BRBR
BELLRING BRANDS, INC.Price
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- B Feb 13 1 insider buy $35.5K at $17.75
- R May 5 BellRing Brands reported Q2 FY2026 results significantly below expec…
- R May 5 BellRing Brands reported Q2 2026 EPS of $0.37, beating consensus of…
- A May 6 2 downgrades
- B May 13 1 insider buy $36.9K at $9.24
- R Aug 6 A bearish institutional cluster formed in BRBR during 2026-Q2, with…
- B Sep 8 1 insider buy $20.0K at $9.89
Signal stack
Where each data set points today.
- InsidersBULLISH
2 insiders bought $92.4K at an average $11.52. No open-market sales. Price is 20% below their cost.
- InstitutionsMIXED
Q2 2026: 49 added (0 new), 53 trimmed or exited.
- AnalystsBULLISH
14 of 21 rate it Buy or better.
- Short sellersSTEADY
Short interest +0.6% to 12.33M shares. 2.7 days to cover, ≈10.6% of shares.
- TrendRANGE
0% below its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| AMERIPRISE FINANCIAL INC | DOUBLED | $75.5M |
| YACKTMAN ASSET MANAGEMENT LP | DOUBLED | $68.1M |
| GOLDMAN SACHS GROUP INC | DOUBLED | $67.2M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | $58.7M |
| CITADEL ADVISORS LLC | ADD | $56.9M |
| MORGAN STANLEY | ADD | $45.7M |
| D. E. Shaw & Co., Inc. | ADD | $43.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | ADD | $42.9M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
21 analysts| Date | Firm | Rating |
|---|---|---|
| Oct 27, 2026 | 🔒 Fresh data, subscribers only MAINTAIN | |
| Oct 16, 2026 | Barclays MAINTAIN | Overweight |
| Oct 13, 2026 | TD Cowen MAINTAIN | Hold |
| Aug 5, 2026 | TD Cowen MAINTAIN | Hold |
| Aug 5, 2026 | DA Davidson MAINTAIN | Buy |
| Jul 28, 2026 | JP Morgan MAINTAIN | Overweight |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Sep 30, 2026 | Nwamu Chonda J Director | AWARD | $32.8K |
| Sep 30, 2026 | ERICKSON THOMAS P Director | AWARD | $49.2K |
| Sep 30, 2026 | CONWAY SHAWN Director | AWARD | $33.3K |
| Sep 30, 2026 | STEIN ELLIOT JR Director | AWARD | $6.6K |
| Sep 30, 2026 | Finkelstein David Isaiah Director | AWARD | $32.8K |
| Sep 30, 2026 | JOHNSON JENNIFER KUPERMAN Director | AWARD | $31.9K |
| Sep 30, 2026 | VITALE ROBERT V Director | AWARD | $60.4K |
| Sep 8, 2026 | CONWAY SHAWN Director | BUY | $20.0K |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Oct 15, 2026SecBot reports
6 filings · 0 bullish · 4 bearish · 2 neutral- NEUTRAL SC 13G/AOct 27, 2026
BlackRock filed an amended Schedule 13G disclosing beneficial ownership of 8,997,498 shares of BellRing Brands (7.7% of common stock) as of September 30, 2026. This is an increase from the prior filing period, but as a passive index-oriented manager, the stake change is routine and does not signal…
🔒 Fresh report (last 24h), subscribers only
- BEARISH INST-CLUSTEROct 20, 2026
A weak institutional cluster shows 4 sellers vs 1 buyer in BRBR during Q3 2026, with aggregate net…
The cluster is too small and fragmented to signal a clear thesis. Monitor next quarter's 13F for larger institutional moves or any activist 13D filing that could explain the selling bias. The…
- BEARISH INST-CLUSTERAug 6, 2026
A bearish institutional cluster formed in BRBR during 2026-Q2, with 14 sellers reducing holdings…
The overwhelming institutional selling (14:4 ratio, $85.8M outflow) signals broad de-risking that likely reflects fundamental concerns or sector rotation. However, Walleye Capital's aggressive 17x…
- NEUTRAL 8-KJul 8, 2026
BellRing Brands announced the appointment of Michael Axelrod as President and CEO, effective July…
The CEO succession is orderly and pre-announced with no immediate trading catalyst. Monitor upcoming quarterly results for strategic direction under new leadership; no guidance or financial updates…
All BRBR filing & press-release reports (6)
- SC 13G/A reportOct 27, 2026
- INST-CLUSTER reportOct 20, 2026
- INST-CLUSTER reportAug 6, 2026
- 8-K reportJul 8, 2026
- PRESS-RELEASE reportMay 5, 2026
- 8-K reportMay 5, 2026