Braun Stacey Associates Inc. Increases Holdings in Post Holdings, Inc. $POST

Braun Stacey Associates Inc. lifted its holdings in Post Holdings, Inc. (NYSE:POST) by 6.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 191,562 shares of the company’s stock after acquiring an additional 12,014 shares during the period. Braun Stacey Associates Inc. owned 0.35% of Post worth $20,589,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in POST. Northwestern Mutual Wealth Management Co. lifted its stake 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 purchasing an additional 135 shares during the last quarter. Byrne Asset Management LLC purchased a new stake in Post during the 2nd quarter valued at $52,000. Signaturefd LLC lifted its position in Post by 131.1% in the second quarter. Signaturefd LLC now owns 550 shares of the company’s stock worth $60,000 after buying an additional 312 shares during the last quarter. Nomura Asset Management Co. Ltd. boosted its stake in Post by 39.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after buying an additional 160 shares during the period. Finally, Headlands Technologies LLC purchased a new position in Post during the second quarter worth $64,000. 94.85% of the stock is owned by institutional investors.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Rising US flu activity may support demand for shelf‑stable, at‑home foods (cereal, ready meals) as consumers stay home — a modest potential tailwind for Post’s retail brands. Flu cases are rising with a new strain that makes older people sicker – The Washington Post
• Neutral Sentiment: No Post-specific filings in this batch — several corporate updates (fund NTAs, buybacks, auto sales, employee awards) are company-specific but unrelated to Post and unlikely to move POST stock directly. Example: L1 Long Short Fund NTA update. L1 Long Short Fund Posts Late‑December NTA Update
• Neutral Sentiment: Macro consumer/retail news (e.g., BYD auto sales) and many corporate updates in your list are sector- or region-specific and do not directly affect Post’s fundamentals. Example: BYD posts record NEV sales. BYD Posts Record 2025 NEV Sales as Battery EVs and Exports Drive Growth
• Negative Sentiment: Geopolitical and risk‑off headlines (Iran protests, China‑Taiwan drills) can push investors into safer assets and weigh on riskier equities; broad market weakness often drags even defensive stocks with leverage like Post. Iran on the brink? Key information about the protests – DW

Post Stock Performance

Post stock opened at $99.08 on Friday. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.95 and a current ratio of 1.67. The company has a market capitalization of $5.11 billion, a PE ratio of 18.08 and a beta of 0.45. The company has a 50 day moving average price of $102.24 and a 200-day moving average price of $105.81. Post Holdings, Inc. has a fifty-two week low of $95.07 and a fifty-two week high of $119.85.

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

Wall Street Analysts Forecast Growth

POST has been the topic of several recent analyst reports. Wells Fargo & Company reduced their target price on shares of Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a research note on Monday, November 24th. JPMorgan Chase & Co. increased their price objective 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. Barclays decreased their price objective on shares of Post from $125.00 to $113.00 and set an “overweight” rating for the company in a research note on Tuesday, November 25th. Wall Street Zen cut Post from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Finally, Evercore ISI decreased their price target on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Five 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 stock. According to MarketBeat, Post has a consensus rating of “Moderate Buy” and a consensus price target of $125.33.

Insider Buying and Selling at Post

In related 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 sale, the senior vice president directly owned 11,441 shares in the company, valued at $1,106,230.29. The trade was a 12.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director David W. Kemper bought 1,800 shares of the company’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 acquisition, the director owned 31,522 shares in the company, valued at $3,086,949.46. This 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.

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.