Fisher Asset Management LLC Has $12.76 Million Holdings in Post Holdings, Inc. $POST

Fisher Asset Management LLC lessened its position in shares of Post Holdings, Inc. (NYSE:POST) by 9.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 118,678 shares of the company’s stock after selling 12,591 shares during the period. Fisher Asset Management LLC owned about 0.22% of Post worth $12,756,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of Post during the second quarter worth about $136,310,000. The Manufacturers Life Insurance Company boosted its position in Post by 35.0% during the 2nd 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 last quarter. Orion Porfolio Solutions LLC grew its stake in shares of Post by 773.1% during the 2nd quarter. Orion Porfolio Solutions LLC now owns 176,386 shares of the company’s stock worth $19,231,000 after acquiring an additional 156,184 shares in the last quarter. AQR Capital Management LLC raised its holdings in shares of Post by 228.5% in the second quarter. AQR Capital Management LLC now owns 206,617 shares of the company’s stock valued at $22,515,000 after purchasing an additional 143,711 shares during the last quarter. Finally, Qube Research & Technologies Ltd bought a new stake in shares of Post in the second quarter worth $7,772,000. 94.85% of the stock is currently owned by institutional investors.

Insider Activity at Post

In other Post news, Director Gregory L. Curl sold 6,983 shares of the business’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 directly owned 21,293 shares of the company’s stock, valued at $2,434,002.83. The trade was a 24.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Bradly A. Harper sold 1,658 shares of the company’s 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 sale, the senior vice president owned 11,441 shares in the company, valued at $1,106,230.29. This trade represents a 12.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 14.05% of the company’s stock.

Post Trading Down 0.0%

POST stock opened at $106.62 on Thursday. Post Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85. The company has a market capitalization of $5.10 billion, a PE ratio of 19.71 and a beta of 0.43. The company’s 50-day simple moving average is $102.90 and its 200 day simple moving average is $104.37. 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 released its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share 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 company’s revenue was up 10.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.73 EPS. As a group, sell-side analysts anticipate that Post Holdings, Inc. will post 6.41 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on POST shares. Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Weiss Ratings upgraded shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a report on Friday, February 6th. Barclays reaffirmed an “overweight” rating and set a $127.00 price target on shares of Post in a research report on Monday, February 9th. Finally, Wells Fargo & Company lifted their price objective on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Five equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat, Post presently has a consensus rating of “Moderate Buy” and an average target price of $129.67.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s recent operational strength and profitability support shareholder returns — analysts highlight accelerating buybacks and a potential re-rating. This narrative can support the stock if buybacks are executed and EPS improves. Post Holdings: Valuation Disconnect With Double-Digit Buybacks Accelerating (Rating Upgrade)
• Positive Sentiment: Post’s most recent quarterly results showed an EPS beat and year-over-year revenue growth, giving the company room to pursue buybacks or strategic investments (supports bullish case if management prioritizes returns).
• Neutral Sentiment: Post launched a private offering of 6.250% senior notes due 2034 (initially $500M planned). This provides liquidity and term funding but is neutral until uses of proceeds are clear. Post Holdings Announces Commencement of Senior Notes Offering
• Neutral Sentiment: The notes pricing was upsized to $600M and sold at ~100.75 (yield to worst ~6.11%), which indicates investor demand but changes the company’s debt profile; market reaction will hinge on whether proceeds fund buybacks, refinancing, or other uses. Post Holdings Announces Pricing of Senior Notes Offering
• Negative Sentiment: The additional long-dated debt increases leverage and locks in a relatively high funding cost (6.25% coupon; yield ~6.11%), which will raise interest expense and pressure margins/credit metrics unless offset by improved operational cash flow or reduction of higher-cost liabilities.

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.