Robeco Schweiz AG Has $1.93 Million Stock Holdings in BellRing Brands Inc. $BRBR

Robeco Schweiz AG decreased its position in shares of BellRing Brands Inc. (NYSE:BRBR) by 45.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 72,015 shares of the company’s stock after selling 60,461 shares during the quarter. Robeco Schweiz AG owned approximately 0.06% of BellRing Brands worth $1,925,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Principal Financial Group Inc. lifted its holdings in BellRing Brands by 39.5% during the 4th quarter. Principal Financial Group Inc. now owns 1,402,572 shares of the company’s stock worth $37,491,000 after buying an additional 397,131 shares in the last quarter. Horizon Investments LLC acquired a new position in BellRing Brands during the 4th quarter worth $512,000. State of New Jersey Common Pension Fund D lifted its holdings in BellRing Brands by 53.6% during the 4th quarter. State of New Jersey Common Pension Fund D now owns 82,135 shares of the company’s stock worth $2,195,000 after buying an additional 28,664 shares in the last quarter. M&T Bank Corp acquired a new position in BellRing Brands during the 4th quarter worth $384,000. Finally, Comerica Bank lifted its holdings in BellRing Brands by 177.0% during the 4th quarter. Comerica Bank now owns 95,201 shares of the company’s stock worth $2,545,000 after buying an additional 60,833 shares in the last quarter. Institutional investors and hedge funds own 94.97% of the company’s stock.

BellRing Brands Stock Performance

Shares of BellRing Brands stock opened at $10.44 on Friday. The firm has a fifty day moving average of $16.33 and a two-hundred day moving average of $23.17. The stock has a market capitalization of $1.22 billion, a price-to-earnings ratio of 8.09, a PEG ratio of 3.60 and a beta of 0.74. BellRing Brands Inc. has a 52 week low of $9.22 and a 52 week high of $67.00.

BellRing Brands (NYSE:BRBR) last issued its earnings results on Tuesday, May 5th. The company reported $0.14 EPS for the quarter, missing the consensus estimate of $0.31 by ($0.17). The business had revenue of $598.70 million for the quarter, compared to the consensus estimate of $608.88 million. BellRing Brands had a net margin of 6.78% and a negative return on equity of 44.06%. The business’s revenue was up 1.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.53 EPS. As a group, research analysts forecast that BellRing Brands Inc. will post 1.86 EPS for the current fiscal year.

Insider Activity at BellRing Brands

In other BellRing Brands news, Director David Isaiah Finkelstein bought 2,000 shares of the company’s stock in a transaction on Friday, February 13th. The stock was bought at an average price of $17.75 per share, for a total transaction of $35,500.00. Following the transaction, the director owned 7,391 shares of the company’s stock, valued at approximately $131,190.25. The trade was a 37.10% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders own 1.50% of the company’s stock.

Key Headlines Impacting BellRing Brands

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

• Positive Sentiment: JPMorgan lowered its price target to $13 but kept an “overweight” rating, arguing the shares still offer upside from current levels. This vote of confidence from a large shop can limit further downside. Article Title
• Positive Sentiment: Investor commentary (Seeking Alpha) suggests some buyers view the pullback as a buying opportunity given BellRing’s branded portfolio and potential margin recovery once promotional intensity eases. Article Title
• Neutral Sentiment: UBS cut its target to $12 and moved to “neutral” — a downgrade in price expectation but not yet a sell signal; this reduces the consensus upside but stops short of bearish conviction. Article Title
• Neutral Sentiment: TD Cowen trimmed its target to $11 and rated the stock “hold”, reflecting a more cautious view while signaling limited near?term upside. Article Title
• Negative Sentiment: Analysts collectively lowered forecasts after BellRing reported worse?than?expected Q2 results and cut FY26 sales guidance; the company flagged higher promotional spend that pressured margins. Article Title
• Negative Sentiment: Company FY2026 guidance now calls for roughly $2.325B–$2.365B in net sales and ~14% adjusted EBITDA margin, with management explicitly noting heavier promotions — a clear near?term earnings risk. Article Title

Wall Street Analysts Forecast Growth

BRBR has been the topic of several research reports. DA Davidson reaffirmed a “buy” rating and set a $32.00 price objective on shares of BellRing Brands in a report on Wednesday, February 4th. UBS Group reduced their price objective on BellRing Brands from $19.00 to $12.00 and set a “neutral” rating on the stock in a report on Wednesday. BTIG Research started coverage on BellRing Brands in a report on Monday, April 13th. They set a “neutral” rating on the stock. Mizuho dropped their target price on shares of BellRing Brands from $40.00 to $34.00 and set an “outperform” rating for the company in a research report on Thursday, March 5th. Finally, Sanford C. Bernstein cut shares of BellRing Brands from an “outperform” rating to a “market perform” rating and dropped their target price for the company from $35.00 to $11.00 in a research report on Wednesday. Nine analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $23.73.

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.