Osaic Holdings Inc. Raises Holdings in Post Holdings, Inc. $POST

Osaic Holdings Inc. boosted its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 79.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 21,227 shares of the company’s stock after acquiring an additional 9,391 shares during the quarter. Osaic Holdings Inc.’s holdings in Post were worth $2,318,000 at the end of the most recent quarter.

Other large investors have also modified their holdings of the company. Northwestern Mutual Wealth Management Co. increased its position in shares of Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares during the last quarter. Byrne Asset Management LLC purchased a new position in Post during the second quarter worth about $52,000. Signaturefd LLC increased its position in shares of Post by 131.1% during the second quarter. Signaturefd LLC now owns 550 shares of the company’s stock valued at $60,000 after acquiring an additional 312 shares during the last quarter. Nomura Asset Management Co. Ltd. raised its stake in shares of Post by 39.0% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock valued at $62,000 after acquiring an additional 160 shares during the period. Finally, Headlands Technologies LLC acquired a new position in shares of Post in the 2nd quarter worth approximately $64,000. Institutional investors and hedge funds own 94.85% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the company. Barclays cut their target price on Post from $125.00 to $113.00 and set an “overweight” rating on the stock in a research report on Tuesday, November 25th. Mizuho cut their price objective on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Weiss Ratings reissued a “hold (c-)” rating on shares of Post in a research note on Monday, December 22nd. Wells Fargo & Company dropped their target price on 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, JPMorgan Chase & Co. increased their price target on shares of Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. Five equities research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $125.33.

Post Stock Down 0.1%

Shares of NYSE:POST opened at $101.20 on Friday. Post Holdings, Inc. has a fifty-two week low of $95.07 and a fifty-two week high of $119.85. The firm’s 50 day moving average price is $102.91 and its 200 day moving average price is $106.14. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. The stock has a market cap of $5.22 billion, a price-to-earnings ratio of 18.47 and a beta of 0.46.

Post (NYSE:POST) last announced its quarterly earnings data on Thursday, November 20th. The company reported $2.09 EPS for the quarter, beating analysts’ consensus estimates of $1.89 by $0.20. The company had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.25 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. The company’s quarterly revenue was up 11.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.53 EPS. As a group, equities research analysts predict that Post Holdings, Inc. will post 6.41 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Post news, Director David W. Kemper acquired 1,800 shares of the company’s stock in a transaction dated 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 acquisition, the director owned 31,522 shares in the company, valued at $3,086,949.46. The trade was a 6.06% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 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. The trade was a 12.66% decrease in their position. The SEC filing for this sale provides additional information. 14.05% of the stock is owned by company insiders.

Trending Headlines about 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

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.