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: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 3,312,830 | $42,868,020 | +60% | 0.34% |
| 2. | Walleye Capital Will England | 486,355 | $6,293,434 | +1646% | 0.02% |
| 3. | Iridian Asset Management David Cohen And Harold Levy | 284,929 | $3,686,981 | +28% | 1.27% |
| 4. | 48,000 | $621,120 | -38% | 0% | |
| 5. | 9,300 | $120,342 | -84% | 0% |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 886,977 | $11,477,482 | 0.01% | |
| 2. | 849,265 | $10,989,489 | 0.67% | |
| 3. | 696,104 | $9,007,586 | 0.89% | |
| 4. | 610,859 | $7,904,515 | 0.32% | |
| 5. | Citigroup IncCALL | 560,300 | $7,250,282 | 0% |
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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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TD Cowen Worried About Rising Competition in the Protein Shake Category, Leading to TP Cut on BellRing Brands (BRBR)
TD Cowens, on February 4, trimmed its target price on BellRing by 11.1% to $24 (from $27). Despite the TP cut, the firm retained its Hold rating on BRBR.
Barclays Reduces PT on BellRing Brands (BRBR) to $27, Reiterates An ‘Overweight’ Rating
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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