Post (POST) Expected to Announce Earnings on Thursday

Post (NYSE:POST) is expected to be issuing its Q1 2026 results after the market closes on Thursday, February 5th. Analysts expect the company to announce earnings of $1.62 per share and revenue of $2.1759 billion for the quarter. Investors may review the information on the company’s upcoming Q1 2026 earning report for the latest details on the call scheduled for Friday, February 6, 2026 at 9:00 AM ET.

Post (NYSE:POST) last issued its quarterly earnings results 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. Post had a net margin of 4.11% and a return on equity of 11.72%. The business had revenue of $2.25 billion for the quarter, compared to the consensus estimate of $2.25 billion. During the same quarter in the prior year, the company earned $1.53 EPS. The firm’s quarterly revenue was up 11.8% on a year-over-year basis. On average, analysts expect Post to post $6 EPS for the current fiscal year and $7 EPS for the next fiscal year.

Post Stock Down 0.2%

Shares of NYSE:POST opened at $97.88 on Thursday. 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 firm has a market cap of $5.05 billion, a P/E ratio of 17.86 and a beta of 0.45. Post has a 12 month low of $95.07 and a 12 month high of $119.85. The company’s 50-day moving average price is $99.35 and its two-hundred day moving average price is $104.28.

Insiders Place Their Bets

In related news, Director David W. Kemper acquired 1,800 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The stock was 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 of the company’s stock, valued at $3,086,949.46. This trade represents a 6.06% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of the stock in a transaction dated Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the transaction, 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 position. Additional details regarding this sale are available in the official SEC disclosure. 14.05% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd acquired a new stake in Post in the third quarter worth $26,000. Northwestern Mutual Wealth Management Co. grew its holdings 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 buying an additional 135 shares during the period. Danske Bank A S bought a new stake in shares of Post in the 3rd quarter valued at $64,000. Headlands Technologies LLC acquired a new stake in Post during the 2nd quarter worth $64,000. Finally, EverSource Wealth Advisors LLC lifted its holdings in Post by 406.1% during the second quarter. EverSource Wealth Advisors LLC now owns 906 shares of the company’s stock worth $99,000 after acquiring an additional 727 shares in the last quarter. Institutional investors and hedge funds own 94.85% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on the stock. Mizuho lowered their price target on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a report on Monday, December 1st. Wells Fargo & Company decreased their price objective on Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a research report on Monday, November 24th. Weiss Ratings downgraded Post from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Thursday, January 22nd. JPMorgan Chase & Co. upped their price target on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Finally, Evercore ISI lowered their price objective on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Five analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $125.33.

Post News Roundup

Here are the key news stories impacting Post this week:

• Positive Sentiment: Underlying earnings momentum — Post beat expectations in its last reported quarter (EPS $2.09 vs. $1.89) and revenue rose ~11.8% year-over-year, which supports the company’s intermediate earnings outlook and helps justify current multiples. Analysts still expect solid full‑year EPS (~6.41).
• Positive Sentiment: Risk‑on market backdrop could cap downside for consumer stocks — the S&P 500 recently posted new highs on tech strength and broad earnings strength, which can buoy packaged‑food names on any rally. S&P 500 Posts a Record High
• Neutral Sentiment: Payments and retail checkout shifts (BNPL / post‑purchase instalments) are evolving — this is a sector trend that could indirectly affect demand patterns at grocery and retail customers, but it’s not an immediate company‑level catalyst for Post. Banks and BNPL Blur Lines on Post-Purchase Payments
• Neutral Sentiment: Fed and macro policy remain the dominant market drivers — rate decisions and messaging (and the volatility that sometimes follows big policy meetings) shape investor appetite for staples stocks; the next policy headlines are a watch item for POST holders.
• Negative Sentiment: Technicals and near‑term momentum are weak — the stock is trading below its 200‑day moving average (200‑day: $104.28 vs 50‑day: $99.35) and is close to its 12‑month low, which can amplify selling pressure from technical traders.
• Negative Sentiment: Leverage and liquidity considerations — Post’s debt‑to‑equity (~1.97) and a quick ratio under 1.0 (0.95) leave less margin for error if input costs or working‑capital needs rise; that balance‑sheet profile can weigh on the multiple compared with lower‑leverage peers.

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.