Janus Henderson Group PLC Decreases Stock Holdings in Post Holdings, Inc. (NYSE:POST)

Janus Henderson Group PLC lowered its stake in shares of Post Holdings, Inc. (NYSE:POST) by 5.5% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 22,319 shares of the company’s stock after selling 1,300 shares during the period. Janus Henderson Group PLC’s holdings in Post were worth $2,556,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Jefferies Financial Group Inc. bought a new position in Post during the fourth quarter valued at approximately $288,000. Focus Partners Wealth lifted its holdings in shares of Post by 67.3% during the 4th quarter. Focus Partners Wealth now owns 2,959 shares of the company’s stock valued at $339,000 after buying an additional 1,190 shares during the period. Ensign Peak Advisors Inc lifted its holdings in shares of Post by 9.6% during the 4th quarter. Ensign Peak Advisors Inc now owns 108,820 shares of the company’s stock valued at $12,456,000 after buying an additional 9,546 shares during the period. D. E. Shaw & Co. Inc. boosted its stake in shares of Post by 81.8% in the 4th quarter. D. E. Shaw & Co. Inc. now owns 119,751 shares of the company’s stock worth $13,707,000 after buying an additional 53,873 shares during the last quarter. Finally, Cetera Investment Advisers grew its holdings in shares of Post by 4.7% in the fourth quarter. Cetera Investment Advisers now owns 28,002 shares of the company’s stock worth $3,205,000 after acquiring an additional 1,264 shares during the period. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post Price Performance

NYSE POST opened at $110.41 on Wednesday. The business’s fifty day moving average is $113.41 and its 200 day moving average is $112.65. Post Holdings, Inc. has a fifty-two week low of $99.70 and a fifty-two week high of $125.84. The company has a debt-to-equity ratio of 1.78, a quick ratio of 1.64 and a current ratio of 2.39. The company has a market capitalization of $6.15 billion, a PE ratio of 18.19 and a beta of 0.50.

Post (NYSE:POST) last announced its quarterly earnings data on Thursday, May 8th. The company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.18 by $0.23. The firm had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $1.98 billion. Post had a net margin of 4.94% and a return on equity of 10.48%. The company’s revenue for the quarter was down 2.3% compared to the same quarter last year. During the same period in the prior year, the company posted $1.51 earnings per share. Sell-side analysts predict that Post Holdings, Inc. will post 6.41 earnings per share for the current year.

Insider Buying and Selling at Post

In related news, CEO Nicolas Catoggio sold 5,000 shares of the firm’s stock in a transaction on Monday, March 3rd. The stock was sold at an average price of $114.50, for a total value of $572,500.00. Following the completion of the sale, the chief executive officer now directly owns 50,501 shares in the company, valued at $5,782,364.50. This trade represents a 9.01% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Bradly A. Harper sold 2,000 shares of Post stock in a transaction dated Tuesday, March 4th. The stock was sold at an average price of $114.59, for a total transaction of $229,180.00. Following the transaction, the senior vice president now directly owns 8,741 shares of the company’s stock, valued at approximately $1,001,631.19. This represents a 18.62% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 27,157 shares of company stock valued at $3,139,361 in the last three months. 11.40% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of research analysts have weighed in on POST shares. Piper Sandler increased their target price on Post from $120.00 to $140.00 and gave the company an “overweight” rating in a report on Monday, February 10th. Wells Fargo & Company lowered their price objective on shares of Post from $124.00 to $120.00 and set an “equal weight” rating on the stock in a research note on Monday, May 12th. One analyst has rated the stock with a hold rating and four have given a buy rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $128.20.

Post Profile

Post Holdings, Inc operates as a consumer packaged goods holding company in the United States and internationally. It operates through four segments: Post Consumer Brands, Weetabix, Foodservice, and Refrigerated Retail. The Post Consumer Brands segment manufactures, markets, and sells branded and private label ready-to-eat (RTE) cereals under Honey Bunches of Oats, Pebbles, and Malt-O-Meal brand names; hot cereal; peanut butter under the Peter Pan brand; and branded and private label dog and cat food products under Rachael Ray Nutrish, Nature's Recipe, 9Lives, Kibbles 'n Bits and Gravy Train brand names.