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BRBR · NYSE · Packaged Foods

BellRing Brands

Sells Premier Protein shakes and Dymatize powders through global retail channels.

$10.65

After-hours close−0.04 (−0.33%)

At close$10.69(+4.14%)

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Profile

BellRing Brands, Inc.BRBRConsumer Staples

Sells Premier Protein ready-to-drink shakes and Dymatize protein powders through retail and e-commerce channels. The focused nutrition portfolio reaches more than 90 countries and was separated from Post Holdings.

Builds its focused consumer-nutrition business around Premier Protein ready-to-drink shakes and Dymatize protein powders, brands assembled by Post Holdings through its former Active Nutrition portfolio. Premier Protein serves proactive wellness, while Dymatize addresses performance nutrition.

Products reach more than 90 countries through club, mass, food, e-commerce, specialty, drug, and convenience channels. The company is a focused public consumer-brands business, not a diversified food group. BellRing completed its IPO in 2019; its current public parent succeeded the prior issuer in 2022 after separation from Post, which later divested its remaining shares.

Company facts

CEOMichael Axelrod

ListedMar 10, 2022

ExchangeNYSE

HeadquartersSt. Louis, MO

CountryUnited States

Employees530

CIK0001772016

ISINUS07831C1036

Key statistics

Market cap$1.24B

EPS (ttm)$1.42

P/E (ttm)7.53

ROE-35.5%

P/B−2.66

P/S0.5279

Dividend yield—

Beta−0.01vs XLP 0.58

Year to date −59.0% · Average volume (30d) 3.7M

Analysts

Price target, next 12 months$13.00+21.6%Median of 21 analysts · vs the Aug 28 close

ConsensusBuy14 of 21 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $10.69

High$15.00+40.3%

Median$13.00+21.6%

Low$11.00+2.9%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Jul 22, 2026	Stifel Nicolaus	Target		$14	$15
Jul 21, 2026	Barclays	Reiterate	Overweight	$13	$14
May 15, 2026	DA Davidson	Reiterate	Buy	$32	$13
May 6, 2026	Stifel Nicolaus	Target		$34	$14
May 6, 2026	Barclays	Target		$22	$13

Earnings

EPS

Estimate$0.21

ReportedDue Nov 17, 2026

Revenue

Estimate$652.0M

ReportedDue Nov 17, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q3 FY26	$0.37	$0.30	−18.7%	$548.7M	$570.4M	+4.0%	−1.54%
May 5, 2026Q2 FY26	$0.31	$0.14	−54.8%	$608.9M	$598.7M	−1.7%	+4.32%
Feb 3, 2026Q1 FY26	$0.31	$0.37	+19.4%	$504.4M	$537.3M	+6.5%	+1.10%
Nov 18, 2025Q4 FY25	$0.55	$0.51	−6.6%	$633.8M	$648.2M	+2.3%	+11.42%

View details

Financial highlights

	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26
Revenue	$588.0M	$547.5M	$648.2M	$537.3M	$598.7M	$570.4M
Gross profit	$189.8M	$193.6M	$187.4M	$158.3M	$133.9M	$163.3M
Operating income	$95.1M	$44.8M	$102.2M	$80.3M	$42.4M	$65.4M
Net income	$58.7M	$21.0M	$59.6M	$43.7M	$33.9M	$34.2M
Diluted EPS	$0.45	$0.16	$0.48	$0.36	$0.29	$0.29
Gross margin	32.3%	35.4%	28.9%	29.5%	22.4%	28.6%
Operating margin	16.2%	8.2%	15.8%	14.9%	7.1%	11.5%

Fiscal years (4-quarter sums)FY21 $1.25B · FY22 $1.37B · FY23 $1.67B · FY24 $2.00B · FY25 $2.32B

Revenue by product · Q3 FY26

Shakes And Other Beverages$443.3M · 78%

Powders$108.6M · 19%

Other Products$18.5M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $50.4M · Total debt $1.14B · Total assets $1.05B · Shareholders' equity −$467.2M

Dividends

No dividends on record.

Ownership

Institutions 115.50%Insiders 0.91%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 116.28M · Float 114.21M · 98.2% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
BlackRock, Inc.	10.94M	9.40%	13F	Aug 7, 2026
Vanguard Portfolio Management LLC	6.61M	5.68%	13F	Aug 13, 2026
AQR Capital Management LLC	6.07M	5.22%	13F	Aug 14, 2026
Ameriprise Financial, Inc.	5.84M	5.00%	13G	Aug 14, 2026
Yacktman Asset Management LP	5.26M	4.53%	13F	Aug 11, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
May 13, 2026	David Isaiah Finkelstein	director	+4,000	$9.24
Feb 13, 2026	David Isaiah Finkelstein	director	+2,000	$17.75
Dec 1, 2025	Douglas J. Cornille	officer: CHIEF GROWTH OFFICER	−3,970	$30.93
Nov 7, 2025	Paul A. Rode	officer: CFO & TREASURER	−308	$29.00
Sep 3, 2025	Douglas J. Cornille	officer: CHIEF GROWTH OFFICER PNC	−3,970	$42.03