Welcome to our dedicated page for Bellring Brands SEC filings (Ticker: BRBR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
BellRing Brands, Inc. filings document financial results, governance actions and capital-allocation disclosures for a public nutrition-products company. Its 8-K reports include quarterly and fiscal-year earnings releases, supplemental presentations, outlook updates, share repurchase authorizations and Regulation FD materials related to company communications.
Proxy and governance filings cover annual meeting matters, director elections, auditor ratification, executive compensation votes, board composition and committee assignments. Other Item 5.02 disclosures record executive-compensation arrangements and leadership-transition matters, while exhibits and Inline XBRL cover pages provide the formal record for material events reported under the Exchange Act.
BellRing Brands director David Isaiah Finkelstein reported an open-market purchase of 4,000 shares of Common Stock on May 13, 2026 at an average price of $9.235 per share. Following this transaction, he directly holds 13,326 shares of BellRing Brands common stock.
BELLRING BRANDS, INC. ownership update: AQR Capital Management, LLC and parent AQR Capital Management Holdings, LLC report beneficial ownership of 8,533,460 shares, representing 7.28% of common stock. The filings show shared voting power 8,235,699 and shared dispositive power 8,533,460.
The schedule is filed as an amendment and states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC. The filing is signed by an authorized signatory on behalf of both entities.
BellRing Brands, Inc. reported softer fiscal Q2 2026 results. Net sales rose modestly to $598.7 million, up 2%, but operating profit fell to $66.0 million and net earnings dropped to $33.9 million, down about 42% from a year earlier.
Profitability was pressured by lower average net selling prices for Premier Protein, higher raw material, manufacturing and freight costs, and an $11.3 million inventory charge on a third‑party ingredient that failed quality standards. Higher advertising spending and increased interest expense from greater Revolving Credit Facility borrowings also weighed on results.
For the first six months, net sales grew 1% to $1,136.0 million, while net earnings fell to $77.6 million. Operating cash flow swung to an outflow of $14.3 million due to lower earnings and working capital movements, partly offset by smaller inventory builds and lower tax payments.
BellRing Brands reported weaker second-quarter fiscal 2026 results and cut its full-year outlook. Net sales rose modestly to $598.7 million, up 1.8% year-over-year, but an $11.3 million inventory-related charge, unfavorable price/mix, higher freight and input cost inflation drove gross margin down to 27.0% from 32.3%.
Operating profit fell to $66.0 million and net earnings to $33.9 million, with diluted EPS at $0.29 versus $0.45 a year earlier. Adjusted EBITDA dropped to $53.8 million from $118.6 million. For the first six months, net earnings declined to $77.6 million and operating cash flow turned negative at $(14.3) million.
Management now expects fiscal 2026 net sales of $2.325–$2.365 billion with net sales growth of 0%–2% and Adjusted EBITDA of $315–$335 million, implying an Adjusted EBITDA margin of approximately 14%. The company repurchased 4.2 million shares for $123.1 million in the first half, and category consumption for its Premier Protein and Dymatize brands continued to grow, supported by promotions and distribution gains.
Wasatch Advisors amended its Schedule 13G to report beneficial ownership of 1,994,367 shares of BellRing Brands Inc. That stake represents 1.7% of the outstanding common stock and includes 1,158,341 shares over which Wasatch has sole voting power. The amendment is signed by the filer’s CEO on 04/22/2026.
BELLRING BRANDS, INC. director Robert V. Vitale reported a compensation-related grant of BellRing Brands, Inc. Common Stock equivalents. On March 31, 2026, he acquired 3,625.3500 Common Stock equivalents at a reference value of $16.09 per equivalent, bringing his direct holdings to 9,202.6770 Common Stock equivalents.
These amounts represent the quarterly retainer he earned as a director, which is deferred into Common Stock equivalents under the company’s Deferred Compensation Plan for Directors. The equivalents are credited quarterly and will be distributed on a one-for-one basis in Common Stock when he retires from the board. The Common Stock equivalents have no fixed exercisable or expiration dates.
BELLRING BRANDS, INC. director Chonda J. Nwamu acquired 1,968.047 BellRing Brands, Inc. Common Stock equivalents on March 31, 2026 as a grant/award tied to director compensation. These equivalents were valued at $16.09 each and are credited under the company’s Deferred Compensation Plan for Directors.
The transaction increased Nwamu’s holdings to 11,812.679 Common Stock equivalents. According to the plan, director retainers are deferred into Common Stock equivalents quarterly and will be distributed on a one-for-one basis as BellRing Common Stock upon the director’s retirement from the Board. The Common Stock equivalents have no fixed exercisable or expiration dates.
BELLRING BRANDS, INC. director David Isaiah Finkelstein reported an acquisition of BellRing Brands, Inc. Common Stock equivalents. On March 31, 2026, he received 1,968.0470 Common Stock equivalents as a grant tied to his director retainer under the company’s Deferred Compensation Plan for Directors.
These Common Stock equivalents track the value of BellRing’s Common Stock and will be distributed on a one-for-one basis in actual shares when he retires from the Board of Directors. The filing notes that these equivalents have no fixed exercisable or expiration dates, and his total reported holdings of these equivalents after the transaction are 1,968.0470.
CONWAY SHAWN reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. director Shawn Conway reported a routine compensation-related transaction involving deferred stock units. On March 31, 2026, he received a grant of 2,071.627 Common Stock equivalents tied to his board retainer, at a reference price of $16.0900 per equivalent.
These units are credited quarterly under the company’s Deferred Compensation Plan for Directors and represent a right to receive an equal number of BellRing common shares in the future. Following this grant, Conway holds 7,384.833 Common Stock equivalents. The footnotes state these equivalents have no fixed exercisable or expiration dates and will be paid out in common stock on a one-for-one basis when he retires from the board.
JOHNSON JENNIFER KUPERMAN reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. director Jennifer Kuperman Johnson received a grant of deferred equity compensation in the form of 1,916.257 Common Stock equivalents on March 31, 2026.
The award was valued at $16.09 per stock equivalent and increased her total balance to 19,520.375 Common Stock equivalents. According to the company’s Deferred Compensation Plan for Directors, these equivalents represent quarterly retainers deferred into stock units and will be paid out one-for-one in BellRing common shares when she retires from the board. The stock equivalents have no fixed exercisable or expiration dates.