BRBR

BELLRING BRANDS, INC.

NYSE · Food and Kindred Products · CIK 0001772016
$8.81 -1.12% $1.0B
High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$1.0B
Cap SizeSmall Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity30 buys / 20 sells
Insider Activity2B / 0S
Insider Net $$72.4K
Reddit Sentiment50° Neutral
SEC Reports2
Exchange NYSE·Sector Food and Kindred Products·CIK 0001772016·Prev Close $8.91

Recent Activity

Jun 4, 2026 short_volume
Short Volume: BRBR — 59.9% short (0.9M / 1.5M)
Short: 884,628 | Exempt: 57 | TRF Vol: 1,476,975 | Short Ratio: 59.9% | Off-exchange volume (dark po
May 13, 2026 Insider
Finkelstein David Isaiah bought 4,000 shares
Director @ $9.24 ($36.9K)
May 5, 2026 SEC
BellRing Brands reported Q2 2026 EPS of $0.37, beating consensus of $0.31 by 18.1%, but revenue of $598.7M missed the $6
PRESS-RELEASE — Impact 7/10
May 5, 2026 SEC
BellRing Brands reported Q2 FY2026 results significantly below expectations, with GAAP diluted EPS of $0.29 (vs. $0.45 Y
8-K — Impact 8/10
Mar 31, 2026 Insider
JOHNSON JENNIFER KUPERMAN was granted 1,916.257 shares
Director @ $16.09 ($30.8K)
Mar 31, 2026 Insider
STEIN ELLIOT JR was granted 393.61 shares
Director @ $16.09 ($6.3K)
Inst.
WILLIAM BLAIR INVESTMENT MANAGEMENT, — ADD
3,032,100 shares ($48.8M)
Inst.
MANUFACTURERS LIFE INSURANCE COMPANY, — TRIM
2,842,434 shares ($45.7M)

Price Targets

$13.69 +55.4% upside Strong Buy
Current $8.81 Low $10.00 Median $13.00 High $20.00 13 analysts
$10.00 $20.00

Analyst Ratings

Buy64% buy · 22 analysts
6Strong Buy
8Buy
7Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 15, 2026 DA Davidson MAINTAIN Buy → Buy
May 7, 2026 Barclays MAINTAIN Overweight → Overweight
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 6, 2026 TD Cowen MAINTAIN Hold → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.37 ▼ -35.3% $0.33 — $0.48 -33% YoY 14
Next Q $0.37 ▼ -43.3% $0.31 — $0.44 -27% YoY 14
Current FY $1.25 $1.19 — $1.36 -42% YoY 14
Next FY $1.37 ▼ -6.5% $1.13 — $1.67 9% YoY 14

Top Institutional Holders

FundValueMove
BlackRock, Inc.$181.3M
VANGUARD PORTFOLIO MANAGEMENT LLC$95.0M
VANGUARD CAPITAL MANAGEMENT LLC$83.8M
STATE STREET CORP$59.2M
TWO SIGMA INVESTMENTS, LP$52.6M

