Dimensional Fund Advisors LP Acquires 110,928 Shares of Post Holdings, Inc. $POST

Dimensional Fund Advisors LP lifted its holdings in Post Holdings, Inc. (NYSE:POST) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,812,423 shares of the company’s stock after purchasing an additional 110,928 shares during the quarter. Dimensional Fund Advisors LP owned 5.18% of Post worth $302,272,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. The Manufacturers Life Insurance Company increased its holdings in Post by 35.0% in the 2nd 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 in the last quarter. Norges Bank bought a new position in Post during the 2nd quarter valued at about $136,310,000. Epoch Investment Partners Inc. boosted its holdings in shares of Post by 3.2% during the 2nd quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock valued at $103,004,000 after acquiring an additional 29,240 shares during the last quarter. Victory Capital Management Inc. boosted its holdings in shares of Post by 11.6% during the 3rd quarter. Victory Capital Management Inc. now owns 310,946 shares of the company’s stock valued at $33,420,000 after acquiring an additional 32,404 shares during the last quarter. Finally, EULAV Asset Management grew its stake in shares of Post by 10.8% in the third quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock worth $24,191,000 after acquiring an additional 21,998 shares during the period. 94.85% of the stock is owned by institutional investors.

Insider Buying and Selling at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the transaction, the director owned 21,293 shares of the company’s stock, valued at $2,434,002.83. This represents a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 14.05% of the stock is currently owned by company insiders.

Post Stock Down 0.0%

Shares of POST stock opened at $105.54 on Friday. 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 one year low of $95.07 and a one year high of $119.85. The company’s fifty day moving average price is $103.07 and its 200-day moving average price is $104.36. The company has a market capitalization of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43.

Post (NYSE:POST) last issued its earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, topping the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion during 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%. Post’s quarterly revenue was up 10.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.73 EPS. Sell-side analysts expect that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on POST. Evercore lowered their price objective on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research report on Monday, November 24th. Wells Fargo & Company boosted their target price on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday, February 9th. Mizuho lowered their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Wall Street Zen upgraded Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Finally, Barclays reaffirmed an “overweight” rating and issued a $127.00 price objective on shares of Post in a report on Monday, February 9th. Five equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $129.67.

Post News Roundup

Here are the key news stories impacting Post this week:

• Positive Sentiment: Foodservice strength and branded portfolio lift near-term growth — a Zacks note highlights that Post began fiscal 2026 with ~10% sales growth in Q1 driven by a rebound in foodservice egg volumes and steady contributions from Weetabix, supporting revenue momentum and margin recovery prospects. Can Post Holdings Sustain Growth on Foodservice Strength?
• Neutral Sentiment: Packaging / recycled resin trends could affect COGS and sustainability positioning — a recent market analysis of the post-consumer resin (PCR) market outlines supply, pricing and demand dynamics for recycled plastics used in food packaging. Changes in PCR availability or cost could influence Post’s packaging expenses and ESG disclosures, but the note is industry‑wide rather than company‑specific. Post Consumer Resin (PCR) Market Analysis & Growth 2026
• Negative Sentiment: Geopolitical escalation and market volatility risk — reporting that Russia is providing Iran intelligence to target U.S. forces underscores rising geopolitical tensions in the Middle East. Heightened risk can drive broad market volatility, commodity-price moves, and cautious consumer spending, which are potential near-term headwinds for consumer-packaged-goods demand and investor sentiment toward POST. Russia is providing Iran intelligence to target U.S. forces, officials say – The Washington Post

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.