William Blair Reduces Earnings Estimates for BellRing Brands

BellRing Brands, Inc. (NYSE:BRBR - Free Report) - Investment analysts at William Blair cut their Q3 2025 earnings per share (EPS) estimates for BellRing Brands in a report issued on Tuesday, May 6th. William Blair analyst J. Andersen now forecasts that the company will post earnings per share of $0.48 for the quarter, down from their prior forecast of $0.59. The consensus estimate for BellRing Brands' current full-year earnings is $2.23 per share. William Blair also issued estimates for BellRing Brands' Q4 2025 earnings at $0.61 EPS.

Several other brokerages have also recently commented on BRBR. Morgan Stanley initiated coverage on shares of BellRing Brands in a research report on Monday, March 24th. They set an "overweight" rating and a $84.00 target price for the company. Barclays set a $75.00 target price on shares of BellRing Brands and gave the company an "overweight" rating in a research report on Wednesday, May 7th. Mizuho upped their target price on shares of BellRing Brands from $80.00 to $85.00 and gave the company an "outperform" rating in a research report on Thursday, February 6th. Stephens reiterated an "equal weight" rating and set a $75.00 target price on shares of BellRing Brands in a research report on Tuesday, February 4th. Finally, UBS Group dropped their target price on shares of BellRing Brands from $81.00 to $71.00 and set a "neutral" rating for the company in a research report on Wednesday, May 7th. Four research analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $77.00.

BellRing Brands Trading Down 1.2%

Shares of BRBR traded down $0.77 during trading hours on Thursday, hitting $64.37. 1,597,887 shares of the stock traded hands, compared to its average volume of 1,282,464. BellRing Brands has a 1-year low of $48.06 and a 1-year high of $80.67. The firm has a market capitalization of $8.26 billion, a PE ratio of 30.22, a price-to-earnings-growth ratio of 2.24 and a beta of 0.86. The business has a fifty day moving average of $71.85 and a 200-day moving average of $73.58.

BellRing Brands (NYSE:BRBR - Get Free Report) last posted its earnings results on Monday, May 5th. The company reported $0.53 earnings per share (EPS) for the quarter, meeting analysts' consensus estimates of $0.53. BellRing Brands had a net margin of 13.32% and a negative return on equity of 130.14%. The company had revenue of $588.00 million during the quarter, compared to analysts' expectations of $577.56 million. During the same quarter in the previous year, the company posted $0.45 earnings per share. BellRing Brands's quarterly revenue was up 18.9% compared to the same quarter last year.

Institutional Investors Weigh In On BellRing Brands

Several hedge funds have recently bought and sold shares of BRBR. Versant Capital Management Inc lifted its stake in BellRing Brands by 1,742.9% in the 1st quarter. Versant Capital Management Inc now owns 387 shares of the company's stock valued at $29,000 after purchasing an additional 366 shares during the last quarter. TCTC Holdings LLC lifted its stake in BellRing Brands by 87.6% in the 1st quarter. TCTC Holdings LLC now owns 407 shares of the company's stock valued at $30,000 after purchasing an additional 190 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its stake in BellRing Brands by 175.8% in the 1st quarter. MassMutual Private Wealth & Trust FSB now owns 444 shares of the company's stock valued at $33,000 after purchasing an additional 283 shares during the last quarter. First Horizon Advisors Inc. lifted its stake 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. Finally, UMB Bank n.a. lifted its stake in BellRing Brands by 69.4% in the 4th quarter. UMB Bank n.a. now owns 571 shares of the company's stock valued at $43,000 after purchasing an additional 234 shares during the last quarter. 94.97% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other BellRing Brands news, Director Robert V. Vitale sold 15,000 shares of the firm's stock in a transaction that occurred on Monday, February 24th. The stock was sold at an average price of $73.06, for a total value of $1,095,900.00. Following the completion of the transaction, the director now directly owns 818,180 shares in the company, valued at $59,776,230.80. This trade represents a 1.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Douglas J. Cornille sold 3,192 shares of the firm's stock in a transaction that occurred on Tuesday, April 1st. The shares were sold at an average price of $75.13, for a total value of $239,814.96. Following the completion of the transaction, the insider now owns 57,836 shares of the company's stock, valued at approximately $4,345,218.68. This represents a 5.23% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last ninety days, insiders sold 216,728 shares of company stock valued at $16,533,335. Company insiders own 1.07% of the company's stock.

BellRing Brands announced that its Board of Directors has initiated a stock buyback plan on Thursday, March 6th that permits the company to repurchase $300.00 million in shares. This repurchase authorization permits the company to purchase up to 3.4% of its stock through open market purchases. Stock repurchase plans are often a sign that the company's board believes its stock is undervalued.

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.