Zacks Research Downgrades BellRing Brands (NYSE:BRBR) to Strong Sell

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

Other equities analysts have also issued research reports about the stock. Sanford C. Bernstein assumed coverage on shares of BellRing Brands in a research report on Thursday, October 23rd. They set an “outperform” rating and a $46.00 target price for the company. UBS Group lowered their price objective on shares of BellRing Brands from $34.00 to $26.00 and set a “neutral” rating for the company in a research note on Wednesday, January 14th. Stifel Nicolaus lowered their target price on shares of BellRing Brands from $56.00 to $50.00 and set a “buy” rating for the company in a research note 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. Finally, Weiss Ratings reissued a “hold (c-)” rating on shares of BellRing Brands in a report on Monday, December 29th. Eleven research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $40.25.

BellRing Brands Price Performance

NYSE:BRBR opened at $24.79 on Tuesday. BellRing Brands has a one year low of $21.67 and a one year high of $80.67. The firm has a market capitalization of $2.97 billion, a P/E ratio of 14.76, a PEG ratio of 5.95 and a beta of 0.65. The company’s 50-day simple moving average is $28.22 and its 200 day simple moving average is $35.10.

BellRing Brands (NYSE:BRBR) last announced 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 firm had revenue of $648.20 million during the quarter, compared to analysts’ expectations of $633.21 million. BellRing Brands had a negative return on equity of 95.87% and a net margin of 9.33%.BellRing Brands’s revenue was up 16.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.51 earnings per share. On average, equities research analysts expect that BellRing Brands will post 2.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction that occurred 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 transaction, the insider owned 54,812 shares in the company, valued at $1,695,335.16. The trade was a 6.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.50% of the stock is owned by insiders.

Institutional Trading of BellRing Brands

Several institutional investors and hedge funds have recently added to or reduced their stakes in BRBR. B. Metzler seel. Sohn & Co. AG lifted its position in BellRing Brands by 36.3% in the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 77,178 shares of the company’s stock valued at $2,063,000 after purchasing an additional 20,553 shares during the period. M&T Bank Corp purchased a new stake in BellRing Brands in the 4th quarter valued at approximately $8,047,000. Universal Beteiligungs und Servicegesellschaft mbH raised its stake in BellRing Brands by 12.3% in the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 42,160 shares of the company’s stock valued at $1,126,000 after purchasing an additional 4,618 shares during the last quarter. Davidson Investment Advisors raised its holdings in BellRing Brands by 1.3% in the 4th quarter. Davidson Investment Advisors now owns 300,633 shares of the company’s stock valued at $8,036,000 after acquiring an additional 3,858 shares during the last quarter. Finally, TD Waterhouse Canada Inc. raised its position in shares of BellRing Brands by 15,357.1% in the 4th quarter. TD Waterhouse Canada Inc. now owns 7,574 shares of the company’s stock worth $202,000 after buying an additional 7,525 shares during the period. 94.97% of the stock is owned by hedge funds and other institutional investors.

More BellRing Brands News

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.