Is BellRing Brands, Inc. (BRBR) A Good Stock To Buy Now?
Is BRBR a good stock to buy? We came across a bullish thesis on BellRing Brands, Inc. on r/ValueInvesting by balance_sheet_bro. In this article, we will summarize the bulls’ thesis on BRBR.
Bellring Brands Inc. (BRBR)
Market is closed
Sector: Food And Kindred Products
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 6,067,631 | $76,391,474 | -29% | 0.03% |
| 2. | Yacktman Asset Management Donald Yacktman | 5,263,000 | $68,103,220 | +252% | 0.84% |
| 3. | Millennium Management Israel Englander | 4,538,917 | $58,733,586 | +342% | 0.02% |
| 4. | Citadel Investment Group Ken Griffin | 4,397,955 | $56,909,537 | +45% | 0.01% |
| 5. | D E Shaw D. E. Shaw | 3,382,302 | $43,766,988 | +90% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.24 | 4,000 | $36,940.00 | 13,326 | 2026-05-13 | Filing | |
| $17.75 | 2,000 | $35,500.00 | 7,391 | 2026-02-13 | Filing | |
| $37.98 | 1,316 | $49,999.99 | 8,001 | 2025-08-14 | Filing | |
| $49,999.99 | 1,316 | $65,824,086.84 | 8,001 | 2025-08-14 | Filing | |
| $37.49 | 2,663 | $99,835.87 | 5,198 | 2025-08-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $30.93 | 3,970 | $122,792.10 | 54,812 | 2025-12-01 | Filing | |
| $29.00 | 308 | $8,932.00 | 72,690 | 2025-11-07 | Filing | |
| $42.03 | 3,970 | $166,859.10 | 53,866 | 2025-09-03 | Filing | |
| $54.18 | 1,600 | $86,688.00 | 193,978 | 2025-08-01 | Filing | |
| $54.43 | 1,600 | $87,088.00 | 195,578 | 2025-07-25 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,935,621 | $141,506,935 | 0% | |
| 2. | 6,608,151 | $85,509,474 | 0% | |
| 3. | 5,837,819 | $75,542,917 | 0.02% | |
| 4. | 5,245,110 | $67,871,723 | 0% | |
| 5. | 5,194,018 | $67,210,593 | 0.01% |
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Operator: Good day, and thank you for standing by. Welcome to the BellRing Brands Second Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions].
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On February 5, 2026, Barclays analyst Andrew Lazar revisited BellRing Brands, Inc. (NYSE:BRBR), reducing the firm’s price target from $30 to $27 while reiterating an ‘Overweight’ rating.
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