Redwood Investment Management LLC Makes New $2.18 Million Investment in Post Holdings, Inc. $POST

Redwood Investment Management LLC bought a new position in Post Holdings, Inc. (NYSE:POST) in the second quarter, HoldingsChannel reports. The fund bought 24,657 shares of the company’s stock, valued at approximately $2,176,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Larson Financial Group LLC lifted its stake in shares of Post by 62.8% in the fourth quarter. Larson Financial Group LLC now owns 267 shares of the company’s stock worth $26,000 after acquiring an additional 103 shares during the period. Argonautica Private Wealth Management Inc. boosted its position in shares of Post by 4.4% during the 4th quarter. Argonautica Private Wealth Management Inc. now owns 2,603 shares of the company’s stock valued at $258,000 after purchasing an additional 109 shares in the last quarter. Northwestern Mutual Wealth Management Co. grew its stake in Post by 119.5% during the second 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. Rockefeller Capital Management L.P. increased its holdings in Post by 7.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 2,056 shares of the company’s stock worth $204,000 after purchasing an additional 143 shares in the last quarter. Finally, Venturi Wealth Management LLC lifted its stake in Post by 7.2% in the first quarter. Venturi Wealth Management LLC now owns 2,414 shares of the company’s stock valued at $239,000 after buying an additional 162 shares during the period. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

POST has been the subject of several recent analyst reports. Wells Fargo & Company reduced their price objective on shares of Post from $98.00 to $86.00 and set an “equal weight” rating for the company in a research report on Monday, August 10th. Wall Street Zen cut shares of Post from a “buy” rating to a “hold” rating in a report on Saturday, May 9th. Stifel Nicolaus set a $125.00 price target on shares of Post in a research note on Friday, August 7th. Barclays cut their price objective on shares of Post from $106.00 to $95.00 and set an “overweight” rating on the stock in a research report on Monday, August 10th. Finally, Weiss Ratings lowered Post from a “hold (c)” rating to a “sell (d+)” rating in a research report on Monday, August 17th. Four analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Post currently has an average rating of “Hold” and an average price target of $109.00.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Positive Sentiment: Post’s latest quarterly earnings exceeded expectations, with adjusted EPS of $1.78 versus the $1.70 consensus estimate. The company also remains profitable, with analysts forecasting approximately $7.56 in EPS for the current fiscal year.
• Neutral Sentiment: The stock trades at roughly 15 times earnings, which may appeal to value-oriented investors, while its low beta of 0.40 suggests relatively limited sensitivity to broader market swings.
• Negative Sentiment: The latest results included revenue of $1.95 billion, below the $2.02 billion analyst estimate, with sales down 1.8% year over year. EPS also declined from $2.03 in the prior-year quarter, indicating ongoing pressure on demand and profitability.
• Negative Sentiment: Post Holdings continues to carry substantial leverage, reflected in a debt-to-equity ratio of 2.47. Shares also remain below their 50-day and 200-day moving averages, signaling that the broader price trend is still weak despite the recent increase.

Post Stock Up 1.2%

POST opened at $82.02 on Thursday. Post Holdings, Inc. has a fifty-two week low of $75.40 and a fifty-two week high of $117.28. The firm has a market capitalization of $3.72 billion, a P/E ratio of 15.08 and a beta of 0.40. The company’s 50-day moving average is $86.69 and its 200 day moving average is $95.75. The company has a debt-to-equity ratio of 2.47, a current ratio of 1.85 and a quick ratio of 0.99.

Post (NYSE:POST) last issued its quarterly earnings data on Thursday, August 6th. The company reported $1.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.70 by $0.08. Post had a net margin of 3.48% and a return on equity of 13.22%. The business had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $2.02 billion. During the same period in the prior year, the firm posted $2.03 EPS. The firm’s quarterly revenue was down 1.8% compared to the same quarter last year. Research analysts expect that Post Holdings, Inc. will post 7.56 earnings per share for the current fiscal year.

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.