Landscape Capital Management L.L.C. Grows Stock Holdings in BellRing Brands Inc. $BRBR

Landscape Capital Management L.L.C. grew its position in BellRing Brands Inc. (NYSE:BRBR) by 261.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 545,696 shares of the company’s stock after buying an additional 394,737 shares during the quarter. BellRing Brands accounts for about 1.3% of Landscape Capital Management L.L.C.’s portfolio, making the stock its 4th largest holding. Landscape Capital Management L.L.C. owned about 0.43% of BellRing Brands worth $19,836,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Northwestern Mutual Wealth Management Co. raised its position in BellRing Brands by 42.6% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock valued at $72,000 after purchasing an additional 373 shares in the last quarter. New York State Common Retirement Fund boosted its holdings in shares of BellRing Brands by 0.6% in the 2nd quarter. New York State Common Retirement Fund now owns 70,210 shares of the company’s stock valued at $4,067,000 after purchasing an additional 397 shares in the last quarter. Dorsey Wright & Associates increased its stake in shares of BellRing Brands by 0.8% in the 2nd quarter. Dorsey Wright & Associates now owns 51,969 shares of the company’s stock valued at $3,011,000 after purchasing an additional 401 shares during the last quarter. Farther Finance Advisors LLC increased 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 valued at $27,000 after purchasing an additional 419 shares during the last quarter. Finally, Treasurer of the State of North Carolina raised its holdings in shares of BellRing Brands by 0.8% during the 2nd quarter. Treasurer of the State of North Carolina now owns 59,286 shares of the company’s stock worth $3,434,000 after buying an additional 456 shares in the last quarter. Institutional investors and hedge funds own 94.97% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently weighed in on BRBR. Jefferies Financial Group reaffirmed a “buy” rating and issued a $48.00 price objective on shares of BellRing Brands in a research note on Wednesday, November 19th. Stifel Nicolaus dropped their target price on shares of BellRing Brands from $50.00 to $34.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Bank of America raised their price target on shares of BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a research note on Friday, December 19th. TD Cowen reaffirmed a “hold” rating on shares of BellRing Brands in a report on Thursday, January 8th. Finally, Barclays reissued an “overweight” rating on shares of BellRing Brands in a research note on Thursday, February 5th. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $38.50.

Insider Transactions at BellRing Brands

In other BellRing Brands news, Director David Isaiah Finkelstein purchased 2,000 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was purchased at an average price of $17.75 per share, with a total value of $35,500.00. Following the completion of the purchase, the director owned 7,391 shares of the company’s stock, valued at approximately $131,190.25. The trade was a 37.10% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Company insiders own 1.50% of the company’s stock.

BellRing Brands News Roundup

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

• Positive Sentiment: Director David Isaiah Finkelstein purchased 2,000 BRBR shares (filed Feb. 13 at ~$17.75), increasing his stake ~37% — a small insider buy that can be viewed as a signal of insider confidence. SEC Form 4
• Neutral Sentiment: Technical/positioning context: BRBR is trading below its 50‑ and 200‑day moving averages and near its 52‑week low, and recent short interest declined (reducing immediate short‑squeeze risk) — factors that make the stock vulnerable to headline moves but limit some squeeze dynamics. MarketBeat BRBR
• Negative Sentiment: Multiple plaintiff law firms have filed notices or issued reminders about a securities class action against BellRing covering Nov. 19, 2024–Aug. 4, 2025 and the March 23, 2026 lead‑plaintiff deadline — generating sustained negative headlines and potential litigation costs/management distraction. Berger Montague notice
• Negative Sentiment: Some notices (e.g., Hagens Berman) allege BellRing misled investors about the drivers of 2025 sales growth, point to destocking/consumption/competition issues and cite an alleged ~$2.9B value decline — if these claims advance they could pressure the stock, raise settlement or defense costs, and prolong volatility. Hagens Berman notice

BellRing Brands Stock Up 0.0%

BellRing Brands stock traded up $0.00 during trading hours on Friday, hitting $16.73. The stock had a trading volume of 179,005 shares, compared to its average volume of 4,005,465. The business’s 50 day simple moving average is $21.21 and its 200-day simple moving average is $28.93. BellRing Brands Inc. has a one year low of $15.97 and a one year high of $79.57. The stock has a market cap of $1.96 billion, a price-to-earnings ratio of 11.57, a P/E/G ratio of 3.47 and a beta of 0.69.

BellRing Brands (NYSE:BRBR) last released its quarterly earnings data on Tuesday, February 3rd. The company reported $0.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.31 by $0.06. The company had revenue of $537.30 million during the quarter, compared to the consensus estimate of $505.44 million. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The firm’s revenue was up .8% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.58 earnings per share. Research analysts anticipate that BellRing Brands Inc. will post 2.23 EPS for the current fiscal 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.