Aaron Wealth Advisors LLC Invests $569,000 in Post Holdings, Inc. $POST

Aaron Wealth Advisors LLC acquired a new position in shares of Post Holdings, Inc. (NYSE:POST) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 5,749 shares of the company’s stock, valued at approximately $569,000.

A number of other large investors have also modified their holdings of the stock. Dimensional Fund Advisors LP increased its position in shares of Post by 4.1% during the third quarter. Dimensional Fund Advisors LP now owns 2,812,423 shares of the company’s stock worth $302,272,000 after acquiring an additional 110,928 shares during the period. The Manufacturers Life Insurance Company increased its position in shares of Post by 35.0% during the second quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after acquiring an additional 340,599 shares during the period. AQR Capital Management LLC increased its position in shares of Post by 55.8% during the third quarter. AQR Capital Management LLC now owns 321,840 shares of the company’s stock worth $34,476,000 after acquiring an additional 115,223 shares during the period. Victory Capital Management Inc. increased its position in shares of Post by 11.6% during the third quarter. Victory Capital Management Inc. now owns 310,946 shares of the company’s stock worth $33,420,000 after acquiring an additional 32,404 shares during the period. Finally, PYA Waltman Capital LLC increased its position in shares of Post by 63.1% during the third quarter. PYA Waltman Capital LLC now owns 301,544 shares of the company’s stock worth $32,410,000 after acquiring an additional 116,669 shares during the period. Hedge funds and other institutional investors own 94.85% of the company’s stock.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Zacks highlights that Post’s Refrigerated Retail unit is balancing pricing, seasonal volume and private‑label growth to support stable sales and margin resilience — a reminder that parts of Post’s portfolio can protect profitability as commodity and volume cycles shift. Can Post Holdings’ Refrigerated Retail Balance Pricing and Volume?
• Positive Sentiment: Earlier company results (Feb. 5 earnings) showed an EPS beat and year‑over‑year revenue growth, supporting investor confidence that Post can grow earnings while managing costs — a fundamental anchor for the bounce in the share price. (Quarter: $2.13 EPS vs. $1.66 consensus; revenue +10.2% YoY.)
• Neutral Sentiment: Technicals and liquidity look mixed: volume is slightly below average and the share price sits around both its 50‑ and 200‑day moving averages (~$103), which can limit directional conviction and invite short‑term trading around multi‑day news flows.
• Negative Sentiment: Wells Fargo lowered its price target on POST from $120 to $110 and kept an “equal weight” rating — a near‑term headwind that narrows upside in some sell‑side models and may cap gains until Post delivers clearer guidance or better margin visibility. Benzinga

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on POST shares. Barclays reaffirmed an “overweight” rating and set a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Wells Fargo & Company dropped their target price on Post from $120.00 to $110.00 and set an “equal weight” rating on the stock in a report on Wednesday. Finally, Wall Street Zen raised Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Five investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $128.00.

Insider Activity

In other Post news, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction dated 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 owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. This trade represents a 24.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 14.05% of the company’s stock.

Post Stock Performance

NYSE:POST opened at $102.59 on Friday. The firm has a market capitalization of $4.91 billion, a PE ratio of 18.96 and a beta of 0.44. The business’s fifty day moving average price is $103.20 and its 200 day moving average price is $102.75. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02. Post Holdings, Inc. has a 12 month low of $94.13 and a 12 month high of $118.93.

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

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.