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026Finkelstein DavidBUY$36.9K
Mar 31, 2026JOHNSON JENNIFERA$30.8K
Mar 31, 2026STEIN ELLIOTA$6.3K
Mar 31, 2026ERICKSON THOMASA$47.5K
Mar 31, 2026CONWAY SHAWNA$33.3K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish
50 institutional holders with $1.3B total value (79,141,307 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.11,268,695$181.3M14.2%
2VANGUARD PORTFOLIO MANAGEMENT LLC5,903,121$95.0M7.5%
3VANGUARD CAPITAL MANAGEMENT LLC5,209,161$83.8M6.6%
4STATE STREET CORP3,678,881$59.2M4.6%
5TWO SIGMA INVESTMENTS, LP3,272,199$52.6M4.1%
6CITADEL ADVISORS LLC3,051,346$49.1M3.9%
7WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3,032,100$48.8M3.8%ADD +36.1%
8MANUFACTURERS LIFE INSURANCE COMPANY, THE2,842,434$45.7M3.6%TRIM -25.8%
9MORGAN STANLEY2,407,045$38.7M3.0%
10Amundi2,255,734$36.3M2.9%DOUBLED +106.4%
11DIAMOND HILL CAPITAL MANAGEMENT INC2,074,680$33.4M2.6%NEW
12WASATCH ADVISORS LP1,994,367$32.1M2.5%TRIM -67.1%
13D. E. Shaw & Co., Inc.1,788,251$28.8M2.3%
14DIMENSIONAL FUND ADVISORS LP1,627,742$26.2M2.1%TRIM -27.0%
15GOLDMAN SACHS GROUP INC1,561,488$25.1M2.0%
16BALYASNY ASSET MANAGEMENT L.P.1,536,160$24.7M1.9%
17YACKTMAN ASSET MANAGEMENT LP1,498,000$24.1M1.9%NEW
18Holocene Advisors, LP1,489,326$24.0M1.9%NEW
19Gotham Asset Management, LLC1,477,982$23.8M1.9%ADD +60.2%
20Assenagon Asset Management S.A.1,342,471$21.6M1.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCADD2,228,3003,032,100+36.1%$48.8M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM3,830,1642,842,434-25.8%$45.7M2026-Q1
AmundiDOUBLED1,092,7382,255,734+106.4%$36.3M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCNEW2,074,680$33.4M2026-Q1
WASATCH ADVISORS LPTRIM6,064,9501,994,367-67.1%$32.1M2026-Q1
DIMENSIONAL FUND ADVISORS LPTRIM2,228,9541,627,742-27.0%$26.2M2026-Q1
YACKTMAN ASSET MANAGEMENT LPNEW1,498,000$24.1M2026-Q1
Holocene Advisors, LPNEW1,489,326$24.0M2026-Q1
Gotham Asset Management, LLCADD922,7621,477,982+60.2%$23.8M2026-Q1
BANK OF AMERICA CORP /DE/ADD998,6171,248,761+25.0%$20.1M2026-Q1
FRANKLIN RESOURCES INCTRIM1,785,0511,230,309-31.1%$19.8M2026-Q1
Alyeska Investment Group, L.P.TRIM2,739,160991,117-63.8%$15.9M2026-Q1
CAPITAL FUND MANAGEMENT S.A.DOUBLED363,011983,743+171.0%$15.8M2026-Q1
Point72 Asset Management, L.P.TRIM2,854,230934,836-67.2%$15.0M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM1,225,651850,823-30.6%$13.7M2026-Q1
Retirement Systems of AlabamaADD538,946777,917+44.3%$12.5M2026-Q1
MARSHALL WACE, LLPADD530,765767,934+44.7%$12.4M2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNEW739,944$11.9M2026-Q1
FMR LLCDOUBLED208,062716,009+244.1%$11.5M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD393,200648,102+64.8%$10.4M2026-Q1
ING GROEP NVTRIM747,400425,403-43.1%$6.8M2026-Q1
Invesco Ltd.ADD249,298404,465+62.2%$6.5M2026-Q1
DEUTSCHE BANK AG\TRIM848,367362,578-57.3%$5.8M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED145,622324,940+123.1%$5.2M2026-Q1
Trexquant Investment LPTRIM599,118299,009-50.1%$4.8M2026-Q1
11 unique insiders with 21 transactions. Net insider value: $72.4K ($72.4K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026Finkelstein David IsaiahDirectorBUY4,000$9.24$36.9K
Mar 31, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD1,916.257$16.09$30.8K
Mar 31, 2026STEIN ELLIOT JRDirectorAWARD393.61$16.09$6.3K
Mar 31, 2026ERICKSON THOMAS PDirectorAWARD2,952.069$16.09$47.5K
Mar 31, 2026CONWAY SHAWNDirectorAWARD2,071.627$16.09$33.3K
Mar 31, 2026Nwamu Chonda JDirectorAWARD1,968.047$16.09$31.7K
Mar 31, 2026Finkelstein David IsaiahDirectorAWARD1,968.047$16.09$31.7K
Mar 31, 2026VITALE ROBERT VDirectorAWARD3,625.35$16.09$58.3K
Feb 19, 2026RODE PAUL AAWARD29,043$18.98$551.2K
Feb 19, 2026ROSENTHAL CRAIG LAWARD26,349$18.98$500.1K
Feb 19, 2026SINGH ROBINAWARD23,877$18.98$453.2K
Feb 19, 2026CORNILLE DOUGLAS JAWARD27,209$18.98$516.4K
Feb 17, 2026Finkelstein David IsaiahDirectorAWARD1,935
Feb 13, 2026Finkelstein David IsaiahDirectorBUY2,000$17.75$35.5K
Jan 29, 2026CONWAY SHAWNDirectorAWARD5,391
Jan 29, 2026STEIN ELLIOT JRDirectorAWARD3,594
Jan 29, 2026VITALE ROBERT VDirectorAWARD5,391
Jan 29, 2026Nwamu Chonda JDirectorAWARD5,391
Jan 29, 2026ERICKSON THOMAS PDirectorAWARD5,391
Jan 29, 2026JOHNSON JENNIFER KUPERMANDirectorAWARD5,391
Jan 29, 2026Finkelstein David IsaiahDirectorAWARD5,391

