Gateway Investment Advisers LLC Sells 8,086 Shares of Post Holdings, Inc. $POST

Gateway Investment Advisers LLC lowered its stake in shares of Post Holdings, Inc. (NYSE:POST) by 54.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,861 shares of the company’s stock after selling 8,086 shares during the quarter. Gateway Investment Advisers LLC’s holdings in Post were worth $737,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in POST. Royal Bank of Canada raised its position in Post by 74.2% during the first quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock valued at $6,694,000 after purchasing an additional 24,514 shares in the last quarter. Hancock Whitney Corp bought a new position in shares of Post during the 1st quarter valued at about $352,000. Dynamic Technology Lab Private Ltd purchased a new position in shares of Post during the 1st quarter valued at about $623,000. Caxton Associates LLP purchased a new position in shares of Post during the 1st quarter valued at about $837,000. Finally, United Services Automobile Association bought a new stake in Post in the 1st quarter worth approximately $325,000. 94.85% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have commented on POST. Wall Street Zen cut shares of Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. JPMorgan Chase & Co. increased their target price on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Zacks Research cut shares of Post from a “hold” rating to a “strong sell” rating in a research report on Friday, November 28th. Weiss Ratings reissued a “hold (c-)” rating on shares of Post in a research note on Monday, December 29th. Finally, Evercore ISI reduced their price objective on Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Five research analysts have rated the stock with a Buy rating, two have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Post currently has a consensus rating of “Moderate Buy” and a consensus target price of $125.33.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Broad U.S. equity strength: Major U.S. indices have been on a sizable rally heading into 2026, which generally supports cyclical and consumer stocks and can lift sentiment for names like POST. Major US Equity Indices Feverishly Rallied
• Positive Sentiment: S&P 500 momentum: Commentary noting a strong 2025 finish for indices (S&P +16.4% in 2025) reinforces risk appetite that can benefit consumer packaged goods stocks on days of market strength. S&P 500 Snapshot
• Neutral Sentiment: ETF/sector-watch pieces: A “Chart of the Day” note suggests monitoring ETFs in the current post‑Maduro market — useful for gauging flows into staples vs. other sectors, but not company‑specific. That flow could either help or hurt POST depending on rotation. Chart Of The Day: In Post‑Maduro Market
• Neutral Sentiment: Energy-sector commentary: Comments that U.S. oil firms may invest in Venezuela post‑regime change point to medium‑term oil supply shifts — mixed implications for consumer firms (lower oil helps logistics/input costs; short‑term disruption could raise costs). Trump Says US Oil Giants Will Pump Billions Into Venezuela
• Negative Sentiment: Geopolitical risk and market uncertainty from Venezuela developments: Coverage of Maduro’s capture and U.S. actions is creating headline volatility and fueling concerns about near‑term oil and shipping disruption — a factor that can raise input and transportation costs for food manufacturers and weigh on shares like POST. Posthaste: Oil not the only asset the world is watching after Venezuela raid

Insider Transactions at Post

In other Post news, Director David W. Kemper bought 1,800 shares of the business’s 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 completion of the purchase, the director directly owned 31,522 shares of the company’s stock, valued at $3,086,949.46. This trade represents a 6.06% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, SVP Bradly A. Harper sold 1,658 shares of the business’s stock in a transaction dated 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 owned 11,441 shares in the company, valued at approximately $1,106,230.29. This represents a 12.66% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 14.05% of the company’s stock.

Post Stock Down 2.7%

Shares of NYSE POST opened at $96.90 on Tuesday. The firm’s fifty day moving average is $101.81 and its 200 day moving average is $105.51. Post Holdings, Inc. has a 52 week low of $95.07 and a 52 week high of $119.85. The company has a quick ratio of 0.95, a current ratio of 1.67 and a debt-to-equity ratio of 1.97. The company has a market cap of $5.00 billion, a price-to-earnings ratio of 17.68 and a beta of 0.45.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, November 20th. The company reported $2.09 earnings per share for the quarter, beating the consensus estimate of $1.89 by $0.20. The business had revenue of $2.25 billion during the quarter, compared to analysts’ expectations of $2.25 billion. Post had a net margin of 4.11% and a return on equity of 11.72%. The firm’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.53 EPS. On average, equities research analysts expect that Post Holdings, Inc. will post 6.41 earnings per share for the current 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.