Clarkston Capital Partners LLC Decreases Stock Position in Post Holdings, Inc. $POST

Clarkston Capital Partners LLC decreased its stake in shares of Post Holdings, Inc. (NYSE:POST) by 4.6% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 2,903,860 shares of the company’s stock after selling 139,910 shares during the period. Post accounts for 6.7% of Clarkston Capital Partners LLC’s investment portfolio, making the stock its largest position. Clarkston Capital Partners LLC owned about 5.35% of Post worth $312,107,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Dimensional Fund Advisors LP lifted its holdings in shares of Post by 4.1% in the third quarter. Dimensional Fund Advisors LP now owns 2,812,423 shares of the company’s stock worth $302,272,000 after buying an additional 110,928 shares in the last quarter. The Manufacturers Life Insurance Company grew 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 valued at $143,249,000 after acquiring an additional 340,599 shares in the last quarter. Norges Bank bought a new stake in Post during the 2nd quarter worth approximately $136,310,000. Epoch Investment Partners Inc. increased its holdings in Post by 3.2% during 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 period. Finally, Victory Capital Management Inc. lifted its stake in Post by 11.6% in the 3rd quarter. Victory Capital Management Inc. now owns 310,946 shares of the company’s stock worth $33,420,000 after purchasing an additional 32,404 shares in the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

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

Analysts Set New Price Targets

Several brokerages have commented on POST. Evercore cut their price target on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Mizuho decreased their price target on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Barclays reiterated an “overweight” rating and issued a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Finally, Wells Fargo & Company upped their target price on Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research note 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. According to data from MarketBeat, Post presently has an average rating of “Moderate Buy” and a consensus price target of $129.67.

Insider Transactions at Post

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

Post Price Performance

Shares of NYSE:POST opened at $105.54 on Monday. The company’s fifty day moving average price is $103.07 and its 200-day moving average price is $104.28. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02. The firm has a market capitalization of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43. Post Holdings, Inc. has a one year low of $95.07 and a one year high of $119.85.

Post (NYSE:POST) last posted its quarterly earnings data on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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%. The firm’s revenue was up 10.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 EPS. On average, equities research analysts anticipate that Post Holdings, Inc. will post 6.41 earnings per share for the current fiscal year.

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.