Should You Hold BellRing Brands (BRBR)?

Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets sustained their upward rally from April’s lows, driven by AI acceleration, reduced inflationary impacts from tariffs, and prospects for further interest rate cuts from the U.S. Federal Reserve. Small-cap stocks mirrored the rally by extending the momentum in the quarter. The Russell 2000® Growth Index was up 12.19% in the quarter, modestly underperforming the Russell 2000 Value Index’s 12.60% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted stocks such as BellRing Brands, Inc. (NYSE:BRBR). Headquartered in Saint Louis, Missouri, BellRing Brands, Inc. (NYSE:BRBR) provides various nutrition products. The one-month return of BellRing Brands, Inc. (NYSE:BRBR) was -13.09%, and its shares lost 51.96% of their value over the last 52 weeks. On October 28, 2025, BellRing Brands, Inc. (NYSE:BRBR) stock closed at $31.59 per share, with a market capitalization of $3.98 billion.

Carillon Eagle Small Cap Growth Fund stated the following regarding BellRing Brands, Inc. (NYSE:BRBR) in its third quarter 2025 investor letter:

“BellRing Brands, Inc. (NYSE:BRBR) produces and sells protein-based health and fitness beverages. The stock got hit dramatically as the company reported quarterly earnings. While the report was in line with consensus expectations, BellRing refrained from giving guidance for the next fiscal year, something it typically does at this point in the year. The lack of guidance was interpreted as a material slowdown in its growth rate due to new entrants in the category. At this point, we continue to expect growth around the company’s long-term average.”

Is Bellring Brands, Inc. (BRBR) the High Growth Food Stock to Buy?

BellRing Brands, Inc. (NYSE:BRBR) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 45 hedge fund portfolios held BellRing Brands, Inc. (NYSE:BRBR) at the end of the second quarter, up from 43 in the previous quarter. In the fiscal third quarter of 2025, BellRing Brands, Inc. (NYSE:BRBR) reported net sales of $548 million, up 6% over the prior year. While we acknowledge the risk and potential of BellRing Brands, Inc. (NYSE:BRBR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BellRing Brands, Inc. (NYSE:BRBR) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered BellRing Brands, Inc. (NYSE:BRBR) and shared the list of best FMCG stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.