Skandinaviska Enskilda Banken AB publ Buys New Holdings in Post Holdings, Inc. $POST

Skandinaviska Enskilda Banken AB publ bought a new position in Post Holdings, Inc. (NYSE:POST) during the 3rd quarter, Holdings Channel.com reports. The firm bought 11,504 shares of the company’s stock, valued at approximately $1,236,000.

Several other large investors also recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its position in shares of Post by 119.5% in 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 last quarter. Millstone Evans Group LLC increased its stake in shares of Post by 50.0% in the 3rd 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. increased its stake 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 valued at $62,000 after purchasing an additional 160 shares in the last quarter. Headlands Technologies LLC purchased a new position in Post during the second quarter valued at $64,000. Finally, Elevation Point Wealth Partners LLC bought a new position in Post in the 2nd quarter worth about $68,000. 94.85% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Mizuho lowered their price objective on Post from $122.00 to $120.00 and set an “outperform” rating on the stock in a research report on Monday, December 1st. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Weiss Ratings raised Post from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Friday, February 6th. JPMorgan Chase & Co. boosted their price objective on Post from $131.00 to $132.00 and gave the company an “overweight” rating in a research note on Monday, October 27th. Finally, Evercore decreased their target price on shares of Post from $131.00 to $129.00 and set an “outperform” rating on the stock in a research note on Monday, November 24th. Five analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, Post currently has an average rating of “Moderate Buy” and a consensus target price of $129.67.

Trending Headlines about Post

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

Post Price Performance

POST stock opened at $106.60 on Friday. The company has a debt-to-equity ratio of 2.15, a quick ratio of 1.02 and a current ratio of 1.90. The company’s fifty day moving average price is $102.03 and its 200-day moving average price is $104.40. Post Holdings, Inc. has a one year low of $95.07 and a one year high of $119.85. The company has a market capitalization of $5.11 billion, a PE ratio of 19.70 and a beta of 0.44.

Post (NYSE:POST) last announced its quarterly earnings results on Thursday, February 5th. The company reported $2.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.66 by $0.47. The company 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%. Post’s revenue for the quarter was up 10.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.73 EPS. On average, equities analysts anticipate that Post Holdings, Inc. will post 6.41 EPS for the current fiscal year.

Insider Transactions at Post

In related news, Director Gregory L. Curl sold 6,983 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $114.31, for a total value of $798,226.73. Following the sale, the director directly owned 21,293 shares in the company, valued at approximately $2,434,002.83. The trade was a 24.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 transaction, the senior vice president owned 11,441 shares of the company’s stock, valued at $1,106,230.29. This represents a 12.66% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 14.05% of the company’s stock.

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.