Post Holdings, Inc. (NYSE:POST) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Post Holdings, Inc. (NYSE:POST) have been assigned a consensus recommendation of “Moderate Buy” from the eight brokerages that are presently covering the company, MarketBeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, two have issued a hold recommendation and five have given a buy recommendation to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $125.3333.

A number of research analysts recently weighed in on POST shares. JPMorgan Chase & Co. raised their price target on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Barclays cut their price objective on shares of Post from $125.00 to $113.00 and set an “overweight” rating for the company in a research report on Tuesday, November 25th. Mizuho decreased their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Wall Street Zen lowered shares of Post from a “buy” rating to a “hold” rating in a report on Sunday, November 23rd. Finally, Wells Fargo & Company lowered their target price on shares of Post from $115.00 to $108.00 and set an “equal weight” rating for the company in a research note on Monday, November 24th.

Key Stores Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s most recent quarterly results showed an EPS beat and year-over-year revenue growth (reported 11.8% y/y), supporting investor confidence in margin recovery and organic growth. Post Holdings Market Data & Recent Results
• Positive Sentiment: Defensive demand: with the S&P showing unusual December weakness and investors rotating positions, consumer staples names like Post can attract flows as a defensive hold. This market tone helps explain the stock’s uptick despite broader volatility. S&P 500 Posts Rare December Decline
• Neutral Sentiment: Macro rate and liquidity moves are mixed — U.S. Treasuries posted a weekly advance, which can tighten risk appetite for cyclicals but has an ambiguous effect on steady-margin consumer stocks. Watch rates for funding/valuation impacts. US Treasuries Weekly Advance
• Neutral Sentiment: Risk-asset rotation (crypto ETF outflows and pockets of selling) signals broader market rebalancing rather than a uniform equity selloff; direct impact on Post is limited but affects overall risk sentiment. ETF Weekly: Bitcoin and Ether Losses
• Negative Sentiment: Technical/momentum headwind: POST is trading below its 50-day ($103.25) and 200-day ($106.36) moving averages, which can limit near-term upside as momentum-focused funds stay sidelined.
• Negative Sentiment: Balance-sheet and liquidity concerns: Post’s quick ratio (~0.95) and debt-to-equity (~1.97) point to leverage and tighter short-term liquidity compared with lower-leverage peers — a negative for investors focused on financial resilience if macro stress increases.

Insider Buying and Selling at Post

In other Post news, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the transaction, the senior vice president directly owned 11,441 shares of the company’s stock, valued at $1,106,230.29. The trade was a 12.66% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director David W. Kemper purchased 1,800 shares of the business’s stock in a transaction on Monday, November 24th. The shares were acquired at an average price of $97.93 per share, for a total transaction of $176,274.00. Following the completion of the purchase, the director directly owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This trade represents a 6.06% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 14.05% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in POST. Caitong International Asset Management Co. Ltd purchased a new position in Post in the third quarter valued at approximately $26,000. Northwestern Mutual Wealth Management Co. grew its position in shares of Post by 119.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after buying an additional 135 shares during the last quarter. Brooklyn Investment Group raised its stake in Post by 232.1% during the 1st quarter. Brooklyn Investment Group now owns 279 shares of the company’s stock worth $32,000 after acquiring an additional 195 shares in the last quarter. Millstone Evans Group LLC lifted its position in Post by 50.0% in the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock valued at $40,000 after acquiring an additional 125 shares during the last quarter. Finally, Ameriflex Group Inc. boosted its stake in Post by 332.0% in the third quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock valued at $46,000 after acquiring an additional 332 shares in the last quarter. Institutional investors and hedge funds own 94.85% of the company’s stock.

Post Trading Up 0.1%

Shares of NYSE:POST opened at $100.91 on Tuesday. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. Post has a 52-week low of $95.07 and a 52-week high of $119.85. The stock has a market cap of $5.21 billion, a price-to-earnings ratio of 18.41 and a beta of 0.46. The business has a 50-day moving average price of $103.25 and a 200-day moving average price of $106.36.

Post (NYSE:POST) last issued its quarterly earnings results on Thursday, November 20th. The company reported $2.09 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.20. Post had a net margin of 4.11% and a return on equity of 11.72%. The company had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.25 billion. During the same quarter in the prior year, the company earned $1.53 EPS. Post’s quarterly revenue was up 11.8% on a year-over-year basis. Equities analysts predict that Post will post 6.41 EPS for the current year.

Post announced that its Board of Directors has initiated a share repurchase plan on Friday, August 29th that permits the company to repurchase $0.00 in outstanding shares. This repurchase authorization permits the company to buy shares of its stock through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

About Post

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.