Vanguard Group Inc. Sells 125,745 Shares of Post Holdings, Inc. $POST

Vanguard Group Inc. reduced its stake in Post Holdings, Inc. (NYSE:POST) by 2.3% during the third quarter, HoldingsChannel reports. The firm owned 5,270,361 shares of the company’s stock after selling 125,745 shares during the quarter. Vanguard Group Inc. owned 0.10% of Post worth $566,458,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the stock. The Manufacturers Life Insurance Company lifted its stake in Post by 35.0% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,313,852 shares of the company’s stock valued at $143,249,000 after purchasing an additional 340,599 shares during the last quarter. Norges Bank bought a new position in shares of Post in the 2nd quarter valued at $136,310,000. Epoch Investment Partners Inc. boosted its holdings in shares of Post by 3.2% during the 2nd quarter. Epoch Investment Partners Inc. now owns 944,727 shares of the company’s stock valued at $103,004,000 after acquiring an additional 29,240 shares in the last quarter. Envestnet Asset Management Inc. grew its position in Post by 1.3% during the 2nd quarter. Envestnet Asset Management Inc. now owns 306,219 shares of the company’s stock worth $33,387,000 after acquiring an additional 3,978 shares during the last quarter. Finally, EULAV Asset Management increased its holdings in Post by 10.8% in the 3rd quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock worth $24,191,000 after purchasing an additional 21,998 shares in the last quarter. 94.85% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Post news, SVP Bradly A. Harper sold 1,658 shares of the company’s 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 transaction, the senior vice president directly owned 11,441 shares in the company, valued at $1,106,230.29. This represents a 12.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Gregory L. Curl sold 6,983 shares of the firm’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the transaction, the director owned 21,293 shares of the company’s stock, valued at approximately $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. 14.05% of the stock is owned by insiders.

Key Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Lower wheat prices: Midday weakness in wheat futures reduces near‑term raw‑material cost risk for cereal and bakery categories, which should help gross margins if the trend persists. Wheat Posting Midday Losses
• Positive Sentiment: Packaged‑goods resilience signaled by peers: Keurig Dr Pepper (KDP) posted a solid quarter and constructive outlook, suggesting consumer demand for away‑from‑home beverages and shelf‑stable items remains resilient — a favorable demand backdrop for Post’s cereal and refrigerated business. KDP Just Posted Its Best Earnings Streak in Years
• Neutral Sentiment: Energy / logistics results: Par Pacific’s (PARR) strong results point to improved refining margins and cash generation in the energy complex; stronger energy-sector cash flow is neutral-to-mixed for Post — could lift economic activity (good) but also pressure transportation/fuel costs (bad). Par Pacific Holdings Reports Strong Financial Results
• Negative Sentiment: Tariff talk and trade policy risk: Reports that the administration is weighing broad tariffs raise the risk of higher input costs or supply‑chain disruption for food manufacturers that rely on imported ingredients and packaging. Policy uncertainty can pressure multiples for consumer staples stocks. Trump Reportedly Weighing Sweeping Section 232 Tariffs
• Negative Sentiment: Signs of U.S. consumption softening from some restaurateurs: Domino’s guided to decelerating U.S. comps despite a recent beat — a cautionary datapoint that could signal slower discretionary food spending, which may weigh investor sentiment for packaged‑food names. Domino’s Pizza Posts Q4 Beat, Guides To US Comps Deceleration

Post Trading Down 0.2%

Shares of POST stock opened at $105.75 on Wednesday. Post Holdings, Inc. has a twelve month low of $95.07 and a twelve month high of $119.85. The stock has a market cap of $5.06 billion, a price-to-earnings ratio of 19.55 and a beta of 0.44. The company’s 50-day moving average price is $102.30 and its 200-day moving average price is $104.42. The company has a current ratio of 1.90, a quick ratio of 1.02 and a debt-to-equity ratio of 2.15.

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

Analyst Ratings Changes

Several research firms have recently issued reports on POST. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. Wells Fargo & Company upped their price target on shares of Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a research note on Saturday, February 7th. Mizuho reduced their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research note on Monday, December 1st. Finally, Evercore decreased their price objective on Post from $131.00 to $129.00 and set an “outperform” rating for the company in a report on Monday, November 24th. Five research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Post currently has an average rating of “Moderate Buy” and an average price target of $129.67.

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.