Recent discussions on X about BellRing Brands (BRBR) have been buzzing with reactions to a significant insider purchase by a company director, who reportedly acquired shares worth over $65 million. This move has sparked curiosity among investors, with many debating whether it signals strong confidence in the company's future or simply a strategic financial play. The conversation reflects a mix of intrigue and speculation as users analyze the implications of such a substantial investment.
Additionally, posts on X have highlighted concerns over a recent stock price drop and ongoing investor scrutiny related to retailer destocking issues earlier this year. Some users express caution, pointing to a securities fraud investigation linked to the stock's performance, while others remain hopeful, citing institutional investments as a potential positive sign. The dialogue captures a tense atmosphere as the community weighs both risks and opportunities surrounding BRBR.
Note: This discussion summary was generated from an AI condensation of post data.
BellRing Brands Insider Trading Activity
BellRing Brands insiders have traded $BRBR stock on the open market 34 times in the past 6 months. Of those trades, 4 have been purchases and 30 have been sales.
Here’s a breakdown of recent trading of $BRBR stock by insiders over the last 6 months:
- SHAWN CONWAY has made 2 purchases buying 4,016 shares for an estimated $65,922,393 and 0 sales.
- ROBERT V VITALE has made 0 purchases and 12 sales selling 179,249 shares for an estimated $13,544,945.
- DARCY HORN DAVENPORT (PRES. AND CEO) has made 0 purchases and 16 sales selling 16,000 shares for an estimated $931,064.
- ROBIN SINGH (CHIEF SUPPLY CHAIN OFFCR PNC) sold 4,157 shares for an estimated $312,356
- DOUGLAS J CORNILLE (CHIEF GROWTH OFFICER PNC) sold 3,192 shares for an estimated $239,814
- ELLIOT JR STEIN purchased 2,663 shares for an estimated $99,835
- CRAIG L ROSENTHAL (CLO & SECRETARY) purchased 2,600 shares for an estimated $96,957
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
BellRing Brands Hedge Fund Activity
We have seen 240 institutional investors add shares of BellRing Brands stock to their portfolio, and 311 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added 2,153,932 shares (+inf%) to their portfolio in Q2 2025, for an estimated $124,777,280
- AXIOM INVESTORS LLC /DE removed 1,912,621 shares (-85.0%) from their portfolio in Q2 2025, for an estimated $110,798,134
- CITADEL ADVISORS LLC added 1,751,184 shares (+114.6%) to their portfolio in Q2 2025, for an estimated $101,446,089
- ASSENAGON ASSET MANAGEMENT S.A. removed 1,672,492 shares (-95.0%) from their portfolio in Q2 2025, for an estimated $96,887,461
- LONDON CO OF VIRGINIA removed 1,323,750 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $98,566,424
- D. E. SHAW & CO., INC. added 1,320,964 shares (+41.2%) to their portfolio in Q2 2025, for an estimated $76,523,444
- HOLOCENE ADVISORS, LP added 1,320,849 shares (+50.7%) to their portfolio in Q2 2025, for an estimated $76,516,782
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
BellRing Brands Analyst Ratings
Wall Street analysts have issued reports on $BRBR in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 08/07/2025
- Morgan Stanley issued a "Overweight" rating on 08/06/2025
- Jefferies issued a "Buy" rating on 07/23/2025
- Mizuho issued a "Outperform" rating on 05/28/2025
- DA Davidson issued a "Buy" rating on 05/27/2025
- Evercore ISI Group issued a "Outperform" rating on 05/07/2025
- Citigroup issued a "Buy" rating on 05/07/2025
To track analyst ratings and price targets for BellRing Brands, check out Quiver Quantitative's $BRBR forecast page.
BellRing Brands Price Targets
Multiple analysts have issued price targets for $BRBR recently. We have seen 10 analysts offer price targets for $BRBR in the last 6 months, with a median target of $61.0.
Here are some recent targets:
- Andrew Lazar from Barclays set a target price of $50.0 on 08/07/2025
- David Palmer from Evercore ISI Group set a target price of $64.0 on 08/06/2025
- Peter Grom from UBS set a target price of $40.0 on 08/06/2025
- Megan Alexander from Morgan Stanley set a target price of $58.0 on 08/06/2025
- Bill Chappell from Truist Securities set a target price of $40.0 on 08/06/2025
- Tim Perz from Stephens & Co. set a target price of $50.0 on 08/06/2025
- Kaumil Gajrawala from Jefferies set a target price of $82.0 on 07/23/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
