Post Holdings, Inc. $POST Shares Purchased by Carnegie Investment Counsel

Carnegie Investment Counsel increased its stake in Post Holdings, Inc. (NYSE:POST) by 4.5% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 158,701 shares of the company’s stock after purchasing an additional 6,861 shares during the period. Carnegie Investment Counsel owned 0.29% of Post worth $17,057,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of POST. Meyer Handelman Co. lifted its stake in shares of Post by 21.1% during the third quarter. Meyer Handelman Co. now owns 11,500 shares of the company’s stock worth $1,236,000 after buying an additional 2,000 shares during the period. Alpha Wealth Funds LLC purchased a new position in Post in the 3rd quarter worth $101,000. Exchange Traded Concepts LLC lifted its position in Post by 5.7% during the 3rd quarter. Exchange Traded Concepts LLC now owns 7,455 shares of the company’s stock worth $801,000 after acquiring an additional 401 shares during the period. Voya Investment Management LLC grew its stake in Post by 37.1% during the 3rd quarter. Voya Investment Management LLC now owns 27,775 shares of the company’s stock valued at $2,985,000 after purchasing an additional 7,519 shares during the last quarter. Finally, National Wealth Management Group LLC increased its holdings in shares of Post by 10.3% in the second quarter. National Wealth Management Group LLC now owns 3,693 shares of the company’s stock valued at $403,000 after purchasing an additional 345 shares during the period. Institutional investors and hedge funds own 94.85% of the company’s stock.

Key Stores Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Winter‑storm demand could boost retail grocery sales and short‑term pantry buying, supporting packaged‑food demand for brands like Post. Major winter storm predicted to bring snow, ice to Midwest and Northeast
• Neutral Sentiment: Holiday market illiquidity and muted S&P futures mean price moves may be choppier and less reliable; thin volumes can exaggerate short‑term swings in POST. S&P Futures Muted in Thin Post-Christmas Trade
• Neutral Sentiment: Major US indices traded with a lack of direction today (choppy session but a strong week overall); with no company news, POST is likely tracking this market backdrop. U.S. Stocks Finish Choppy Trading Day Slightly Lower But Post Strong Weekly Gains
• Neutral Sentiment: Dollar moves can influence commodity prices and exporters; the dollar’s recent dip‑and‑recovery adds uncertainty to input‑cost outlooks for commodity‑sensitive food makers. Dollar Index Posts 2.75-Month Low But Then Recovers
• Negative Sentiment: Wheat (an important input for many Post products) was showing early gains — rising grain prices would pressure margins if costs can’t be fully passed to retailers. Wheat Posting Early Wednesday Gains

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on POST. JPMorgan Chase & Co. upped their target price on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Post in a report on Monday. Mizuho cut their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Wells Fargo & Company decreased 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 report on Monday, November 24th. Finally, Barclays cut their price target on Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Five equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $125.33.

Post Trading Down 0.1%

Shares of POST stock opened at $101.20 on Friday. Post Holdings, Inc. has a 1-year low of $95.07 and a 1-year high of $119.85. The company has a market cap of $5.22 billion, a price-to-earnings ratio of 18.47 and a beta of 0.46. The company has a debt-to-equity ratio of 1.97, a current ratio of 1.67 and a quick ratio of 0.95. The stock has a 50 day simple moving average of $102.91 and a 200-day simple moving average of $106.17.

Post (NYSE:POST) last issued its quarterly earnings results on Thursday, November 20th. The company reported $2.09 EPS for the quarter, topping the consensus estimate of $1.89 by $0.20. The company had revenue of $2.25 billion during the quarter, compared to analyst estimates of $2.25 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. The firm’s revenue was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.53 EPS. On average, equities research analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Post announced that its Board of Directors has approved a share buyback plan on Friday, August 29th that allows the company to repurchase $0.00 in shares. This repurchase authorization allows the company to repurchase shares of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s leadership believes its shares are undervalued.

Insider Activity

In related news, Director David W. Kemper purchased 1,800 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were purchased at an average cost of $97.93 per share, with a total value of $176,274.00. Following the purchase, the director owned 31,522 shares of the company’s stock, valued at $3,086,949.46. This represents a 6.06% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Bradly A. Harper sold 1,658 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The stock was sold at an average price of $96.69, for a total value of $160,312.02. Following the sale, the senior vice president owned 11,441 shares of the company’s stock, valued at approximately $1,106,230.29. This trade represents a 12.66% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 14.05% of the stock is owned by corporate insiders.

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.