SG Americas Securities LLC Raises Stock Holdings in Post Holdings, Inc. $POST

SG Americas Securities LLC grew its holdings in Post Holdings, Inc. (NYSE:POST) by 171.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 12,291 shares of the company’s stock after buying an additional 7,763 shares during the quarter. SG Americas Securities LLC’s holdings in Post were worth $1,321,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Arrowstreet Capital Limited Partnership increased its position in shares of Post by 53.9% during the second quarter. Arrowstreet Capital Limited Partnership now owns 91,474 shares of the company’s stock worth $9,973,000 after purchasing an additional 32,048 shares in the last quarter. Carnegie Investment Counsel boosted its stake in Post by 4.5% during the 3rd quarter. Carnegie Investment Counsel now owns 158,701 shares of the company’s stock worth $17,057,000 after purchasing an additional 6,861 shares during the last quarter. Envestnet Portfolio Solutions Inc. grew its holdings in shares of Post by 6.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 3,970 shares of the company’s stock worth $433,000 after buying an additional 237 shares in the last quarter. Inspire Investing LLC raised its position in shares of Post by 276.8% in the second quarter. Inspire Investing LLC now owns 11,139 shares of the company’s stock valued at $1,214,000 after buying an additional 8,183 shares during the last quarter. Finally, Vanguard Personalized Indexing Management LLC lifted its stake in shares of Post by 21.5% in the second quarter. Vanguard Personalized Indexing Management LLC now owns 6,932 shares of the company’s stock worth $756,000 after buying an additional 1,227 shares in the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: U.S. industrial production hit a new post‑pandemic high in December, signaling firmer economic activity that can support consumer demand for packaged foods — though the report noted utilities were the main driver. Industrial Production Sets New Post-Pandemic High In December – But Mainly Due To Utilities
• Positive Sentiment: Broader market upside — including a midday surge in the Nasdaq — lifted sentiment for consumer stocks. A stronger tape can boost Post’s multiple as investors rotate into defensive, cash‑flow generative food names. Nasdaq Surges Over 100 Points; M&T Bank Posts Upbeat Earnings
• Neutral Sentiment: Post announced its Q1 FY2026 results conference call for Feb. 6 (9:00 a.m. ET). The scheduled call brings near‑term event risk — investors may be positioning ahead of guidance and Q1 results. Post Holdings Schedules First Quarter Fiscal Year 2026 Conference Call
• Neutral Sentiment: European equity strength (fifth consecutive weekly advance) reflects continued risk appetite tied to AI optimism; this global risk‑on tone can support U.S. stocks including defensive consumer names like Post. European Stocks Post Fifth Weekly Advance; Novo Nordisk Rises
• Negative Sentiment: Commodity pressure: soybeans posted midday gains — higher agricultural commodity prices can raise ingredient costs for cereal and other food makers, squeezing margins if Post cannot pass costs through. Soybeans Posting Midday Gains
• Negative Sentiment: Oil (WTI) moved modestly higher amid geopolitical and macro headlines; rising fuel costs increase distribution and logistics expense for consumer packaged goods companies. WTI Posts Modest Gains Above $60.00 As Traders Assess Iran Protests

Insider Buying and Selling

In other news, SVP Bradly A. Harper sold 1,658 shares of the company’s stock in a transaction that occurred on Friday, December 5th. The shares were 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 in the company, valued at approximately $1,106,230.29. This represents a 12.66% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David W. Kemper acquired 1,800 shares of the stock in a transaction that occurred on Monday, November 24th. The shares were bought at an average cost of $97.93 per share, with a total value of $176,274.00. Following the transaction, the director directly owned 31,522 shares in the company, valued at $3,086,949.46. This trade represents a 6.06% increase in their position. The disclosure for this purchase is available in the SEC filing. 14.05% of the stock is currently owned by insiders.

Post Stock Performance

Shares of Post stock opened at $99.31 on Friday. The firm has a market cap of $5.12 billion, a PE ratio of 18.12 and a beta of 0.45. 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 Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85. The business’s fifty day simple moving average is $100.59 and its 200-day simple moving average is $104.84.

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

Analyst Upgrades and Downgrades

Several analysts recently issued reports on POST shares. Evercore ISI dropped their price objective on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Post in a report on Monday, December 29th. Wells Fargo & Company lowered their price objective on Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a research note on Monday, November 24th. Barclays cut their target price on Post from $125.00 to $113.00 and set an “overweight” rating for the company in a research note on Tuesday, November 25th. Finally, Mizuho lowered their price target on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. Five analysts have rated the stock with a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Post currently has a consensus rating of “Moderate Buy” and an average price target of $125.33.

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.