Post Holdings, Inc. (NYSE:POST) Given Average Rating of “Moderate Buy” by Analysts

Post Holdings, Inc. (NYSE:POST) has been given a consensus rating of “Moderate Buy” by the eight ratings firms that are currently covering the firm, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, two have assigned a hold recommendation and five have issued a buy recommendation on the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $129.6667.

Several research firms recently weighed in on POST. Barclays restated an “overweight” rating and set a $127.00 price target on shares of Post in a research report on Monday. Mizuho reduced their price target on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research report on Monday, December 1st. JPMorgan Chase & Co. increased their price objective on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research report on Monday, October 27th. Wells Fargo & Company raised their target price on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a report on Monday. Finally, Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a research report on Saturday.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s latest reported quarter (Feb. 5) delivered an earnings beat: GAAP EPS $2.13 vs. consensus $1.66 and year‑over‑year revenue growth (~+10%). That EPS outperformance is a supportive fundamental datapoint for the stock. Post Q1 results (MarketBeat)
• Neutral Sentiment: There are no direct Post Holdings press releases or new strategic announcements in the supplied article list — most headlines cover unrelated companies and macro items (e.g., postal/systemic support in Canada) that are unlikely to materially change Post’s fundamentals. Example coverage about the Canadian postal system is included below. Canada to Provide $720M to Canada Post (WSJ)
• Negative Sentiment: The quarter was mixed: revenue missed consensus by a hair (reported ~$2.17B vs ~$2.18B est), net margin remains thin (~3.8%), and the company carries meaningful leverage (debt/equity ~2.15). Those factors leave the stock exposed to profit‑taking and make investors sensitive to any guidance or margin pressure. The mixed print + perceived balance‑sheet risk likely explain downward pressure. Post financial snapshot (MarketBeat)

Post Trading Down 3.8%

NYSE POST opened at $109.62 on Wednesday. The stock has a 50 day simple moving average of $100.13 and a two-hundred day simple moving average of $104.19. Post has a fifty-two week low of $95.07 and a fifty-two week high of $119.85. The stock has a market cap of $5.26 billion, a P/E ratio of 20.26 and a beta of 0.44. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90.

Post (NYSE:POST) last issued its quarterly earnings data 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 business had revenue of $2.17 billion for the quarter, compared to the consensus estimate of $2.18 billion. Post had a net margin of 3.82% and a return on equity of 12.37%. The company’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.73 EPS. On average, analysts forecast that Post will post 6.41 earnings per share for the current year.

Insider Transactions at Post

In other Post news, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total transaction of $798,226.73. Following the sale, the director owned 21,293 shares in the company, valued at approximately $2,434,002.83. This trade represents a 24.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of the firm’s stock in a transaction on Friday, December 5th. The shares were sold at an average price of $96.69, for a total transaction of $160,312.02. Following the sale, the senior vice president 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 disclosure for this sale is available in the SEC filing. 14.05% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in POST. Dimensional Fund Advisors LP lifted its stake in shares of Post by 4.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 2,812,423 shares of the company’s stock valued at $302,272,000 after purchasing an additional 110,928 shares during the last quarter. The Manufacturers Life Insurance Company boosted its stake in 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 buying an additional 340,599 shares during the period. Norges Bank bought a new position in Post during the second quarter valued at $136,310,000. Epoch Investment Partners Inc. lifted its holdings in shares of Post by 3.2% in the 2nd quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock worth $103,004,000 after acquiring an additional 29,240 shares during the last quarter. Finally, Geode Capital Management LLC boosted its stake in shares of Post by 1.0% during the 4th quarter. Geode Capital Management LLC now owns 880,993 shares of the company’s stock worth $87,282,000 after purchasing an additional 8,906 shares during the period. Institutional investors own 94.85% of the company’s stock.

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.