Post Holdings, Inc. $POST Shares Sold by Gabelli Funds LLC

Gabelli Funds LLC lowered its stake in Post Holdings, Inc. (NYSE:POST) by 2.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 193,447 shares of the company’s stock after selling 5,000 shares during the quarter. Gabelli Funds LLC’s holdings in Post were worth $20,792,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. lifted its holdings in Post by 119.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 248 shares of the company’s stock valued at $27,000 after purchasing an additional 135 shares in the last quarter. Millstone Evans Group LLC raised its position in shares of Post by 50.0% during the 3rd quarter. Millstone Evans Group LLC now owns 375 shares of the company’s stock worth $40,000 after purchasing an additional 125 shares during the last quarter. Nomura Asset Management Co. Ltd. lifted its stake in Post by 39.0% in the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 570 shares of the company’s stock valued at $62,000 after buying an additional 160 shares in the last quarter. Headlands Technologies LLC acquired a new stake in Post in the 2nd quarter worth about $64,000. Finally, Elevation Point Wealth Partners LLC acquired a new stake in Post in the 2nd quarter worth about $68,000. Hedge funds and other institutional investors own 94.85% of the company’s stock.

Post Stock Performance

Shares of Post stock opened at $105.54 on Friday. Post Holdings, Inc. has a one year low of $95.07 and a one year high of $119.85. The company has a market cap of $5.05 billion, a price-to-earnings ratio of 19.51 and a beta of 0.43. 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 business’s 50 day moving average price is $103.07 and its 200 day moving average price is $104.32.

Post (NYSE:POST) last released its quarterly earnings data 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. Post had a return on equity of 12.37% and a net margin of 3.82%.The company had revenue of $2.17 billion for the quarter, compared to analyst estimates of $2.18 billion. During the same quarter in the previous year, the company posted $1.73 earnings per share. The firm’s revenue for the quarter was up 10.2% compared to the same quarter last year. On average, research analysts predict that Post Holdings, Inc. will post 6.41 EPS for the current year.

Insider Buying and Selling

In other news, Director Gregory L. Curl sold 6,983 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $114.31, for a total value of $798,226.73. Following the completion of the sale, the director owned 21,293 shares of the company’s stock, valued at $2,434,002.83. This represents a 24.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 14.05% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Barclays reaffirmed an “overweight” rating and issued a $127.00 price target on shares of Post in a research note on Monday, February 9th. Weiss Ratings upgraded Post from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, February 6th. Mizuho reduced their price objective on Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research note on Monday, December 1st. Finally, Wells Fargo & Company raised their price objective on Post from $108.00 to $120.00 and gave the company 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $129.67.

More Post News

Here are the key news stories impacting Post this week:

• Positive Sentiment: Foodservice strength and branded portfolio lift near-term growth — a Zacks note highlights that Post began fiscal 2026 with ~10% sales growth in Q1 driven by a rebound in foodservice egg volumes and steady contributions from Weetabix, supporting revenue momentum and margin recovery prospects. Can Post Holdings Sustain Growth on Foodservice Strength?
• Neutral Sentiment: Packaging / recycled resin trends could affect COGS and sustainability positioning — a recent market analysis of the post-consumer resin (PCR) market outlines supply, pricing and demand dynamics for recycled plastics used in food packaging. Changes in PCR availability or cost could influence Post’s packaging expenses and ESG disclosures, but the note is industry‑wide rather than company‑specific. Post Consumer Resin (PCR) Market Analysis & Growth 2026
• Negative Sentiment: Geopolitical escalation and market volatility risk — reporting that Russia is providing Iran intelligence to target U.S. forces underscores rising geopolitical tensions in the Middle East. Heightened risk can drive broad market volatility, commodity-price moves, and cautious consumer spending, which are potential near-term headwinds for consumer-packaged-goods demand and investor sentiment toward POST. Russia is providing Iran intelligence to target U.S. forces, officials say – The Washington Post

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.