Post (NYSE:POST) Announces Earnings Results, Beats Estimates By $0.08 EPS

Post (NYSE:POST) announced its quarterly earnings results on Thursday. The company reported $1.78 earnings per share for the quarter, topping analysts’ consensus estimates of $1.70 by $0.08, FiscalAI reports. The firm had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $2.02 billion. Post had a return on equity of 12.85% and a net margin of 3.48%.The business’s revenue was down 1.8% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.03 earnings per share.

Post Price Performance

Shares of Post stock traded down $11.52 during trading on Friday, reaching $78.71. 3,897,264 shares of the company’s stock were exchanged, compared to its average volume of 837,140. The company has a debt-to-equity ratio of 2.38, a quick ratio of 1.03 and a current ratio of 1.85. Post has a 1-year low of $77.60 and a 1-year high of $117.28. The company has a market cap of $3.57 billion, a P/E ratio of 14.47 and a beta of 0.40. The firm’s 50-day moving average price is $89.64 and its 200 day moving average price is $97.63.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post reported third-quarter adjusted earnings of $1.78 per share, exceeding the $1.70 consensus estimate. Operating profit was $189.3 million, while adjusted EBITDA reached $377.3 million. Post Holdings Q3 earnings beat estimates
• Positive Sentiment: Management narrowed its fiscal 2026 adjusted EBITDA outlook to $1.56 billion-$1.57 billion and provided preliminary commentary for fiscal 2027, offering investors some visibility into future performance. Post Holdings fiscal 2026 results and outlook
• Neutral Sentiment: The earnings call highlighted foodservice strength, but investors are weighing that performance against softness elsewhere in the portfolio and the company’s broader operating challenges. Post Holdings Q3 earnings call transcript
• Negative Sentiment: Third-quarter revenue was approximately $1.9 billion, below the $2.02 billion consensus estimate and down 1.8% year over year. Earnings also declined from $2.03 per share in the prior-year period, indicating that the EPS beat did not reflect broad-based growth. Post Holdings Q3 earnings and sales review
• Negative Sentiment: Weaker volumes and higher costs are pressuring margins, leaving investors concerned about demand trends and profitability. The combination of a revenue miss, lower year-over-year EPS and operating-cost pressure explains why Post Holdings (POST) moved lower despite beating earnings expectations.

Analyst Ratings Changes

POST has been the subject of a number of recent analyst reports. Jefferies Financial Group set a $117.00 price objective on Post in a research report on Monday, July 27th. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Barclays cut their price target on Post from $119.00 to $106.00 and set an “overweight” rating for the company in a report on Tuesday, July 21st. Stifel Nicolaus set a $125.00 price objective on shares of Post in a report on Friday. Finally, Weiss Ratings upgraded shares of Post from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday. Four equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $115.71.

Insiders Place Their Bets

In other Post news, Director Gregory L. Curl sold 6,186 shares of Post stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $105.05, for a total value of $649,839.30. Following the transaction, the director owned 15,107 shares in the company, valued at $1,586,990.35. The trade was a 29.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 14.05% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Royal Bank of Canada boosted its holdings in shares of Post by 74.2% during the 1st quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock valued at $6,694,000 after acquiring an additional 24,514 shares in the last quarter. Empowered Funds LLC boosted its stake in shares of Post by 12.3% during the first quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock valued at $516,000 after purchasing an additional 487 shares in the last quarter. Focus Partners Wealth grew its holdings in shares of Post by 11.1% during the first quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock worth $382,000 after purchasing an additional 328 shares during the last quarter. Intech Investment Management LLC grew its holdings in shares of Post by 181.1% during the first quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock worth $1,370,000 after purchasing an additional 7,583 shares during the last quarter. Finally, Russell Investments Group Ltd. increased its stake in shares of Post by 3.9% in the second quarter. Russell Investments Group Ltd. now owns 13,289 shares of the company’s stock valued at $1,449,000 after buying an additional 494 shares during the period. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Post Company Profile

Post Holdings, Inc is a consumer packaged goods company that operates as a holding company for a diverse portfolio of food and beverage brands. The company’s principal activities include the production, marketing and distribution of ready-to-eat cereal, refrigerated and frozen foods, and nutritional beverages. Through its operating segments—Post Consumer Brands, Foodservice, Refrigerated Side Dishes & Bakery, and Active Nutrition—Post Holdings delivers a broad array of products to retail grocers, convenience stores, foodservice operators and e-commerce channels.

The Post Consumer Brands segment features a variety of hot and cold cereals under names such as Honey Bunches of Oats, Shredded Wheat and Pebbles.