Wells Fargo & Company Issues Pessimistic Forecast for Post (NYSE:POST) Stock Price

Post (NYSE:POST) had its target price lowered by Wells Fargo & Company from $86.00 to $79.00 in a research note issued to investors on Monday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would suggest a potential upside of 7.59% from the company’s previous close.

Several other research firms have also recently commented on POST. Jefferies Financial Group set a $117.00 price target on shares of Post in a report on Monday, July 27th. Zacks Research lowered Post from a “hold” rating to a “strong sell” rating in a report on Thursday, October 1st. Weiss Ratings cut Post from a “hold (c)” rating to a “sell (d+)” rating in a research report on Monday, August 17th. Stifel Nicolaus set a $125.00 target price on Post in a research note on Friday, August 7th. Finally, Barclays lowered 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. Four research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average price target of $108.00.

Post Stock Performance

POST stock opened at $73.42 on Monday. 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 stock has a market cap of $3.33 billion, a P/E ratio of 13.50 and a beta of 0.39. The firm has a 50 day simple moving average of $80.64 and a 200 day simple moving average of $90.13. Post has a 52 week low of $71.45 and a 52 week high of $117.28.

Post (NYSE:POST) last announced its quarterly earnings data on Thursday, August 6th. The company reported $1.78 EPS for the quarter, beating analysts’ consensus estimates of $1.70 by $0.08. Post had a net margin of 3.48% and a return on equity of 13.22%. The firm had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $2.02 billion. During the same period in the previous year, the firm posted $2.03 earnings per share. The firm’s revenue was down 1.8% on a year-over-year basis. Research analysts anticipate that Post will post 7.56 earnings per share for the current fiscal year.

Insider Activity at Post

In other news, Chairman William P. Stiritz sold 277,935 shares of the firm’s stock in a transaction on Wednesday, September 2nd. The shares were sold at an average price of $84.23, for a total transaction of $23,410,465.05. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 14.05% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Post

A number of large investors have recently bought and sold shares of the business. Engineers Gate Manager LP acquired a new position in shares of Post during the 2nd quarter valued at about $1,697,000. Moran Wealth Management LLC bought a new position in shares of Post in the 1st quarter valued at approximately $5,229,000. Junto Capital Management LP lifted its holdings in 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 purchasing an additional 181,849 shares during the last quarter. Redwood Investment Management LLC acquired a new stake in Post in the 2nd quarter worth approximately $2,176,000. Finally, Hsbc Holdings PLC boosted its position in Post by 1,064.2% during the first quarter. Hsbc Holdings PLC now owns 28,336 shares of the company’s stock worth $2,790,000 after purchasing an additional 25,902 shares during the period. 94.85% of the stock is currently owned by institutional investors.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Wells Fargo maintained an “equal weight” rating while setting a $79 price target, implying approximately 7.6% upside from recent levels. This suggests the firm sees limited near-term downside despite lowering its valuation estimate. Wells Fargo Has Lowered Expectations for Post Stock Price
• Neutral Sentiment: Post’s latest quarterly results exceeded earnings expectations, with EPS of $1.78 versus the $1.70 consensus. However, revenue of $1.95 billion fell short of the $2.02 billion estimate and declined 1.8% year over year, indicating ongoing sales pressure despite better cost or operational performance.
• Negative Sentiment: The Wells Fargo target cut from $86 to $79 reflects reduced expectations for Post Holdings’ valuation. The stock also trades below both its 50-day and 200-day moving averages, while elevated leverage—with a debt-to-equity ratio of 2.47—could constrain flexibility if consumer demand remains weak.

About Post

Post Holdings, Inc is a consumer packaged goods company that develops, manufactures and distributes branded and private-label food products. Its portfolio includes ready-to-eat cereals, granola, protein shakes and bars, pet food, eggs and egg products, refrigerated breakfast foods, side dishes, sausage, and other convenience foods.

The company operates through businesses including Post Consumer Brands, which markets cereal and pet food products; Weetabix, a United Kingdom-based cereal business with brands sold in the U.K.