Post Holdings, Inc. $POST Shares Sold by Schroder Investment Management Group

Schroder Investment Management Group cut its stake in Post Holdings, Inc. (NYSE:POST) by 17.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 203,339 shares of the company’s stock after selling 41,550 shares during the period. Schroder Investment Management Group’s holdings in Post were worth $21,568,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Northwestern Mutual Wealth Management Co. increased its holdings in Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after purchasing an additional 135 shares during the period. Millstone Evans Group LLC boosted its stake in shares of Post by 50.0% in 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. Ameriflex Group Inc. boosted its stake in shares of Post by 332.0% in the 3rd quarter. Ameriflex Group Inc. now owns 432 shares of the company’s stock valued at $46,000 after buying an additional 332 shares during the period. Nomura Asset Management Co. Ltd. grew its position in shares of Post by 39.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after buying an additional 160 shares in the last quarter. Finally, Headlands Technologies LLC acquired a new position 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.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on POST. Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Evercore lowered 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. Barclays reissued an “overweight” rating and issued a $127.00 price objective on shares of Post in a research report on Monday, February 9th. Wells Fargo & Company raised their price objective 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. Finally, Mizuho decreased their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research report on Monday, December 1st. Five analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, Post currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.67.

Post Stock Performance

NYSE POST opened at $97.80 on Friday. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02. Post Holdings, Inc. has a 1 year low of $95.07 and a 1 year high of $119.85. The company has a market capitalization of $4.68 billion, a PE ratio of 18.08 and a beta of 0.43. The company has a fifty day moving average of $103.30 and a two-hundred day moving average of $104.11.

Post (NYSE:POST) last posted its earnings results on Thursday, February 5th. The company reported $2.13 EPS for the quarter, topping analysts’ consensus estimates of $1.66 by $0.47. Post had a return on equity of 12.37% and a net margin of 3.82%.The business had revenue of $2.17 billion for the quarter, compared to analysts’ expectations of $2.18 billion. During the same quarter in the previous year, the firm earned $1.73 earnings per share. The business’s revenue was up 10.2% compared to the same quarter last year. As a group, analysts expect that Post Holdings, Inc. will post 6.41 earnings per share for the current year.

Insider Transactions at Post

In other Post news, Director Gregory L. Curl sold 6,983 shares of Post stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $114.31, for a total transaction of $798,226.73. Following the transaction, 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 transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 14.05% of the stock is owned by corporate insiders.

Key Stories Impacting Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Global release of strategic oil reserves to ease the Iran‑war supply shock—this could cap or lower fuel and freight costs that pressure food manufacturers’ margins. Nations agree to release oil reserves as war in Iran hits global economy
• Neutral Sentiment: Post’s recent results (reported Feb. 5) showed a solid EPS beat but revenue slightly missed and net margins remain thin — a mixed report that can justify both profit‑taking and continued investor interest depending on guidance and cost dynamics.
• Neutral Sentiment: Peer Campbell’s Q2 miss (attributed in part to weather and other factors) signals sector demand/operational variability; investors often reprice packaged‑foods names when large peers report softness. Campbell’s Posts Q2 Miss On Weather, Other Factors
• Negative Sentiment: Shipping risk in the Strait of Hormuz after a cargo ship was struck raises near‑term freight, insurance and route‑risk costs for imports/exports — a direct input cost risk for consumer packaged goods companies. Cargo ship struck by a projectile in the Strait of Hormuz, UK says – CNBC
• Negative Sentiment: Ongoing Iran conflict costs and continuing oil upside (despite reserve releases) keep input inflation risk elevated — pressuring margins and raising uncertainty for near‑term guidance. First 6 days of Iran war cost $11.3 billion, Pentagon tells Congress – NBC News

Post 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.