Post Holdings, Inc. (NYSE:POST) Receives $129.67 Average PT from Analysts

Shares of Post Holdings, Inc. (NYSE:POST) have been given an average rating of “Moderate Buy” by the eight analysts that are presently covering the company, Marketbeat.com reports. Three equities research analysts have rated the stock with a hold rating and five have issued a buy rating on the company. The average twelve-month target price among brokers that have issued a report on the stock in the last year is $129.6667.

A number of equities analysts recently commented on the stock. Barclays reaffirmed an “overweight” rating and set a $127.00 price target on shares of Post in a research note on Monday, February 9th. Wells Fargo & Company raised their price objective on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a research note on Monday, February 9th. Evercore dropped their target price on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research report on Monday, November 24th. JPMorgan Chase & Co. upped their target price on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Finally, Mizuho decreased their price target on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Company fundamentals: Q4 results beat on EPS ($2.13 vs. $1.66 est.), revenue up ~10% YoY and improving profitability — the primary driver behind the stock’s strength today.
• Positive Sentiment: Analyst/valuation setup: Post trades at a mid‑teens/low‑20s P/E (reported ~20.7) with stable cash flow and market cap near $5.4B — earnings beats increase chance of favorable analyst revisions and multiple support.
• Neutral Sentiment: Macro headlines could influence broad sentiment but are not Post‑specific — e.g., major policy/market moves such as the EPA rule changes that are driving sector rotation and volatility. Trump Repeals Key Greenhouse Gas Finding (NYT)
• Negative Sentiment: Balance‑sheet risk: Post’s debt-to-equity (~2.15) is meaningful — rising rates or any slowdown in organic growth could pressure free cash flow and the stock’s multiple.
• Negative Sentiment: Political/government risk and market volatility: Ongoing ICE/DHS fights, subpoenas and a possible DHS funding standoff could spark short‑term market volatility and risk‑off flows that weigh consumer packaged‑goods names. Homeland Security Demands Social Media Sites Reveal Names Behind Anti-ICE Posts (NYT)
• Negative Sentiment: Federal spending/contract risk: Reports that ICE plans large detention‑center spending and related budget fights increase odds of a partial DHS shutdown or funding uncertainty, which can increase market volatility. ICE plans to spend $38.3 billion turning warehouses into detention centers (WaPo / aggregated)

Insider Transactions at Post

In related news, Director David W. Kemper acquired 1,800 shares of the stock in a transaction on Monday, November 24th. The stock was 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 approximately $3,086,949.46. This represents a 6.06% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, 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 transaction of $798,226.73. Following the completion of the transaction, the director owned 21,293 shares in the company, valued at $2,434,002.83. This represents a 24.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 14.05% of the company’s stock.

Institutional Trading of Post

Several institutional investors and hedge funds have recently modified their holdings of POST. Royal Bank of Canada grew its stake in Post by 74.2% in the first quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock worth $6,694,000 after purchasing an additional 24,514 shares in the last quarter. Empowered Funds LLC lifted its holdings in shares of Post by 12.3% in the 1st quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock worth $516,000 after buying an additional 487 shares during the period. Focus Partners Wealth grew its position in shares of Post by 11.1% during the 1st quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock worth $382,000 after buying an additional 328 shares in the last quarter. Intech Investment Management LLC increased its stake in shares of Post by 181.1% during the first quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock valued at $1,370,000 after buying an additional 7,583 shares during the period. Finally, KLP Kapitalforvaltning AS raised its holdings in shares of Post by 2.2% in the second quarter. KLP Kapitalforvaltning AS now owns 14,100 shares of the company’s stock valued at $1,537,000 after acquiring an additional 300 shares in the last quarter. Institutional investors own 94.85% of the company’s stock.

Post Price Performance

Shares of Post stock opened at $111.84 on Wednesday. The stock has a market cap of $5.36 billion, a price-to-earnings ratio of 20.67 and a beta of 0.44. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90. The stock has a 50 day moving average price of $100.92 and a 200-day moving average price of $104.27. Post has a one year low of $95.07 and a one year high of $119.85.

Post (NYSE:POST) last released its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share for the quarter, beating the consensus estimate of $1.66 by $0.47. The company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. Post had a return on equity of 12.37% and a net margin of 3.82%.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. Equities analysts expect that Post will post 6.41 EPS for the current year.

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.