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (64% buy). Based on 22 analysts: 6 strong buy, 8 buy, 7 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$13.69 mean target +55.4% upside Strong Buy (2.13)
$10.00 Low $20.00 High
MetricValue
Current Price$8.81
Target Low$10.00
Target Mean$13.69
Target Median$13.00
Target High$20.00
# Analysts13
RecommendationStrong Buy (2.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.37 $0.33 $0.48 -32.7% -35.3% 0↑ 14↓ $0.5B -0.7% 14
Next Q
2026-09-30
$0.37 $0.31 $0.44 -27.4% -43.3% 0↑ 14↓ $0.7B 0.8% 14
Current FY
2026-09-30
$1.25 $1.19 $1.36 -42.4% -0.2% 0↑ 14↓ $2.3B 0.7% 14
Next FY
2027-09-30
$1.37 $1.13 $1.67 9.3% -6.5% 0↑ 15↓ $2.4B 3.4% 14

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.370
7d ago$0.370
30d ago$0.573-0.202
60d ago$0.575-0.204
90d ago$0.579-0.208
12 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 15, 2026 DA Davidson MAINTAIN Buy Buy
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 JP Morgan MAINTAIN Overweight Overweight
May 6, 2026 TD Cowen MAINTAIN Hold Hold
May 6, 2026 Bernstein DOWNGRADE Outperform Market Perform
May 6, 2026 Stifel MAINTAIN Buy Buy
May 6, 2026 Morgan Stanley DOWNGRADE Overweight Equal-Weight
Apr 23, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 22, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 14, 2026 Barclays MAINTAIN Overweight Overweight
Apr 14, 2026 BTIG INITIATE Neutral
Apr 10, 2026 B of A Securities MAINTAIN Neutral Neutral
Apr 7, 2026 UBS MAINTAIN Neutral Neutral
Mar 16, 2026 Jefferies MAINTAIN Buy Buy
Mar 5, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 5, 2026 DA Davidson MAINTAIN Buy Buy
Feb 5, 2026 Barclays MAINTAIN Overweight Overweight
Feb 4, 2026 DA Davidson MAINTAIN Buy Buy
Feb 4, 2026 Stifel MAINTAIN Buy Buy
Jan 28, 2026 DA Davidson MAINTAIN Buy Buy
Jan 16, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Jan 14, 2026 UBS MAINTAIN Neutral Neutral
Jan 8, 2026 TD Cowen MAINTAIN Hold Hold
Dec 19, 2025 B of A Securities MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20266871064%
May 1, 202671060074%
Apr 1, 202671050077%
Mar 1, 202671050077%
Feb 1, 202671050077%
Jan 1, 202671060074%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

