River Road Asset Management LLC Purchases New Position in BellRing Brands Inc. $BRBR

Posted by Brian Himes on Jun 19th, 2026

River Road Asset Management LLC purchased a new stake in BellRing Brands Inc. (NYSE:BRBR – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 2,112,436 shares of the company’s stock, valued at approximately $56,465,000.

Several other large investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC increased its holdings in shares of BellRing Brands by 86.9% during the fourth quarter. AQR Capital Management LLC now owns 7,006,847 shares of the company’s stock worth $187,013,000 after buying an additional 3,258,035 shares in the last quarter. Wasatch Advisors LP boosted its holdings in shares of BellRing Brands by 30.5% in the 3rd quarter. Wasatch Advisors LP now owns 6,750,018 shares of the company’s stock worth $245,363,000 after acquiring an additional 1,575,812 shares in the last quarter. Capital Research Global Investors acquired a new position in shares of BellRing Brands in the 3rd quarter worth approximately $172,312,000. The Manufacturers Life Insurance Company grew its position in BellRing Brands by 156.3% during the 4th quarter. The Manufacturers Life Insurance Company now owns 3,830,164 shares of the company’s stock worth $102,380,000 after acquiring an additional 2,336,029 shares during the last quarter. Finally, Wellington Management Group LLP grew its position in BellRing Brands by 0.5% during the 3rd quarter. Wellington Management Group LLP now owns 3,691,528 shares of the company’s stock worth $134,187,000 after acquiring an additional 19,471 shares during the last quarter. 94.97% of the stock is owned by institutional investors.

BellRing Brands Trading Up 4.0%

Shares of BRBR stock opened at $9.44 on Friday. BellRing Brands Inc. has a 1 year low of $7.82 and a 1 year high of $61.10. The firm’s 50 day moving average is $11.54 and its 200-day moving average is $18.72. The firm has a market capitalization of $1.10 billion, a price-to-earnings ratio of 7.31, a PEG ratio of 4.45 and a beta of 0.56.

BellRing Brands (NYSE:BRBR – Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $0.14 earnings per share for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.17). BellRing Brands had a net margin of 6.78% and a negative return on equity of 44.06%. The company had revenue of $598.70 million during the quarter, compared to analyst estimates of $608.88 million. During the same period in the prior year, the business earned $0.53 EPS. The business’s revenue for the quarter was up 1.8% on a year-over-year basis. On average, equities research analysts forecast that BellRing Brands Inc. will post 1.23 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director David Isaiah Finkelstein acquired 4,000 shares of the firm’s stock in a transaction on Wednesday, May 13th. The shares were purchased at an average cost of $9.23 per share, for a total transaction of $36,920.00. Following the transaction, the director owned 13,326 shares of the company’s stock, valued at approximately $122,998.98. This represents a 42.89% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Insiders own 1.50% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on BRBR shares. Bank of America dropped their price target on BellRing Brands from $22.00 to $19.00 and set a “neutral” rating for the company in a report on Friday, April 10th. Sanford C. Bernstein lowered BellRing Brands from an “outperform” rating to a “market perform” rating and reduced their price objective for the stock from $35.00 to $11.00 in a research note on Wednesday, May 6th. Jefferies Financial Group decreased their target price on BellRing Brands from $38.00 to $28.00 and set a “buy” rating on the stock in a report on Monday, March 16th. TD Cowen lowered their target price on BellRing Brands from $17.00 to $11.00 and set a “hold” rating for the company in a research note on Wednesday, May 6th. Finally, JPMorgan Chase & Co. lowered their target price on BellRing Brands from $21.00 to $13.00 and set an “overweight” rating for the company in a research note on Wednesday, May 6th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $22.47.

Check Out Our Latest Analysis on BRBR

BellRing Brands Company Profile

(Free Report)

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.