Post Holdings, Inc. (POST) – What Are Researchers Thinking About This Stock?

Shares of Post Holdings, Inc. (NYSE:POST) have been assigned an average rating of “Hold” from the nine brokerages that are covering the company, MarketBeat.com reports. Two research analysts have rated the stock with a sell rating, two have assigned a hold rating and five have issued a buy rating on the company. The average 1 year price target among brokers that have covered the stock in the last year is $103.43.

Several analysts have recently weighed in on POST shares. Jefferies Financial Group set a $117.00 price objective on shares of Post in a research report on Monday, July 27th. Wells Fargo & Company cut their target price on shares of Post from $86.00 to $79.00 and set an “equal weight” rating for the company in a research report on Monday, October 5th. Barclays cut their target price on shares of Post from $95.00 to $88.00 and set an “overweight” rating for the company in a research report on Friday, October 16th. Weiss Ratings cut Post from a “hold (c)” rating to a “sell (d+)” rating in a research note on Monday, August 17th. Finally, Zacks Research downgraded Post from a “hold” rating to a “strong sell” rating in a research report on Thursday, October 1st.

Insider Activity

In other news, Chairman William P. Stiritz sold 277,935 shares of the stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $84.23, for a total transaction of $23,410,465.05. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Insiders own 14.05% of the company’s stock.

Institutional Trading of Post

Hedge funds have recently bought and sold shares of the company. Dimensional Fund Advisors LP boosted its stake in Post by 3.9% in the first quarter. Dimensional Fund Advisors LP now owns 3,071,875 shares of the company’s stock worth $303,678,000 after buying an additional 114,677 shares in the last quarter. Diamond Hill Capital Management LLC Investment Advisor purchased a new position in shares of Post during the second quarter worth approximately $54,599,000. Junto Capital Management LP lifted its holdings in shares of Post by 44.6% in the 2nd quarter. Junto Capital Management LP now owns 589,457 shares of the company’s stock worth $52,025,000 after acquiring an additional 181,849 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Post by 278.8% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 549,985 shares of the company’s stock worth $48,542,000 after acquiring an additional 404,775 shares during the last quarter. Finally, Quantinno Capital Management LP lifted its holdings in shares of Post by 41.3% in the 1st quarter. Quantinno Capital Management LP now owns 462,631 shares of the company’s stock worth $45,736,000 after acquiring an additional 135,236 shares during the last quarter. Institutional investors own 94.85% of the company’s stock.

Post Trading Down 1.7%

Shares of POST opened at $80.58 on Tuesday. The firm’s 50 day simple moving average is $78.40 and its 200 day simple moving average is $88.35. The company has a market capitalization of $3.65 billion, a P/E ratio of 14.81 and a beta of 0.39. The company has a debt-to-equity ratio of 2.47, a current ratio of 1.85 and a quick ratio of 0.99. Post has a 1-year low of $71.45 and a 1-year high of $117.28.

Post (NYSE:POST) last announced its earnings results on Thursday, August 6th. The company reported $1.78 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.70 by $0.08. Post had a net margin of 3.48% and a return on equity of 13.22%. The business had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.02 billion. During the same period in the previous year, the business posted $2.03 earnings per share. Post’s revenue for the quarter was down 1.8% on a year-over-year basis. Sell-side analysts forecast that Post will post 7.57 earnings per share for the current fiscal year.

Key Post News

Here are the key news stories impacting Post this week:

• Neutral Sentiment: The upcoming earnings release and fiscal 2027 outlook will be the next major catalysts for investors. The update is informational and does not change Post’s current earnings outlook. Post Holdings Schedules Fourth Quarter and Fiscal Year 2026 Conference Call
• Negative Sentiment: Investors may remain cautious ahead of the results because Post’s latest reported quarter showed revenue below expectations and year-over-year declines in both revenue and earnings, despite an adjusted earnings beat. The company also carries elevated leverage, which could increase sensitivity to margin pressure and interest costs.

Post Company Profile

Post Holdings, Inc (NYSE: POST) is a consumer packaged goods company that develops, manufactures and distributes branded and private-label food products. Its portfolio includes breakfast cereals, eggs, refrigerated side dishes, active-nutrition products and foodservice items sold through grocery retailers, club stores, restaurants, institutions and other channels.

Post Consumer Brands markets cereals and other products under brands including Honey Bunches of Oats, Pebbles, Grape-Nuts, Great Grains and Malt-O-Meal.