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

Shares of Post Holdings, Inc. (NYSE:POST) have received a consensus rating of “Moderate Buy” from the eight brokerages that are covering the company, MarketBeat reports. Three analysts have rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $129.6667.

Several research firms have commented on POST. Barclays reissued an “overweight” rating and set a $127.00 price target on shares of Post in a research note on Monday, February 9th. Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Wells Fargo & Company increased their target price on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a report on Monday, February 9th. Weiss Ratings raised shares of Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Finally, Wall Street Zen upgraded shares of Post from a “hold” rating to a “buy” rating in a research report on Saturday, February 7th.

Insider Buying and Selling at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the business’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 sale, the director owned 21,293 shares of the company’s stock, valued at approximately $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 is accessible through this link. Company insiders own 14.05% of the company’s stock.

Hedge Funds Weigh In On Post

A number of large investors have recently bought and sold shares of the stock. Caitong International Asset Management Co. Ltd bought a new stake in Post in the third quarter valued at approximately $26,000. Northwestern Mutual Wealth Management Co. increased its stake in shares of Post by 119.5% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after buying an additional 135 shares during the period. Larson Financial Group LLC raised its holdings in 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 buying an additional 103 shares during the last quarter. Highlander Partners L.P. bought a new stake in Post during the 4th quarter valued at $33,000. Finally, Millstone Evans Group LLC boosted its position in Post by 50.0% during the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock valued at $40,000 after buying an additional 125 shares during the period. 94.85% of the stock is owned by hedge funds and other institutional investors.

Post Price Performance

POST opened at $97.19 on Thursday. The stock has a 50-day moving average price of $102.89 and a 200-day moving average price of $102.85. Post has a 12-month low of $94.13 and a 12-month high of $119.85. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15. The stock has a market capitalization of $4.65 billion, a P/E ratio of 17.96 and a beta of 0.44.

Post (NYSE:POST) last announced its quarterly earnings data 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 company had revenue of $2.17 billion for the quarter, compared to analysts’ expectations of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.Post’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period last year, the firm posted $1.73 EPS. Equities analysts predict that Post will post 6.41 earnings per share for the current fiscal year.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Lower oil / market optimism could help Post’s margins (cheaper fuel/transport and softer input-cost pressure). Markets rallied and oil prices fell as headlines suggested the Iran conflict could ease. Markets rally, oil prices fall as Trump prepares to address nation on Iran war
• Positive Sentiment: Post’s most recent quarter showed an EPS beat ($2.13 vs. $1.66) and double-digit revenue growth year-over-year, which supports the earnings story despite mixed top-line detail. (See company summary / profile for the Feb quarter.) POST profile & earnings
• Neutral Sentiment: Canada Post plans to end home delivery and move to community mailboxes — a logistics change that could alter last-mile packaging or distribution costs for food companies with Canadian exposure (uncertain net impact). Canada Post community mailboxes
• Neutral Sentiment: Large political and geopolitical headlines (Supreme Court rulings, executive orders, Iran-war headlines) are driving intraday market volatility; these moves can move defensive staples like POST but direction depends on which macro variable (rates, oil, consumer confidence) dominates. Example coverage: Trump orders and Iran negotiation headlines. Trump orders citizenship verification
• Negative Sentiment: Balance-sheet and margin concerns: POST carries meaningful leverage (debt-to-equity ~2.15) and a modest net margin (~3.8%). That makes the stock more sensitive to margin pressure from commodity, packaging or freight cost swings and to interest-rate/backdrop concerns; investors may be trimming risk on that basis.
• Negative Sentiment: Technical / valuation context: shares are trading below the 50- and 200-day moving averages (~$102.9) and nearer the 12‑month low range; that can amplify selling in a weak session as technical traders react.

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.