BellRing Brands Inc. $BRBR Shares Bought by Pacer Advisors Inc.

Pacer Advisors Inc. lifted its holdings in shares of BellRing Brands Inc. (NYSE:BRBR) by 2,125.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 590,362 shares of the company’s stock after buying an additional 563,833 shares during the quarter. Pacer Advisors Inc.’s holdings in BellRing Brands were worth $9,499,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Larson Financial Group LLC grew its stake in BellRing Brands by 128.7% in the 4th quarter. Larson Financial Group LLC now owns 931 shares of the company’s stock valued at $25,000 after acquiring an additional 524 shares during the period. Danske Bank A S purchased a new position in BellRing Brands during the third quarter valued at $29,000. IFP Advisors Inc grew its position in shares of BellRing Brands by 124.3% in the third quarter. IFP Advisors Inc now owns 1,034 shares of the company’s stock valued at $38,000 after purchasing an additional 573 shares during the period. Caitong International Asset Management Co. Ltd increased its stake in shares of BellRing Brands by 333.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 1,856 shares of the company’s stock worth $50,000 after purchasing an additional 1,428 shares in the last quarter. Finally, Signaturefd LLC raised its position in shares of BellRing Brands by 578.9% during the 4th quarter. Signaturefd LLC now owns 1,901 shares of the company’s stock worth $51,000 after purchasing an additional 1,621 shares during the last quarter. 94.97% of the stock is owned by institutional investors and hedge funds.

BellRing Brands Price Performance

BRBR stock opened at $12.63 on Wednesday. BellRing Brands Inc. has a 1 year low of $7.82 and a 1 year high of $44.89. The firm has a market capitalization of $1.47 billion, a PE ratio of 9.79, a price-to-earnings-growth ratio of 6.30 and a beta of 0.45. The business has a 50 day simple moving average of $11.24 and a 200-day simple moving average of $15.01.

BellRing Brands (NYSE:BRBR) last announced its quarterly earnings data on Tuesday, August 4th. The company reported $0.30 EPS for the quarter, missing analysts’ consensus estimates of $0.37 by ($0.07). The company had revenue of $570.40 million for the quarter, compared to analysts’ expectations of $548.72 million. BellRing Brands had a negative return on equity of 44.06% and a net margin of 6.78%.The business’s quarterly revenue was up 4.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.55 EPS. On average, equities research analysts expect that BellRing Brands Inc. will post 1.24 EPS for the current year.

Key Headlines Impacting BellRing Brands

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

• Positive Sentiment: Fiscal Q3 net sales rose 4% year over year to $570.4 million, beating analysts’ consensus estimate of $548.7 million. BellRing also raised its full-year revenue outlook to $2.335 billion-$2.375 billion, above the roughly $2.3 billion consensus. BellRing Brands Reports Results for the Third Quarter of Fiscal Year 2026
• Positive Sentiment: Management forecast fiscal-year adjusted EBITDA of $275 million-$295 million, providing investors with updated profitability targets despite near-term pressure from inventory actions. Fiscal 2026 Outlook
• Neutral Sentiment: BellRing reported Q3 operating profit of $65.4 million, net earnings of $34.2 million and adjusted EBITDA of $78.3 million. Each figure included a pretax $10 million inventory-related charge, making the underlying performance harder to assess. BellRing Brands Fiscal Q3 Earnings Snapshot
• Negative Sentiment: Adjusted earnings were $0.30 per share, missing the $0.37 consensus estimate and falling from $0.55 a year earlier. The earnings miss is the main reason investors reacted negatively despite the revenue beat. BellRing Brands Q3 Earnings Miss Estimates
• Negative Sentiment: Management said inventory-related actions will create a $28 million pretax unfavorable impact for the full fiscal year, signaling continued margin pressure and reducing the quality of the earnings outlook. BellRing Brands Q3 2026 Earnings Call Transcript

Insider Activity at BellRing Brands

In related news, Director David Isaiah Finkelstein purchased 4,000 shares of BellRing Brands stock in a transaction dated Wednesday, May 13th. The shares were acquired at an average price of $9.23 per share, for a total transaction of $36,920.00. Following the acquisition, the director directly owned 13,326 shares in the company, valued at approximately $122,998.98. The trade was a 42.89% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms have commented on BRBR. Bank of America cut their price objective on BellRing Brands from $22.00 to $19.00 and set a “neutral” rating for the company in a research note on Friday, April 10th. Sanford C. Bernstein cut BellRing Brands from an “outperform” rating to a “market perform” rating and dropped their price target for the stock from $35.00 to $11.00 in a research report on Wednesday, May 6th. DA Davidson raised BellRing Brands to a “strong-buy” rating in a research note on Monday, July 6th. BTIG Research started coverage on BellRing Brands in a report on Monday, April 13th. They issued a “neutral” rating on the stock. Finally, Stifel Nicolaus lifted their target price on shares of BellRing Brands from $14.00 to $15.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $20.97.

BellRing Brands 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.