Post (NYSE:POST) Upgraded at Wall Street Zen

Post (NYSE:POST) was upgraded by research analysts at Wall Street Zen from a “hold” rating to a “buy” rating in a research note issued to investors on Saturday.

Several other research firms have also recently weighed in on POST. Zacks Research cut Post from a “hold” rating to a “strong sell” rating in a research report on Friday, November 28th. Evercore cut their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a report on Monday, November 24th. Mizuho decreased their price objective 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. Weiss Ratings cut shares of Post from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Thursday, January 22nd. Finally, JPMorgan Chase & Co. raised their price target on shares of Post from $131.00 to $132.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Five research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $125.33.

Post Trading Up 9.8%

NYSE:POST opened at $114.62 on Friday. Post has a 52 week low of $95.07 and a 52 week high of $119.85. The firm has a 50-day moving average price of $99.63 and a two-hundred day moving average price of $104.18. 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 firm has a market cap of $5.91 billion, a price-to-earnings ratio of 21.19 and a beta of 0.44.

Post (NYSE:POST) last posted its earnings results on Thursday, February 5th. The company reported $2.13 EPS for the quarter, topping the consensus estimate of $1.66 by $0.47. The firm had revenue of $2.17 billion for the quarter, compared to analysts’ expectations of $2.18 billion. Post had a net margin of 3.82% and a return on equity of 12.05%. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.73 EPS. On average, equities analysts expect that Post will post 6.41 earnings per share for the current fiscal year.

Insider Activity

In other news, SVP Bradly A. Harper sold 1,658 shares of the business’s stock in a transaction that occurred on Friday, December 5th. The shares were 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 $1,106,230.29. The trade was a 12.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director David W. Kemper acquired 1,800 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average cost of $97.93 per share, with a total value 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 trade represents a 6.06% increase in their position. The disclosure for this purchase is available in the SEC filing. 14.05% of the stock is owned by company insiders.

Hedge Funds Weigh In On Post

A number of large investors have recently made changes to their positions in POST. Larson Financial Group LLC raised its stake in shares of Post by 62.8% during the 4th quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock valued at $26,000 after purchasing an additional 103 shares during the period. Caitong International Asset Management Co. Ltd purchased a new position in Post during the 3rd quarter valued at about $26,000. Northwestern Mutual Wealth Management Co. increased its position in shares of Post by 119.5% during the second 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. Highlander Partners L.P. purchased a new stake in shares of Post in the fourth quarter worth about $33,000. Finally, Millstone Evans Group LLC lifted its holdings in shares of Post by 50.0% in the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after buying an additional 125 shares in the last quarter. 94.85% of the stock is owned by institutional investors.

Key Headlines Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Q1 earnings beat and raised guidance — Post reported adjusted EPS above consensus ($2.13 vs. $1.66 consensus), revenue grew ~10% year-over-year, and management raised FY2026 adjusted EBITDA guidance to $1.55–$1.58 billion, which supports upside to valuation and drove buying interest. Post Holdings Reports Results for the First Quarter of Fiscal Year 2026; Raises Fiscal Year 2026 Outlook
• Positive Sentiment: Leadership change at Post Consumer Brands — The company named Greg Pearson as President & CEO of Post Consumer Brands (effective April 1). Market reaction suggests investors view this as a stabilizing commercial/brand leadership move for a core segment. Greg Pearson to Join Post Consumer Brands as President and Chief Executive Officer
• Neutral Sentiment: Top-line vs. some street estimates mixed — while revenue rose ~10%, it was marginally below certain estimates ($2.17B vs. ~$2.18B). That moderates the beat narrative and keeps focus on margin and segment trends in upcoming calls. Post Holdings Q1 Earnings Beat Estimates, Sales Grow About 10% Y/Y
• Neutral Sentiment: Analyst backdrop supportive but varied — recent analyst coverage is mostly positive (several Outperform/Overweight ratings) and median price targets sit near current levels, leaving room for incremental upgrades if execution continues. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Cash flow and liquidity signals to watch — some third‑party data flagged a sharp decline in cash and operating cash flow year-over-year; investors will watch free cash flow and working capital as acquisitions and integration drive results. Post Holdings (POST) Releases Q1 2026 Earnings: Revenue Growth but EPS Miss
• Negative Sentiment: Leverage and margins remain elevated/thin — Post carries meaningful leverage (debt-to-equity around ~2.0) and reported modest net margins; any slip in volumes or integration costs could pressure results and sentiment. Listen to Conference Call

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.