Braun Stacey Associates Inc. Grows Stock Holdings in Post Holdings, Inc. $POST

Braun Stacey Associates Inc. grew its position in Post Holdings, Inc. (NYSE:POST) by 4.1% during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 208,685 shares of the company’s stock after buying an additional 8,287 shares during the period. Braun Stacey Associates Inc.’s holdings in Post were worth $18,419,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd bought a new position in shares of Post during the 3rd quarter worth approximately $26,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares in the last quarter. Larson Financial Group LLC increased its position in shares of Post by 62.8% during the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after purchasing an additional 103 shares in the last quarter. Summit Securities Group LLC purchased a new stake in shares of Post during the 1st quarter valued at $28,000. Finally, Highlander Partners L.P. purchased a new stake in shares of Post during the 4th quarter valued at $33,000. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post Stock Up 4.6%

Shares of POST stock opened at $85.25 on Friday. The stock’s 50-day simple moving average is $86.49 and its 200-day simple moving average is $95.44. The company has a debt-to-equity ratio of 2.47, a quick ratio of 0.99 and a current ratio of 1.85. The firm has a market capitalization of $3.86 billion, a PE ratio of 15.67 and a beta of 0.40. Post Holdings, Inc. has a fifty-two week low of $75.40 and a fifty-two week high of $117.28.

Post (NYSE:POST) last released its earnings results on Thursday, August 6th. The company reported $1.78 EPS for the quarter, topping analysts’ consensus estimates of $1.70 by $0.08. The firm had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $2.02 billion. Post had a return on equity of 13.22% and a net margin of 3.48%.The company’s revenue was down 1.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.03 earnings per share. Equities analysts expect that Post Holdings, Inc. will post 7.56 earnings per share for the current year.

Key Post News

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Recent market coverage provides only stock-quote references for Post Holdings, including Morningstar Post Holdings quote and Yahoo Finance Post Holdings quote; neither reports new operating results, analyst actions, acquisitions, or guidance.
• Neutral Sentiment: The latest reported quarter remains the key fundamental reference: Post Holdings delivered adjusted earnings of $1.78 per share, above the $1.70 consensus, but revenue of $1.95 billion fell short of the $2.02 billion estimate and declined 1.8% year over year. EPS also decreased from $2.03 in the prior-year period.
• Negative Sentiment: Investors continue to face mixed signals: the company’s earnings beat was offset by weaker sales, a low 3.48% net margin, and elevated leverage, with debt-to-equity of 2.47. The shares also remain below both their 50-day and 200-day moving averages, indicating continued technical pressure.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Barclays dropped their target price on Post from $106.00 to $95.00 and set an “overweight” rating on the stock in a research note on Monday, August 10th. Jefferies Financial Group set a $117.00 price target on Post in a report on Monday, July 27th. Wall Street Zen lowered Post from a “buy” rating to a “hold” rating in a research note on Saturday, May 9th. Wells Fargo & Company cut their price objective on shares of Post from $98.00 to $86.00 and set an “equal weight” rating on the stock in a report on Monday, August 10th. Finally, Stifel Nicolaus set a $125.00 price objective on shares of Post in a research report on Friday, August 7th. Four equities research analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $109.00.

Post 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.