Hunter Associates Investment Management LLC Acquires 68,136 Shares of BellRing Brands Inc. $BRBR

Hunter Associates Investment Management LLC increased its holdings in shares of BellRing Brands Inc. (NYSE:BRBR) by 96.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 138,929 shares of the company’s stock after acquiring an additional 68,136 shares during the period. Hunter Associates Investment Management LLC owned about 0.11% of BellRing Brands worth $5,069,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Maseco LLP purchased a new stake in BellRing Brands in the second quarter worth $25,000. Farther Finance Advisors LLC grew its holdings in shares of BellRing Brands by 132.6% in the third quarter. Farther Finance Advisors LLC now owns 735 shares of the company’s stock worth $27,000 after purchasing an additional 419 shares during the last quarter. True Wealth Design LLC increased its stake in BellRing Brands by 4,110.3% in the 3rd quarter. True Wealth Design LLC now owns 1,221 shares of the company’s stock worth $44,000 after buying an additional 1,192 shares during the period. Northwestern Mutual Wealth Management Co. increased its stake in BellRing Brands by 42.6% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,248 shares of the company’s stock worth $72,000 after buying an additional 373 shares during the period. Finally, Caitong International Asset Management Co. Ltd bought a new stake in BellRing Brands during the 2nd quarter valued at about $82,000. Hedge funds and other institutional investors own 94.97% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have recently commented on BRBR. DA Davidson set a $38.00 target price on shares of BellRing Brands in a research report on Thursday, November 20th. Jefferies Financial Group restated a “buy” rating and set a $48.00 price objective on shares of BellRing Brands in a report on Wednesday, November 19th. JPMorgan Chase & Co. lowered their target price on BellRing Brands from $52.00 to $45.00 and set an “overweight” rating for the company in a report on Thursday, October 9th. Stifel Nicolaus cut their price target on BellRing Brands from $56.00 to $50.00 and set a “buy” rating on the stock in a research note on Wednesday, November 19th. Finally, Barclays set a $30.00 price objective on shares of BellRing Brands in a research note on Friday, January 16th. Eleven analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $42.56.

BellRing Brands Trading Down 1.0%

NYSE BRBR opened at $27.63 on Friday. The firm’s fifty day simple moving average is $28.32 and its two-hundred day simple moving average is $35.93. The firm has a market capitalization of $3.31 billion, a P/E ratio of 16.45, a P/E/G ratio of 3.87 and a beta of 0.65. BellRing Brands Inc. has a 12-month low of $21.67 and a 12-month high of $80.67.

BellRing Brands (NYSE:BRBR) last announced its earnings results on Tuesday, November 18th. The company reported $0.51 earnings per share for the quarter, missing the consensus estimate of $0.54 by ($0.03). BellRing Brands had a negative return on equity of 95.87% and a net margin of 9.33%.The business had revenue of $648.20 million for the quarter, compared to analysts’ expectations of $633.21 million. During the same quarter last year, the firm earned $0.51 earnings per share. The firm’s quarterly revenue was up 16.6% compared to the same quarter last year. As a group, sell-side analysts predict that BellRing Brands Inc. will post 2.23 earnings per share for the current fiscal year.

Trending Headlines about BellRing Brands

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

• Positive Sentiment: Mizuho/BofA analyst attention: research outlets note Mizuho and Bank of America have recently highlighted BRBR as an attractive food?sector idea and lifted targets, arguing the company can navigate demand pressure — a potential upside if fundamentals stabilize. Mizuho touts BellRing
• Negative Sentiment: Multiple law firms file/announce class actions and investigations today alleging BellRing made false or misleading statements about sales, inventory and competition; these complaints point to the company’s May 6 and Aug 4, 2025 earnings shocks as catalysts. This broad legal onslaught is the primary driver of selling pressure. Bragar Eagel & Squire class action
• Negative Sentiment: Kahn Swick & Foti highlights alleged inventory issues and ties the litigation to a prior ~52% share decline over the relevant class period; the firm reminds investors of deadlines to seek lead?plaintiff status — signaling potential concentrated institutional participation in the suit. Kahn Swick & Foti notice
• Negative Sentiment: Several plaintiff firms (Holzer & Holzer, Hagens Berman, BFA Law, Bernstein Liebhard, Faruqi & Faruqi and others) contend BellRing concealed that sales growth reflected temporary customer stockpiling and that competition has eroded market share — allegations that, if proven, could materially affect guidance credibility and recovery time. Holzer & Holzer investor alert
• Negative Sentiment: BFA Law and other filings emphasize sharp prior single?day drops (reported 19–33% events in 2025) tied to inventory disclosures; repeated share price shocks increase the risk of aggregate damages and extended litigation timelines. BFA Law filing

Insider Activity

In related news, insider Douglas J. Cornille sold 3,970 shares of BellRing Brands stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $30.93, for a total value of $122,792.10. Following the completion of the sale, the insider directly owned 54,812 shares in the company, valued at $1,695,335.16. This trade represents a 6.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 1.50% of the stock is currently owned by company insiders.

BellRing Brands Company 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.