Howe & Rusling Inc. Invests $2.01 Million in BellRing Brands Inc. $BRBR

Howe & Rusling Inc. acquired a new stake in shares of BellRing Brands Inc. (NYSE:BRBR) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 55,300 shares of the company’s stock, valued at approximately $2,010,000.

Other hedge funds have also recently modified their holdings of the company. Farther Finance Advisors LLC raised its holdings in shares of BellRing Brands by 132.6% during the third 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. Pilgrim Partners Asia Pte Ltd purchased a new stake in BellRing Brands during the 3rd quarter valued at $35,000. True Wealth Design LLC lifted its holdings in shares of BellRing Brands by 4,110.3% during the 3rd quarter. True Wealth Design LLC now owns 1,221 shares of the company’s stock valued at $44,000 after buying an additional 1,192 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of BellRing Brands by 42.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock valued at $72,000 after buying an additional 373 shares during the period. Finally, Caitong International Asset Management Co. Ltd purchased a new position in shares of BellRing Brands in the 2nd quarter worth $82,000. Hedge funds and other institutional investors own 94.97% of the company’s stock.

BellRing Brands Trading Up 0.7%

Shares of NYSE:BRBR opened at $21.03 on Thursday. The firm’s 50-day moving average is $27.52 and its 200 day moving average is $33.90. The company has a market capitalization of $2.52 billion, a price-to-earnings ratio of 14.50, a PEG ratio of 4.77 and a beta of 0.64. BellRing Brands Inc. has a 12 month low of $20.12 and a 12 month high of $79.57.

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. 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 during the quarter, compared to analysts’ expectations of $505.44 million. During the same period in the previous year, the company earned $0.58 EPS. The firm’s quarterly revenue was up .8% on a year-over-year basis. As a group, equities analysts forecast that BellRing Brands Inc. will post 2.23 EPS for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have weighed in on the company. Bank of America increased their target price on BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a report on Friday, December 19th. Zacks Research cut shares of BellRing Brands from a “hold” rating to a “strong sell” rating in a research note on Tuesday, January 27th. TD Cowen restated a “hold” rating on shares of BellRing Brands in a research note on Thursday, January 8th. JPMorgan Chase & Co. lowered their target price on BellRing Brands from $52.00 to $45.00 and set an “overweight” rating on the stock in a research report on Thursday, October 9th. Finally, William Blair reissued an “outperform” rating on shares of BellRing Brands in a report on Tuesday. Twelve investment analysts have rated the stock with a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $38.88.

Key BellRing Brands News

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

• Positive Sentiment: Q1 results beat consensus — BellRing reported $0.37 EPS and $537.3M revenue, topping estimates and showing modest year‑over‑year revenue growth; that beats provides near-term fundamental support. BellRing Brands (BRBR) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Analyst support remains — DA Davidson reaffirmed a “buy” and set a $32 price target, signaling some analysts still see upside versus current levels. DA Davidson reaffirms buy and $32 PT
• Neutral Sentiment: Stifel trimmed its price target from $50 to $34 (still a buy) — this reduces some upside expectations but keeps institutional support intact. Stifel cuts PT on BellRing Brands (BRBR) to $34 from $50
• Negative Sentiment: CEO departure announced — management change introduces near‑term execution risk and likely increases investor uncertainty about strategy and turnaround timing. BellRing Brands CEO to step down
• Negative Sentiment: Guidance & merchant destocking concerns — the company narrowed its FY26 sales outlook and management commentary flagged retailer inventory dynamics; investors interpret this as weaker sustainable demand versus one‑time customer stocking. BellRing Brands narrows FY26 sales outlook, announces CEO departure
• Negative Sentiment: Wave of securities‑fraud class‑action notices — multiple plaintiffs’ firms allege BellRing misled investors about sales drivers (claims reference retailer stockpiling and alleged “artificial” growth), and several firms are soliciting lead plaintiffs with a March 23 deadline; legal exposure and reputational damage are significant overhangs. BRBR COURT UPDATE: BellRing Brands, Inc. CEO Departs Company – Contact BFA Law

Insider Activity at BellRing Brands

In other news, insider Douglas J. Cornille sold 3,970 shares of the 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 sale, the insider owned 54,812 shares in the company, valued at $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 is available through the SEC website. 1.50% of the stock is owned by company insiders.

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.