50°
Neutral
Bearish Neutral Bullish
2 mentions 0 bullish 0 bearish 2 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 1, 2026150° Neutral001
Jun 1, 2026150° Neutral001

Recent Reddit Threads

r/stocks Bullish 8d 10h ago
BellRing Brands (BRBR): Significantly undervalued + large share repurchases?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 8d 11h ago
BellRing Brands (BRBR): Large Share Repurchases + Steep Discount
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Neutral 13d 14h ago
Money printer goes $BRBR
▲ 1 💬 1 ⚡ 0.2
r/wallstreetbets Bearish 13d 17h ago
The Great Protein Shortage of 2026 coming - DD
▲ 1 💬 0 ⚡ 0.2
Jun 4, 2026
short_volume
Short Volume: BRBR — 59.9% short (0.9M / 1.5M)
Short: 884,628 | Exempt: 57 | TRF Vol: 1,476,975 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
May 25, 2026
dark_pool
Dark Pool: BRBR — 3.9M shares, 55,976 trades
Week starting 2026-05-25. Total ATS volume: 3,861,429 shares across 55,976 trades.
May 18, 2026
dark_pool
Dark Pool: BRBR — 5.1M shares, 71,933 trades
Week starting 2026-05-18. Total ATS volume: 5,147,743 shares across 71,933 trades.
May 11, 2026
dark_pool
Dark Pool: BRBR — 6.0M shares, 76,472 trades
Week starting 2026-05-11. Total ATS volume: 5,960,627 shares across 76,472 trades.
May 5, 2026
earnings
BellRing Brands Reports Results for the Second Quarter of Fiscal Year 2026; Updates Fiscal Year 2026 Outlook
<p>ST. LOUIS, May 05, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) (“BellRing”), a holding company operating in the global proactive w
May 5, 2026
earnings_calendar
BRBR Q2 2026 Earnings After Market Close — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: BRBR — 14.5M shares, 137,605 trades
Week starting 2026-05-04. Total ATS volume: 14,509,936 shares across 137,605 trades.
Apr 29, 2026
short_volume
Short Volume: BRBR — 56.2% short (0.7M / 1.3M)
Short: 714,726 | Exempt: 0 | TRF Vol: 1,272,436 | Short Ratio: 56.2% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: BRBR — 5.0M shares, 66,051 trades
Week starting 2026-04-27. Total ATS volume: 4,979,386 shares across 66,051 trades.
Apr 23, 2026
short_volume
Short Volume: BRBR — 55.3% short (0.4M / 0.7M)
Short: 401,507 | Exempt: 0 | TRF Vol: 725,639 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 22, 2026
short_volume
Short Volume: BRBR — 57.3% short (0.4M / 0.6M)
Short: 366,890 | Exempt: 0 | TRF Vol: 640,039 | Short Ratio: 57.3% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: BRBR — 2.7M shares, 42,797 trades
Week starting 2026-04-20. Total ATS volume: 2,661,518 shares across 42,797 trades.
Apr 17, 2026
short_volume
Short Volume: BRBR — 55.3% short (0.5M / 1.0M)
Short: 529,226 | Exempt: 100 | TRF Vol: 957,514 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Apr 15, 2026
short_volume
Short Volume: BRBR — 59.6% short (0.5M / 0.8M)
Short: 461,215 | Exempt: 0 | TRF Vol: 773,230 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: BRBR — 3.5M shares, 51,186 trades
Week starting 2026-04-13. Total ATS volume: 3,473,296 shares across 51,186 trades.