Jefferies Financial Group Cuts BellRing Brands (NYSE:BRBR) Price Target to $28.00

BellRing Brands (NYSE:BRBR) had its target price cut by Jefferies Financial Group from $38.00 to $28.00 in a research report sent to investors on Monday morning,Benzinga reports. They currently have a buy rating on the stock.

Several other analysts have also issued reports on BRBR. Weiss Ratings lowered shares of BellRing Brands from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Monday, February 2nd. UBS Group set a $23.00 price objective on shares of BellRing Brands in a report on Wednesday, February 4th. Stifel Nicolaus lowered their target price on shares of BellRing Brands from $50.00 to $34.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $31.00 target price on shares of BellRing Brands in a research report on Monday, January 26th. Finally, Zacks Research raised BellRing Brands from a “strong sell” rating to a “hold” rating in a report on Wednesday, March 4th. Twelve analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $37.25.

BellRing Brands Stock Performance

BRBR stock opened at $17.40 on Monday. The company has a market capitalization of $2.04 billion, a price-to-earnings ratio of 12.00, a PEG ratio of 3.64 and a beta of 0.69. BellRing Brands has a fifty-two week low of $15.97 and a fifty-two week high of $79.57. The stock has a fifty day moving average of $20.71 and a 200-day moving average of $28.22.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings data on Tuesday, February 3rd. The company reported $0.37 earnings per share for the quarter, topping the consensus estimate of $0.31 by $0.06. The company had revenue of $537.30 million during the quarter, compared to analyst estimates of $505.44 million. BellRing Brands had a negative return on equity of 64.79% and a net margin of 7.88%.The firm’s revenue for the quarter was up .8% on a year-over-year basis. During the same quarter last year, the firm posted $0.58 EPS. Equities analysts predict that BellRing Brands will post 2.23 EPS for the current year.

Insider Buying and Selling

In other news, Director David Isaiah Finkelstein acquired 2,000 shares of BellRing Brands stock in a transaction that occurred on Friday, February 13th. The stock was bought at an average price of $17.75 per share, with a total value of $35,500.00. Following the completion of the purchase, the director owned 7,391 shares in the company, valued at approximately $131,190.25. The trade was a 37.10% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 1.50% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of BRBR. Rockefeller Capital Management L.P. increased its holdings in shares of BellRing Brands by 273.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 5,457 shares of the company’s stock worth $146,000 after purchasing an additional 3,996 shares during the period. River Road Asset Management LLC bought a new stake in BellRing Brands during the fourth quarter valued at $56,465,000. Pacer Advisors Inc. boosted its stake in BellRing Brands by 57.8% during the fourth quarter. Pacer Advisors Inc. now owns 26,529 shares of the company’s stock valued at $709,000 after buying an additional 9,719 shares during the period. Alberta Investment Management Corp purchased a new position in BellRing Brands during the fourth quarter worth about $1,195,000. Finally, Mercer Global Advisors Inc. ADV grew its position in BellRing Brands by 111.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 47,744 shares of the company’s stock worth $1,276,000 after buying an additional 25,140 shares in the last quarter. 94.97% of the stock is owned by institutional investors.

Trending Headlines about BellRing Brands

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

• Neutral Sentiment: Coverage and valuation pieces flag volatility and question growth assumptions — these articles review BellRing’s valuation gap and examine whether recent share‑price swings reflect underlying demand, inventory dynamics and competitive pressure. BellRing Lawsuits Put Spotlight On Growth Drivers And Valuation Gap Evaluating BellRing Brands (BRBR) Valuation After Recent Share Price Volatility
• Negative Sentiment: Multiple law firms have filed or issued investor alerts about a securities class action accusing BellRing of misleading investors about the drivers of 2025 sales growth (alleging destocking/inventory issues and overstated growth). The lead‑plaintiff deadline is March 23, 2026 — the volume of claims and publicity raises potential litigation costs, settlement risk and executive distraction. BellRing Brands (BRBR) Facing Securities Class Action Amid Questions About Destocking, Consumption and Competition – Hagens Berman
• Negative Sentiment: A number of plaintiff firms (Bronstein, Rosen, Pomerantz, Kahn Swick & Foti, Berger Montague, Bernstein Liebhard, Faruqi & Faruqi, others) are actively soliciting lead plaintiff roles and reminding investors of the March 23 deadline — amplifying press attention and the likelihood of consolidated litigation. Example notice: Bronstein, Gewirtz & Grossman LLC Urges BellRing Brands, Inc. Investors to Act
• Negative Sentiment: LEVI & KORSINSKY named BellRing’s CEO (Darcy Horn Davenport) and CFO (Paul Rode) as control‑person defendants in related filings, which raises the prospect of individual liability claims against senior management and can increase settlement pressure. LEVI & KORSINSKY, LLP: CEO AND CFO NAMED AS CONTROL PERSON DEFENDANTS IN BELLRING BRANDS SECURITIES ACTION
• Negative Sentiment: Jefferies has lowered expectations for BRBR, reflecting reduced confidence in near‑term performance and valuation — analyst downgrades/target cuts can pressure the stock further as investors mark down projected earnings and multiples. Jefferies Financial Group Has Lowered Expectations for BellRing Brands (NYSE:BRBR) Stock Price

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.