Natixis Advisors LLC Purchases 20,099 Shares of Post Holdings, Inc. $POST

Natixis Advisors LLC raised its position in shares of Post Holdings, Inc. (NYSE:POST) by 12.8% during the 3rd quarter, Holdings Channel reports. The fund owned 177,039 shares of the company’s stock after purchasing an additional 20,099 shares during the period. Natixis Advisors LLC’s holdings in Post were worth $19,028,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Arrowstreet Capital Limited Partnership grew its stake in shares of Post by 53.9% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 91,474 shares of the company’s stock worth $9,973,000 after buying an additional 32,048 shares in the last quarter. Carnegie Investment Counsel raised its position in shares of Post by 4.5% during the 3rd quarter. Carnegie Investment Counsel now owns 158,701 shares of the company’s stock valued at $17,057,000 after buying an additional 6,861 shares in the last quarter. Nordea Investment Management AB lifted its holdings in shares of Post by 26.6% in the 3rd quarter. Nordea Investment Management AB now owns 63,612 shares of the company’s stock valued at $6,850,000 after acquiring an additional 13,354 shares during the last quarter. EULAV Asset Management grew its position in Post by 10.8% in the third quarter. EULAV Asset Management now owns 225,071 shares of the company’s stock worth $24,191,000 after acquiring an additional 21,998 shares in the last quarter. Finally, Braun Stacey Associates Inc. increased its stake in Post by 6.7% during the third quarter. Braun Stacey Associates Inc. now owns 191,562 shares of the company’s stock worth $20,589,000 after acquiring an additional 12,014 shares during the last quarter. 94.85% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Post

In other news, Director Gregory L. Curl sold 6,983 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $114.31, for a total transaction of $798,226.73. Following the completion of the sale, the director directly owned 21,293 shares of the company’s stock, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 14.05% of the company’s stock.

Trending Headlines about Post

Here are the key news stories impacting Post this week:

• Neutral Sentiment: Coverage noting Canada’s lagging food‑sector productivity highlights persistent efficiency gaps in grocery channels that can pressure retailer margins and supplier pricing/placement dynamics—an industry backdrop that can make volume and promotional pressure tougher for CPG companies like Post. Posthaste: Canada is losing the productivity battle, even in the grocery aisles
• Neutral Sentiment: Peer/sector update: DaChan Food reported higher revenue but swung to a shareholder loss for 2025, illustrating volatile input‑cost and margin swings in the broader food supply chain—an industry signal investors watch for potential margin sensitivity at legacy brands such as Post. DaChan Food Posts Higher Revenue but Swings to Shareholder Loss in 2025
• Negative Sentiment: Macro risk: multiple news items about the Iran conflict and related oil‑price moves have lifted fuel and transport cost expectations—higher logistics and energy costs squeeze CPG gross margins and raise short‑term inflationary concerns that can reduce discretionary grocery spending. This is a likely contributor to today’s weakness in POST. As Iran War Spikes Gas Prices, Americans Struggle With the Rising Cost of Living

Wall Street Analyst Weigh In

A number of brokerages have issued reports on POST. Zacks Research upgraded Post from a “strong sell” rating to a “hold” rating in a research report on Monday, February 9th. Wells Fargo & Company boosted their target price on Post from $108.00 to $120.00 and gave the company an “equal weight” rating in a research report on Monday, February 9th. Mizuho decreased their price target on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a report on Monday, December 1st. Weiss Ratings upgraded Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Finally, Evercore dropped their price objective on shares of Post from $131.00 to $129.00 and set an “outperform” rating for the company in a research note on Monday, November 24th. Five equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $129.67.

Post Stock Down 2.4%

Shares of NYSE:POST opened at $101.61 on Thursday. The firm has a market capitalization of $4.86 billion, a PE ratio of 18.78 and a beta of 0.43. The business has a 50 day simple moving average of $103.32 and a two-hundred day simple moving average of $104.15. Post Holdings, Inc. has a 1 year low of $95.07 and a 1 year high of $119.85. 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 (NYSE:POST) last issued its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share (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 firm had revenue of $2.17 billion during the quarter, compared to analyst estimates of $2.18 billion. During the same period last year, the company earned $1.73 EPS. Post’s quarterly revenue was up 10.2% compared to the same quarter last year. On average, equities analysts predict that Post Holdings, Inc. will post 6.41 EPS 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.