BellRing Brands (BRBR) saw a wave of insider activity in mid-August, highlighted by a large move from Director Shawn Conway. On August 15, Conway purchased 1,316 shares through a non-open market buy valued at about $65.8 million. The size of the investment is unusual for a company of this scale and signals confidence from inside leadership. Other directors and executives also reported smaller buys this month, while CEO Darcy Horn Davenport logged a routine sell tied to an award. Together, these transactions pushed BRBR’s insider activity score to “Very Positive.”
Elevate Your Investing Strategy:
- Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence.
BRBR Stock Slumps in 2025, But Analysts Remain Bullish
At the same time, BellRing’s stock has endured a difficult stretch. Shares closed at $38.36 on August 15, marking a year-to-date loss of nearly 49%. The sharp drop reflects mounting investor concern over rising costs and tougher competition in the protein shake market. Yet despite the steep drop, analysts remain largely bullish.
Also in contention for investors’ focus is the company’s latest quarterly earnings call, which offered a mixed picture. BellRing reported $548 million in sales, up 6% year over year, with adjusted EBITDA of $120 million. Premier Protein, the company’s flagship brand, grew both volume and pricing. New shake launches added momentum, and management reaffirmed guidance for fiscal 2025. However, margins came under pressure from input costs, and management flagged new tariffs on dairy protein as a headwind for 2026. Competition in club channels also weighed on sentiment.
Overall, the combination of insider buying, steady revenue growth, and brand strength offers support for BRBR stock. Still, with high debt and margin risk, investors must weigh whether the slide is a bargain or a warning.
What Is the Price Target for BRBR Stock?
Turning to the Street, BellRing Brands boasts a Strong Buy consensus. Of 15 recent ratings, 12 are Buys, with an average BRBR stock price target of $55.79, suggesting more than 45% upside from current levels.
