Brokers Issue Forecasts for BellRing Brands FY2026 Earnings

BellRing Brands Inc. (NYSE:BRBR) – Equities research analysts at William Blair cut their FY2026 earnings per share estimates for shares of BellRing Brands in a research report issued to clients and investors on Monday, October 6th. William Blair analyst J. Andersen now anticipates that the company will post earnings of $2.24 per share for the year, down from their previous forecast of $2.36. The consensus estimate for BellRing Brands’ current full-year earnings is $2.23 per share.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings data on Monday, August 4th. The company reported $0.55 EPS for the quarter, beating the consensus estimate of $0.49 by $0.06. The business had revenue of $547.50 million during the quarter, compared to analyst estimates of $530.76 million. BellRing Brands had a net margin of 10.26% and a negative return on equity of 123.43%. The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter last year, the firm posted $0.54 earnings per share. BellRing Brands has set its FY 2025 guidance at EPS.

Several other analysts have also recently issued reports on BRBR. Zacks Research cut BellRing Brands from a “hold” rating to a “strong sell” rating in a research note on Wednesday, October 1st. UBS Group lowered their price objective on BellRing Brands from $63.00 to $40.00 and set a “neutral” rating for the company in a research report on Wednesday, August 6th. Evercore ISI cut their target price on shares of BellRing Brands from $82.00 to $64.00 and set an “outperform” rating on the stock in a research note on Wednesday, August 6th. Morgan Stanley decreased their price target on shares of BellRing Brands from $78.00 to $58.00 and set an “overweight” rating for the company in a research note on Wednesday, August 6th. Finally, Mizuho lowered their price target on shares of BellRing Brands from $75.00 to $45.00 and set an “outperform” rating for the company in a report on Monday, August 18th. Thirteen analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $64.80.

BellRing Brands Stock Down 3.2%

Shares of BRBR stock opened at $33.86 on Tuesday. BellRing Brands has a 52 week low of $33.72 and a 52 week high of $80.67. The stock has a market capitalization of $4.27 billion, a PE ratio of 19.35, a P/E/G ratio of 1.62 and a beta of 0.75. The firm has a 50 day moving average of $39.84 and a two-hundred day moving average of $56.31.

BellRing Brands declared that its board has approved a share repurchase plan on Tuesday, September 2nd that allows the company to repurchase $400.00 million in outstanding shares. This repurchase authorization allows the company to repurchase up to 7.7% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company’s board believes its stock is undervalued.

Insider Activity at BellRing Brands

In related news, insider Craig L. Rosenthal acquired 2,600 shares of the firm’s stock in a transaction on Wednesday, August 6th. The stock was bought at an average price of $37.29 per share, for a total transaction of $96,954.00. Following the completion of the purchase, the insider directly owned 33,475 shares of the company’s stock, valued at approximately $1,248,282.75. The trade was a 8.42% increase in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CEO Darcy Horn Davenport sold 1,600 shares of the firm’s stock in a transaction dated Friday, August 1st. The stock was sold at an average price of $54.18, for a total value of $86,688.00. Following the transaction, the chief executive officer directly owned 193,978 shares in the company, valued at approximately $10,509,728.04. The trade was a 0.82% decrease in their position. The disclosure for this sale can be found here. Over the last three months, insiders acquired 6,616 shares of company stock valued at $65,995,248 and sold 6,400 shares valued at $358,352. 1.07% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in BRBR. TCTC Holdings LLC lifted its stake in BellRing Brands by 87.6% in the first quarter. TCTC Holdings LLC now owns 407 shares of the company’s stock valued at $30,000 after buying an additional 190 shares during the last quarter. Maseco LLP acquired a new position in shares of BellRing Brands in the 2nd quarter valued at $25,000. First Horizon Advisors Inc. raised its position in BellRing Brands by 283.3% in the 1st quarter. First Horizon Advisors Inc. now owns 460 shares of the company’s stock valued at $34,000 after purchasing an additional 340 shares during the last quarter. Smartleaf Asset Management LLC boosted its stake in BellRing Brands by 149.8% during the 1st quarter. Smartleaf Asset Management LLC now owns 517 shares of the company’s stock worth $38,000 after purchasing an additional 310 shares during the period. Finally, Larson Financial Group LLC grew its position in BellRing Brands by 2,660.0% during the 1st quarter. Larson Financial Group LLC now owns 690 shares of the company’s stock worth $51,000 after purchasing an additional 665 shares during the last quarter. Institutional investors and hedge funds own 94.97% of the company’s stock.

About BellRing Brands

BellRing Brands, Inc, together with its subsidiaries, provides various nutrition products in the United States. The company offers ready-to-drink (RTD) protein shakes, other RTD beverages, powders, nutrition bars, and other products primarily under the Premier Protein and Dymatize brands. It distributes its products through club, food, drug, mass, eCommerce, specialty, and convenience channels.