BellRing Brands, Inc.
boothcheck covers BellRing Brands, Inc. (BRBR) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 25, 2026.
• One brand carries this company: the FY2025 annual report puts the split at ⟦Premier Protein , 85.9%; Dymatize , 12.1%; and other, 2.0%⟧ of net sales, so BellRing is a shake business with a powder business attached. • Growth has stalled at exactly the wrong moment for a borrower: June-half sales rose 2% and the full-year outlook was cut to net sales of $2.325 to $2.365 billion [Source: BellRing second quarter fiscal 2026 results, May 5, 2026], against net borrowings that run roughly 4.1 times o
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359 institutional managers reported holding BRBR in 13F filings for the quarter ended 2026-03-31. 58 opened new positions that quarter. Held by Vanguard Group, BlackRock, AQR Capital, among others. On the short side, 15.8M shares were sold short as of the 2026-06-15 count, about 13% of shares outstanding (3.1 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BRBR's share count grew 197% over the past five years even with $917.00M spent on repurchases. It pays no dividend. Cash returned over the past three years: $756.60M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at BRBR over the trailing three years: 2025: 4 buys totaling $66.12M; 2026: 1 buy totaling $36k. 12 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BRBR's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | +4.9% | +15.9% |
| 2023-11-22 | +7.2% | +7.6% |
| 2024-02-07 | +0.0% | -4.1% |
| 2024-05-08 | +1.8% | -5.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BRBR's latest 8-K filings: 2026-08-04 (items 2.02, 9.01); 2026-07-08 (items 5.02, 7.01, 9.01); 2026-06-24 (items 5.02, 8.01); 2026-05-05 (items 2.02, 9.01); 2026-02-23 (items 5.02).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.