Universal Beteiligungs und Servicegesellschaft mbH Trims Stake in BellRing Brands Inc. $BRBR

Universal Beteiligungs und Servicegesellschaft mbH trimmed its holdings in shares of BellRing Brands Inc. (NYSE:BRBR) by 59.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 37,542 shares of the company’s stock after selling 55,515 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in BellRing Brands were worth $1,365,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Holocene Advisors LP increased its stake in BellRing Brands by 50.7% in the second quarter. Holocene Advisors LP now owns 3,928,395 shares of the company’s stock valued at $227,572,000 after acquiring an additional 1,320,849 shares during the last quarter. William Blair Investment Management LLC bought a new position in shares of BellRing Brands during the second quarter valued at about $124,777,000. Stephens Investment Management Group LLC boosted its holdings in BellRing Brands by 1.8% during the 3rd quarter. Stephens Investment Management Group LLC now owns 1,329,359 shares of the company’s stock valued at $48,322,000 after acquiring an additional 23,428 shares during the period. Primecap Management Co. CA grew its position in BellRing Brands by 89.5% during the 2nd quarter. Primecap Management Co. CA now owns 1,145,218 shares of the company’s stock worth $66,342,000 after acquiring an additional 540,818 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of BellRing Brands in the second quarter worth $66,057,000. Institutional investors own 94.97% of the company’s stock.

Wall Street Analysts Forecast Growth

BRBR has been the subject of a number of recent analyst reports. Jefferies Financial Group reaffirmed a “buy” rating and set a $48.00 price target on shares of BellRing Brands in a research report on Wednesday, November 19th. DA Davidson cut their price target on shares of BellRing Brands from $38.00 to $32.00 and set a “buy” rating on the stock in a report on Wednesday. Zacks Research downgraded shares of BellRing Brands from a “hold” rating to a “strong sell” rating in a research report on Tuesday, January 27th. Sanford C. Bernstein began coverage on shares of BellRing Brands in a research report on Thursday, October 23rd. They issued an “outperform” rating and a $46.00 target price for the company. Finally, Barclays set a $30.00 target price on shares of BellRing Brands in a research note on Friday, January 16th. Eleven analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $40.25.

BellRing Brands Price Performance

BRBR stock opened at $24.85 on Friday. BellRing Brands Inc. has a 1-year low of $21.67 and a 1-year high of $79.57. The business has a fifty day moving average price of $28.03 and a 200-day moving average price of $34.65. The stock has a market capitalization of $2.97 billion, a P/E ratio of 14.79, a P/E/G ratio of 5.72 and a beta of 0.65.

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

Trending Headlines about BellRing Brands

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

• Neutral Sentiment: Multiple plaintiff firms are reminding investors of the March 23, 2026 lead‑plaintiff deadline — an informational development that expands potential litigation participation but is procedural rather than evidentiary. Glancy Prongay Wolke & Rotter LLP Deadline Alert
• Negative Sentiment: Hagens Berman says it is scrutinizing BellRing and alleges the company misrepresented the drivers of 2025 growth and that the firm is pursuing claims tied to an alleged ~$2.9 billion value wipeout — a claim that escalates the seriousness of the legal exposure. Hagens Berman Alert
• Negative Sentiment: A securities class action has been filed in the Southern District of New York covering purchases from Nov. 19, 2024 through Aug. 4, 2025 — this is an active class action that directly accuses the company of securities law violations. Gainey McKenna & Egleston Filing
• Negative Sentiment: Several other established plaintiff firms (Bleichmar Fonti & Auld, Bragar Eagel & Squire, Faruqi & Faruqi, Pomerantz, Robbins, Rosen, Levi & Korsinsky, and others) have filed suits or issued alerts — signaling coordinated, broad legal pressure and potential for consolidated claims. Representative Law Firm Alert
• Negative Sentiment: Market reaction coverage shows a sharp intraday share drop after the litigation wave and allegations of misstated sales/inventory trends; this selling pressure is amplifying volatility and downside risk for the stock. Yahoo Finance: Stock Drop Coverage
• Negative Sentiment: Zacks Research downgraded BRBR from “hold” to “strong sell,” which can further pressure sentiment and institutional holdings. Zacks Downgrade

Insider Activity

In other BellRing Brands news, insider Douglas J. Cornille sold 3,970 shares of the business’s stock in a transaction dated Monday, December 1st. The stock was sold at an average price of $30.93, for a total transaction of $122,792.10. Following the completion of the sale, the insider owned 54,812 shares of the company’s stock, valued at approximately $1,695,335.16. The trade was a 6.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 1.50% of the stock is currently owned by 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.