Jupiter Asset Management Ltd. Makes New $3.12 Million Investment in Post Holdings, Inc. $POST

Jupiter Asset Management Ltd. acquired a new stake in shares of Post Holdings, Inc. (NYSE:POST) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 28,997 shares of the company’s stock, valued at approximately $3,117,000.

Other large investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. raised its holdings in Post by 119.5% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock worth $27,000 after buying an additional 135 shares during the period. Millstone Evans Group LLC increased its position in shares of Post by 50.0% during the third quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after acquiring an additional 125 shares in the last quarter. Nomura Asset Management Co. Ltd. raised its holdings in shares of Post by 39.0% during the second quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock worth $62,000 after acquiring an additional 160 shares during the period. Headlands Technologies LLC bought a new stake in Post in the 2nd quarter valued at $64,000. Finally, Elevation Point Wealth Partners LLC acquired a new position in Post in the 2nd quarter worth $68,000. 94.85% of the stock is owned by institutional investors.

Post News Roundup

Here are the key news stories impacting Post this week:

• Positive Sentiment: Analyst/market commentary bullish after Post’s most recent results — some investors and commentators are buying the stock following the company’s EPS beat and improving revenue trends, supporting the case for the shares over the medium term. Bristol-Myers: I’m Buying Post Earnings
• Positive Sentiment: Retail data shows resilience in consumer spending — Walmart’s upbeat earnings signal that grocery and mass‑retail demand remains intact, which is supportive for packaged‑food companies like Post. (Same item also notes energy moves; see link.) Crude Oil Gains 2%; Walmart Posts Upbeat Earnings
• Neutral Sentiment: Broader market rotation and risk‑asset divergence — cryptocurrencies have seen a very weak start to the year while the S&P and gold have held up, a sign of mixed investor sentiment that may leave staples in a defensive position but not a clear bid. Bitcoin And Ethereum Post Worst Start To A Year On Record: Fortune
• Negative Sentiment: Rising geopolitical risk in the Middle East — reporting that the U.S. is weighing limited strikes on Iran and positioning forces increases the risk of higher oil prices and supply disruption, which would raise transport and input costs for packaged‑food companies. Trump Administration Live Updates: President Acknowledges That He Is Weighing Limited Strike on Iran – The New York Times
• Negative Sentiment: Energy costs moving higher — crude oil gains put upward pressure on transportation and packaging costs, squeezing margins for food processors and distributors unless offset by pricing or input hedges. Crude Oil Gains 2%; Walmart Posts Upbeat Earnings

Insider Activity

In other Post news, Director David W. Kemper acquired 1,800 shares of the company’s stock in a transaction on Monday, November 24th. The shares were purchased at an average price of $97.93 per share, for a total transaction of $176,274.00. Following the completion of the purchase, the director directly owned 31,522 shares of the company’s stock, valued at approximately $3,086,949.46. This represents a 6.06% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Bradly A. Harper sold 1,658 shares of the firm’s stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $96.69, for a total value of $160,312.02. Following the completion of the sale, the senior vice president directly owned 11,441 shares of the company’s stock, valued at approximately $1,106,230.29. The trade was a 12.66% 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.

Wall Street Analyst Weigh In

Several research firms have issued reports on POST. JPMorgan Chase & Co. lifted their price target on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Barclays restated an “overweight” rating and issued a $127.00 target price on shares of Post in a research note on Monday, February 9th. Zacks Research raised shares of Post from a “strong sell” rating to a “hold” rating in a research note on Monday, February 9th. Wall Street Zen upgraded shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Finally, Wells Fargo & Company increased their target price on shares of Post from $108.00 to $120.00 and gave the stock an “equal weight” rating in a report on Monday, February 9th. Five research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, Post has a consensus rating of “Moderate Buy” and an average target price of $129.67.

Post Trading Down 0.4%

Shares of Post stock opened at $106.60 on Friday. The stock has a market cap of $5.11 billion, a P/E ratio of 19.70 and a beta of 0.44. The company has a quick ratio of 1.02, a current ratio of 1.90 and a debt-to-equity ratio of 2.15. Post Holdings, Inc. has a 12-month low of $95.07 and a 12-month high of $119.85. The business’s 50 day moving average is $102.03 and its 200-day moving average is $104.40.

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

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.