Champlain Investment Partners LLC Acquires Shares of 1,278,704 BellRing Brands Inc. $BRBR

Champlain Investment Partners LLC bought a new position in BellRing Brands Inc. (NYSE:BRBR) during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 1,278,704 shares of the company’s stock, valued at approximately $46,481,000.

Other hedge funds also recently made changes to their positions in the company. Farther Finance Advisors LLC grew its holdings in shares of BellRing Brands by 132.6% in 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 in the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new stake in shares of BellRing Brands during the 3rd quarter valued at about $35,000. CI Investments Inc. lifted its holdings in shares of BellRing Brands by 439.1% in the 3rd quarter. CI Investments Inc. now owns 1,159 shares of the company’s stock valued at $42,000 after acquiring an additional 944 shares during the last quarter. True Wealth Design LLC grew its position in BellRing Brands by 4,110.3% in the third quarter. True Wealth Design LLC now owns 1,221 shares of the company’s stock worth $44,000 after acquiring an additional 1,192 shares in the last quarter. Finally, Clearstead Advisors LLC increased its stake in BellRing Brands by 161.1% during the third quarter. Clearstead Advisors LLC now owns 1,389 shares of the company’s stock worth $50,000 after acquiring an additional 857 shares during the last quarter. 94.97% of the stock is currently owned by hedge funds and other institutional investors.

BellRing Brands Trading Down 2.0%

NYSE BRBR opened at $17.79 on Wednesday. BellRing Brands Inc. has a 12 month low of $16.92 and a 12 month high of $79.57. The company’s 50-day moving average price is $22.77 and its 200-day moving average price is $29.90. The stock has a market cap of $2.09 billion, a PE ratio of 12.27, a PEG ratio of 3.57 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 analysts’ expectations of $505.44 million. BellRing Brands had a net margin of 7.88% and a negative return on equity of 64.79%. The firm’s quarterly revenue was up .8% on a year-over-year basis. During the same period in the previous year, the company earned $0.58 EPS. As a group, sell-side analysts forecast that BellRing Brands Inc. will post 2.23 earnings per share for the current year.

BellRing Brands News Roundup

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

• Negative Sentiment: Hagens Berman issued an investor alert alleging BellRing misled investors about 2025 growth and highlighted an alleged ~$2.9 billion value wipeout; urges losses submission and notes a March 23 lead-plaintiff deadline. BRBR Investor Alert — Hagens Berman
• Negative Sentiment: Pomerantz LLP issued an investor reminder about the class action and upcoming deadlines, soliciting investors who suffered losses to contact the firm. Pomerantz investor alert
• Negative Sentiment: Multiple national firms (Frank R. Cruz, Schall, Rosen, Faruqi & Faruqi, Levi & Korsinsky, Portnoy, Gross, Berger Montague, Bernstein Liebhard, DJS, The Gross Law Firm) have filed notices or are soliciting lead-plaintiff motions, increasing likelihood of consolidated litigation and competing lead-plaintiff motions. Example: Frank R. Cruz notice on investor opportunity to lead the suit. Frank R. Cruz notice
• Negative Sentiment: Levi & Korsinsky and other firms cite Section 10(b) and Rule 10b-5 claims (alleging false/misleading statements or omissions), signaling typical grounds for securities suits that can lead to material settlements or judgments. Levi & Korsinsky filing
• Negative Sentiment: Repeated deadline reminders (lead-plaintiff motions due March 23, 2026) from Rosen and others increase near-term media attention and trading volatility as investors assess legal exposure. Rosen deadline notice

Analyst Ratings Changes

Several research firms recently weighed in on BRBR. Bank of America increased their price target on BellRing Brands from $28.00 to $32.00 and gave the company a “neutral” rating in a report on Friday, December 19th. Jefferies Financial Group reissued a “buy” rating and issued a $48.00 target price on shares of BellRing Brands in a research note on Wednesday, November 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. Evercore cut their price target on shares of BellRing Brands from $40.00 to $35.00 and set an “outperform” rating on the stock in a report on Wednesday, November 19th. Finally, DA Davidson reissued a “buy” rating and issued a $32.00 price objective on shares of BellRing Brands in a research note on Wednesday, February 4th. Twelve research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, BellRing Brands presently has an average rating of “Moderate Buy” and a consensus price target of $38.88.

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.