Voya Investment Management LLC Boosts Stake in Post Holdings, Inc. $POST

Voya Investment Management LLC raised its stake in shares of Post Holdings, Inc. (NYSE:POST) by 37.1% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 27,775 shares of the company’s stock after buying an additional 7,519 shares during the quarter. Voya Investment Management LLC owned about 0.05% of Post worth $2,985,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in POST. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after acquiring an additional 135 shares during the last quarter. Byrne Asset Management LLC purchased a new position in Post in the 2nd quarter valued at about $52,000. Signaturefd LLC lifted its holdings in Post by 131.1% in the 2nd quarter. Signaturefd LLC now owns 550 shares of the company’s stock valued at $60,000 after purchasing an additional 312 shares in the last quarter. Nomura Asset Management Co. Ltd. boosted its stake in shares of Post by 39.0% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after purchasing an additional 160 shares during the last quarter. Finally, Headlands Technologies LLC purchased a new stake in shares of Post during the second quarter worth about $64,000. 94.85% of the stock is owned by institutional investors and hedge funds.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Winter‑storm demand could boost retail grocery sales and short‑term pantry buying, supporting packaged‑food demand for brands like Post. Major winter storm predicted to bring snow, ice to Midwest and Northeast
• Neutral Sentiment: Holiday market illiquidity and muted S&P futures mean price moves may be choppier and less reliable; thin volumes can exaggerate short‑term swings in POST. S&P Futures Muted in Thin Post-Christmas Trade
• Neutral Sentiment: Major US indices traded with a lack of direction today (choppy session but a strong week overall); with no company news, POST is likely tracking this market backdrop. U.S. Stocks Finish Choppy Trading Day Slightly Lower But Post Strong Weekly Gains
• Neutral Sentiment: Dollar moves can influence commodity prices and exporters; the dollar’s recent dip‑and‑recovery adds uncertainty to input‑cost outlooks for commodity‑sensitive food makers. Dollar Index Posts 2.75-Month Low But Then Recovers
• Negative Sentiment: Wheat (an important input for many Post products) was showing early gains — rising grain prices would pressure margins if costs can’t be fully passed to retailers. Wheat Posting Early Wednesday Gains

Post Stock Down 0.1%

Shares of NYSE POST opened at $101.20 on Friday. Post Holdings, Inc. has a 52-week low of $95.07 and a 52-week high of $119.85. The firm has a fifty day moving average of $102.91 and a 200-day moving average of $106.14. The stock has a market capitalization of $5.22 billion, a PE ratio of 18.47 and a beta of 0.46. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97.

Post (NYSE:POST) last issued its earnings results on Thursday, November 20th. The company reported $2.09 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.20. Post had a return on equity of 11.72% and a net margin of 4.11%.The business had revenue of $2.25 billion for the quarter, compared to analyst estimates of $2.25 billion. During the same period last year, the company posted $1.53 EPS. The business’s quarterly revenue was up 11.8% on a year-over-year basis. On average, analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current year.

Insider Transactions at Post

In other news, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $96.69, for a total value of $160,312.02. Following the transaction, the senior vice president directly owned 11,441 shares of the company’s stock, valued at $1,106,230.29. The trade was a 12.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director David W. Kemper bought 1,800 shares of the company’s stock in a transaction that occurred on Monday, November 24th. The shares were acquired at an average cost of $97.93 per share, with a total value of $176,274.00. Following the transaction, the director owned 31,522 shares in the company, valued at approximately $3,086,949.46. This represents a 6.06% increase in their position. The SEC filing for this purchase provides additional information. Company insiders own 14.05% of the company’s stock.

Wall Street Analyst Weigh In

POST has been the topic of several recent analyst reports. Wall Street Zen downgraded shares of Post from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Barclays cut their price target on Post from $125.00 to $113.00 and set an “overweight” rating for the company in a report on Tuesday, November 25th. Zacks Research cut Post from a “hold” rating to a “strong sell” rating in a report on Friday, November 28th. Evercore ISI lowered their price objective on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. Finally, Weiss Ratings reiterated a “hold (c-)” rating on shares of Post in a research report on Monday, December 22nd. Five analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, Post presently has an average rating of “Moderate Buy” and an average target price of $125.33.

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.