Post Holdings, Inc. (NYSE:POST) Receives Consensus Rating of “Hold” from Analysts

Post Holdings, Inc. (NYSE:POST) has been given a consensus recommendation of “Hold” by the eight analysts that are covering the firm, MarketBeat reports. Two research analysts have rated the stock with a sell rating, one has issued a hold rating and five have given a buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $125.3333.

Several equities research analysts have commented on the stock. Wells Fargo & Company decreased their target price on shares of Post from $115.00 to $108.00 and set an “equal weight” rating on the stock in a research report on Monday, November 24th. JPMorgan Chase & Co. raised their price objective on shares of Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Mizuho lowered their target price 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. Evercore ISI dropped their target price 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. Finally, Wall Street Zen downgraded shares of Post from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd.

Post Stock Performance

NYSE POST opened at $98.28 on Friday. The stock has a market capitalization of $5.07 billion, a price-to-earnings ratio of 17.93 and a beta of 0.45. The business’s 50 day moving average is $99.87 and its two-hundred day moving average is $104.48. Post has a 12-month low of $95.07 and a 12-month high of $119.85. The company has a current ratio of 1.67, a quick ratio of 0.95 and a debt-to-equity ratio of 1.97.

Post (NYSE:POST) last posted its quarterly earnings results on Thursday, November 20th. The company reported $2.09 earnings per share for the quarter, beating 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 for the quarter, compared to the consensus estimate of $2.25 billion. During the same period in the previous year, the business earned $1.53 earnings per share. The company’s revenue for the quarter was up 11.8% compared to the same quarter last year. Research analysts expect that Post will post 6.41 EPS for the current year.

Insider Buying and Selling at Post

In other news, SVP Bradly A. Harper sold 1,658 shares of Post stock in a transaction on Friday, December 5th. The stock was sold at an average price of $96.69, for a total transaction of $160,312.02. Following the completion of the transaction, the senior vice president owned 11,441 shares of the company’s stock, valued at $1,106,230.29. The trade was a 12.66% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director David W. Kemper acquired 1,800 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The stock was acquired at an average price of $97.93 per share, for a total transaction of $176,274.00. Following the completion of 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. Additional details regarding this purchase are available in the official SEC disclosure. 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 the business. Dimensional Fund Advisors LP increased its stake in shares of Post by 4.1% during the 3rd quarter. Dimensional Fund Advisors LP now owns 2,812,423 shares of the company’s stock worth $302,272,000 after purchasing an additional 110,928 shares in the last quarter. The Manufacturers Life Insurance Company increased its position in Post by 35.0% during the second quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock worth $143,249,000 after buying an additional 340,599 shares in the last quarter. Norges Bank purchased a new position in Post during the second quarter worth $136,310,000. Epoch Investment Partners Inc. raised its holdings in shares of Post by 3.2% in the second quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock worth $103,004,000 after acquiring an additional 29,240 shares during the last quarter. Finally, Hennessy Advisors Inc. lifted its position in shares of Post by 9.3% in the second quarter. Hennessy Advisors Inc. now owns 494,600 shares of the company’s stock valued at $53,926,000 after acquiring an additional 42,100 shares in the last quarter. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post News Summary

Here are the key news stories impacting Post this week:

• Positive Sentiment: Recent company fundamentals remain a tailwind — Post beat Q3 EPS expectations and reported ~11.8% revenue growth year‑over‑year, and analysts still model solid full‑year EPS. These results support the stock on a fundamental basis.
• Positive Sentiment: Trade/tariff risk eased after political headlines this week, which reduced a key macro overhang for consumer and packaged‑food companies and helped broader markets. Posthaste: Stock markets digest another TACO…
• Neutral Sentiment: Broader geopolitical and policy stories (U.S. withdrawal from WHO, immigration enforcement memos, FCC rule discussions) are keeping volatility elevated but don’t point to company‑specific drivers for Post. These items can create short‑term market noise rather than change Post’s underlying outlook. US completes withdrawal from World Health Organization – AP News
• Neutral Sentiment: Sector and market movers (earnings beats from other large names) are lifting some stocks and prompting profit‑taking in others — this rotation can pressure stocks like POST that recently ran up earlier in the quarter. Booz Allen Posts Upbeat Q3 Earnings…
• Negative Sentiment: Technical and balance‑sheet pressure: POST is trading below its 50‑ and 200‑day moving averages, and its leverage (debt/equity ~1.97) and sub‑1 quick ratio add to investor caution — factors that can amplify downside on mixed market days.
• Negative Sentiment: Lower intraday volume versus average suggests the move is at least partly driven by position‑sizing and profit‑taking rather than a clear catalyst; that can leave the stock vulnerable to follow‑through selling until buyers reappear.

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.