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, Inc. (BRBR) is the subject of an amended Schedule 13G/A filed by The Vanguard Group, which now reports no beneficial ownership of BellRing common stock. Vanguard discloses that, following an internal realignment on January 12, 2026, certain subsidiaries will report holdings separately and Vanguard is no longer deemed to beneficially own these securities. This amendment is stated to be filed solely to correct the issuer CIK in a prior amendment and does not reflect any change in beneficial ownership.
Ameriprise Financial, Inc. reports ownership of BellRing Brands, Inc. common stock on a Schedule 13G. Ameriprise has shared voting power over 5,767,956 shares and shared dispositive power over 5,837,922 shares, representing 5.0% of BellRing’s common stock. It reports no sole voting or dispositive power over any shares and expressly disclaims beneficial ownership of the shares reported.
AQR Capital Management, LLC and its parent AQR Capital Management Holdings, LLC report beneficial ownership of 6,067,631 shares of BellRing Brands, Inc. (common stock), representing 5.22% of the class as of June 30, 2026. Both entities report no sole voting or dispositive power. They report shared voting power over 5,803,099 shares and shared dispositive power over 6,067,631 shares. AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC, and the two entities have agreed to file this Schedule 13G/A jointly.
BellRing Brands reported third-quarter fiscal 2026 results and updated its fiscal 2026 outlook. Net sales were $570.4 million, up 4.2% year over year, driven by 1.7% higher volume and 2.5% stronger price/mix. Premier Protein net sales rose 0.7%, while Dymatize net sales increased 26.7%. Gross profit declined to $163.3 million, or 28.6% of net sales, from $193.6 million and 35.4%, reflecting input cost inflation, higher freight and a $10.0 million excess shake bottle inventory charge.
Operating profit increased to $65.4 million from $44.8 million as SG&A fell, but Adjusted EBITDA dropped to $78.3 million from $120.3 million. Net earnings were $34.2 million, or $0.29 per diluted share, compared with $21.0 million, or $0.16. For the first nine months, net sales were $1,706.4 million, while Adjusted EBITDA was $222.4 million versus $364.2 million, pressured by $21.3 million of inventory-related charges and cost inflation.
Management now expects fiscal 2026 net sales of $2.335–$2.375 billion, implying 1%–3% growth, and Adjusted EBITDA of $275–$295 million, including a full-year $28 million unfavorable inventory-related impact and roughly $7 million of expected fourth-quarter trade spend to reduce excess shake bottle inventory. During the nine months ended June 30, 2026, BellRing repurchased 4.9 million shares for $133.1 million, leaving $506.9 million available under its authorization.
Axelrod Michael Carey reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. President and CEO Michael Carey Axelrod received a grant of 142,964 restricted stock units, each representing one share of Common Stock, at a reported price of $13.29 per share.
The units vest in equal annual installments over three years under the company’s 2019 Long-Term Incentive Plan, with 142,964 shares reported as directly owned following the award.
BELLRING BRANDS, INC. submitted an initial statement of beneficial ownership for Michael Carey Axelrod, who is identified as President and CEO. The filing reports no share transactions or holdings in the structured data and references an attached Exhibit 24 – Power of Attorney.
BellRing Brands, Inc. appointed Michael Axelrod as its next President and Chief Executive Officer and a member of the Board, effective July 29, 2026, following a comprehensive external search. He succeeds Darcy Davenport, who will retire as CEO and director and move into an advisory role to support the transition.
Axelrod brings more than 30 years of consumer packaged goods experience, including CEO roles at Snak King, Del Real Foods and Passport Food Group and senior positions at TreeHouse Foods and Kraft Foods. His compensation includes a $1,000,000 annual base salary, an annual cash bonus targeted at 100% of salary with a 0–150% payout range based on performance, and a post-tax housing and car allowance totaling $10,000 per month.
He will receive an equity grant under the 2019 Long Term Incentive Plan with a grant date fair value of $4,750,000, split 40% into time-vesting RSUs over three years and 60% into PRSUs tied to three-year relative total shareholder return. Additional arrangements include severance protection of 2.0x cash compensation for qualifying terminations outside a change in control or 3.0x in connection with a change in control, extended COBRA coverage, a transaction bonus equal to 100% of salary upon a change in control, and a tax gross-up if excise taxes apply, all subject to non-compete and non-solicitation covenants.
BellRing Brands director David Isaiah Finkelstein reported receiving a grant of 2,447.1310 BellRing Brands, Inc. Common Stock equivalents on July 1, 2026. The grant was valued using a reference price of $12.94 per share and represents deferred retainer compensation for his board service.
These awards are credited quarterly under the company’s Deferred Compensation Plan for Directors and convert on a one-for-one basis into BellRing Brands common stock when he retires from the board. Following this grant, Finkelstein holds a total of 4,415.1790 common stock equivalents. The equivalents have no fixed exercisable or expiration dates.
STEIN ELLIOT JR reported acquisition or exercise transactions in this Form 4 filing.
BELLRING BRANDS, INC. director Elliot Jr. Stein received an award of 489.427 BellRing Brands Common Stock equivalents as part of his director retainer, valued using a reference price of $12.94 per unit. These units are credited quarterly under the company’s Deferred Compensation Plan for Directors and are settled in one share of Common Stock for each unit when he retires from the board. Following this award, Stein holds a total of 2,904.565 Common Stock equivalents. The units have no fixed exercisable or expiration dates, reflecting a long-term, deferred form of equity-based compensation rather than an open-market purchase or sale.