Mizuho Issues Pessimistic Forecast for BellRing Brands (NYSE:BRBR) Stock Price

BellRing Brands (NYSE:BRBR) had its target price decreased by research analysts at Mizuho from $40.00 to $34.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has an “outperform” rating on the stock. Mizuho’s target price points to a potential upside of 95.40% from the stock’s previous close.

A number of other equities analysts also recently issued reports on BRBR. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $31.00 price target on shares of BellRing Brands in a research report on Monday, January 26th. TD Cowen restated a “hold” rating on shares of BellRing Brands in a research note on Thursday, January 8th. Barclays reaffirmed an “overweight” rating on shares of BellRing Brands in a research report on Thursday, February 5th. Morgan Stanley set a $32.00 price target on BellRing Brands in a research note on Friday, January 16th. Finally, Stifel Nicolaus lowered their price target on BellRing Brands from $50.00 to $34.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Twelve analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, BellRing Brands currently has an average rating of “Moderate Buy” and a consensus target price of $38.50.

BellRing Brands Stock Performance

BRBR stock opened at $17.40 on Thursday. BellRing Brands has a one year low of $16.65 and a one year high of $79.57. The firm has a market cap of $2.04 billion, a price-to-earnings ratio of 12.00, a PEG ratio of 3.34 and a beta of 0.69. The firm has a 50-day simple moving average of $22.00 and a two-hundred day simple moving average of $29.58.

BellRing Brands (NYSE:BRBR) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.37 EPS for the quarter, topping 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 firm had revenue of $537.30 million during the quarter, compared to analyst estimates of $505.44 million. During the same quarter in the previous year, the business posted $0.58 EPS. BellRing Brands’s revenue was up .8% on a year-over-year basis. As a group, equities analysts predict that BellRing Brands will post 2.23 earnings per share for the current fiscal year.

Institutional Trading of BellRing Brands

Several institutional investors have recently modified their holdings of BRBR. Goldman Sachs Group Inc. boosted its stake in BellRing Brands by 20.2% during the 1st quarter. Goldman Sachs Group Inc. now owns 253,403 shares of the company’s stock worth $18,868,000 after purchasing an additional 42,666 shares during the last quarter. Caxton Associates LLP acquired a new position in shares of BellRing Brands during the 1st quarter valued at about $278,000. Envestnet Asset Management Inc. grew its holdings in shares of BellRing Brands by 4.3% in the second quarter. Envestnet Asset Management Inc. now owns 314,491 shares of the company’s stock valued at $18,218,000 after purchasing an additional 13,103 shares during the period. Atria Investments Inc boosted its holdings in BellRing Brands by 10.8% in the 2nd quarter. Atria Investments Inc now owns 12,309 shares of the company’s stock valued at $713,000 after purchasing an additional 1,197 shares during the last quarter. Finally, Bank of Montreal Can grew its stake in shares of BellRing Brands by 491.7% in the 2nd quarter. Bank of Montreal Can now owns 159,665 shares of the company’s stock valued at $9,249,000 after buying an additional 132,680 shares during the period. Institutional investors and hedge funds own 94.97% of the company’s stock.

BellRing Brands News Roundup

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

• Positive Sentiment: Zacks upgraded BRBR from “strong sell” to “hold,” which may reduce selling pressure from distressed quantitative funds and short‑term sellers. Zacks Upgrade
• Neutral Sentiment: Mizuho lowered its price target from $40 to $34 but kept an “Outperform” rating — this reduces analyst upside but keeps institutional interest possible if fundamentals improve. Mizuho Price Target Change
• Negative Sentiment: A concentrated wave of class‑action filings and law‑firm notices allege BellRing misstated the drivers of its 2025 sales growth (claims around destocking, consumption trends and competition). Multiple firms (Hagens Berman, Rosen, Pomerantz, Gross, Schall, Glancy, Berger Montague, ClaimsFiler, Bragar, etc.) are soliciting lead‑plaintiff applicants ahead of a March 23, 2026 deadline — increasing litigation risk, potential legal costs, management distraction and investor uncertainty. This is the primary bearish catalyst in today’s headlines. Hagens Berman Class Action Notice

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.