s stock.

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.