Q3 EPS Estimates for BellRing Brands Decreased by Analyst

BellRing Brands, Inc. (NYSE:BRBR) – Stock analysts at William Blair decreased their Q3 2025 earnings estimates for shares of BellRing Brands in a research report issued to clients and investors on Tuesday, May 6th. William Blair analyst J. Andersen now anticipates that the company will earn $0.48 per share for the quarter, down from their previous estimate 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.

BellRing Brands (NYSE:BRBR) last issued its quarterly earnings results on Monday, May 5th. The company reported $0.53 EPS for the quarter, hitting the consensus estimate of $0.53. BellRing Brands had a negative return on equity of 130.14% and a net margin of 13.32%. The company had revenue of $588.00 million for the quarter, compared to the consensus estimate of $577.56 million. During the same period in the previous year, the business posted $0.45 EPS. The company’s revenue for the quarter was up 18.9% on a year-over-year basis.

Several other research analysts also recently issued reports on BRBR. Morgan Stanley started coverage on shares of BellRing Brands in a report on Monday, March 24th. They set an “overweight” rating and a $84.00 price objective on the stock. Evercore ISI cut their price target on BellRing Brands from $90.00 to $82.00 and set an “outperform” rating for the company in a report on Wednesday. Mizuho lifted their price objective on BellRing Brands from $80.00 to $85.00 and gave the stock an “outperform” rating in a report on Thursday, February 6th. Stephens restated an “equal weight” rating and issued a $75.00 target price on shares of BellRing Brands in a research note on Tuesday, February 4th. Finally, UBS Group decreased their price target on shares of BellRing Brands from $81.00 to $71.00 and set a “neutral” rating on the stock in a research note on Wednesday. Four research analysts have rated the stock with a hold rating and twelve have issued a buy rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $77.00.

BellRing Brands Price Performance

NYSE:BRBR opened at $61.18 on Thursday. BellRing Brands has a one year low of $48.06 and a one year high of $80.67. The company has a fifty day moving average price of $72.00 and a 200 day moving average price of $73.46. The stock has a market cap of $7.85 billion, a P/E ratio of 28.72, a PEG ratio of 2.24 and a beta of 0.86.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of BRBR. GAMMA Investing LLC lifted its holdings in BellRing Brands by 134.5% in the fourth quarter. GAMMA Investing LLC now owns 2,064 shares of the company’s stock valued at $156,000 after buying an additional 1,184 shares during the period. Everence Capital Management Inc. bought a new position in shares of BellRing Brands in the 4th quarter worth $235,000. Diversified Trust Co acquired a new stake in shares of BellRing Brands during the fourth quarter worth $260,000. First Hawaiian Bank increased its holdings in BellRing Brands by 3.5% in the fourth quarter. First Hawaiian Bank now owns 20,299 shares of the company’s stock valued at $1,529,000 after purchasing an additional 681 shares during the last quarter. Finally, Claro Advisors LLC acquired a new position in BellRing Brands in the fourth quarter valued at about $239,000. Institutional investors own 94.97% of the company’s stock.

Insider Transactions at BellRing Brands

In other news, Director Robert V. Vitale sold 5,100 shares of the stock in a transaction that occurred on Monday, February 10th. The shares were sold at an average price of $75.30, for a total transaction of $384,030.00. Following the sale, the director now directly owns 1,166,691 shares of the company’s stock, valued at $87,851,832.30. This represents a 0.44 % 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 business’s stock in a transaction that occurred on Tuesday, April 1st. The stock was sold at an average price of $75.13, for a total transaction of $239,814.96. Following the completion of the transaction, the insider now owns 57,836 shares of the company’s stock, valued at $4,345,218.68. This trade represents a 5.23 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 221,828 shares of company stock worth $16,917,365. Insiders own 1.07% of the company’s stock.

BellRing Brands declared that its board has initiated a stock buyback program on Thursday, March 6th that authorizes the company to buyback $300.00 million in shares. This buyback authorization authorizes the company to purchase up to 3.4% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s management believes its shares are 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.