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

Natixis Advisors LLC boosted its holdings in shares of Post Holdings, Inc. (NYSE:POST) by 12.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 177,039 shares of the company’s stock after buying an additional 20,099 shares during the quarter. Natixis Advisors LLC owned approximately 0.33% of Post worth $19,028,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in POST. Royal Bank of Canada increased its holdings in shares of Post by 74.2% during the 1st quarter. Royal Bank of Canada now owns 57,535 shares of the company’s stock worth $6,694,000 after acquiring an additional 24,514 shares during the last quarter. Empowered Funds LLC boosted its position in Post by 12.3% during the first quarter. Empowered Funds LLC now owns 4,436 shares of the company’s stock worth $516,000 after purchasing an additional 487 shares during the period. Focus Partners Wealth increased its holdings in shares of Post by 11.1% in the first quarter. Focus Partners Wealth now owns 3,287 shares of the company’s stock valued at $382,000 after purchasing an additional 328 shares during the last quarter. Intech Investment Management LLC increased its holdings in shares of Post by 181.1% in the first quarter. Intech Investment Management LLC now owns 11,771 shares of the company’s stock valued at $1,370,000 after purchasing an additional 7,583 shares during the last quarter. Finally, Savant Capital LLC raised its position in shares of Post by 19.8% in the second quarter. Savant Capital LLC now owns 4,132 shares of the company’s stock valued at $451,000 after purchasing an additional 683 shares during the period. 94.85% of the stock is owned by institutional investors and hedge funds.

More Post News

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

Insider Activity at Post

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

Wall Street Analysts Forecast Growth

Several analysts recently commented on POST shares. Wall Street Zen raised shares of Post from a “hold” rating to a “buy” rating in a report on Saturday, February 7th. Mizuho cut their price objective on shares of Post from $122.00 to $120.00 and set an “outperform” rating for the company in a research report on Monday, December 1st. Wells Fargo & Company upped 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. Barclays reiterated an “overweight” rating and set a $127.00 target price on shares of Post in a research note on Monday, February 9th. Finally, Zacks Research raised Post from a “strong sell” rating to a “hold” rating in a report on Monday, February 9th. Five investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.67.

Post Trading Down 2.4%

Post stock opened at $101.61 on Thursday. Post Holdings, Inc. has a 1 year low of $95.07 and a 1 year high of $119.85. The firm’s 50 day moving average price is $103.32 and its 200-day moving average price is $104.15. The company has a debt-to-equity ratio of 2.15, a current ratio of 1.90 and a quick ratio of 1.02. The stock has a market cap of $4.86 billion, a P/E ratio of 18.78 and a beta of 0.43.

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