Gregory Curl Sells 6,983 Shares of Post (NYSE:POST) Stock

Post Holdings, Inc. (NYSE:POST) Director Gregory Curl sold 6,983 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the transaction, the director directly owned 21,293 shares in the company, valued at approximately $2,434,002.83. This represents a 24.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

Post Trading Up 1.3%

POST stock opened at $111.07 on Thursday. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15. The company has a market cap of $5.33 billion, a price-to-earnings ratio of 20.53 and a beta of 0.44. The business has a fifty day simple moving average of $100.35 and a 200-day simple moving average of $104.23. Post Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85.

Post (NYSE:POST) last posted its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.47. The firm had revenue of $2.17 billion during the quarter, compared to the consensus estimate of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.The firm’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.73 earnings per share. On average, equities research analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current year.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q4 earnings beat drove investor confidence: Post reported $2.13 EPS vs. consensus ~$1.66 and ~10% y/y revenue growth, showing operating momentum that supports upside expectations. Post Q4 results (MarketBeat)
• Positive Sentiment: Analyst actions have turned constructive in places — Zacks moved the stock from “strong sell” to “hold” (a signal that downside risk perception eased), and the consensus across brokers remains tilted toward Buy/Moderate Buy with average targets above the current price. Zacks Research
• Neutral Sentiment: Market context is mixed: revenue beat was modest (revenue essentially in line with estimates) and Post’s valuation metrics (P/E ~20–21, high institutional ownership) mean moves can be magnified by updates or guidance. Post profile (MarketBeat)
• Negative Sentiment: Insider selling: Director Gregory L. Curl sold 6,983 shares (~$798k) in a recent Form 4 filing — a meaningful reduction of that director’s stake that may prompt short‑term investor caution. Insider sale filing
• Negative Sentiment: Balance‑sheet and margin sensitivity: Post carries leverage (debt/equity ~2.15) and reported slim net margins (~3.8%), leaving the stock vulnerable to input‑cost or volume pressure and making guidance / margin commentary key near‑term catalysts. Financial snapshot

Hedge Funds Weigh In On Post

Institutional investors have recently made changes to their positions in the business. Royal Bank of Canada grew its position in shares of Post by 74.2% during the first quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock worth $6,694,000 after buying an additional 24,514 shares in the last quarter. Empowered Funds LLC grew its holdings in Post by 12.3% during the 1st quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock worth $516,000 after acquiring an additional 487 shares in the last quarter. Focus Partners Wealth increased its position in shares of Post by 11.1% in the 1st quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock worth $382,000 after purchasing an additional 328 shares during the last quarter. Intech Investment Management LLC increased its position in shares of Post by 181.1% in the 1st quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock worth $1,370,000 after purchasing an additional 7,583 shares during the last quarter. Finally, KLP Kapitalforvaltning AS raised its stake in shares of Post by 2.2% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 14,100 shares of the company’s stock valued at $1,537,000 after purchasing an additional 300 shares in the last quarter. 94.85% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on POST shares. Evercore dropped their price objective on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Wells Fargo & Company increased their price target on Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a report on Monday. Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a research note on Monday. Weiss Ratings upgraded Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Finally, Mizuho dropped their target price on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Post currently has a consensus rating of “Moderate Buy” and an average target price of $129.67.

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.